Oyster HR · Hero Business Case
Hero for Oyster HR
Business case · 2026
Executive business case

Help Oyster’s sales team do more with less.

Hero is the AI teammate built to automate sales support, consolidate knowledge across your tools, and free your experts to focus on winning deals — not assembling documents.

Target: +20% win rate 10-user pilot Sales · Support · RevOps
Key value metrics

The outcomes Oyster has asked Hero to drive.

Win rate
+20%

Stakeholder target through automation, faster prep, and consistent execution.

Manual workload
↓ Hours

Less time on note-taking, reporting, ROI docs, and asset creation.

Knowledge access
1 source

Sales data and insights consolidated across Asana, Salesforce, Gong, Slack.

What your leaders said

The pain points Hero was built to solve.

“One thing that takes up a lot of time currently is digesting Gong information to then figure out how to best prepare for the next call. It makes it so much harder for me to prepare for calls, and that’s a major pain point.”
PL
Phoebe Pei Li Yiin
Senior Manager, Deal Desk
“We do the cost breakdown, the ROI, and the implementation plan — all of which are currently managed manually. I use Asana for notes, Salesforce for leads, Gong for calls. It’s a mix of tools.”
AM
Alessandra Moura
Sales Support Manager
“I love how we could use it as a knowledge base, which is a big challenge for us right now — and getting information quickly to our sales executives.”
MM
Marc Manuele
Director of RevOps
Today at Oyster

Fragmented work, slower deals.

  • Cost breakdowns, ROI docs, and implementation plans built by hand
  • Sales data scattered across Asana, Salesforce, Gong, Slack, and email
  • Hours spent digesting Gong calls to prep for the next one
  • No consolidated knowledge base for sales execs
With Hero

Automated work, sharper selling.

  • ROI docs, cost models, and implementation plans drafted automatically
  • Context unified across your existing tool stack
  • Call prep ready in minutes, not hours
  • A single source of truth for deals, accounts, and best practices
Created by Hero · Prepared for Oyster HR 01 / 02
Hero for Oyster HR
The case · Integration · Recommendation
The case for Hero

Directly addressing Oyster’s priorities.

Pillar 01

Eliminate manual work. Free your experts.

Automate cost breakdowns, ROI docs, implementation plans, and value cases. Free Deal Desk and Sales Support for high-value, consultative selling.

Pillar 02

Accelerate deal velocity. Lift win rates.

AI-driven coaching and automation help reps prep faster, respond smarter, and move deals forward — toward the stakeholder-set 20% win rate target.

Pillar 03

Fit your existing stack.

Hero plugs into the tools your team already uses — Salesforce, Gong, Asana, Slack — minimizing disruption and maximizing adoption.

Pillar 04

Data privacy and control.

Hero supports strict data privacy and post-PoC data deletion, meeting Oyster’s security requirements end-to-end.

Connects with
Salesforce Gong Asana Slack Email
No rip-and-replace

What success looks like

  • Manual effort reduced.
    Sales support and reps spend less time on admin, more on selling.
  • Win rates up.
    Targeting a 20% improvement through better prep and automation.
  • Faster, more accurate reporting.
    No more hunting for data across tools.
  • Knowledge consolidated.
    A single source of truth for deal context and best practices.

Risks & mitigation

  • Integration & tech stack.
    Open API and pre-built integrations reduce manual work and tool sprawl.
  • Data privacy.
    Strict controls; guaranteed data deletion post-PoC.
  • Cost justification.
    Track win rate, deal velocity, and workload reduction during PoC.
Recommendation

Pilot Hero with 10 users across Sales, Support, and RevOps.

Measure impact on efficiency and win rates. Validate integration and privacy. Prove ROI on real Oyster deals — not on a generic benchmark.

Step 01

Launch 10-user pilot

Sales, Support, and RevOps — the teams already feeling the load.

Step 02

Track the right metrics

Time saved, deals accelerated, win rate lift over the pilot window.

Step 03

Validate integration & privacy

Confirm tech, security, and data-handling requirements before scaling.

Created by Hero · Prepared for Oyster HR