Ship the deliverable before the call ends.
PrismaCue captures discovery as it happens and assembles your Current State, Proposed Solution, and Proposed Architecture canvases live — every card grounded in the buyer’s own words, ready to live-share and export before you hang up.
Great discovery call. Empty deliverable at midnight.
SEs run great discovery, then spend nights rebuilding it into solution docs, architecture diagrams, and follow-ups. Every reconstruction loses fidelity. Momentum fades. Deals slip.
The post-call reconstruction night
You run a great discovery call, then spend the evening rebuilding it into solution docs, architecture diagrams, and a recap. Every paraphrase loses a constraint the buyer actually stated.
Momentum bleeds between call and deliverable
Every hour between hang-up and follow-up is an hour the buyer’s confidence cools and a competitor advances. Same-day follow-up is the exception, not the rule.
Nothing builds the deliverable from the call
Your notes tool transcribes. Salesforce stores. Neither assembles the Current State, Proposed Solution, and Proposed Architecture from what the buyer actually said — grounded in their own words.
PrismaCue closes the gap: the deliverable assembles while the call is still live.
Discovery flows in. Solution canvases assemble live. Share before the call ends.
PrismaCue pulls context from your live call, notes, docs, and Salesforce. As you run discovery, the canvas builds the journey — Current State, Proposed Solution, Proposed Architecture — node by node, every card labelled with where it came from.
Capture every fact
Context flows in from the live call, voice notes, pasted notes, your docs, and Salesforce. Each fact lands speaker-attributed in the ledger about 15 seconds after it’s spoken.
Canvases assemble live
Current State, Proposed Solution, and Proposed Architecture build themselves card by card as discovery unfolds — new facts patch the canvas mid-call, not hours later.
Every card shows its source
Each item carries one of three fact-states: Said — spoken on the call, Sourced — grounded against your docs, AI-suggested — rendered dashed so you decide what ships.
Live-share and export
Share a clean, verified-only stage with the buyer while the call runs, then export a branded one-pager or recap PDF before you hang up.
"We rebuild tribal knowledge every quarter when engineers rotate — it’s killing us."
Auth runs through a legacy SSO; changes need a 2-week approval cycle.
Knowledge layer captures decisions at the source — per the platform overview.
SSO connector supports the existing approval workflow — no auth rebuild.
"Integration team won’t touch anything without an architecture diagram on day one."
Export the one-pager and recap PDF before the call ends.
Sync ledger summary back to the Salesforce Opportunity.
From first-call prep to procurement-proof proposals.
The flagship use-case is the most-built one. Here is where the live canvas changes the day-to-day — each tied to what the mechanism actually does.
Kill the post-call reconstruction night
Facts land in a speaker-attributed ledger about 15 seconds after they’re spoken. Canvases assemble during the call, and the recap plus a PDF export are ready before it ends — no midnight rebuild from memory.
- Recap and PDF ready before you hang up
- Same-day follow-up becomes the default
Same-call deliverables that move deals
The customer stage shows Current State, Proposed Solution, and Proposed Architecture building live. Export a branded one-pager while you’re still in the room — the deal advances on the call, not a week later.
- The deal advances on the call, not a week later
- A branded one-pager leaves the room with the buyer
Proposals that survive procurement
Every card shows what was Said, Sourced, or AI-suggested, and each claim links back to the sentence that grounds it. When procurement pushes on scope, the answer is one click away — not a memory contest.
- Every claim links back to the sentence that grounds it
- Scope questions answered in a click, not a memory contest
Discovery quality you can measure
Coverage you can audit, not guess at — every discovery question traced back to the moment it was answered. Leadership gets dashboards per deal, per SE, and per team: which questions were answered, which facts made the solution.
- Coverage you can audit, not a guess
- Gaps visible per deal, per SE, per team
Salesforce hygiene without the nagging
The workspace seeds from the Opportunity, and summaries plus artifacts sync back automatically. The CRM stays current because it’s a by-product of the work — not a second job after the call.
- The CRM stays current as a by-product of the work
- Summaries and artifacts sync back automatically
Ramp new SEs faster
Discovery templates encode your best SEs’ questions, and cards fill themselves as answers are spoken. New hires run senior-grade discovery on day one because the cockpit carries the playbook.
- New SEs ramp on your best reps’ question templates
- Senior-grade discovery from day one
Regulated-buyer ready
Sensitive deals stay contained by design: your data stays walled off from every other customer, and every session is fully auditable and replayable — only verified content ever reaches the customer. Your security team gets a clear architecture to point at.
- Your data walled off from every other customer
- Every session auditable and replayable
Walk in already knowing the account
Prospect Prebuild reads everything public about the account, so you arrive at call one with their navigator and a seeded workspace — every card badged AI-suggested until the buyer confirms it. You start deep instead of cold.
- Arrive with their navigator and a seeded workspace
- Every prefilled card badged AI-suggested until confirmed
See the solution build itself on a real discovery call.
We run our own sales calls on PrismaCue. Request a demo and you’ll watch the Current State, Proposed Solution, and Proposed Architecture assemble in real time — grounded in your words, shareable before we hang up.
Every card in the demo is labelled: Said, Sourced, or AI-suggested — so you know exactly what to trust.