/01 · Solutions
Possible solutions.
/01
Lead qualification
Every inbound request enriched, scored against the defined criteria and sent to the right salesperson.
/02
Prepared meetings
The account, its history, contacts and company news on one page, before every meeting.
/03
An up-to-date CRM
After every call, the notes, next steps and deal stage are proposed in the CRM.
/04
Tenders and RFPs
Requirements extracted, answers found in past bids; the team completes the rest.
/05
Proposals and quotes
Proposals drafted from the templates and pricing rules, to review before sending.
/02 · Execution
Execution example.
/03 · Measurement
Indicators tracked.
Measured before, then every month. No figure promised.
- 01Lead response time
- 02Time to prepare a proposal
- 03CRM data quality
- 04Conversion rate
/04 · Guardrails
Guardrails.
In the code, from day one.
- No email goes to a prospect without the salesperson’s approval, except what is already authorized.
- Prices follow the grid; a discount outside it waits for approval.
- Prospect data stays in the company’s systems.
/05 · Systems
Connected systems.
And any tool with an API or files.
/06 · See also
Related functions.
/01
Customer service
Request triage, drafted answers with their sources, first line on chat and phone.
/06
Internal knowledge
An assistant that answers the teams from internal documents, sources cited, permissions respected.