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SALES
Automate opportunity follow-up in sales
We trigger the right contact on every opportunity at the right moment, so your team advances deals without relying on memory.
Automate opportunity follow-up in sales
Automating opportunity follow-up in sales is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
We trigger the right contact on every opportunity at the right moment, so your team advances deals without relying on memory.
THE CHALLENGE
opportunity follow-up in sales
Leaving opportunity follow-up in sales to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Opportunities forgotten in the CRM
Opportunities do not advance stages and nobody remembers the last contact. Deals stagnate without the team noticing.
Follow-up actions without a plan
Each rep decides on the fly who to call and when. Important opportunities are neglected in favour of urgent ones.
No risk alerts
There are no signals warning when an opportunity is at risk of being lost. Management finds out too late.
APPROACH
opportunity follow-up in sales
An agent with rules, exceptions and milestone control.
Recording opportunity status
Each opportunity is kept updated with stage, amount and last activity. The system detects idle opportunities and highlights them.
Prioritisation and alert rules
Rules define which opportunities need action and when. Risk and stagnation alerts are generated automatically.
Follow-up with sales judgement
The rep plans actions over suggested priorities and confirms each advance. Discard decisions are logged.
Traceable review and close
The owner reviews pipeline status with alerts and advances. Won or lost opportunities close with a documented reason.
DELIVERABLES
opportunity follow-up in sales
An operational, traceable agent under your control.
Active opportunity tracking
Updated pipeline with detection of idle opportunities and risk alerts.
Prioritisation rules
Configured action and alert criteria by stage and amount.
Sales action plan
Priorities suggested to the rep with confirmation of progress.
Close report
Won and lost opportunities with documented reasons for analysis.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
FAQ
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