Page 192 – SalesTech Star

Sizeo Announces Success in AI-Driven Inventory Optimization with Designer Brands

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July 16, 2025

Sizeo Announces Success in AI-Driven Inventory Optimization with Designer Brands

Sizeo, a Durham-based AI inventory optimization software company, is proud to announce the success of its ongoing partnership with Designer Brands Inc. DBI is one of North America’s largest designers, producers, and retailers of footwear and accessories.

Sizeo, a Durham-based AI inventory optimization software company, is proud to announce the success of its ongoing partnership with Designer Brands Inc. (NYSE: DBI).

Sizeo’s customers utilize the solution to automate the execution of key buying and planning decisions, drive top and bottom-line growth, and improve customer experience. Since 2022, DBI has leveraged Sizeo’s technology in its U.S. DSW Designer Shoe Warehouse stores to support critical retail planning and supply chain transformation initiatives.

Benefits of Sizeo’s solution include:

Best-in-class size profile analytics to support smarter buying and allocation at the style + size + location level.
Smart store indexing to enhance localized inventory decisions and ensure customers can find the right size, in the right store, at the right time.
Modern, scalable architecture that integrates seamlessly into planning, buying, and allocation workflows.

“At Designer Brands, we’re always seeking innovative technologies that elevate the customer experience while improving our business fundamentals,” said Dave Berlin, Director of Stores and Corporate Systems at Designer Brands. “Our relationship with Sizeo has never felt transactional—it’s a true two-way collaboration where ideas flow in both directions.”

“We’re thrilled to partner with Designer Brands,” said Gray King, CEO of Sizeo. “DBI’s operational scale and focus on measurable results make them an ideal partner. This collaboration is more than just technology deployment. It’s a shared commitment to smarter inventory, higher margins, and better customer outcomes.”

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Transforming Revenue Teams with AI: Solving the Sales-Marketing Disconnect

Adit Abhyankar

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July 16, 2025

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Transforming Revenue Teams with AI: Solving the Sales-Marketing Disconnect

Walk into any B2B company, and you’ll hear the same complaints playing out: Marketing is frustrated that Sales isn’t following up on their qualified leads or using the content they create. Meanwhile, Sales fires back that Marketing’s leads are weak and the materials don’t address what prospects actually care about.

Sound familiar? You’re not alone. This battle has been raging for decades, and it’s costing companies a fortune. According to Forrester’s SiriusDecisions research, the price tag for this misalignment can be as high as 10% of annual revenue.

But here’s what’s changing – AI is finally giving us the tools to finally end this.

Don’t blame people, blame the process…

I recently talked with a marketing leader who shared a painfully common story. Their team runs targeted LinkedIn campaigns that generate solid, qualified leads, but those leads sit untouched for weeks because Sales doesn’t prioritize them. The company is losing business because of this disconnect.

This isn’t about lazy salespeople or clueless marketers. It’s about two teams living in completely different worlds with no bridge between them.

Marketing thinks in campaigns, personas, and quarterly goals. They measure success in lead volume, engagement, and pipeline contribution. Sales thinks in conversations, pain points, and deals – they’re measured by closed revenue.

Layer on top of that the fact these teams usually use totally different tech stacks: marketing automation; sales enablement; CRM; point solutions.

Traditional fixes like reorganizing teams or running joint training sessions don’t solve the root problem. You’re still asking people to bridge two different operating systems manually, day in and day out.

How AI finally bridges the Sales-Marketing gap

The best revenue teams today aren’t trying to force alignment through org charts or training. They’re using AI to translate marketing strategy into sales execution seamlessly.

Here’s how they’re doing it…

1. Turning conversations into campaign gold

Every sales call contains treasure troves of intel that could sharpen marketing’s targeting and messaging, if only it didn’t get lost in scattered notes or weekly pipeline meetings.

Smart teams use AI to analyze call transcripts and pick out patterns marketing can act on. For example, one manufacturing company found prospects were using completely different language to describe their challenges than the marketing materials did. After adjusting their messaging to match, campaign engagement shot up 35%.

