Trellus

What is Trellus AI

Trellus AI is a sales assistant built to improve cold calling, outbound prospecting, and meeting booking. It provides real-time call suggestions that help reps handle objections, tailor messaging, and secure next steps while they speak. After each conversation, Trellus automates follow-up tasks such as call notes, action items, and CRM updates to cut admin time. It integrates with platforms like Salesloft, Outreach, HubSpot, and Orum, and adds productivity tools including a parallel dialer, call analytics, AI bots for inbound calls and practice, plus LinkedIn inbox management.

Main Features of Trellus AI

• Real-time call coaching: Live, on-call prompts for objection handling, discovery, and closing to increase meeting set rates.
• Parallel dialer: Accelerate outbound by dialing multiple numbers intelligently while maintaining compliance and control.
• Post-call automation: Auto-generate notes, summaries, action items, and log outcomes to connected CRMs and engagement tools.
• Integrations with sales stack: Connect to Salesloft, Outreach, HubSpot, Orum, and manage outreach from your existing workflow.
• Call analytics and insights: Track conversation metrics, outcome trends, and rep performance to refine scripts and sequences.
• AI bots for inbound and practice: Route or respond to inbound calls and let reps rehearse scenarios with lifelike practice bots.
• LinkedIn inbox management: Organize and respond to LinkedIn messages alongside phone and email outreach.
• Conversation intelligence: Summarize key moments, next steps, and trigger follow-ups for consistent pipeline movement.

Who Can Use Trellus AI

Trellus AI is ideal for SDRs, BDRs, and AEs focused on cold calling and outbound prospecting. Sales leaders and revenue operations teams use it for coaching, analytics, and process standardization. It also supports call-heavy roles in B2B SaaS, recruiting, financial services, real estate, and agencies that rely on phone outreach and LinkedIn for lead generation.

How to Use Trellus AI

1. Connect your stack: link Salesloft, Outreach, HubSpot, Orum, and permissions for LinkedIn inbox management.
2. Configure settings: set call rules, parallel dialer preferences, coaching topics, and compliance controls.
3. Import or sync call lists: pull prospects from your CRM or engagement sequences.
4. Start calling: launch the dialer and receive real-time prompts for intros, discovery, and objection handling.
5. Capture outcomes: let Trellus auto-generate notes, summarize calls, and log results back to connected tools.
6. Review analytics: assess call performance, refine scripts, and update sequences based on insights.
7. Practice and improve: use AI practice bots to rehearse scenarios and sharpen messaging before live calls.
8. Manage multichannel: handle LinkedIn inbox replies to coordinate follow-ups across phone, email, and social.

Trellus AI Use Cases

In B2B SaaS, SDR teams use Trellus to scale cold calling, book demos, and reduce ramp time with real-time coaching. Recruiters leverage the dialer and coaching to reach passive candidates faster. Financial advisors and insurers streamline appointment setting and follow-ups after discovery calls. Real estate and property management teams use analytics to optimize scripts and manage lead replies from LinkedIn alongside phone outreach.

Pros and Cons of Trellus AI

FAQs about Trellus AI

• Does Trellus AI provide real-time coaching during calls?

  Yes. It surfaces on-call suggestions for intros, discovery, and objection handling to help secure meetings.

• Which tools does Trellus integrate with?

  It integrates with platforms like Salesloft, Outreach, HubSpot, and Orum, and supports LinkedIn inbox management.

• Can it automate post-call tasks?

  Yes. Trellus can generate call notes, summaries, action items, and log outcomes back into your connected systems.