Solutions
Sales Enablement & CRM Automation
For leaders whose reps spend more time updating the CRM than selling, and who learn an account is slipping after the revenue drops. We build AI into the CRM and order systems your team already uses.
You're likely a fit if…
Reps update the CRM instead of selling.
And the data is still incomplete, so nobody fully trusts it.
Pipeline reviews argue about the numbers.
The CRM says one thing, the order system another, and the rep's memory a third.
Slipping accounts get noticed too late.
A customer orders less for months before anyone picks up the phone.
New reps take too long to get productive.
Products, pricing rules and account history live with your veterans.
What we build
Action-oriented rep dashboards
Built from your order and CRM data: stores off their ordering rhythm, the biggest buying drops, proven services a customer isn't buying yet. Reps can ask for a new view in plain language.
Learn more: Action-oriented rep dashboardsAccount briefings before every call
Recent orders, open issues, contacts and notes, pulled together from your ERP, CRM and helpdesk.
CRM upkeep that reps approve
Activity notes drafted from emails and meetings, fields filled in, stale opportunities flagged. The rep confirms before anything saves.
Proactive account alerts
Agents that watch buying patterns and tell the owning rep when an account changes, with the evidence.
Product and pricing answers
An assistant that answers from your catalog, specifications and pricing rules, for reps in the field and technical sales.
Scope
Included, and not
One sales team or motion first, connected to your CRM and order data, rolled out with the reps who'll use it. Not included: replacing your CRM, or automated mass outreach.
What we need from you
A sales leader as owner, your CRM administrator, access to order data, and a small group of reps to build with.
Data and customer contact
Reps see the accounts your CRM permissions already allow. Nothing goes to a customer without a rep's approval.
What drives cost
How customized your CRM is, the number of data sources, how many teams roll it out, and how much the system writes back. Builds are scoped and priced after the assessment.
How we'd start
Start with an Assessment that maps a rep's day, role by role.
Pick one first build, such as briefings, dashboards or CRM upkeep, and baseline how the work happens today.
Build it with a small group of reps on live data.
Roll out with training led by our partner, who leads AI adoption and change management.
Hand it to your sales operations owner, with the tests and documentation to keep it running.
Common questions
Our CRM data is messy. Is that a blocker?
Usually not. Order data from your ERP is often more reliable, and a first build that drafts updates for reps tends to improve the CRM as it goes.
Will reps actually use it?
Only if it saves them time in their own day. That's why we build with reps from the start and put the tool where they already work.
Does the AI email customers?
It drafts. Reps approve and send.
How long does it take?
Briefings drawn from one or two systems are often S (1–3 weeks). Dashboards across CRM and order data usually size as M (1–2 months).
Industries where this applies
Let's find where AI pays off in your business.
Thirty minutes with Daniel. No pitch deck: you talk about your business, I tell you honestly where AI fits and where it doesn't.