Aside for Sales
Ten minutes before a discovery call, you need more than the CRM note. You need the prospect's hiring page, security page, recent site changes, the last similar deal, and one question that sounds like you did the work.
Have Aside check those pages in the background and return a source-backed brief while you stay in the meeting doc.
| 10-minute brief | Acme example |
|---|---|
| Account signal | Hiring three infra engineers and updated SOC 2 page last week |
| CRM context | Last call blocked on migration risk and procurement timing |
| Matched proof | Northstar Series B infra rollout deck from a similar won account |
| Opener | "Looks like the infra team is growing before the migration. Is that team owning the rollout or inheriting it after vendor selection?" |
| Risk | Security review date may slip into July |
| Next question | "Who owns the security review date on your side?" |
Use it before the call: Give Aside the account name, CRM record, and meeting time. Ask for source-backed priorities, risks, and questions you can use without sounding scripted.
Discovery prep before the meeting
The useful artifact is a browser-sourced call brief. Have Aside open the CRM account, call notes, prospect site, pricing page, security page, LinkedIn company page, job posts, and the deck from the closest past deal.
| Brief section | Example |
|---|---|
| Current signal | Hiring three infra engineers and updating SOC 2 docs |
| CRM context | Last call mentioned migration risk and procurement timing |
| Proof to use | Case study from a similar Series B infrastructure company |
| Questions | Two questions tied to hiring, migration, compliance, or launch timing |
Example result: "Acme is hiring three infra engineers, updated its SOC 2 page last week, and your last CRM note says migration risk blocked the previous call. Ask whether the new infra hires own the migration plan, whether procurement has security review dates, and whether the team is comparing hosted versus self-managed options."
| Question | Why it works |
|---|---|
| "Are the new infra hires joining before or after the migration starts?" | Tied to the hiring page and migration note |
| "Who owns the security review date on your side?" | Tied to the updated SOC 2 page |
| "Are you comparing hosted and self-managed options, or has that decision been made?" | Tied to the last CRM objection |
| "What would make procurement block this in July?" | Tied to the deal timeline |
| "Which similar rollout should I bring to the next call?" | Tied to the matched internal deck |
Discovery prep
Research Acme before my 2pm discovery call. Open the CRM account, call notes, website, pricing page, security page, LinkedIn company page, open roles, and the deck from the closest past deal. Give me a call brief with source links, screenshots for pages that may change, likely priorities, risks, and five questions.
CRM cleanup after research
CRM cleanup gets postponed because reps need to leave the CRM to verify the fields. Aside can open the account record, check the company website and LinkedIn page, stage updates, and flag anything uncertain.
Use a review table: current value, proposed value, source URL, confidence, and skipped fields. RevOps should approve before anything saves.
CRM cleanup
Open the CRM records for these 12 accounts. For each one, check the latest website and LinkedIn page, propose company size and industry updates with source URLs, capture screenshots for pages that may change, and flag uncertain fields. Do not save changes.
Find proof from the actual deal trail
The right proof usually sits in the deal trail: CRM notes, pages the rep opened last week, a deck from a similar won account, and an internal customer story that never made it to the public site. Aside can reopen those pages and show why each source matches the current prospect.
Case study match
Find proof for this prospect from the actual deal trail. Open the CRM opportunity notes, my browser history for this account, internal customer pages, and decks used in similar won deals. Return two options with source links, screenshots for private pages, and the reason each fits.
Follow-up evidence after calls
A useful follow-up should point to something the buyer said or something their company is doing. Aside can open the calendar event, call transcript page, CRM activity, the buyer's live site, security page, pricing page, and source pages used during the call. Have it leave a source-attached draft for review.
Draft follow-up
You mentioned the infra migration is blocked on security review timing.
I pulled the SOC 2 page you updated last week and the migration note from our call.
The closest match is the Series B infra rollout deck we used with Northstar.
If helpful, I can send the two slides on procurement timing before Friday's review.
Follow-up evidence
Build follow-up evidence for yesterday's calls. Open the calendar events, call transcript pages, CRM activity, buyer websites, security pages, pricing pages, and source pages used during each call. For each account, stage a draft email with the buyer quote, proof URL, CRM note link, and suggested next step. Do not send anything.
Let Aside keep the thread alive
Some sales work waits on a portal, a contact form, a partner directory, or a support chat. Aside can request missing pricing, confirm a discount policy, ask whether a partner program fits the account, or wait for a buyer reply after you approve the first message.
Keep negotiation and sending behind review. Aside is useful because it can keep the thread alive, wait, reopen the task, and update the CRM note when the answer arrives.
Ask and wait
Stage a partner-program question for this prospect. Open the partner page, CRM account, and prior email thread. Draft the question with account context, wait for my approval before sending, then reopen the task when a reply arrives and stage a CRM note with source links.
Prospecting lists from messy directories
Directories and association pages rarely export clean data. Aside can browse the list, follow detail links, extract fields, and flag rows that need manual review.
For outbound work, include the reason a rep can use and the reason they should skip. A good CSV has company, website, title, LinkedIn URL, trigger, proof URL, first-line rationale, and review status.
Prospecting list
Build a prospecting list from this trade association directory. Extract company, website, title, LinkedIn URL, and proof of fit. Export to CSV and flag rows with missing fields.
Make recurring sales admin run on schedule
Use Routines for sales work that repeats by territory, stage, or account list. Every Monday at 8:30, Aside can open stale stage-two opportunities, check last activity, draft next steps, and flag deals with no clear reason to stay open. After a proposal goes out, it can reopen the same task later and check whether a follow-up is due.
For recurring runs, keep notes about fields to verify, source pages used last time, and account signals already checked.
Routine candidates: Monday pipeline cleanup, daily call prep, stale opportunity review, target-account research, and follow-up checks after proposal sends.
The rep stays in control
Aside fits sales tasks that start in the CRM while the proof lives elsewhere. It can gather account proof, check CRM history, find the right source page, stage the update, and stop before anything gets sent or saved.
Use Ultrabrowse when one page is not enough. For a technical account, it can move through the prospect's site, job posts, docs, security page, and CRM history before summarizing.