2. One system, one truth

Instead of Sales and Marketing guarding separate silos of buyer personas, competitive intelligence, and success stories, leading orgs build dynamic, shared repositories. This makes key info instantly accessible without sales reps wasting time digging through multiple systems or scrambling to recall positioning.

3. Prepping smarter, not harder – the AI advantage

AI shines when it takes marketing’s strategic work and packages it for individual sales conversations. That might mean:

Discovery call guides tailored with prospect-specific context
Follow-up materials addressing the exact pain points from prior calls
Proposal language mirroring how the buyer articulates needs
ROI calculators based on similar customer outcomes

One tech company cut pre-call research from two hours to two minutes, and reps now enter every conversation armed with relevant talking points, while keeping brand consistency intact.

4. Closing the Feedback Loop

The best AI implementations create a continuous learning cycle. When a sales conversation surfaces a new objection, marketing’s messaging updates automatically. When marketing spots a trending industry concern, sales battle cards refresh in real time.

This isn’t just about better handoffs, it’s building a shared intelligence system that makes both teams smarter.

Starting simple: AI tips that actually work

Start with workflow integration. Don’t build another silo or system your people have to remember. AI should work inside their existing tools – email, calendar, CRM.
Prioritize time savings. Every AI feature should save time for both Sales and Marketing while improving lead-gen quality.
Prove value quickly. Pick one high-impact use case…maybe AI-generated follow-up emails with prospect-specific pain points or automated competitive intel on demand – demonstrate ROI, then scale.

And always remember: AI is here to augment human judgment, not replace it. The best implementations feel like a brilliant research assistant who never sleeps, not a robot.

Why integration is your biggest competitive edge

The companies winning today don’t just have the best sales teams or the best marketing teams. They have the most integrated revenue operations, powered by AI at scale.

The sales-marketing divide has been business as usual for so long that many leaders accept it as inevitable. But the orgs that crack this code first will win a huge competitive advantage.

ARMOR® and Teams Plus Partner to Improve Outbound Call Integrity and Brand Reputation

STS News Desk

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July 16, 2025

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Teams Plus customers gain access to spam detection, number remediation, and AI-powered insights to improve call outcomes and reputation.

PhoneBurner, the company behind the ARMOR^® solution, announced a strategic partnership with Teams Plus, a platform purpose-built to help businesses communicate more effectively and compliantly through their existing communication applications. Through this collaboration, ARMOR^® call deliverability and number reputation technology becomes available to a broader audience of users — empowering more organizations to protect their phone numbers, reach more contacts, and reduce compliance risk.

Partnering with ARMOR® gives our customers access to a groundbreaking layer of protection — one that directly improves visibility, trust, and call outcomes.”

— Sydney Huggins

Teams Plus customers now gain access to real-time number testing, spam detection, and expert remediation — all without requiring changes to their existing dialers, carriers, or infrastructure. As spam tagging and number mislabeling continue to threaten connection rates and brand trust, this partnership offers a timely solution.

“Teams Plus is a forward-thinking partner that understands what outbound teams are up against,” said Chris Sorensen, CEO of PhoneBurner. “Together, we’re equipping Teams Plus’ clients with the tools performance-driven, compliance-conscious businesses need to communicate with confidence.”

The partnership also includes access to ARMOR^® analytics and ARTHUR, a first-of-its-kind AI Answer Rate Technician that synthesizes call performance data, identifies patterns and anomalies, and surfaces actionable insights to help teams fine-tune their strategies and drive more successful conversations.

“Our customers count on us to deliver secure, compliant, and high-performing communication tools,” said Sydney Huggins, Client Success Manager at Teams Plus. “Partnering with ARMOR^® gives our customers access to a groundbreaking layer of protection — one that directly improves visibility, trust, and call outcomes.”

ARMOR^® continues to expand its footprint through strategic partnerships with platforms and MSPs that prioritize call integrity, compliance, and customer connection. This collaboration with Teams Plus reflects a shared commitment to helping modern organizations overcome deliverability challenges and build more trusted outreach.

