Walk in knowing what happened. Walk out knowing what's next.
Harvin gives Account Executives the context behind every SDR-booked meeting, from prospect and account intelligence to discovery and previous interactions. Then it keeps outcomes, follow-ups, and opportunities connected after the conversation.
Discovery notes: Expanding Kubernetes clusters in Q3. Previous touchpoints: 3 emails, 1 intro call.
The challenges you face with every deal
Keeping a deal moving means gathering context, managing multiple workflows, and staying on top of every next step.
Meeting prep takes up valuable time
Before a meeting, you’re often piecing together what happened across email threads, account research, and previous conversations.
What happens next gets lost
Meeting outcomes, follow-ups, opportunities, feedback, and next steps can end up scattered across different workflows, making it harder to keep momentum after the conversation.
The deal story is spread across systems
Research on LinkedIn, calls on your phone, notes in a diary, CRM updates, and deal management in a separate sales room create more places to work and more context to keep track of.
Everything you need to move the deal forward
Harvin brings the context, conversations, and next steps around every deal into one connected workspace.
Start where the SDR left off
When an SDR books a meeting, Harvin brings together the account, prospect, SDR discovery, previous interactions, relevant signals, and talking points in one place.
Know the prospect before the conversation starts
Move between prospect details, Account 360, previous interactions and relevant account signals without losing the thread of the conversation.
Turn conversations into clear next steps
Capture meeting outcomes, create tasks, and move relevant conversations into opportunities so the work continues after the meeting
Keep the full deal in view
Move from prospect to account to meeting to opportunity without losing the context built along the way.
Continue the deal into your sales room
Connect Harvin with your Digital Sales Room when you need to continue the deal there, while keeping the workflow connected.
Close the loop with your SDRs
Share structured feedback with the SDR after the meeting, so what you learn becomes part of the team’s next cycle.
Everything before, during, and after the meeting
From your calendar to opportunity follow-up, Harvin keeps the work around every conversation in view.
Your day, at a glance
See upcoming meetings, tasks, opportunities, and activity from one place, so you know what needs your attention.
Every meeting, with the context behind it
Open a meeting to see the details of the prospect, account, previous interactions with the SDR, relevant signals, and talking points in one view.
Keep every conversation moving
Use the integrated dialer to make and manage calls from the workspace, while keeping communication connected to the rest of the workflow.
Move from meeting to opportunity
Capture the meeting outcome, create next steps, and move relevant conversations into an opportunity without losing the context behind them.
Continue the deal into your sales room
When a deal needs a Digital Sales Room, create and manage it through an integrated DSR platform and engage your buyers there without breaking the workflow.
Understand your performance
Track your sales activity and outcomes from the workspace to understand how your execution is progressing.
Close the feedback loop
Share feedback with the SDR after the meeting, giving the team a connected view of what happened and what can be improved.
From Calendar prep to live calling and deal closing
What other AEs say about Harvin
“I used to spend 25 minutes before every demo hunting down what the SDR said in Slack, what emails were opened, and what the prospect’s tech stack was. Harvin puts the entire SDR discovery and Account 360 in front of me the second I open the calendar invite.”
Marcus Vance
Senior Enterprise Account Executive · CloudScale
“The handoff from SDR to AE used to be a black hole. Now, not only do I get instant context on why they booked, but after the call I log the outcome, generate next-step tasks, and send structured feedback to my SDR in two clicks. The loop is truly closed.”
Elena Rostova
Strategic Account Executive · Nexis AI
“Being able to move seamlessly from an SDR-booked meeting straight into our Digital Sales Room without re-entering notes or re-uploading collateral has cut our deal cycle down significantly. Prospects feel like we’ve been listening all along.”
David Cho
Mid-Market AE · PulsePoint Systems
What AEs ask about Harvin
Ready to make every deal easier to manage?
Bring meetings, conversations, opportunities, and next steps together in one connected workspace.