连接与治理
接通你的系统、政策与知识，让 AI 在你的规则之内工作，而不是绕过它们。
/ Customer & Revenue /
Your reps should be selling. Not updating the CRM.
Give your sales team an AI assistant that qualifies leads, surfaces the right content at the right moment, and keeps CRM data accurate — without adding headcount.
The problem
Reps spend more time on admin than closing deals
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Reps spend more time on admin than selling
CRM updates, follow-up emails, proposal prep — the non-selling work crowds out the actual selling.
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Leads go cold between touchpoints
No system to detect intent signals or trigger the right follow-up at the right time. Timing is guesswork.
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Inconsistent pitch quality
Top performers have a playbook in their head. Everyone else improvises. There's no scalable way to replicate what works.
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Pipeline data nobody trusts
Reps skip CRM updates when admin work piles up. Forecasts, handoffs and coaching break because the system of record is never current.
How it works
从信号到成果——治理内置
自动化与辅助
让工作流上线：分流、起草、解决或升级，全程带完整上下文与审计追溯。
度量与改进
跟踪运营 KPI、质量与风险——再和你的团队一起调优剧本。
流程序列会适配你的工具、渠道与风险态势。
Your reps should be selling. Not updating the CRM.
What's included
What you get when you run this with Thinkia
A governed layer across data, workflows, and handoffs—so teams ship safely and scale with metrics.
Lead qualification automation
Scores and routes inbound leads based on fit and intent signals before a human touches them.
AI-generated follow-ups
Drafts personalised outreach based on conversation history, company context and product fit.
Content recommendation
Surfaces the right case study, whitepaper or demo at the right stage of the deal.
CRM auto-update
Logs calls, meetings and next steps directly into your CRM without manual entry.
Deal coaching
Flags at-risk deals, missing next steps and stalled pipeline in real time.
Sales playbook enforcement
Ensures consistent messaging and objection handling across the entire team.
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Results
What changes when this runs in production
Results vary by sales motion, CRM maturity and deal complexity.
30%
Share of selling time recovered after AI handles non-revenue tasks
Orientative — confirmed in discovery; depends on the starting point.
–70%
Reduction in time from inbound to first qualified touchpoint
Orientative — confirmed in discovery; depends on the starting point.
+20%
Improvement in lead-to-opportunity conversion with AI-assisted follow-up
Orientative — confirmed in discovery; depends on the starting point.
How we work
From CRM hygiene dreams to prep and follow-up reps actually finish
Play design
Play design
Week 1–2
Segments, methodologies, and must-have fields are defined so coaching stays consistent.
CRM & content
CRM & content
Week 3–5
Opportunities, emails, and call recordings (where allowed) feed grounded summaries and next steps.
Rep pilot
Rep pilot
Week 6–9
A region or pod tests copilots; pipeline velocity and forecast accuracy are compared.
RevOps scale
RevOps scale
Week 10+
Playbooks, approvals, and analytics spread; managers get visibility without extra shadow IT.
Recording policies and CRM messiness affect lift; we start with highest-value plays.
Go deeper
Revenue teams, engagement, and reads
Ideas, trends, and tools to stay ahead
Get started
Ready to scope this for your context?
We start with a focused session—no commitment—to map constraints and a sensible path.