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Pipe Solar and Scanifly Partner to Deliver Unified Proposal and Design Solution, Offering Sales Teams a Superior Alternative to Legacy Software

STS News Desk

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July 16, 2025

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Pipe Solar and Scanifly Partner to Deliver Unified Proposal and Design Solution, Offering Sales Teams a Superior Alternative to Legacy Software

Scanifly, the solar industry’s leader in PV design and field operations software, announced a strategic partnership with Pipe Solar, the next-generation solar proposal and project management platform. The integration embeds Scanifly’s design tools directly into Pipe’s sales workflow, positioning the combined solution as a complete replacement for existing proposal tools and legacy design software.

The partnership addresses a critical pain point for solar sales teams: the need to jump between multiple platforms to create accurate designs and compelling proposals. By integrating Scanifly’s industry-leading design capabilities directly into Pipe’s intuitive Point-of-Sale interface, sales reps can now generate precise solar layouts and production estimates without leaving their proposal environment.

“Solar sales teams deserve better than cobbled-together workflows that force them to recreate data across multiple platforms,” said Jason Steinberg, CEO of Scanifly. “By partnering with Pipe, we’re delivering a truly unified CRM, proposal, and design experience that matches the accuracy of standalone design tools with the speed and simplicity sales teams demand. This integration gives contractors the freedom to choose best-in-class sales tools while maintaining the industry’s most accurate design platform.”

The Scanifly-powered Pipe solution delivers immediate advantages for solar sales organizations:

Three flexible design pathways: Professional team designs in 5-10 minutes, AI-generated layouts in seconds, or self-serve design for complete customization
Unified workflow eliminates platform switching and duplicate data entry between CRM, proposals, and design tools
Superior accuracy with Scanifly’s design precision, reducing change orders and fitment issues on install day
Competitive pricing model with usage-based billing for remote designs (front-end) that scales with business needs

All new Pipe customers will have access to Scanifly as the preferred design solution, creating a seamless experience from initial lead capture through final proposal delivery. The integration supports Pipe’s comprehensive sales automation features, including instant financing approvals, electronic signatures, and milestone tracking.

“Sales velocity is everything in solar, and that requires tools that actually accelerate the process rather than slow it down,” said Do Jin, Founder and CEO of Pipe. “Scanifly’s design accuracy and speed perfectly complement our sales-first approach. Together, we’re giving solar contractors a true competitive advantage over teams still wrestling with outdated, disconnected tools.”

The partnership reflects Scanifly’s philosophy of providing maximum flexibility to solar contractors by integrating with any middleware and proposal platform. Pipe Solar’s emerging position as the CRM of choice for sales-focused organizations makes it an ideal partner for contractors seeking an intuitive, all-in-one tooling that doesn’t compromise on design quality.

The integration also positions the combined platform to capture market share from contractors currently locked into expensive, complex legacy systems. With transparent pricing, superior user experience, and proven design accuracy, the Scanifly-Pipe solution offers a compelling migration path for growing solar businesses.

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MeetRecord Expands AI Sales Roleplay for Sales Team Performance Enhancement

STS News Desk

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July 16, 2025

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MeetRecord Expands AI Sales Roleplay for Sales Team Performance Enhancement

Rated 4.8 on Gartner and 4.6 on G2, MeetRecord helps teams build deal-ready performance with AI Sales Roleplay.

MeetRecord, a leading Sales Coaching & Revenue Intelligence platform, announced the expanded adoption of its AI Sales Roleplay feature, now actively utilized by high-performing sales teams to simulate critical sales conversations and enhance readiness ahead of live prospect and customer interactions.
Since its launch, over 160+ enterprises and growing organizations have adopted AI Sales Roleplay as a core component of their sales readiness and enablement strategy.

Many sales teams have integrated roleplay into their new hire onboarding programs, requiring reps to complete a series of simulated buyer conversations before handling real customer calls. Sales reps can work on their weaknesses in simulated roleplay calls, with the exact deal context and AI twins of buyers that replicate their voices. Sales enablement teams can replicate these AI twins from the buyer profiles from LinkedIn, CRM, or actual call recordings, and create interactive courses for their LMS.

