HiveAI
Sales Pipeline Growth Agent
Sales conversations generate more signals than anyone can keep track of – a product mentioned in an e-mail, a need noted after a workshop, an area the customer is already thinking about. In the flow of daily work these are easy to miss. The Sales Pipeline Growth Agent supports the Business Development Manager by reading the opportunity and its activities and suggesting what is worth adding to the deal or following up on the account.Business challenge:
The context that shapes the next sale is spread across e-mails, notes and meeting follow-ups attached to an opportunity. A Business Development Manager reads it in the flow of daily work and acts on what closes the current deal, so a product mentioned in passing can easily go unnoticed – the opportunity scope stays incomplete and some useful signals may not get captured.
Core Features:
An embedded panel launched from the opportunity record in Dynamics 365 Sales.
- Suggestions for the current deal – reads the opportunity, its account and all related activities and returns products identified for this opportunity, potential products to propose, and items deliberately dismissed
- Evidence on every item – product, source activity, the agent’s rationale with the quote behind it, a confidence level and a suggested action
- Human in the loop – the user selects items in the subgrid and adds them as Opportunity Products, or saves them under the account, where they can become a new opportunity
Key benefits:
- A second pair of eyes on the opportunity – products and services mentioned in e-mails and notes are surfaced for review
- Pipeline grown from existing accounts – potential products are saved under the account, ready to become a new opportunity
- Auditable by design – source activity, quote, rationale and confidence level on every suggestion; nothing is saved without the user’s decision
About HiveAI
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