B2B pre-sales executive
Answers business prospects, qualifies them with a few questions and books the meeting with your salesperson.
Who it's for: Distributors, manufacturers and B2B services with 1 to 5 salespeople.
Not available yet
If you are interested, sign in to the app, open «Your assistants» and tap «I'm interested» on «B2B pre-sales executive». It costs nothing and tells us which one to build first.
Sign in to the appWhat it will do and what it will never do
This is how we are designing it, based on what experts in that trade do and don't do. It may change before it can be hired.
What it will do
- Answer product, availability and terms questions using the business's fact sheet
- Qualify the prospect with a few questions (need, volume, who decides, by when)
- Book the meeting or call with the assigned salesperson
- Leave the salesperson a summary before the meeting
- Remind the salesperson of follow-ups and the prospect of what was agreed (with permission)
- Prepare a draft quote for the salesperson to approve
What it will never do
- Give final prices, discounts, credit or payment terms that aren't configured
- Send a quote without the salesperson's approval
- Speak badly of competitors
- Promise delivery dates beyond what is configured
- Write more than N times without a reply
Each in its own lane, on one number
You can have several assistants on the same WhatsApp: a receptionist reads every message and hands it to the right one. Your customers are answered in Spanish. Meet the other assistants
Let's talk about your business
Message us: we show you how it would work in your business, give you the price and, if you like, book a demo. Setting it up and testing it costs nothing.
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