Give every opportunity a connected team. Digital specialists carry context from the first inquiry to the approved proposal, while your people own the relationship and commercial decisions.
Explore how specialists connect, share context and bring your people into the work. Select a teammate to see their responsibilities and handoffs.
Sales managerHuman direction & approvalsHuman
Clarify requirements, timing and buying context. Keep the conversation helpful and bring the right opportunity details to a human seller or proposal specialist.
A buyer asks to expand an order with a different payment schedule. The team checks the opportunity, prepares the terms and gets the sales manager’s approval before sending an updated proposal.
Company policies, department knowledge and role-specific permissions work together. Select a layer to see how it guides the team.
Approved positioning, product information, qualification criteria and proposal playbooks keep the sales team aligned.
The expansion playbook preserves the buyer’s requirements, uses current pricing and routes payment exceptions for review.
Inspect example actions across the department: who acted, which system was involved and where a person needs to decide.
Click a system to connect it to your sales team.
Illustrative connections, using example data.
Connect Email & WhatsApp to explore how your sales team uses it in this example.
They are digital roles that carry out defined sales tasks using approved company knowledge and connected tools. A sales department can coordinate prospecting, qualification, proposals and operations under human direction.
One sales agent has a defined role. A department connects several specialties, their human owners and shared opportunity context so work can move between them.
Those actions should follow your commercial permissions. In this example, a specialist prepares an exception and a sales manager approves it before the buyer receives the proposal.
Assign human owners, review points and escalation rules. Specialists can prepare context and suggested next steps while your sellers and managers make the decisions assigned to them.
The configured workflow can gather requirements, prepare a draft, request necessary approvals and send an approved version. Buyer acceptance remains a separate step before any order action.
Yes. Define a narrow workflow, connect the required information and review its outputs with your sales team before adding further roles.
Let’s connect the roles, knowledge and human decisions that move your sales opportunities forward.
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