Account plans that write themselves, in Slack and Salesforce
Poggio puts actionable intelligence at the center of your revenue org, guiding sellers and agents with tailored POVs (Points of View), automated account plans, and next actions that move deals forward.
Real-time intelligence delivered where sellers and agents work
Poggio intelligence is proactively delivered to sellers and agents in existing workflows to drive the right next action with every opportunity, in Slack and Salesforce.
Intelligence that drives action at every stage.
Deeply understand customers
Poggio combines intel from Salesforce, Gong, and thousands of external sources to deliver the most comprehensive POV on every customer, their needs, and how you solve them.
Prioritize your best opportunities
Poggio focuses your team where they'll win, stack-ranking accounts based on how well your solution solves customer challenges.
Drive action
Poggio guides your team with always up-to-date account plans, relationship maps, and next actions that move deals forward.
“Poggio’s Revenue AI platform and agents have revolutionized our GTM motion, positioning Lenovo sellers to show up as strategic partners that solve customer needs.”
Ed Soo Hoo
WW CTO of Global Accounts, Lenovo
Insights that move deals forward, without ever leaving Slack
Poggio Revenue agents proactively push account plans and next actions to sellers, answer seller questions to provide guidance on accounts, and deliver account updates as they happen, natively in Slack.
🔔 New inbound request: Derek Smith, VP of Engineering, Luna Labs
Account
Luna Labs
Status
ActiveStart date
Mar 22, 2026
End date
Jun 21, 2026
Intelligence that drives action for every Salesforce opportunity
Poggio Revenue agents proactively stack rank your best opportunities based on your solution’s strength in solving customer needs. Poggio agents then arm your sellers with tailored POVs, automated account plans, and next actions to close them, natively in Salesforce.
| Type | POV Strength | Last Activity | Owner Full... |
|---|---|---|---|
| Customer | High | 03/14/2026 | Romina Beau |
| Customer | Medium | 03/14/2026 | Romina Beau |
| Customer | Medium | 03/14/2026 | Romina Beau |
| Customer | High | 03/14/2026 | Romina Beau |
| Customer | Low | 03/14/2026 | Romina Beau |
| Customer | Low | 03/28/2026 | Romina Beau |
| Customer | Medium | 03/09/2026 | Romina Beau |
| Customer | Medium | 03/30/2026 | Romina Beau |
Give every agent the context to take the right action
Poggio delivers real-time intelligence and context to any agent, including Claude, Agentforce, custom agents, and internal automation. That way all agents operate from a unified view of the customer, take the right action, and deliver a world class experience every time, delivered through MCP, A2A, and REST API.
Systems
People
Agents
Salesforce
Slack
AI Agents
Managed Package
Native App & MCP
MCP
Superagent
Workflows
Context
Data · Research · Automation
Where Sellers Work
Salesforce
Slack
AI Agents
Superagent
Workflows
Context
Data · Research · Automation
Fast and easy to deploy, Poggio drives quick wins while unlocking competitive advantage
Install the Poggio App
Quick, secure setup of Poggio in Slack, with our managed package for Salesforce, and through MCP integration to any agent.
Auto-populate insights
Poggio auto-generates and pushes POVs, account plans, and next actions to Slack, Salesforce, and Agentforce, updating them when things change.
Access everywhere
Intelligence flows to Slack and Salesforce where sellers work.
Enterprise-grade security and governance
Production-grade agent architecture with schema-aware operations, citation enforcement, smart caching, and data validation, all engineered for reliability and scale.
SOC2 Compliance
Type I and Type II reports available to customers.
Role-based Access
Admins, user, and viewer workspace permissions.
IdP integration
Poggio supports SSO and IdP integration via SAML.
Encryption
Customer data is encrypted at rest and in transit.
Penetration Testing
Regular penetration testing keeps Poggio secure.
Governed use of AI
We never train or fine-tune AI with customer data.
Ready to put our Revenue Superagent to work?
Get started with Poggio and see the difference real-time intelligence makes.