Phoenix - Your AI AssistantSales Copilot — AI Deal Intelligence & Rep Coaching
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4 days
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What you get with this Offer
I will build a sales copilot for your sales team — providing AI-powered deal summaries, next-best-action recommendations, email drafting assistance based on CRM context, and call preparation briefs — surfaced within your CRM or sales tool to give each rep AI assistance at the point of need. Sales copilots that surface AI assistance within the CRM achieve adoption that standalone AI tools don't — reps don't change their workflow, the AI appears in the context where they're already working, and the assistance is contextually relevant because it draws on the CRM's deal and customer data rather than requiring the rep to provide context manually.
The copilot covers CRM data integration for deal context, AI deal summary generation, next-best-action recommendation, email draft generation for common sales scenarios, call preparation brief generation, and embedding within your CRM interface.
The copilot covers CRM data integration for deal context, AI deal summary generation, next-best-action recommendation, email draft generation for common sales scenarios, call preparation brief generation, and embedding within your CRM interface.
What the Freelancer needs to start the work
Please share your CRM system and API access, the deal stages and data fields available, your email tone guidelines, your sales methodology, and your CRM interface for embedding the copilot.