AI sales, CRM & proposal automation
Build AI sales assistants for inbound qualification, account research, CRM updates and proposal drafts using approved information and review workflows.
THE BUSINESS CONTEXT
Salespeople spend time reconstructing an opportunity from emails, notes, product documents and old proposals. An assistant can organise that information and prepare the next useful action, giving the commercial team more time for discovery and customer relationships.
The strongest starting point is often an inbound enquiry or an existing opportunity. We connect approved research and internal knowledge with a clear review process. Your team owns qualification rules, pricing, commitments and whether a message is sent.
YOUR FIRST ENGAGEMENT
Focused Pilot
Build an inbound enquiry-to-proposal assistant for one service line and an approved proposal template.
Discuss This PilotApproved service information, sample enquiries, proposal templates, pricing authority and CRM access.
Measures are agreed for your project. Results depend on the data, workflow and evaluation; they are not guaranteed improvements.
WHAT WE DO
Extract stated needs, budget context, decision dates and missing information from an incoming request. Apply your qualification rubric and suggest follow-up questions. Avoid inferring sensitive personal traits or presenting guessed company information as fact. A salesperson can review the result before it updates the opportunity.
Summarise approved public or licensed company information with source links and dates. Combine this with authorised meeting notes and CRM history. Keep unverified information visibly separate. The result should help a salesperson ask better questions, rather than create a false impression of a relationship or purchase intent.
Select relevant service descriptions, project examples and scope sections from a maintained content library. Prepare a proposal outline with assumptions, exclusions and open questions. Commercial figures come from approved pricing rules or a human owner. Generated text must not invent customers, performance results or credentials.
Suggest next steps, prepare follow-up drafts and flag missing CRM fields. Use approval queues for external messages and important record changes. Respect contact preferences and authorised data sources. Review adoption through proposal turnaround and CRM completeness, alongside the quality of the resulting customer conversation.
A DEFINED ENGAGEMENT
Your proposal defines the exact scope, responsibilities, milestones, and exclusions. Depending on the engagement, the work can include:
WHERE IT FITS
Prepare tailored proposals from a consistent scope library.
Organise demos, discovery notes and follow-up actions.
Give account owners structured context for ongoing opportunities.
WHO THIS CAN HELP
Explore example workflows and the customer groups these services are designed to support.
A PRACTICAL FIRST STEP
Choose one useful task, agree how the result will be checked, and use the evidence to decide what should happen next.
QUESTIONS, ANSWERED
It can assist with authorised research and enquiry qualification. Lead sources, outreach rights and review responsibilities are defined in the engagement. Sales opportunities and conversion results cannot be guaranteed.
Pricing and commitments should follow your commercial authorisation rules. A first pilot normally creates drafts for review.
Yes, if your business has the right to reuse them. We remove sensitive client details and organise approved sections so one client’s confidential information is not copied into another proposal.
CONNECTED CAPABILITIES
Connect AI reasoning with the tools your team uses.
Explore This Specialty
Extract, classify and validate information from invoices, forms, PDFs and scanned documents, with review queues and connections to business systems..
Explore This Specialty
Use generative AI to support the work between an initial brief and an approved result.
Explore This SpecialtyA CONVERSATION IS A GOOD PLACE TO START