Aviso
Aviso AI for Sales optimizes sales operations with AI-driven predictive analytics, CRM integration, and sales forecasting, boosting productivity and facilitating revenue operations.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Integrates with CRM systems, handling sensitive sales data.
- Requires user data for predictive analytics.
- No clear opt-out for data training.
Recommendations
4- Request SOC 2 Type II report and review CRM data handling
- Confirm encryption for revenue and deal data
- Audit integration scopes with Salesforce and other CRM connectors
- Review data retention for conversation recordings
Data handling
- Storage
- Cloud, US-based (AWS)
- Retention
- Configurable; conversation recordings retained per policy
- Training on inputs
- Sales data used to improve forecasting models
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