DUCOSOFT / AI and Workflow Automation
AI Sales Assistant
Sales enquiries reach the team without the basic needs and contact information required for a useful conversation.
Illustrative solution view
A clear need
Preparation of needs and budget questions
An agreed scope
Transfer of prospect information to the CRM
Joint review
Sales owner assignment and handover
A clear handover
We deliver the approved question set, sample customer records and a sales team handover test.
Your need
What business need does this address?
We create a sales assistant that consistently collects a prospect's requirements, budget range and contact details. We define initial assessment questions with your sales team and configure CRM record creation and handover to the responsible person according to your sales rules.
Scope
A clear scope, with understandable steps.
A scope planned around your use
Transfer of prospect information to the CRM
Sales owner assignment and handover
What we work towards together
An assistant that organises initial information and passes it to sales.
How we work
Understand the need. Build the solution together.
- 01
Understand the need
Qualification questions and CRM fields
- 02
Plan the work
We agree on priorities and sequence around these areas: Preparation of needs and budget questions · Transfer of prospect information to the CRM · Sales owner assignment and handover.
- 03
Implement and review
An area we review together during implementation: Sales owner assignment and handover.
- 04
Hand over and explain usage
At handover, we review the agreed deliverables and usage steps together. We deliver the approved question set, sample customer records and a sales team handover test.
In practice
How could this work in your business?
Illustrative use case
In this example, a project business asks its assistant to collect the customer's needs, budget range and preferred meeting time. Answers are mapped into the agreed CRM fields, allowing the assigned salesperson to review the record before the next conversation.
Handover & preparation
From the first meeting to handover.
What will you receive?
We deliver the approved question set, sample customer records and a sales team handover test.
- Preparation of needs and budget questions
- Transfer of prospect information to the CRM
- Sales owner assignment and handover
What should you bring to the first meeting?
- Qualification questions and CRM fields
- Assignment rules and sales responsibilities
In the first meeting, we review your current setup, priorities and dependencies together. We prepare the proposal around that discussion.
Discuss your project ↗Questions
What to know before you decide.
What does this service include?
We create a sales assistant that consistently collects a prospect's requirements, budget range and contact details. We define initial assessment questions with your sales team and configure CRM record creation and handover to the responsible person according to your sales rules. Preparation of needs and budget questions · Transfer of prospect information to the CRM · Sales owner assignment and handover.
Is this a good fit for our business?
For companies that want to qualify customer enquiries before a sales conversation.
What should we share in the first meeting?
Qualification questions and CRM fields Assignment rules and sales responsibilities
What will we receive when the work is complete?
We deliver the approved question set, sample customer records and a sales team handover test.
AI Sales Assistant
Let’s define a solution around your needs.
Tell us how your business works today and what you want to achieve. We can plan the scope, connections and deliverables around your team.
