What it looks like
when the operating
system stops leaking.
Twelve screens from a working Sales Companion deployment. Six for the seats — AE, manager, SDR, CRO, field rep, and the auto-capture layer. Four for the growth engine that runs overnight. And two for the close-to-cash pipeline — order processing and shipment intelligence.
The morning brief that beats every dashboard you've ignored.
6:42 AM, in your inbox. Three stalled deals with the reason they're stalled. Two follow-ups already drafted. One anomaly worth a phone call before noon. No login required, no dashboard to check.
Every call, structured for the CRM the moment it ends.
Left side: the actual conversation. Right side: pain captured, stakeholders identified, objections logged, budget signal extracted, next steps drafted — all auto-written into the CRM in under 30 seconds. The AE didn't update Salesforce. Salesforce updated itself.
Walk me through what happens when your line goes down today. Who's on the phone, who's on the floor, where's the bottleneck?
Honestly? Three people. The line lead pages me, I call our maintenance contractor, contractor calls the parts vendor. By the time we're back up, we've lost four hours minimum.
Four hours times how many incidents a month?
Last quarter we logged 11. So 44 hours of unplanned downtime. We run $9K an hour fully loaded. Do the math.
"If you can cut that to under 90 minutes per incident, my CFO writes the check tomorrow. The board signed off on $400K for this category in March."
One concern — the integration with our existing SCADA. We tried this with a vendor last year and it was a nightmare. Marcus said he'd loop in their SE...
- • 11 unplanned downtime incidents/quarter, 4hr avg
- • $9K/hr loaded cost = $396K/qtr exposure
- • Manual escalation chain: line lead → VP → contractor → vendor
- • SCADA integration risk — prior vendor failed (tagged for SE review)
- 1. SE intro to SCADA lead by Friday
- 2. CFO engagement plan (Jenna to make intro)
- 3. ROI calculator personalized — $396K/qtr baseline
The pipeline review that starts with the answer.
Confidence-scored forecast. Risk attribution per deal — not 'this might slip' but exactly why. Coaching call already identified. You walk into your 10:30 with a plan, not a spreadsheet.
Clean packets. Enforced. The AE never restarts discovery.
Pain captured and quantified. Economic buyer mapped. Stakeholder roles assigned. Qualification scored across five axes. If a packet doesn't pass the bar, it's rejected before the AE ever sees it. The seam between SDR and AE stops leaking deals.
Forecast risk, visible 13 weeks before the slip.
Quarter target vs weighted forecast vs confidence interval. Region breakdown with delta-to-plan. Anomaly alerts that fire when patterns change — not when results do. The board-prep button writes the deck.
Mobile-first. Voice in. CRM out.
Territory route with the next stop pinned. Quick-capture button. Hold to talk; the Companion tags objections, competitors, and signals automatically. By the time you're back in the truck, the visit is already in CRM and the inside-sales follow-up is queued.
Four more screens. The work
that happens while the team sleeps.
Qualified leads sourced and scored. Expansion plays surfaced from signals. Multi-channel outreach orchestrated within guardrails. A morning report that's a calm summary, not a notification dump.
Sourced, enriched, scored — only the sales-ready ones reach a human.
Left side: every inbound and outbound lead, enriched in real time. Right side: the ones that cleared the fit bar — with reasoning attached and the AE already notified. The disqualified and below-threshold leads stay out of your reps' inbox.
Expansion plays inside your accounts. Lookalikes outside.
Hiring spikes, funding rounds, tech-stack changes, leadership moves, white-space patterns — surfaced as plays, not feeds. Each one cross-referenced against your ICP and your existing customer signature before it reaches a rep.
Hired 12 ops people in 30 days → capacity-expansion play. Pitch Tier-2 module to current champion.
Added Snowflake (detected via job posts + integration listings). Integration opportunity worth $80–140K ARR.
Series B closed $34M last week. Lookalike to Atlas — same vertical, same scale, same stack. Outreach drafted.
Closed-lost 14 months ago (pricing). Their competitor just raised 22%. Re-engage with new pricing model.
Using only 2 of 6 product lines. Procurement team uses Sage (matches Tier-3 ICP). 38% of similar accts cross-buy within 8 months.
New COO (ex-customer of yours from Cascade Freight). Warm intro path via shared LinkedIn — 3 mutual connections.
TechCrunch: "struggling with manual ops at scale." CEO quote matches our buyer-persona pain language verbatim.
Multi-channel sequences that stop nagging the moment someone says no.
Day 1 LinkedIn → Day 3 email → Day 5 news-referenced email → Day 8 voice drop → reply detected → sequence paused → AE notified in 90 seconds. Threshold-gated activation. Kill-on-objection patterns. Reply detection routes hot leads to humans before they cool.
Open your phone at 6 AM. Three meetings already booked.
The morning summary covering what Companion did while you slept — qualifications, outreach, replies, meetings booked, CRM cleaned, risks flagged. Calm and high-signal. Designed to start your day with the answers, not the queue.
your Companion booked 3 meetings.
Two more screens. The pipeline
from signed contract to delivered crate.
The handoff between "deal closed" and "customer happy" is where most sales organizations leak time, money, and trust. Quotes auto-generated from past deals. Bottlenecks self-flag. Shipments narrate themselves to the customer before anyone asks. The fulfillment team inherits the same context the sales team had.
Quote in 47 seconds. Bottlenecks self-flag. Handoff with zero dropped context.
Every order tracked from inbound PO to fulfillment handoff. Quotes auto-drafted from comparable closed-won deals. Orders stuck in review >72h auto-nudge the buyer. When a deal clears, the warehouse inherits the AE's notes, customer preferences, and SLA promises — not a stripped-down work order.
Your customers know where their order is before they ask.
Live carrier APIs from FedEx, UPS, and XPO. Delays trigger automatic customer notifications and — only when account-critical — a ping to the AE. Weather exceptions reroute automatically. Deliveries log POD straight to the deal record. Zero 'where's my order?' inbounds.
Want this running on your sales team in 14 weeks?
Book a 45-minute discovery call. We'll map your sales operating system, identify the leaks, and tell you honestly whether Sales Companion is the right fix.