DIGITAL TRANSFORMATION · Sales
Your reps sell.
The agent does the rest.
A salesperson spends most of the day not selling: looking people up, writing the same proposal again, remembering who to chase. Those are the tasks an agent takes, so the hours go back to conversations.
THE PROBLEM
Where the hours
actually go.
Missed follow-ups
The deal that went cold was not lost on price. It was lost on the Tuesday nobody called back, because that Tuesday was full of admin.
Hours of research per prospect
Before the first call someone reads the company site, LinkedIn, the news, the last three emails. Every rep does it by hand, every time, and half of it goes unused.
A CRM full of data and empty of answers
Years of notes, no way to ask which accounts are quietly slipping. The data is there; the reading is not.
WHAT GETS BUILT
Agents for this department,
with a human in the loop.
Proposal drafting
From your CRM record and your own past proposals, a first draft in minutes, in your voice, with every claim traced to where it came from. The rep edits and sends; the agent never does.
Prospect research
Before a call, a one-page brief: what the company does, what changed recently, who the people are, three things worth asking. Sourced, so it can be trusted in front of the customer.
Follow-up that does not forget
The agent watches the pipeline and drafts the chase at the right moment, referencing the last conversation. A person approves each one. Nothing leaves without a name on it.
Built for your workflow
The three above are the common cases. If yours is different, the discovery call finds the task and the blueprint prices it. Capabilities are files, not deployments, so adding one later is cheap.
ALREADY RUNNING
The proposal that cites
every claim it makes.
The running sales demo prices every line through a floor no discount can cross, binds every price, term and reference to the row it came from and strips what does not resolve, and finds every overdue follow-up as a date rather than a feeling. 24 of 24 planted unsourced claims stripped, 0 lines stored below floor, 49 of 49 overdue deals found.
YOUR DATA, YOUR RULES
Runs where you say On your own server or a machine in your office if that is what your data needs. My own assistant runs locally on my desk for exactly this reason.
A human before money moves Anything that pays, files, sends or deletes is a draft until a person approves it. The agent proposes; it does not decide what has a right answer.
Every action on record What the agent did, what it refused, and why, in a log you can open. Including the refusals, because a system that records only what it allowed cannot answer an auditor.
Thirty minutes,
your data, no deck.
Bring the task that eats the most hours. I will tell you in the call whether an agent can take it, what it would cost to run, and what it would need from you.
Book a demo No sales team. You talk to the person who builds it.
Other departments: Customer support Operations and supply chain Human resources Finance and accounting Logistics Legal and compliance
THE PRESENTATION
The whole thing,
as one document.
The same ten systems as a presentation: the problem each one solves, who pays to solve it today, how it works in four moves, and screens of it running. Every figure in it is produced by the system it describes.
Download the presentation PDF, 35 pages, 5.1 MB