Sales leaders are outgrowing dashboards
—and they know it.
When you're prepping for a high-stakes meeting, scattered notes, conflicting dashboards, and out-of-date CRM fields don't help. They hurt. And if you're a sales leader or rep juggling multiple deals, every second of wasted prep time can cost you pipeline and trust.
In this behind-the-scenes conversation, Tektonic CEO Nic Surpatanu and CPO Paul Bryan explain why legacy tools fail sales teams—and what a better system looks like.
Is Context the missing ingredient?
"Information is scattered across too many systems," Nic says. “Even worse—publicly available information often conflicts with internal records. Data validation and research takes too much time, and it causes mistakes in meetings.”
Those mistakes cost more than a deal—they erode trust, lower rep confidence, and create friction between sales and operations. Worse yet, traditional tools like dashboards only offer static views. Notes often sit in isolated silos, disconnected from real-time deal flow.
Sales teams don’t need more scattered data—they need synthesized context.
Sales prep shouldn't feel like a second job
According to Paul Bryan, reconciling all that data before every customer meeting is "just too much."
"Sales reps are forced to go from one tab to another, copy-paste notes, check emails, pull CRM fields—only to realize half of it is outdated or incomplete,” he says. “Synthesizing all that is the hard part. That’s what PrepMe does. It gives you everything you need in one place so you can have an engaging sales conversation.”
This is the heart of why dashboards and notes fail: they require too much work to be useful in real time.
What PrepMe does differently for Sales
PrepMe is a Chrome extension that connects to your CRM, email, and calendar to generate real-time, deal-specific sales briefs—so your reps walk into every meeting with complete context. Not yesterday’s dashboard. Not a rough draft from an SDR.
These sales briefs include:
- Live deal insights from CRM + email threads
- Automatically matched customer context from LinkedIn + company data
- Pre-call prep directly embedded in calendar invites
Instead of reps piecing everything together, PrepMe does the work for them—in seconds.
Sales tools are shifting: From static to smart
Sales is moving from dashboard-first to conversation-first. That means tools need to adapt—not just to manage data, but to synthesize, simplify, and surface it at the moment it’s needed most.
If you're leading a modern sales team, you don’t have time for tools that don’t move the needle. You need:
- Real-time context, not lagging reports
- Dynamic insights, not disconnected notes
- Trust-building accuracy, not errors in your first 5 minutes
That’s what PrepMe was built for.
Ready to prep in seconds, not hours?
Sign up for PrepMe and see how top sales teams are eliminating research chaos, reducing context switching, and walking into every call with total confidence.
It’s free to get started — no setup, no pressure. Just better prep.
