OUTWORK AISales Acceleration Technology

Applying Artificial Intelligence to Sales

www.outwork.ai sales@outwork.ai

Cutting-edge Sales Technology

Sales CRM+

Sales Force Automation

CRM Chat-Bot CRM + Sales Force Automation (Mobile & Web) Sales Intelligence Bot for Managers

Part 1Mobile + Web Application

Integrated Sales CRM + SFA Solution

Outwork AI : Intelligent Sales CRM + Salesforce Automation

Mobile App (Salesperson)

Outwork AI - is a sales acceleration platform with a

comprehensive feature set of sales CRM and SalesForce automation tools. Mobile + Web Solution withBots and AI – Powered enhancements

Outwork AI:

➢ Helps sales teams perform better by making themmore productive and giving them actionableinsights.

➢ Provides sales people on-the-go, easy data capture,automated reporting, intelligent notifications.

➢ Gives sales managers a complete picture ofactivities, detailed analytics and enables real-timeinterventions.

Mobile first + Cloud + AI + Analytics

Web Console (Sales Leaders)

What does the Outwork AI Sales System provide?

Provides the ability to plan and review upcoming tasks & visits

» Tasks» Planner» Customers & Contacts

Sales Planning

Detailed reports and analytics

» Automated Excel Reports» Web-based charts & graphs» Insights and Recommendations

Reports & Insights

Record key sales activity and outcomes

» Daily Call Report» Opportunity / Leads» GPS & Time stamp

Sales Execution

Empower the sales force with resources

» Resource Library» Message Centre» In App Notifications / Quiz

Sales Enablement

All key elements of Sales Ease of Use + Comprehensive Feature Set

Outwork Mobile: Sales Operations Center @ Mobile

Customer Visit OpportunitiesOrder Form Leads

Tasks Message CentreTracker Attendance

Contacts PlannerLibrary Offline Sync

Chat NotificationsExcel Reports Expenses

Outwork Mobile: Sales Operations Center @ Mobile

Designed for the Salesperson’s workflow

Outwork Web: Comprehensive Reports with Filters

Opportunities / Sales

➢ Filters➢ Color coded➢ Both Team &

Individual views

Dashboard

➢ One look Summary➢ Real-time➢ Org. level Summary

Tracker

➢ Map View➢ Grid View

Visit Reports

➢ Date Filters➢ Performance

Reviews➢ Both Team &

Individual views

Reports are automatically delivered by e-mail in Excel Format

Outwork Web: Detailed Analytics & Insights

Deep Insights – Pulse of the sales team

Outwork: Sample Customers

Large International – PSU JVInsurance Company

Leading US – Based MNC inIndustrial Water Quality

Leading NationalHotel Chain

Major NationalHospitality & Travel Co

Global Healthcare MNC

Medical Division ofGlobal Diversified MNC

Leading NationalMedical Supplies Distributor

Major NationalInfra Tech & Service Provider

~ 2000 Enterprise Users

Note: References can be provided upon request

Part 2Seller Assistant Bots (Chatbot for CRM)

Sales Intelligence Bot (Bot for Managers & CXOs)

We are in the Era of AI-powered Personal Assistants Bots

Sales bots can be: Seller Assistant | Sales Intelligence | Lead Generation & Customer Engagement

Bots can be classified by:

1) Interface:

Chatbot Voice Bot Visual Bot

2) Uses:

✓ Easy Input & Access ✓ Specific Q & A✓ Proactive Prompts✓ Training & Enablement✓ Workflow✓ Reporting & Analysis

3) Functions:

✓ Sales✓ Marketing✓ HR✓ Support

1990s 2000s Early 2010s Today

Cumbersome EnterpriseSystems

Cloud-basedSoftwares

Mobile-firstBusiness

Technologies

AI – powered bots Personal

Assistants

We are in the “ Age of the Bot ”

Why Use Assistant Bots?

Ease of Use:Interfaces are more natural – chat, voice, etc.

Customizable workflows:System works for your process not the other

way around

Specific info on your fingertips:Lesser navigation and administrates over-head.

Executive Assistant:Reminders / Meetings & Tasks

Analysis automated:No more hours wasted collating data

Multi-system Integration:One face for many different systems

Seller Assistant: Chatbots for Sales ( CRM + Salesforce Automation )

Intelligent Chatbots for Sales

Important Reminders & Automation of tasks

Simplify Data Access

Solve the problem of “where should I look for information.”

Integrate with relevant platforms for single window interface.

Reminders & Intelligent Prompts

Sales Intelligence : