AI · 2024
AI sales copilot
An internal copilot that summarizes conversations, scores intent, and suggests follow-ups inside the CRM.
Representative engagement types. Figures describe the shape of the outcome; named client stories are published with approval.
- Client
- Real estate group
- Category
- AI
- Year
- 2024
Challenge
Every lead was treated the same despite different intent and stage.
Solution
We built behavioral scoring and nurture prompts with hot-lead alerts for the sales floor.
Results
- 45% higher lead quality focus
- Shorter sales cycle
- Reps spend time on ready buyers