AI Sales Roleplay gives reps a way to simulate their important conversations so they can show up ready, not reactive. It’s built for the way modern sales happen: fast, high-pressure, and buyer-led.”

— Snehal Nimje

Notably, several organizations have established an internal benchmark score of 80% or higher across 45 roleplays as a threshold for graduation into live selling environments, ensuring reps are not only confident but truly prepared.

This structured approach is helping teams build a consistent standard of excellence while shortening ramp times and increasing first-call effectiveness.

“Sales teams don’t need more dashboards, they need confidence,” said Paras Jain, Chief Customer Officer at MeetRecord. “Our platform helps leaders identify who’s ready, who needs support, and how to continuously improve rep performance without adding coaching overhead.”

The announcement comes at a critical time for the sales industry. Reports from different sources in the recent second quarter highlight mounting pressure on revenue teams, with below-average quota attainment, increased rep fatigue, and inconsistent messaging across the board. Sales leaders are seeking solutions that go beyond static content libraries and passive learning, prioritizing tools that deliver measurable readiness and performance.

MeetRecord’s AI Sales Roleplay addresses this need directly, transforming sales enablement from reactive to proactive. By replacing passive learning with active, scenario-based practice, the platform enables repeatable, scalable coaching that aligns with how modern teams sell.

The announcement comes on the heels of a strong Summer 2025 showing in the G2 Grid^® Reports, where MeetRecord earned 15 badges across four categories, including recognition as a Momentum Leader in Sales Coaching for the 3rd consecutive quarter.

“This isn’t another call recording tool or post-mortem analysis,” said Snehal Nimje, CEO of MeetRecord. “AI Sales Roleplay gives reps a way to simulate their most important conversations so they can show up ready, not reactive. It’s built for the way modern sales happen: fast, high-pressure, and buyer-led.”

The recognition from G2 further reinforces MeetRecord’s growing momentum in the sales performance space. In addition to the Momentum Leader badge, the company received awards for Highest User Adoption and Best Estimated ROI, reflecting both market traction and measurable business impact.

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Outreach Becomes First Revenue Tech Company to Achieve ISO/IEC 42001 Certification, Signaling Global Leadership in Responsible AI

STS News Desk

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July 15, 2025

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Outreach Becomes First Revenue Tech Company to Achieve ISO/IEC 42001 Certification, Signaling Global Leadership in Responsible AI

New Certification Reinforces Commitment to Transparent, Ethical, and Accountable AI Innovation

Outreach, the leading AI revenue workflow platform, announced it has achieved ISO/IEC 42001:2023 certification, becoming the first company in its category to earn this distinction. This groundbreaking standard, developed by the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC), is the world’s first management system standard for artificial intelligence.

ISO/IEC 42001 provides a global framework for organizations to manage AI responsibly, ensuring transparency, fairness, accountability, and continuous improvement across the AI lifecycle. For enterprise customers, the certification offers clear validation that Outreach is proactively managing AI risk and aligning its technology with emerging regulatory and ethical expectations.

“We’re again reinforcing our commitment to building secure, transparent, and ethical AI systems that our customers and partners depend on.” – Abhijit Mitra, Outreach CEO

“AI is transforming how modern revenue teams operate, but innovation means nothing without accountability,” said Abhijit Mitra, CEO of Outreach. “We’re proud to lead the industry in setting a higher bar for responsible AI. With ISO 42001, we’re again reinforcing our commitment to building secure, transparent, and ethical AI systems that our customers and partners depend on.”

As one of the first companies globally to pursue ISO/IEC 42001 certification, Outreach accelerated its audit timeline to coincide with the release of its newest generative and agentic AI features. This cross-functional effort, spanning Outreach’s Governance, Risk & Compliance (GRC), Engineering, Product, and Privacy teams, ensures rigorous controls are embedded across the entire AI development lifecycle.

ISO/IEC 42001 now joins a continuously growing list of Outreach’s enterprise-grade certifications, including:

SOC 2 Type II – Security, availability, and confidentiality
HIPAA – Healthcare data protection
ISO/IEC 27001 – Information security
ISO/IEC 27701 – Privacy information management

“Responsible AI is more than a buzzword – it’s our obligation,” said Angel Scott, Director of GRC at Outreach. “This certification helps us deliver on that promise by demonstrating our end-to-end commitment to AI governance, risk mitigation, and ethical innovation.”

