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
Leverage Existing
Investments & Quick ROI
Day’s Calendar and Activities
Get your job done without waiting for anybody
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.
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
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
Shaun
Create a Lead for John Bond from Zuptac.
Interested in our Security Products.
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?
What should the rating be?
Shaun
Hot
Sales Assistant
Rating set to Hot.
Opportunity and Activities
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
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.