The situation: Your sales call is in 45 minutes. The prospect sent a 50-page RFP three days ago. You haven't had time to read it. You need to walk in knowing their requirements, their concerns, and their evaluation criteria.
Edithly gives you that understanding in under 5 minutes.
Why Sales Calls Fail Before They Start
The most common reason a sales call loses momentum: the rep shows generic knowledge when the prospect expects specific knowledge. They ask questions the prospect has already answered in the RFP. They pitch features that aren't relevant to the stated requirements. They're surprised by concerns that were written down in black and white.
This happens not because the rep is unprepared in intent — but because proper document prep takes time that a busy sales schedule doesn't provide.
Edithly compresses document understanding from hours to minutes.
Upload the RFP. Ask Every Question That Matters.
When you receive an RFP, the typical workflow is: read it end to end (60–90 minutes), take notes, highlight sections, then prepare questions. With Edithly:
- Upload the RFP PDF
- Ask: "What are the evaluation criteria for this procurement?"
- Ask: "What technical requirements are specified in Section 4?"
- Ask: "What is the timeline and decision-making process?"
- Ask: "What incumbent solution are they replacing?"
- Ask: "What are the stated pain points or challenges?"
Five minutes. Complete, sourced answers for every critical question.
The responses include the exact sections they came from — so you can verify and reference them in your response.
Building a Sales Repository for Each Account
For enterprise deals and long sales cycles, create a dedicated Edithly repository per account:
- Upload the prospect's RFP
- Upload their annual report (publicly available)
- Upload your previous proposal drafts
- Upload competitor comparison documents
- Upload relevant case studies
Every rep on the deal accesses the same repository. Questions get answers in seconds. New reps onboard to the deal without reading every document from scratch. The institutional knowledge lives in the repository, not in one person's head.
From Document to Sales Deck in Minutes
Edithly's presentation feature converts deal documentation directly into sales decks:
- Upload a customer use case study or your proposal draft
- Select Presentation
- Get a structured slide deck — problem, solution, proof points, next steps
- Customise for the specific prospect
- Share via Edithly link — no file attachment required
A proposal-aligned sales presentation in under 5 minutes.
Competitive Intelligence, Always Current
Maintain a competitive intelligence repository in Edithly:
- Competitor product pages (imported via URL)
- Analyst reports on the competitive landscape
- Prospect questions about competitor features (from previous calls)
- Your product's differentiators document
Before any competitive deal, ask: "How does our solution compare to [Competitor] for [specific use case]?" Get a structured answer grounded in the actual competitive documentation — not just what you remember from the last briefing.
Use Cases by Sales Role
Account Executives
Prep for discovery calls in under 5 minutes. Understand prospect requirements before they articulate them. Reference specific RFP clauses in conversation — showing the level of preparation that wins deals.
Sales Engineers (Pre-Sales)
Upload technical specifications, architecture diagrams, and product documentation. Chat with the combined repository before a technical demo. Answer technical questions with references, not guesses.
Business Development Representatives (BDRs)
Research prospects using their public documents — annual reports, website content, news releases. Edithly imports URLs directly. Generate a prospect brief in 2 minutes before cold outreach.
Sales Managers
Maintain a team-wide repository of winning proposals, objection handling documents, and competitive intelligence. New reps onboard in days, not months.
The 30-Minute Pre-Meeting Prep Workflow
| Time | Activity | With Edithly |
|---|---|---|
| T-30 min | Upload RFP and any prior communications | 2 minutes |
| T-28 min | Ask 5 key questions — requirements, concerns, timeline | 3 minutes |
| T-25 min | Review answers, note 3 talking points | 5 minutes |
| T-20 min | Generate competitive comparison if needed | 2 minutes |
| T-18 min | Review your product positioning vs their requirements | 5 minutes |
| T-13 min | Prepare 3–4 specific, document-referenced questions | 10 minutes |
| T-3 min | Walk in, fully briefed |
Start Prepping Smarter
Upload any deal document and ask your first question — free to start.