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Cin7 Releases The 2025 State of Inventory Intelligence Study, Finds AI Is Rewriting the Rules of Inventory Management While User Trust Gaps Linger

STS News Desk

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July 15, 2025

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Cin7 Releases The 2025 State of Inventory Intelligence Study, Finds AI Is Rewriting the Rules of Inventory Management While User Trust Gaps Linger

New data indicates AI helps teams fight burnout and drive smarter, scalable operations, despite mounting global supply chain pressures

Cin7, the industry-leading inventory and order management software provider, released the findings of The 2025 State of Inventory Intelligence Study. As supply chains face sustained disruption and market volatility, inventory teams are struggling to keep pace. Based on insights from over 500 global inventory and supply chain professionals, the study’s findings highlight both the potential — and the pitfalls — of AI adoption amidst the turbulence.

For inventory leaders, the clock is ticking and outdated systems are draining more than just time. According to the study, employees are losing 16 hours a week manually syncing inventory across disparate systems, while outdated inventory tools are holding half of businesses back from scaling. This lost time equates to 104 working days a year, risking significant company setbacks. Employees themselves are also feeling the burden, as 73% of respondents say these operational inefficiencies take time away from higher-value tasks.

But AI-powered inventory management is helping teams reclaim lost time, reduce overstock, and drive growth. The data found AI-powered tools enable employees to reclaim 15 hours a week back, offsetting nearly all the time lost to fixing disjointed systems. In fact, teams already using AI for inventory management report significant gains: 85% say it has improved team visibility, and three out of four teams have reduced costly overstock.

“For the better part of a decade, inventory teams have been stuck in survival mode as they try to navigate disruption while piecemealing together a patchwork of disparate, outdated systems,” said Ajoy Krishnamoorthy, CEO of Cin7. “This report substantiates what we hear from customers every day: outdated tools are draining time and holding businesses back. AI is changing that and Cin7 is leading the way. In fact, customers using Cin7’s ForesightAI reduced overstock by 40% in just six months. We’re partnering with businesses around the world to help them cut waste, boost growth, and scale with confidence, in even the most challenging market environments.”

Additional report findings include:

Trust Gap Threatens Progress
Despite AI’s potential to transform operations, lingering skepticism remains. Nearly one-third of employees (30%) say they don’t trust AI to deliver accurate information. The greatest concerns lie in its use for sensitive functions like financial management (47%) and customer data (43%). Overcoming this trust gap will be critical to fully unlocking AI’s benefits.

Global Divide: AI Adoption Lags Outside of the United States
While U.S. employees are leading the charge on daily AI use, other regions are falling behind. Workers in the United Kingdom are 60% more likely than average to report avoiding automation or modern inventory tools entirely. Meanwhile, employees in Australia are nearly 80% more likely to say they can’t tell the difference between AI and automation, highlighting the urgent need for education and clarity.

Scaling Locally, Rethinking Global Manufacturing
U.S. tariffs and economic shifts are reshaping supply chains, with nearly half (49%) of inventory leaders considering reshoring. In Australia, that number jumps 37% above average. But growth isn’t guaranteed: 40% of businesses are struggling to scale, citing outdated systems (50%), supply chain disruptions (58%), and funding gaps (38%) as top barriers. SMBs feel the pinch hardest, with limited resources holding them back.

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Workato Completes Workday Certified Integration for Salesforce CRM and CPQ

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July 15, 2025

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Workato Completes Workday Certified Integration for Salesforce CRM and CPQ

Achievement expands the existing relationship between Workato and Workday and further helps joint customers accelerate their integrations

Workato, the leader in agentic orchestration, has received Workday Certified Integration badges for its Salesforce CRM and CPQ accelerators. The packaged solutions, which offer pre-built workflows and documentation, help customers go-live faster with easier customization and lower total cost of ownership. Specifically, the CPQ accelerator addresses eight core Opportunity-to-Cash use cases (New Orders, Renewals, Cancellations, Add-ons, Co-terminations, Upgrades, Swaps, and Downgrades) while the CRM accelerator is focused on bilateral interoperability between Workday PSA and/or ServicesCPQ and Salesforce. Achieving Workday Certified Integration status for the Salesforce CPQ and CRM accelerators is a huge achievement for Workato and Workday’s technical teams.

