Enrich the deal
CRM, email, and call notes are summarised into stage, blockers, and stakeholder map.
/ Clientes e ingresos /
Ofrezca a su equipo de ventas un asistente de IA que califique clientes potenciales, muestre el contenido correcto en el momento adecuado y mantenga los datos de CRM precisos, sin agregar personal.
The problem
CRM updates, follow-up emails, proposal prep — the non-selling work crowds out the actual selling.
No system to detect intent signals or trigger the right follow-up at the right time. Timing is guesswork.
Top performers have a playbook in their head. Everyone else improvises. There's no scalable way to replicate what works.
Cómo funciona
CRM, email, and call notes are summarised into stage, blockers, and stakeholder map.
Talk tracks, content, and pricing guardrails are suggested based on similar won deals.
Updates draft to CRM fields for rep approval—keeping forecasts honest with less grunt work.
Plays respect your sales methodology and regional discount policy.
Qué incluye
A governed layer across data, workflows, and handoffs—so teams ship safely and scale with metrics.
scores and routes inbound leads based on fit and intent signals before a human touches them
drafts personalised outreach based on conversation history, company context and product fit
surfaces the right case study, whitepaper or demo at the right stage of the deal
logs calls, meetings and next steps directly into your CRM without manual entry
flags at-risk deals, missing next steps and stalled pipeline in real time
ensures consistent messaging and objection handling across the entire team
Impulsado por Thinkia Synapse
Resultados
30%
Share of selling time recovered after AI handles non-revenue tasks
–70%
Reduction in time from inbound to first qualified touchpoint
+20%
Improvement in lead-to-opportunity conversion with AI-assisted follow-up
Results vary by sales motion, CRM maturity and deal complexity.
Cómo trabajamos
Week 1–2
Segments, methodologies, and must-have fields are defined so coaching stays consistent.
Week 3–5
Opportunities, emails, and call recordings (where allowed) feed grounded summaries and next steps.
Week 6–9
A region or pod tests copilots; pipeline velocity and forecast accuracy are compared.
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.
Primer paso
We start with a focused session—no commitment—to map constraints and a sensible path.