Roles Sales Sales Engineer

Sales Engineer
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Run five demo arcs from one tab. Every CRM question answered with field-level proof, every event pipeline traced end-to-end, and an agent that answers anything the technical buyer throws at you.

AI-automated Conversion
Dialer / Live Deal · live
TE
Tesla · Q3 Expansion
$48,000 · Eval
Closes Jun 30
Value
$48,000
Stage
Eval
Close
Jun 30
Details
Close plan Q3 GTM tooling rollout, 4 stakeholders confirmed. Champion: VP Engineering. Blocker: security review next week. Expected close: Jun 30.
Stage readiness 100%
Suggest next step Open close plan
Your CRM

This is your CRM.

Pipeline, Accounts, Contacts, Activity, Quotes, Customers. All native. No Salesforce license required.

Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?

graph8 syncs bidirectionally. Keep your system of record, run your day here.

Salesforce HubSpot Pipedrive + more
Western Union
ByteDance
Strike Social
Platzi
Deepgram
Rillet
Western Union
ByteDance
Strike Social
Platzi
Deepgram
Rillet
How Sales Engineers use graph8

Your day, briefed and on autopilot

1

Five demo arcs, one product

AE-buyer · CRM-buyer · technical-buyer · dev-buyer · marketing-buyer. Switch arcs mid-call without switching tools.

2

Every CRM objection has a screen

Open Integrations · drill into the buyer's CRM · show Push, Pull, Field Mapping, Appointments · answer in 30 seconds.

3

An agent the technical buyer can interrogate

Natural-language agent on every page. Answers schema, security, API, and integration questions in real time.

Inside graph8

The 6 surfaces you'll live in

6 places in graph8 you'll open every day.

Surface 1 · Deal Intelligence

Open a deal. Drop the mic.

Open any deal in front of an AE-buyer. The sidebar shows Deal Risks, Next Steps, Close Plan, ROI, and a Competitive read, auto-generated from calls and emails. Stage Readiness gauge sits on top.

  • Strategy: Deal Risks · Next Steps · Close Plan
  • Analysis: ROI · Competitive read
  • Stage Readiness gauge, green when the deal can advance
  • Updates after every transcript, every reply
app.graph8.com/deals/pipeline
Dialer / Live Deal · live
TE
Tesla · Q3 Expansion
$48,000 · Eval
Closes Jun 30
Value
$48,000
Stage
Eval
Close
Jun 30
Details
Close plan Q3 GTM tooling rollout, 4 stakeholders confirmed. Champion: VP Engineering. Blocker: security review next week. Expected close: Jun 30.
Stage readiness 100%
Suggest next step Open close plan
Surface 2 · Integrations + Fields

Yes, it works with your CRM. Here's the field map.

Five connectors live, HubSpot · Salesforce · Zoho · SugarCRM · Stripe. Each has Push, Pull, Field Mapping, and Appointments sub-tabs with per-record-type rules. Auto Fill vs Overwrite is per-field.

  • 5 connectors · bidirectional sync · per-record-type field maps
  • Push / Pull / Fields / Appointments per connector
  • Auto Fill vs Overwrite, per row, per field
  • Show the buyer their own CRM live in the demo
app.graph8.com/settings?tab=integrations
Customer book · MRR
Filter Add
Customer MRR Plan Status
H HubSpot Push + PullConnected Active
S Salesforce Push + PullConnected Active
Z Zoho Push + PullConnected Active
S SugarCRM Push + PullConnected Active
S Stripe Customers + MRRConnected Active
P Pipedrive BetaRoadmap Past due
6 of 8 shown
1 2
Surface 3 · Connections + Functions

A real-time event pipeline you can show the data team

Streams (sources) feed Functions (JS transforms) which fan out to Destinations: warehouses, CRMs, ad pixels. Drop the web snippet in one line. Edit a Function in the browser, deploy without a build.