“The CRM/CPQ integration with ERP systems can be notoriously difficult because every company deploys systems, configures workflows, and captures data differently,” explains Tim Wakeford, Vice President of Product Strategy at Workday. “To realize the potential of a full ‘Opportunity to Cash’ transformation, our customers want a pre-packaged Salesforce integration that is easily extensible and that meets the needs of their ever-evolving businesses. We are delighted to partner with Workato to provide a world-class iPaaS solution that not only simplifies but optimizes SFDC integration, further helping us continue to transform the Office of Finance.”

Key points about this integration include:

Accelerated integration: By leveraging Workato’s pre-built workflows, you can simplify and speed up integrations and custom configurations.
Streamlined Sales Process: By integrating Workday with Salesforce CRM and CPQ, sales teams can quickly access relevant information, like contract terms, in their Workday opportunity.
Data Consistency: The certified integration promotes data integrity by automatically syncing relevant information between Workday and Salesforce, reducing discrepancies and potential errors.
Reduced Administrative Burden: Automating data transfer between systems frees up time for sales teams to focus on selling rather than managing data entry tasks.

“At Workato, we are constantly exploring bold and innovative ways to strengthen our long-term partnerships, pushing the boundaries of what is possible in delivering transformative solutions. Workato’s partnership with Workday signifies our commitment to delivering best-in-class orchestration and agentic solutions to a growing community,” said Chandar Pattabhiram, Chief Go-to-Market Officer at Workato. “Together with Workday, we are committed to helping enterprises accelerate their digital and AI transformation journeys with ease and confidence.”

Workato enables enterprises to transform their business operations by orchestrating business processes end-to-end and operationalizing AI across the entire organization. Designed with best-in-class security and governance, scalability, performance, and availability, Workato’s low-code, no-code platform makes it easy for IT and business teams to orchestrate their applications, data, and experiences.

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Pricefx Unveils 125 Agents to Help Leaders Protect Margins and Drive Growth

STS News Desk

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July 15, 2025

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Pricefx Unveils 125 Agents to Help Leaders Protect Margins and Drive Growth

New Agents eliminate the friction of high-impact AI deployment – zero code, zero implementation, and live in five days – resetting expectations for enterprise software time to value

Pricefx, the global leader in AI-powered, cloud-native pricing software announced the launch of 125 specialized Agents built on its longstanding history of investments in AI. These purpose-built Agents enable B2B companies to protect margins, recover revenue, and respond to market shifts in real time, all without writing a single line of code.

In addition to the library of ready-to-run Agents, companies can create Agents tailored to their unique business needs and data in less than 10 minutes, directly within the Pricefx platform, using intuitive no-code technology. This level of speed and adaptability marks a fundamental shift in how pricing teams harness AI, turning months or year-long projects into outcomes delivered in hours or days.

Navigating Margin and Revenue Squeeze

In a climate where every company faces rising costs, shifting customer behavior, global market volatility, and fierce competition, no business can afford to leave money on the table. Silent profit drains, such as mispriced products, over discounted deals and missed premium opportunities, erode company earnings every day.

Yet in complex businesses, it’s difficult for people to spot every margin risk or opportunity and action change quickly. With thousands of product SKUs, daily shifts to input costs, lengthy quote approval processes, spreadsheet-based pricing processes, and small teams stretched thin, pricing experts and sales teams struggle to keep pace.

Introducing Pricefx Agents – PricingAI by Pricefx^TM

Pricefx Agents empower pricing and sales teams to take back control by surfacing margin risks, revenue opportunities, and compliance issues in real time. Built on a decade of AI investments and designed to work alongside people, these Agents scan pricing, quoting, customer, product, and transaction data continuously to recommend targeted actions to drive immediate results.

