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Business Robot · a decision agent

Sales Robot

The five deals to work today, not a pipeline to stare at.

It reads your pipeline the way a sharp sales leader would, and hands your team a ranked list of moves each morning: which accounts are cooling, which to rescue, and which to let go.

What it connects to

The systems it reads

  • Your CRM (Salesforce, HubSpot, Zoho or similar)
  • Email and calendar
  • Call and meeting logs
  • Product-usage or billing signals

What it watches

The signals it monitors

  • Deal stage, value and age
  • Buyer engagement and silence
  • Pipeline value at risk
  • Rep capacity and workload
  • Your own win / loss history

What it decides

  • Which accounts to prioritise this week, ranked
  • Which cooling deals to rescue, and the specific play
  • When to escalate a deal to a senior rep
  • Which leads to disqualify so the team stops chasing them

What it will never decide on its own

  • Send contracts or proposals
  • Offer discounts or change deal values
  • Email or call customers on its own
  • Close or reassign deals without a person

These always require a person. You set the guardrails per function and risk level.

What the output looks like

Not a chart. A Decision Brief you can act on.

Decision Brief · Sales Robot
Confidence: High

Reassign the Meridian and Apollo accounts to Priya, and call all six at-risk buyers today.

Evidence
6 accounts over ₹50L pipeline, no contact in 21 days. Historically 40% churn by day 30.
Expected impact
₹1.2 Cr of pipeline protected
Owner
Priya Nair
Deadline
Today, 6 PM
Awaiting approval
Approve Modify Reject
Illustrative example, not a live account.

How it justifies the call

Every recommendation cites the deal history, engagement signals and comparable won / lost outcomes behind it, so a rep can see exactly why this account, this play, today.

After you approve

  • 1A task is created for the right rep, with the play and the evidence
  • 2Your CRM is updated and the follow-up is scheduled
  • 3The outcome is tracked back so the next recommendation is sharper

What to expect

Expected result

Target: recover 20–40% of at-risk pipeline and cut first response on hot leads to under two hours.

Time to live

Typically 2–3 weeks from connecting your CRM to the first live briefs.

Cost

Indicative: from a fixed monthly platform fee plus a one-time implementation. Final pricing is scoped to your data and seat count.

Result and cost figures are indicative and depend on your data and scope, we confirm both in a scoped plan before you commit.

More Business Robots

Put the Sales Robot on your business

See what it would decide on your own data, in a 30-minute demo.