AI Sales Copilot (Briefing → Notes → Follow-up)
1-minute briefing from CRM + web signals, followed by notes/voice memo: CRM log, follow-up & next steps.
Result: Less admin, better call quality, faster follow-up, consistent communication.
Account Health & Potential (Predictive Value + Churn/Upsell)
AI predicts customer potential (12–24 months) and identifies risk/upsell signals based on history, segment, usage/order patterns.
Result: Focus on high-value accounts, early countermeasures, targeted growth campaigns.
Next best action / Recommendations
Recommendation system suggests suitable products, bundles, promotions, or special offers for each customer based on similar customer profiles and purchasing patterns
Result: Faster, more relevant suggestions, higher shopping cart values, better conversion rates.
AI Sales Trainer (Roleplay & Feedback Loop)
AI simulates realistic customer conversations (e.g., bar/hotel) for new products and objection handling—including a short scorecard and feedback.
Result: Faster onboarding, consistent conversation quality, less coaching effort in the team.
AI Enablement Suite (Playbook + Sales Trainer)
"Ask-Sales" knowledge assistant + AI role plays: product knowledge, conversation guides, objection handling – including scorecard & feedback at regular training intervals.
Result: faster onboarding, uniform standards, less coaching effort.
Outlet Discovery & Market Analysis (Lead/Outlet Research)
Automated research of new outlets (e.g., bars, hotels, events, retail) including data enrichment, qualification, and prioritized visit list.
Result: More qualified targets, less research effort, clear focus.
Trend & Area Insights
Weekly evaluation of visit/sales data: patterns, opportunities, and deviations by region/segment—including recommendations for action.
Result: early market signals, more targeted measures, better control.
AI Enablement for Launches (Playbook + Sales Trainer)
Playbook for new products + role-play training (critical customer) including scorecard/feedback – tailored to outlet types and channels.
Result: Faster introduction, more confident argumentation, consistent implementation in the field.