Sales Assistant

Personal Sales Assistant

Personal Sales Assistant for every sales person and teams to automate sales system interaction. Sales people can focus on sales and leave the CRM system interaction to the Sales Assistant

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Natural language enabled sales assistant that makes sales systems access easy
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Built-in Artificial Intelligence that enables a conversational interaction that is context aware making the user experience more productive
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Omni-Channel interaction from popular messengers like Skype for Business, Slack, Facebook Messenger, Cisco Spark, Google Assistant and others
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Out of the Box Integration with sales systems like Salesforce

Day’s Calendar and Activities

Get your job done without waiting for anybody

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Get your day’s calendar and scheduled activities while you are enjoying your morning coffee.
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Schedule and reschedule your calendar events and activities with your account contacts
Shaun
How is my day today?
Sales Assistant
Good morning Shaun!
You have 5 meetings in your calendar and 3 planned activities.

Quite a busy day.
Shaun
Move the 3pm activity with Bricks Inc. to 3.30pm tomorrow.
Sales Assistant
Done. Moved the activity with Bricks Inc. to 3.30pm tomorrow.

Accounts and Contacts

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Has your account contact’s information changed? Ask your assistant to update it.
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Won a new account? Fantastic! Ask your assistant to create a new account.
Shaun
My new contact at Bricks Inc. is Barbara Levy.
Sales Assistant
Do you want me to create a new contact for Bricks Inc.
Shaun
Yes
Sales Assistant
Barbara Levy added as contact to Bricks Inc.

Leads

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Had a great day at a trade show? Got a bunch of leads? Ask your assistant to create the leads while having a refreshing drink at the end of the day.
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Finished a successful meeting with a lead? Ask the assistant to make the lead Warm.
Shaun
Create a Lead for John Bond from Zuptac.
Interested in our Security Products.
Sales Assistant
New lead created for John Bond and Company Zuptac with the description 'Interested in Security Products'. Lead source set Trade Show.
What should the rating be?
Shaun
Hot
Sales Assistant
Rating set to Hot.

Opportunity and Activities

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Are there pending activities on an Opportunity for today? Assistant can remind you and prompt you to take action.
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Closed an opportunity? Congrats! Ask your sales assistant close the opportunity as Won.
Shaun
Close the Opportunity with United Oil & Gas
Sales Assistant
There are 2 opportunities open - Security Products and Chyme Bots. But the activity for today is on Security Products. Should I close it?
Shaun
Yes
Sales Assistant
Did you win it?
Shaun
Yes
Sales Assistant
Set the opportunity to Closed and Won

Reporting / Escalation

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Want a summary of your last week’s activities and leads for the weekly meeting? Your sales assistant can get your sales reports for you.
Sales Assistant
Quarter closes at the end of this week. Do you want a summary of the sales?
Shaun
Yes
Sales Assistant
Your closed opportunities stands at $1.45 million. 2 more opportunities for $630,000 is due to be closed this week.
Shaun
Thanks.