Ventas y CRM

Builds a practical growth plan for an existing account from revenue, product usage, stakeholder, service, contract, and opportunity evidence. Use for key-account planning, expansion planning, whitespace analysis, relationship mapping, or strategic account reviews.

Scans recent public developments about a target account and turns them into dated, sales-relevant talking points with citations. Use before a customer or prospect call for account news, business triggers, company updates, market signals, or timely meeting preparation.

Builds an evidence-backed account research brief from CRM history, firmographic records, public company materials, and prior interactions, with buying signals, stakeholders, risks, and a ranked account plan. Use for strategic prospect research, account planning, territory reviews, named-account preparation, and enterprise sales research.

Builds a cautious, source-backed view of the technologies and vendors an account publicly appears to use, with confidence, relevance, and research gaps. Use for account research, technology landscape review, prospect preparation, vendor context, or solution positioning.

Prepares a focused sales-call brief from CRM fields, prior correspondence, meeting notes, open opportunities, and the account’s stated priorities, including objectives, discovery questions, proof points, risks, and a time-boxed agenda. Use before discovery calls, renewals, executive meetings, deal reviews, and follow-up conversations.

Creates a cited competitive battlecard comparing a named competitor with the company's offer, including strengths, limitations, proof points, objections, and discovery questions. Use for competitive intelligence, deal preparation, competitor comparison, battlecards, or win-back planning.

Finds and explains likely duplicate leads, contacts, accounts, and opportunities across CRM exports without merging or deleting records. Use for CRM deduplication, duplicate review, data hygiene, account matching, or pre-migration record cleanup.

Reviews an opportunity against qualification and forecast rules, identifies evidence gaps and risks, and produces a dated action plan. Use for deal reviews, forecast inspection, opportunity health, sales risk assessment, or pipeline coaching.

Converts a discovery call transcript or notes into a structured summary, qualification evidence, CRM field proposals, risks, and dated next steps. Use after sales calls for call debriefs, discovery summaries, CRM update suggestions, follow-up preparation, or opportunity qualification.

Ranks outstanding customer and prospect follow-ups using recency, promised date, stage, value, risk, and owner fields, then produces an actionable queue with reasons and aging. Use for CRM hygiene, sales follow-up planning, customer-success callbacks, or overdue action review.

Scores inbound leads against explicit fit, intent, urgency, and routing criteria, deduplicates submissions, and produces a cited qualification queue. Use for website leads, campaign responses, demo requests, and sales development triage.

Reviews lead email addresses for structural validity, domain consistency, duplicate risk, and available verification evidence. Use before a prospect list is used for sales outreach or CRM hygiene, including email validation, bounce-risk review, and contact data quality checks.

Cleans and enriches a lead list by standardising identities, resolving duplicates, and filling business context from available records and public sources. Use for lead enrichment, contact data cleanup, prospect list preparation, firmographic enrichment, or CRM import review.

Reviews activity and account signals to identify leads showing meaningful buying interest, with evidence, recency, confidence, and recommended priority. Use for intent review, high-intent lead detection, buying-signal analysis, prospect prioritisation, or sales research.

Scores leads against an ICP and qualification framework, explains each score, and proposes a routing priority without changing the source records. Use for lead qualification, prospect scoring, MQL review, sales prioritisation, disqualification analysis, or inbound lead triage.

Compares lead sources by volume, qualification, conversion, cycle time, revenue, and data quality to show which sources create useful pipeline. Use for lead-source analysis, marketing-to-sales reporting, funnel review, channel performance, or budget planning.

Builds a sales offer package brief from the opportunity record, discovery notes, requirements, pricing, scope, delivery plan, references, and approval rules. Use for proposal kickoff, quote preparation, bid/no-bid review, and commercial handoff.

Converts opportunity evidence into a sequenced, customer-oriented action plan with milestones, owners, dependencies, decision gates, and open questions. Use for mutual action plans, deal plans, opportunity planning, close plans, or complex sales coordination.

Drafts a short, evidence-based sales outreach sequence from account research, value proposition, proof points, and channel constraints. Use for personalised prospecting, outbound sequence drafting, account-based messaging, first-touch copy, or follow-up message variants.

Audits a sales pipeline for stale activity, invalid dates, missing stage evidence, incomplete fields, unusual amounts, and unsupported forecast positions. Use for pipeline hygiene, CRM cleanup, forecast preparation, sales operations review, or manager briefing.

Audits a sales proposal for hidden assumptions, scope gaps, inconsistent promises, pricing mismatches, dependencies, and unsupported claims. Use before commercial review for proposal QA, quote review, scope validation, or deal risk reduction.

Creates a proposal personalization brief by connecting a prospect's objectives, language, industry context, stakeholders, requirements, and proof points to an existing proposal structure. Use for account-specific proposal planning, executive summaries, and bid response tailoring.

Drafts a customer proposal and pricing table from discovery evidence, approved offerings, rate cards, and commercial rules. Use for proposal drafting, quote preparation, statement-of-work outlines, pricing assembly, or sales offer review.

Reviews an upcoming renewal account for evidence-backed expansion opportunities alongside retention constraints, product gaps, stakeholder coverage, and timing. Use for renewal expansion, account growth review, cross-sell research, whitespace discovery, or renewal planning.

Assesses an upcoming customer renewal using contract, value, usage, support, stakeholder, commercial, and competitive evidence, then identifies gaps and actions. Use for renewal preparation, retention reviews, renewal forecasting, account health, or contract continuation planning.

Builds a traceable draft response to an RFP by mapping every question to approved evidence, tailoring answers, checking requirements, and exposing unanswered items. Use for RFP responses, tender questionnaires, procurement bids, proposal compliance, or questionnaire assembly.

Reviews opportunity activity and next-step records to find stalled deals, missing customer engagement, unowned actions, and stage-progress gaps. Use for sales activity review, deal coaching, opportunity inspection, pipeline momentum, or manager preparation.

Converts a sales-call transcript and account context into a source-cited debrief with pain points, qualification evidence, objections, commitments, next steps, risks, and proposed CRM field updates. Use after discovery calls, demos, renewal conversations, and deal reviews.

Tests territory and quota allocations for coverage, capacity, historical performance, opportunity potential, overlaps, and unreasonable disparities. Use for territory planning, quota sanity checks, sales capacity reviews, account allocation, or annual planning.

Evaluates candidate CVs against a staffing assignment scorecard and produces a cited shortlist, client-ready comparison, and targeted interview questions. Use for agency shortlists, contract staffing, executive search, and high-volume candidate screening.

Builds an evidence-backed stakeholder map for an account or opportunity, showing roles, influence, relationship status, concerns, and information gaps. Use for buying-group mapping, account planning, opportunity research, stakeholder discovery, or multi-threading preparation.

Analyses closed-won and closed-lost opportunities to reveal repeatable patterns by segment, source, size, competitor, stage, reason, and sales motion. Use for win-loss reviews, sales performance analysis, loss-reason coding, revenue insights, or quarterly sales planning.