No. 08 · Sales and pre-salesIntegrated process
Meeting notes and CRM update
From the transcript, writes the meeting notes, updates the client record and schedules follow-ups.
End of meetingFollow-ups ready as the meeting ends
Solutions by industry
Distribution and wholesale
Large sales teams, broad catalogues. The most requested processes in your industry, connected to your software and hosted on your side.
Two typical processes
- CRM updated after every meeting
- Targeted prospecting every week
By industry
The most requested processes. In your industry.
No. 02 · Sales and pre-salesVolume process
Inbound request qualification
Reads each request, extracts need, budget, timing and urgency, and assigns it to the right salesperson with a drafted reply.
New email or formNo request forgotten
No. 09 · MarketingVolume process
Market and player mapping
Identifies and qualifies the players in a sector or region: who does what, where, with which contacts. Ready to import into the CRM.
On demand or monthlyA market study in hours
No. 05 · Sales and pre-salesIncluded in the assistant
Cross-selling and catalogue
Answers by citing the catalogue and suggests relevant add-on sales for a given client.
On demandHigher average basket
No. 23 · Order management and billingVolume process
Unpaid invoice follow-up
Graduated, personalised reminders based on each client's payment history, with escalation if needed.
DailyLower DSO
Which process costs you the most time?
In 30 minutes, we identify with you the three processes that will pay off fastest.