Results for “sales-process”

Process a meeting transcript (Google Drive file URL or pasted text) into structured action items + decisions. Routes owners per operations.md, syncs to Notion `${BRAND}_MEETINGS_DB` + `${BRAND}_ACTIONS_DB`, sends Slack DMs to owners, drafts follow-up Gmail for client/sales meetings. Event-triggered (new transcript lands in Google Drive) or on-demand.

Turn "what's happening with this account?" into a structured read straight from your CRM. A real-activity audit across every source, a qualification-vs-stage gap check, a one-screen account summary, and a risk verdict on the deal. Built for any sales team, customizable to your CRM and your sales process. Trigger on "analyze this account", "what's happening with this deal", "is this opp healthy", "what's stuck in my pipeline", "deal autopsy on this closed-lost", "where am I missing qualification coverage", "prep me for this account", or any account, opp, or pipeline diagnostic.

Integrate with SAP systems and build extensions. Use when a user asks to connect to SAP S/4HANA, SAP Business One, or SAP ERP via OData, RFC, BAPI, or IDoc interfaces, build SAP BTP (Business Technology Platform) applications, work with SAP CAP (Cloud Application Programming), consume SAP APIs from the API Business Hub, manage master data, automate procurement or sales processes, build Fiori apps, extract SAP data for analytics, or integrate SAP with external systems. Covers S/4HANA APIs, Business One, BTP, CAP, and integration patterns.

Walk into the negotiation with a plan, not a hope. Sets your walk-away and your target, builds the concession ladder (what you trade and what you get for it), maps their likely asks, and drafts the responses that protect price and terms. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "prep me for this negotiation", "the prospect wants a discount", "what should I concede", "build my concession ladder", "hold price on a new deal", or any pre-negotiation planning.

Run a real win/loss debrief on a single deal, not a shrug. It reconstructs what actually moved the deal, what nearly killed it, and the one repeatable lesson, then captures it so the next deal is run better instead of relearned the hard way. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "debrief this deal", "why did we win", "why did we lose", "win/loss on this one", "what should we learn from this deal", or any single-deal retrospective.

Build a proposal that closes, not a brochure. It opens with their problem in their words, scopes the solution to that problem, frames the price on the value it returns, states the terms plainly, and ends with one clear next step. Written to send, not to rewrite. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "write a proposal", "build the SOW", "draft the quote", "turn this deal into a proposal", "make a proposal I can send", or any proposal or quote request.

Build a champion, do not just hope you have one. It identifies who inside the account can sell for you, arms them with the internal-sell narrative and a one-pager they can forward, and plans the multi-thread so the deal does not rest on one person. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "who is my champion", "build a champion", "arm my champion", "this deal is single-threaded", "help them sell internally", or any multi-thread or champion-development request.

Turn "let's stay in touch" into a dated plan to signature that you and the champion own together. Lays out every milestone from today to signed, with an owner and a date on each, plus the exit criteria that say the deal is real. Written to send, so the buyer can react to something concrete. Built for B2B sales teams, customizable to your process and your CRM. Trigger on "build a mutual action plan", "close plan", "MAP for this deal", "path to signature", "what are the next steps", or any late-stage deal you need to drive.