Each Agent is laser-focused on a specific use case, with groups organized by business objective. Examples include:

Margin Leakage Agents recover profit, flagging drains from unprofitable products, hidden contract losses, rebate mismatches and more.
Discount Strategy Agents eliminate wasteful giveaways by keeping discounts targeted and fair.
Upside Opportunity Agents uncover price lift potential and premium selling moments on new deals and renewals.
Account Optimization Agents drive better returns from every customer by detecting upsell readiness, churn risk, reactive dormant customers, and more.
Portfolio Optimizer Agents protect product margins by aligning prices with product maturity, lifecycle, and portfolio strategy.
Price Harmony Agents stop margin erosion by catching pricing inconsistencies across regions, channels, and teams.
Governance & Compliance Agents keep margins intact by enforcing pricing policies and approval rules and catching costly errors.
Quote Intelligence Agents help win more deals by identifying errors, delays, or violations that affect quoting speed, accuracy, and profitability.
Competitive Readiness Agents defend market share by spotting pricing under pressure or signals of competitive undercutting.

What It Takes to Get Started

Pricefx makes it simple to put Agents to work immediately. Businesses can activate 125 ready-made Agents or build their own using Pricefx’s no-code environment. Both options deliver results in a matter of hours, surfacing insights even with limited data, and continuously improving as data matures.

“Every executive I speak with wants to place bold bets on AI, but they’re understandably cautious about long, expensive deployments that fail to deliver results,” said Ronak Sheth, CEO of Pricefx. “Our Agent strategy eliminates that risk by offering a fast, frictionless way to launch high-impact Agents where results matter most. Pricefx Agents help companies recover margin, drive growth, and see financial results in days, not months. And this is just the beginning as we’re building Agents to meet users where they naturally work, from native experiences in Pricefx to the systems they live in every day.”

Based on early customer access, more than 50 companies have embraced the Pricefx Agent solution, proving the strong market demand for practical, human-centered, business-ready AI.

Built for the Enterprise Ecosystem

Pricefx Agents are designed for extensibility, built for the Pricefx platform as well as the broader enterprise landscape. Future releases will make Pricefx Agents available within the leading Quote-to-Cash systems, including SAP Joule and Salesforce Agentforce, and leading Marketplaces like AWS. This will ensure users can access pricing intelligence directly inside the tools they already rely on. This ecosystem-first approach ensures that AI-powered decision making is integrated, accessible, and actionable wherever teams do their work.

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Klaviyo Introduces an AI Shopping Assistant to Power Personalized Shopping at Scale

STS News Desk

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July 15, 2025

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Klaviyo Introduces an AI Shopping Assistant to Power Personalized Shopping at Scale

Klaviyo’s Conversational AI Agent brings the intelligence, convenience, and personal attention of a top in-store associate to online storefronts

Klaviyo, the only CRM built for consumer brands, is rewriting the rules of what the typical online customer experience looks like with the public beta of Klaviyo Service – a disruptive suite of AI-powered tools that puts AI shopping agents, real-time customer data, and seamless service experiences within reach of every brand, not just retail giants.

Klaviyo’s Conversational AI Agent helps brands of all sizes deliver personalized, always-on support using real-time session context, storefront knowledge, and marketing insights, all powered by the Klaviyo Data Platform (KDP).

The launch comes on the heels of Prime Day, where millions of shoppers turned to Amazon’s AI assistant, Rufus, for real-time answers, product guidance, and order support, furthering the new standard for what modern consumers expect.

Klaviyo’s 2025 Online Shopping Report* reveals just how deeply these expectations run:

When online shopping, 62% of respondents would prefer that AI remember their preferences rather than having to re-explain them to a salesperson
46% would rather share their shopping history with AI for recommendations than with their partner
More than half (53%) would rather chat with an AI agent for help than email a customer service representative

Built into Customer Hub, Klaviyo’s Conversational AI Agent is quickly trained with the data on a brand’s storefront – including its product catalog and FAQs. It guides shoppers from discovery to purchase by answering common questions, recommending products, and removing friction at every step.

