Enrich the deal
CRM, email, and call notes are summarised into stage, blockers, and stakeholder map.
/ 客户与收入 /
更多管道。减少手工工作。与您的团队一起销售的人工智能。
为您的销售团队提供一个人工智能助手，它可以确定潜在客户的资格，在正确的时间显示正确的内容，并保持 CRM 数据的准确性，而无需增加员工人数。
The problem
When reps spend more time on admin than selling becomes the norm
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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.
运作方式
Pipeline hygiene and next-best actions—without another tab to hate
Recommend moves
Talk tracks, content, and pricing guardrails are suggested based on similar won deals.
Log automatically
Updates draft to CRM fields for rep approval—keeping forecasts honest with less grunt work.
Plays respect your sales methodology and regional discount policy.
更多管道。减少手工工作。与您的团队一起销售的人工智能。
包含内容
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
技术提供 Thinkia Synapse
成果
What changes when this runs in production
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.
合作方式
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.
延伸阅读
Revenue teams, engagement, and reads
开始
Ready to scope this for your context?
We start with a focused session—no commitment—to map constraints and a sensible path.