Sales Call Preparation Assistant
Gives salespeople a one-minute briefing before every call: the customer, the person, recent news and suggested questions.
The challenge
People wait in queues for answers and simple requests, and staff spend their day repeating the same information.
How it works
- 1Someone gets in touch by phone or chat.
- 2The agent works out who they are and what they need, and asks if anything is unclear.
- 3It finds the right information in your data.
- 4It completes the request in your system, after confirming with the person.
- 5If a member of staff is needed, it hands over with the full conversation.
Your people stay in control
The agent confirms before it changes anything, and hands over to a member of staff whenever a request is outside what it is allowed to do.
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
- How many requests are resolved without a handover
- How satisfied people are afterwards
- How long people wait
Kind of work
Conversations. The agent talks with people by phone or chat, answers their questions and completes their requests.
More in Marketing & Sales
Inbound Lead Response AgentAnswers new enquiries within a minute by chat, email or phone, qualifies them and books the meeting.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.