Enterprise DNA

Leadership and data · Live demo

Sales pipeline review by voice for the sales director

The sales director asks about coverage, stalled deals and owners by voice and gets the answers straight from the CRM.

InternalVoiceYour data Answers from your dataIntegrationsSummaries
Live demo

Talk to Max at Brackenfield Advisory

Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Pipeline reviews start with someone exporting the CRM into a spreadsheet, and stalled deals only surface when the quarter is already slipping. The sales director wants the answer on the way to the meeting.

How it works

  1. Reads opportunities, stages, values and activity from your CRM
  2. Answers coverage questions by quarter, division and owner
  3. Finds large deals with no activity in a set number of days
  4. Says who owns each deal and what happened last
  5. Adds deals to the next pipeline call agenda with their owners

What it connects to

  • CRM such as Salesforce
  • Omni Command Centre
  • Calendar
  • Email
Sample conversation
  1. Marcus (sales director)How's the Q4 pipeline looking?
  2. AgentWeighted Q4 pipeline is 11.4 million against a 13 million target, so 88 percent covered across 62 open opportunities. Advisory and Consulting are on track. Managed Services is 1.3 million short.
  3. Marcus (sales director)Which big deals have gone quiet?
  4. AgentFour over 250 thousand with no activity in 21 days: Fairlight Credit Union at 480 thousand, Bexmoor Logistics at 390, Kellbrook Manufacturing at 310 and Ridgemoor Housing Trust at 265.
  5. Marcus (sales director)Who owns Fairlight, and what happened last?
  6. AgentRob Mackay. The proposal went out 26 days ago with no reply logged since. Want all four on Monday's pipeline call agenda with their owners?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

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