PRODUCT / SALES OS
The sales day.
Together.
A workflow for planning customer contact, carrying out the meeting and capturing what should happen next.
SALES LEADER PERSPECTIVE
Lead from a shared picture.
Activities, deal status and forecast provide a basis for follow-up and conversations with the team.
Plan with purpose
Plan with purpose
Keep priorities, meetings and next actions together.
Follow up without friction
Follow up without friction
Turn decisions into documented action while the conversation is still clear.
THE WORKFLOW
Customer contact is the common thread.
Three moments. One context.
- 1
Before the customer meeting
Gather customer history, goals and relevant questions. Give preparation a clear place.
- 2
During the customer meeting
Keep the focus on the dialogue. Let technology support the work around the meeting.
- 3
After the customer meeting
Bring documentation, follow-up and the next activity together.
AI AT WORK
Support when you need to think further.
Use aizell for preparation, prioritisation and follow-up.
01 / PREPARE
Start with the right questions.
Customer history and meeting objectives inform the next dialogue.
Know where to spend your time
Which companies, segments and regions will have the greatest effect is no longer a gut feeling. aizell® points to where the next deal is most likely to be - and what the right move is once you are there.
A coach who is never fully booked
A sounding board before the difficult conversation, advice after something went wrong and practical guidance that helps you grow in your role. Not once a quarter - in the moment you need it.
Illustrative explanation of the workflow, not a verified product view.