Solutions · Sales
Less admin. More selling.
Selling time is the scarcest resource a sales org has, and most of what eats it is system work, not customer work. The AI Assistant runs against your CRM and sales content so the rep stays in the conversation while the admin happens underneath — all scoped to their role.
See it in action
The Assistant on a real task.
Sales account briefing workflow
A rep asks for the Acme renewal briefing; the Assistant pulls CRM/email/support context, cites sales collateral, suggests next steps, and logs a CRM update after the meeting.
What it gives back
Four workflows that return selling time.
A briefing, not a record dump
The five minutes before a call, sorted.
Instead of clicking through the CRM, ask — “what's the status of the Acme renewal?”, “which of my opps need the most help this week?” The Assistant returns a synthesised briefing: stage, value, risks and blockers, recent activity, and the suggested next step. Because it draws on Enterprise Search across connected tools, the picture includes the email thread and the support ticket, not just the opportunity record.
QuantumPay renewal
BriefingFlawed inputs, flawed outputs
Make the right way the easy way.
AI is only as good as the data it acts on, so keeping the system of record clean is a first-class use case. Capture what happened in plain language and the Assistant writes it back correctly: create a contact from an email signature, log the meeting, update the stage — fields validated, formatted to a consistent standard, and checked against existing records so duplicates don't pile up. It also flags the gaps: missing fields, stale opportunities, likely duplicates.
Sell from the current story
The latest, approved material — on demand.
The Assistant makes the newest approved material reachable on demand from a sales Knowledge Base: product FAQs, the latest pitch deck and one-pagers, battle cards, pricing, competitive positioning. Ask “send me the latest platform overview deck” and it comes back cited, from the single source of truth — so everyone sells from the same current story and nobody forwards a stale PDF. Because the index is live, “latest” means latest.
Cited answer
Sales data is customer data
Each rep gets their own governed lane onto the pipeline.
Reach is scoped by role: a rep sees and edits their accounts and opportunities, a manager sees the team, nobody reaches beyond their territory. Every CRM write runs through Connections and is recorded by Governance & Audit; enablement surfaces by permission.
Give your reps their hours back.
Book a demo and we'll show the Assistant on your CRM and enablement.