  • Streams, web snippet · Segment · server-side events
  • Functions, JavaScript transforms · in-browser editor
  • Destinations, Snowflake · BigQuery · CRM · ad pixels
  • One-line snippet install · no deploy step
app.graph8.com/connections/streams
STREAM · web-snippet → FUNCTION · enrich → DESTINATION · Snowflake
3 replies - 2 interested
P(
Function · normalize_utm.js · deployed
Interested
Patrick (Stripe)
K(
Stream · web-snippet · 12.4K events/hr
Interested
Karri (Linear)
D(
Destination · Snowflake · rows synced
Interested
Dario (Anthropic)
3 of 12 threads - sorted by reply Filter
Surface 4 · API · MCP · CLI

80+ MCP tools. REST keys. Webhooks. Your dev-buyer's whole toolkit.

Remote MCP (hosted, OAuth) plugs into Claude Desktop, Cursor, Windsurf. Local MCP (stdio, API key) for your dev rigs. Plus REST keys, webhooks, and a CLI. The technical buyer signs off here.

  • Remote MCP, hosted at `be.graph8.com/mcp/` · OAuth · 80+ tools
  • Local MCP, stdio · API key · for dev rigs
  • REST API + Webhooks, keys per org, scoped
  • Tool discovery built in for dev-buyer MCP clients
app.graph8.com/developers
Identified visitors
Filter Add
Company Pages / Detail Channel
N Nvidia /developers · /mcp AI/LLM
A Anthropic /developers · /api-keys AI/LLM
O OpenAI /developers Direct
S Stripe /connections/streams · /developers Direct
L Linear /developers · /webhooks Referral
V Vercel /developers Organic
D Databricks /connections/streams Organic
7 of 8 shown
1 2
Surface 5 · Analytics + Attribution

Channel intel the marketing-buyer asks about

When the buyer is marketing-focused, switch arcs. Acquisition, attribution, and channel mix, same product, different surface. Show pipeline by source, conversion by channel, AI/LLM traffic broken out.

  • Acquisition · Attribution · Marketing breakdown
  • Pipeline-sourced-by-channel view
  • AI/LLM channel isolated, your marketing-buyer's new question
  • Drill from any chart to the underlying companies and contacts
app.graph8.com/analytics/attribution
Identified visitors
Filter Add
Company Pages / Detail Channel
T Tesla /platform/ai · /pricing AI/LLM
N Nvidia /credits · /developers AI/LLM
S Stripe /pricing · /credits Direct
O OpenAI /platform/ai AI/LLM
A Anthropic /dialer · /credits Direct
S Snowflake /blog · /trends Referral
L Linear /connections/streams Organic
7 of 8 shown
1 2
Surface 6 · Agent on every page

An agent that answers technical questions while you demo

Sparkle icon, top-right, every page. Ask broad capability questions, schema questions, integration questions, security questions. The buyer's CTO can interrogate it live. You don't have to know every answer.

  • Schema · integration · security Q&A in natural language
  • Reachable from WhatsApp · Slack · Roam · iMessage for follow-up
  • Cites the surface it pulled the answer from
  • Cmd-K on any page
app.graph8.com (sparkle icon, every page)
Dialer / Live Live call · auto-logged
JH
Jensen Huang - CEO
Nvidia · $32,000 · Eval
POC · Day 3
Deal
$32,000
Stage
Eval
Company
Nvidia
Transcript Auto-summary on
Jensen If we map the same contact field in both directions, what wins on conflict, graph8 or our CRM?
You Per-row setting in Field Mapping. Auto Fill respects the existing CRM value. Overwrite pushes graph8's. I can show you the toggle in 10 seconds.
Drop VM Note
Technical objection cleared ✓ Decision-maker engaged POC advancing
Ask graph8 anything

An agent that knows your world

Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.

Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC

How does the field mapping handle conflicts between graph8 and HubSpot?

