Helps salespeople create business proposals by generating draft documents based on input, previous templates, product information, and client requirements.
Prepares talking points, competitor insights, and custom presentation materials for upcoming trade shows.
Before a client meeting, it prepares an overview of key information (e.g., communication history, recent CRM activities) and suggests possible discussion topics and questions.
The Sales Reporting Assistant processes meeting notes and automatically extracts key points, such as objections, client interest, or next agreed steps. Based on this information, it generates overviews of ongoing deals and helps the sales team better eval
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