1. Lead research
Problem: sellers spend too long assembling basic account context.
Opportunity: compile approved public and CRM information into a concise account brief.
Evidence: prep time, duplicated research, missed trigger events.
KPI: preparation time per meeting; seller capacity.
2. CRM administration
Problem: notes, activities and fields are updated inconsistently after calls.
Opportunity: draft structured CRM updates from meeting outputs, with user review.
Required data: meeting notes/transcript, CRM fields, account/contact IDs.
Risks: incorrect field updates, sensitive information, poor CRM hygiene being automated.
3. Proposal preparation
Problem: teams repeatedly rebuild first drafts and chase standard information.
Opportunity: generate a structured first draft from approved templates, CRM context and product information.
Human oversight: commercial owner approves pricing, commitments and final wording.
KPI: proposal cycle time; rework; conversion where causally supportable.
4. Follow-up
Draft post-meeting actions and emails from approved meeting evidence. Keep the salesperson accountable for accuracy and tone.
5. Forecasting support
Summarise deal evidence, missing fields and risks; do not replace accountable forecast judgment with opaque model confidence.
The best sales automation usually removes administration around selling rather than automating the relationship itself.