9:42 AMRead

Per-row · per-direction · 5 connectors · Push + Pull + Fields + Appointments · (per-record-type rules)

DealStageAmountClose
HubSpot · ContactsPush + PullAuto FillActive
HubSpot · CompaniesPush + PullOverwriteActive
Salesforce · OpportunitiesPush + PullAuto FillActive
Salesforce · LeadsPull onlyAuto FillActive
Auto Fill respects the existing CRM value when both sides have data. Overwrite pushes graph8's value. The setting is per-row, per-field, per-direction, so the buyer can pin specific fields one way and leave the rest bidirectional.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
show me the Functions editor with a UTM normalize transform what's on the security-and-trust page for SOC2? list the 80+ MCP tools by category
Value

What changes when you ship with graph8

For you

For you, the Sales Engineer

  • Every demo arc rehearsed and ready
  • Every CRM objection has a screen
  • Every API question has a working endpoint
  • Agent answers what you don't know, live
For team

For your team

  • Higher demo-to-POC conversion
  • Shorter POCs · faster technical wins
  • Fewer follow-up emails after the demo
  • AE and SE looking at the same deal
4h/demo
Average SE prep time saved per demo on graph8
How AI automates the work

The agents that run behind your day

Three engines built into the surfaces above. Same product, named for what they do.

Powers Deal Intelligence + Integrations

Demo Agent

Pre-briefs every demo from the AE's calls and emails. Surfaces the buyer's CRM, top objections, and the right arc to lead with, before you join the call.

Powers Connections + API + MCP

Technical Q&A Agent

Answers schema, integration, security, and API questions in natural language. Cites the surface it pulled the answer from. The technical buyer can interrogate it directly.

Powers Cross-platform

graph8 Agent

Available on every page and on WhatsApp · Slack · Roam · iMessage. Same agent your AE uses, follows you into the POC chat after the call.

About graph8

Sales Engineers use graph8 to move faster, and sell smarter.

Early customers automate follow-ups, scheduling, and CRM updates so reps stay in flow and spend more time in conversations.

More qualified pipeline

Real-time engagement + instant scheduling turn interest into booked work without extra tools.

Qualified meetings illustration
Less busywork

AI drafts replies, logs activity, and syncs data automatically, so every role focuses on people, not paperwork.

Less busywork illustration
One operating picture

Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.

Clearer pipeline illustration

graph8 Execution Plan

$499 /month

7-day free trial. No credit card. Cancel anytime.

All B2B data, intent, and visitors, free Search, segment, identify. App, MCP, or CLI. No credits charged for browsing.
You only pay for execution

75,000 execution credits / month included

Sending, dialer, AI voice, AI workflows

Meeting routing and booking

Unlimited users, no seat fees

Pay As You Go Free data, intent, and visitors included. Pay only when execution runs.
$0.05 /credit
Start with 1,000 Free Credits

Start free in 3 minutes. No credit card required.

Free intelligence layer Free in every plan

700M+ contacts and 100M+ companies

Search by title, seniority, industry, and tech stack with real-time filters.

Intent + visitor signals

See which companies research your keywords and visit your site.

Unlimited users

Invite your whole team: sales, marketing, RevOps, founders, agencies. No per-seat fees.

App, MCP server, and CLI

Same free data through the app, the MCP server (Claude, Cursor, ChatGPT), and the CLI.

ClaudeCursorChatGPT
Usage-based execution Metered

Full GTM platform

Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.

AI voice agents

Clone any rep's voice for inbound and outbound calls with live booking.

5-channel sequencer

Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.

AE cockpit

AI-prioritized deal actions with meeting prep and risk alerts.

Waterfall enrichment

Pay only when a provider returns a match. Bring your own vendors too.

Always-on principles

No seat licenses

Invite everyone. Pricing never scales with headcount.

Every feature unlocked

No tiers gating voice, enrichment, sequencer, or campaigns.

No contracts

Month-to-month, cancel anytime, credits never expire.

Fair-use guardrails

Free data is designed for real GTM execution, not bulk export or scraping.

graph8

Ready to Replace Your Sales Stack?

One platform. $499/month. Unlimited everything. Battle-tested and launching campaigns in 3 minutes.

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