Sales
Everyday sales work, process by process, and how each piece runs with AI.
Lead capture and routing
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Enquiries from Google Ads, LinkedIn and your website become one lead per buyer, answered in minutes
Google Ads
LinkedIn Ads
Zoho CRM
Gmail
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Every trade-show lead gets a personal follow-up within a day
Excel
Salesforce
Outlook
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Website enquiries get a reply in minutes and reach the right salesperson
- Gmail
WhatsApp Business- Zoho CRM
Pipeline and forecasting
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Every open deal is checked before the forecast call, and stale ones go back to their owners
- Salesforce
Microsoft Teams
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Company assistantEvery rep's weekly report is written by the same team skill, from their own data
- Microsoft Teams
- Salesforce
- Outlook
Microsoft Word
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Reps log each visit by voice, and the CRM, visit plan and dashboard update themselves
- Sales app
LeadSquared
Google Calendar
Looker Studio
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Company assistantSales heads ask why the forecast moved and get the reasons, deal by deal
Slack- Salesforce
- Gmail
NetSuite
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The quarterly forecast rolls up from every region, with the gaps explained
- Outlook
- Excel
- Salesforce
- Microsoft Teams
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The sales head gets a one-page pipeline summary every Monday, with what changed and why
- Salesforce
- Outlook
Proposals and quotes
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Discount requests reach the right approver, with the margin impact shown
- Salesforce
- Microsoft Teams
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Every enquiry gets a draft quote, priced from your list and past deals
- Outlook
SharePoint- Salesforce
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Government and PSU tenders are read and checked for eligibility before anyone bids
- GeM portal
- CPPP
- SharePoint
- Microsoft Teams
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Made-to-order quotes are built right first time, priced to your rules and signed online
- Quote app
HubSpot- NetSuite
- Slack
DocuSign
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Most RFP questions are answered from your past bids, and experts fill the gaps
- SharePoint
- Microsoft Word
- Microsoft Teams
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Quotes for repeat customers go out the same day, approved by the owner in Slack
- Gmail
Google Sheets- HubSpot
- Slack
Renewals and account care
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Account managers get a one-page brief before every customer meeting
- Outlook
- Salesforce
Freshdesk
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Company assistantAccount managers get any customer's deals, dues, tickets and emails in one answer
Google Chat- HubSpot
- Zoho Books
Zendesk- Gmail
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Customers check their orders, dues and shipments in one portal, and pay online
- Customer portal
- NetSuite
Shiprocket
Razorpay- Zendesk
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Each dealer review comes with sales, stock and claims on one page
SAP S/4HANA- Salesforce
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Key accounts get a monthly health check from orders, payments and complaints
- SAP S/4HANA
- Freshdesk
- Salesforce
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Renewals at risk are flagged months ahead, with the reasons
- Salesforce
- Freshdesk