Automates email processing for sales operations teams to improve efficiency and compliance.
Sales & Business DevelopmentAutomates email processing for sales operations teams to improve efficiency and compliance.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: RFP, contract, pricing, lead follow-up, client onboarding, sales data OR from: @client.com, @partner.com, rfps@, contracts@
1. Search knowledge base for related client information and sales templates. 2. For RFPs, forward the email to proposals@salesops.com with a summary of deadline and requirements. 3. For contract inquiries, forward to legal@salesops.com with key client info and due dates; label the email 'contract-review'. 4. For pricing requests, reply with the latest pricing structure and forward to finance@salesops.com for approval if discounts are requested. 5. For lead follow-ups, star the email, add 'high-priority' label, and notify sales@team to expedite response. 6. For client onboarding emails, forward to onboarding@salesops.com and add the 'onboarding' label.