Pipeline Inspection Agent
Reads calls, emails and CRM fields to judge each deal’s real stage and tells managers where forecasts are soft.
The challenge
Good decisions depend on analysis that takes days to prepare, so plans are based on old numbers or on instinct.
How it works
- 1A question is asked, or a regular review is due.
- 2The agent pulls the figures from your data, using your definitions.
- 3It runs the analysis and tests different options.
- 4It explains what is driving the numbers and sets out the options.
- 5Your decision-maker chooses. Larger changes need sign-off.
- 6The approved change is made in your system.
Your people stay in control
The agent sets out the options. Your decision-maker chooses, and larger changes need sign-off before anything is changed.
Systems we work with in Marketing & Sales
- CRM such as Salesforce, HubSpot and Dynamics
- Marketing automation
- Ad platforms
- Web analytics and CMS
- Sales engagement and call recording
- CPQ
How we measure success
- Time from question to answer
- How accurate forecasts are against what happened
- The value of the recommendations you adopt
Kind of work
Analysis and planning. The agent analyses your data, explains what it shows and sets out the options.
More in Marketing & Sales
Marketing Spend Analysis AgentShows which marketing spending leads to sales and recommends how to move the budget.Outbound Prospecting AgentIdentifies likely customers, researches each one and writes a personal first message.Competitive Intelligence AgentWatches your competitors and sends your product, sales and marketing teams short briefings on what has changed.Content Engine AgentRuns content marketing from topic research to drafting, publishing and keeping articles up to date.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.