Sales Execution
Move every qualified opportunity from discovery to revenue without losing context or control.
Opportunities and pipeline, discovery notes, configure-price-quote, discount approvals, contracts and e-signature, orders and renewals.
Built for sales leaders, account executives and revenue and deal desk.
How Sales Execution works
Each step shows what the AI agents do, where your team works, the workflow that keeps it controlled and what you track. People approve what matters, and every action is recorded.
Move every deal forward with clear next steps
Every deal is reviewed for risks such as no next step or a missing decision-maker, with suggested actions. Forecasts reflect what is actually happening in each deal.
Capture needs and configure the right offer
Sales calls are summarized automatically, with needs, objections and next steps added to the opportunity.
Build quotes and approve discounts by policy
Proposals and quotes are drafted from your price book. Discounts outside your rules are sent for approval before the quote goes out.
Draft, negotiate and sign contracts
Customer changes to your contract are compared with your standard terms, and fallback wording is suggested. Contracts are signed electronically.
Turn signed deals into orders, cash and renewals
Signed deals become orders and invoices without re-keying. Renewal and expansion opportunities are spotted from usage, and outreach is drafted for the account team.
Connects to CRM and ERP, E-signature, Email and calendars and Billing.
See everything in this use case
Business applications
- Pipeline & OpportunitiesDeals, stages, forecasts and next steps.
- Product CatalogProducts, bundles and price books.
- Configure, Price, QuoteQuotes, options and discount rules.
- ProposalsBranded proposals generated from the deal.
- Contracts & E-signatureTemplates, redlines and signatures.
- Renewals & SubscriptionsRenewal dates, terms and expansion.
AI agents
- Opportunity Coach AI AgentReviews each deal's activity and emails, flags risks such as no next step or a missing decision-maker, and suggests actions.
- Meeting Notes AI AgentJoins or transcribes sales calls, summarizes needs, objections and next steps, and updates the opportunity.
- Proposal & Pricing AI AgentDrafts proposals and quotes from the opportunity and price book, applying discount rules and flagging approvals.
- Contract Review AI AgentCompares customer redlines with your standard terms, highlights deviations, and suggests fallback language.
- Forecast AI AgentPredicts deal close probability and dates from activity patterns, and explains changes to the forecast.
- Renewal AI AgentIdentifies renewals and expansion opportunities from usage and engagement, and drafts outreach.
Workflows
- Discount approvalThresholds by role and margin.
- Quote to contractNo re-keying.
- Renewal and expansionStarted before expiry.
- Deal desk reviewNon-standard terms approved.
- Win/loss captureReasons recorded.
Reports and dashboards
- Pipeline and forecastBy stage, owner and close date.
- Win rate and cycle timeBy segment and product.
- Discount and marginBy rep and deal.
- Renewal rateGross and net retention.
Often combined with
Each use case is one line on your quote. Users are licensed once across all of them.
Add an industry pack
Industry packs add sector-specific applications, AI agents and reports on top of this use case.
Included with every subscription
Every use case runs on one platform, with one data model, one set of users and one audit trail.
See Sales Execution running with your systems
Price it with your company size, users and usage in two minutes, or book a walkthrough on your own process.