Account preparation
Create a sourced internal brief from permitted CRM records, current proposals and open actions. Separate recorded facts from suggested questions and make outdated information obvious.
Sales companies
Custom AI systems for sales companies and commercial teams
Build internal AI assistants for account preparation, proposal support and CRM operations, connecting approved business knowledge to the work of your sales team.
Where a useful system starts.
A commercial team often has enough information but too little time to assemble it. Account history sits in a CRM, product details live in documents and proposal rules depend on a few experienced people. We connect that knowledge to a specific task your team can review and use.
Workflows worth exploring.
Proposal support
Draft a proposal structure from approved service information and a reviewed client brief. Keep pricing, commitments and the final send behind an authorised person.
Sales operations
Move reviewed meeting outputs into CRM fields, create agreed internal tasks and flag missing information. Use deterministic rules where the next step is already known.
Illustrative workflow designs. Final scope depends on your systems, permissions and requirements.
A focused first project.
Start with a recurring account review or proposal-preparation task. Define a useful output with the people who will use it, then test it against real examples under appropriate access. Include absent records, contradictory notes and requests for unauthorised discounts. Run alongside the current process before allowing write access.
Keep decisions accountable
An internal sales assistant should not promise a price, modify a contract or send a message without agreed authority. Keep a record of which sources and approvals supported each completed action.
Measure the complete process
Compare preparation and review time, factual correction rate, adoption and completed CRM handoffs. Assess pipeline or revenue changes separately: offer, market and salesperson behaviour also affect those results.
Connect the foundations.
We also build the website, search presence, Google and Meta advertising, and CRM foundations that support your commercial process. Each is scoped around its own outcome, rather than bundled into an undefined promise of AI-powered sales.
Good questions
Before we talk.
Can the assistant use our product and pricing documents?
It can use approved sources within agreed permissions. Pricing decisions and contractual commitments should have explicit approval rules.
Can the system update CRM records?
Where the integration supports it, reviewed outputs can be written to agreed fields. We test duplicates, validation and recovery before enabling updates.
Do we need an autonomous sales agent?
Often a bounded assistant or defined workflow is a better first project. We choose autonomy according to the task and evidence from testing.
Practical reading.
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Read articleYour next move
Build what
comes next.
Start with where you are. Decide what will make the biggest difference.