Syniaps for your department

Sales & business development

ForSales management · Sales reps · Key account managers

Syniaps for your department

Sales & business development

Your line of work.
Your company’s context.
An expert who carries out your missions.

Sophie · Sales expertYour AI expert agent, with Syniaps’s memory.
  1. You set the goal
  2. Your expert carries out the mission
  3. You keep the approvals
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Sales & business development: what Sophie prepares with Syniaps

For: Sales management · Sales reps · Key account managers. Sophie, your Sales expert. From prospecting to renewal, she keeps track of your customer relationships. She prepares approaches, offers and next steps with the conditions you have approved. Syniaps already knows your documents, your conversations and your authorized tools: you don’t have to brief Sophie for each mission, and the decisions stay yours.

See Sophie’s profile

Sales management: preparing steering.

Sophie relies on your documents, your tools and your guidelines to carry out the mission.

Analyze
Deals in progress, Gaps to targets
Prepare
Sales reviews, Priorities to examine
Coordinate
Team actions, Meeting minutes

Prepare a shared view of deals from the available tracking.

Prospecting: targeting and preparing approaches.

Sophie relies on your documents, your tools and your guidelines to carry out the mission.

Target
Company research, Prospect context
Approach
Tailored messages, Proposed sequences
Follow up
Prepared reminders, Replies to handle

Gather the useful context before preparing messages and reminders.

Meetings and offers: preparing the proposal.

Sophie relies on your documents, your tools and your guidelines to carry out the mission.

Understand
Customer history, Expressed need
Prepare
Meeting file, Questions to ask
Propose
Quotes and offers, Sales arguments

Build the sales file with the exchanges, prices and approved templates.

Negotiation and follow-up: keeping track of deals.

Sophie relies on your documents, your tools and your guidelines to carry out the mission.

Summarize
Objections and exchanges, Offer versions
Follow up
Next steps, Agreed dates
Hand over
Agreed commitments, Handover to operations

Find the commitments and prepare the next steps without losing the context of the sale.

Key accounts: growing and retaining.

Sophie relies on your documents, your tools and your guidelines to carry out the mission.

Prepare reviews
Relationship history, Satisfaction points
Explore
Expressed needs, Additional leads
Anticipate
Contract deadlines, Renewals to track

Prepare follow-up exchanges and the opportunities to examine with the customer.

Example: Prepare my customer meetings and the useful reminders.

Sources
Calendar, customer exchanges, deal tracking
Result
Meeting files and draft reminders
Missions followed
Prepare my customer meetings and the useful reminders (every monday at 8 am) ; Prepare a sales proposal (one-off)

Sophie prepares the deliverable from your sources and flags missing information. You review the result.

Hand a first mission to Sophie

Instant activation, nothing to install, and a free one-month trial.

AI for sales management and business development | Syniaps