“Consumers are increasingly comfortable shopping with AI,” said Grant Deken, Head of Product, Klaviyo Service. “But until now, only the biggest players could afford to build AI shopping assistants that drive purchases, not just answer simple questions. With Klaviyo’s Conversational AI Agent and the rest of our Service suite, we’re giving every brand the ability to offer self-serve experiences that feel as helpful as your best in-store associate.”

Klaviyo’s Conversational AI Agent features include:

Driving revenue, not just deflection: Recommends products, suggests cross-sells, and guides shoppers to complete their purchase using order data.
Personalized by default: Trained on a brand’s product catalog, policies, and FAQs. Responds in the brand’s voice and tailors every answer to each shopper.
Answers instantly, 24/7: From sizing and product questions to shipping and order status, the AI Agent responds in seconds and hands off with full context when needed.
Works from day one: Automatically ingests a brand’s storefront, product catalog, help content, and more. With no development work required, users can go live in minutes.
Built on the Klaviyo Data Platform: Combines real-time shopping behavior, past purchases, engagement history, and marketing context to personalize every interaction.
Coming soon: Later this year, the AI Agent will be able to process returns, update subscriptions, and edit shipping details. It’s also expanding to new channels like WhatsApp, RCS, SMS, and email—for seamless support wherever your customers are.

A Unified Experience for Marketing + Service

The Conversational AI Agent is just one part of the Klaviyo Service suite of products, designed to bring marketing and service together on one platform.

As part of the broader Klaviyo Service beta, brands also gain access to:

Customer Hub: A branded on-site destination where shoppers can track orders, view returns, and access personalized recommendations.
Helpdesk: A centralized workspace where service teams share a real-time view of every customer, every order, and every conversation. Teams can resolve issues faster, while also bringing service insights to marketing teams—such as pausing promotions when a customer has an unresolved ticket.

“We didn’t buy or bolt on Klaviyo Service, we built it from the ground up with the Klaviyo Data Platform at its core,” said Adil Wali, Chief Product Officer at Klaviyo. “Processing over 2 billion daily interactions across more than 7 billion profiles, that foundation gives brands a real-time, fully connected view of every customer across both marketing and service, making it possible to deliver faster, smarter support that actually drives growth.”

”As B2C brands look to drive more revenue from every customer touchpoint, unifying marketing and service is becoming a clear strategic advantage,” said Roger Beharry Lall, Research Director at IDC. “Bringing these traditionally siloed functions together allows teams to deliver more personalized, connected experiences—and turn support interactions into opportunities for growth.”

Sizeo Announces Success in AI-Driven Inventory Optimization with Designer Brands

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ARMOR® and Teams Plus Partner to Improve Outbound Call Integrity and Brand Reputation

Teams Plus customers gain access to spam detection, number remediation, and AI-powered insights to improve call outcomes and reputation.

Pipe Solar and Scanifly Partner to Deliver Unified Proposal and Design Solution, Offering Sales Teams a Superior Alternative to Legacy Software

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MeetRecord Expands AI Sales Roleplay for Sales Team Performance Enhancement

Rated 4.8 on Gartner and 4.6 on G2, MeetRecord helps teams build deal-ready performance with AI Sales Roleplay.

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Outreach Becomes First Revenue Tech Company to Achieve ISO/IEC 42001 Certification, Signaling Global Leadership in Responsible AI

New Certification Reinforces Commitment to Transparent, Ethical, and Accountable AI Innovation

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Cin7 Releases The 2025 State of Inventory Intelligence Study, Finds AI Is Rewriting the Rules of Inventory Management While User Trust Gaps Linger

New data indicates AI helps teams fight burnout and drive smarter, scalable operations, despite mounting global supply chain pressures

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Workato Completes Workday Certified Integration for Salesforce CRM and CPQ

Achievement expands the existing relationship between Workato and Workday and further helps joint customers accelerate their integrations

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Klaviyo Introduces an AI Shopping Assistant to Power Personalized Shopping at Scale

Klaviyo’s Conversational AI Agent brings the intelligence, convenience, and personal attention of a top in-store associate to online storefronts

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MeetRecord Expands AI Sales Roleplay for Sales Team Performance Enhancement

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