Cloud & AI for the Enterprise
Overview Deal risk identification uses AI to analyze pipeline activity, buyer behavior, communication patterns, and historical deal outcomes to detect which opportunities are at risk—and why. Instead of relying on seller intuition or manual inspection, AI continuously evaluates signals across the entire sales cycle and highlights risks early enough for teams to intervene. Executives value … Read more
Overview Sales forecasting enhancement uses AI to analyze pipeline data, historical performance, deal activity, buyer behavior, and market signals to produce more accurate and dynamic revenue forecasts. Instead of relying on manual judgment, static spreadsheets, or inconsistent CRM updates, AI continuously evaluates the health of every opportunity and predicts the likelihood of closing within a … Read more
Overview Lead qualification scoring uses AI to evaluate inbound leads and assign a likelihood‑to‑convert score based on behavioral signals, firmographic data, historical patterns, and engagement context. Instead of relying on static scoring models or manual judgment, AI continuously analyzes new data and adjusts scores in real time. This ensures that sales teams focus their time … Read more
Overview CRM data entry automation uses AI to capture, structure, and update customer and prospect information automatically. Instead of relying on sellers to log notes, update fields, record activities, or maintain account details, AI performs these tasks in the background. It extracts information from emails, calls, meetings, and documents, then updates the CRM with accurate, … Read more
Overview Proposal drafting copilots use AI to generate high‑quality proposals, statements of work, pricing summaries, and customer‑ready documents in a fraction of the time it takes sellers to create them manually. These copilots pull from product documentation, pricing catalogs, past proposals, and CRM data to produce structured, accurate drafts that sellers can refine and finalize. … Read more
Overview Account research automation uses AI to gather, synthesize, and summarize information about prospects and customers—industry trends, company updates, leadership changes, financial signals, product launches, and relevant news. Instead of spending hours researching accounts manually, sellers receive concise, actionable intelligence in seconds. Executives value this use case because it directly improves sales productivity and increases … Read more
Overview Sales email generation is one of the fastest‑moving, highest‑ROI use cases in modern go‑to‑market operations. AI assists sellers by drafting personalized outreach, follow‑ups, meeting recaps, and proposal‑ready messages in seconds. Instead of spending hours writing emails, sellers can focus on pipeline development, customer conversations, and closing deals. Executives value this use case because it … Read more
Overview Agent copilots are AI assistants embedded directly into customer support workflows. They help agents respond faster, write more clearly, retrieve information instantly, and navigate complex policies or product details without switching between systems. Instead of replacing human agents, copilots enhance their capabilities—reducing cognitive load, improving accuracy, and accelerating resolution times. Executives value this use … Read more
Overview Support quality monitoring uses AI to evaluate customer interactions at scale—across chat, email, voice transcripts, and social channels—to ensure accuracy, compliance, tone, and adherence to internal guidelines. Instead of relying on manual sampling, AI reviews every interaction, identifies coaching opportunities, and highlights systemic issues that impact customer experience. Executives value this use case because … Read more
Overview Sentiment‑aware routing uses AI to analyze the emotional tone of customer interactions—across email, chat, voice transcripts, and social channels—and route them based on urgency, frustration level, or escalation risk. Instead of treating all tickets equally, AI identifies which customers are upset, confused, or at risk of churn and ensures those interactions receive the right … Read more