Use cases · Sales
Your sales team sells. The agents do the rest.
Agents that qualify inbound requests, prepare your meetings, draft proposals and keep the CRM up to date.
What we build
Agents for every step of the work.
Lead qualification
Every inbound request is enriched, scored against your criteria and sent to the right salesperson.
Prepared meetings
The account, its history, contacts and company news on one page, before every meeting.
An up-to-date CRM
After every call, the notes, next steps and deal stage are proposed in the CRM.
Tenders and RFPs
Requirements are extracted and answers found in your past bids; the team completes the rest.
Proposals and quotes
Proposals drafted from your templates and pricing rules, to review before sending.
An example
From request to decision.
The agent does the searching and preparing, in your systems. It shows what it read, and stops where your rules call for a person.
What we measure
Indicators tracked with you.
We measure them before the project, then every month. No figure promised before we know your starting point.
- Lead response time
- Time to prepare a proposal
- CRM data quality
- Conversion rate
Guardrails
What does not change.
- No email goes to a prospect without the salesperson’s approval, except what you have authorized.
- Prices follow your rules; a discount outside the grid waits for approval.
- Prospect data stays in your systems.
Your systems
Connected to what you already use.
For example, and any other tool with an API or files.
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
- Outlook
- Gmail
- SharePoint
See also
Neighbouring functions.
Customer service
Request triage, drafted answers with their sources, first line on chat and phone.
Internal knowledge
An assistant that answers your teams from your documents, sources cited, permissions respected.
What about yours?
A call with a partner to look at your process and see where to start.