The Sales Assistant does the preparation your sellers never quite have time for: researching the account before the call, drafting personalised outreach, writing up the meeting afterwards and updating the CRM. Sellers keep selling, and the administration follows along by itself.
What it does
- Researches target accounts: financials, news, org changes and buying signals
- Drafts personalised outreach sequences per segment and persona
- Prepares meeting briefs with history, open opportunities and a suggested agenda
- Writes call notes into the CRM and creates the follow-up tasks
- Flags stalled deals and pipeline data that looks wrong
What you get
- Agent connected to your CRM with your qualification framework
- Account brief and outreach templates per segment
- CRM hygiene rules and a weekly data quality report
- Pipeline summary for the sales meeting
Typical outcomes
- 5–8 hours per seller per week returned to selling
- A CRM your forecast can actually be based on
- Consistently prepared meetings, regardless of who takes them
At a glance
- Business area
- Sales & Growth
- Time to value
- Live in 3–4 weeks
- Typical integrations
- HubSpot
- Salesforce
- Pipedrive
Other systems connected on request.
- Ideal for
- B2B sales teams with a long sales cycle and a CRM nobody updates
Complete your team now!
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Start with one process
Book a 30-minute intro. We go through your processes and tell you honestly which ones are worth automating — and which ones are not.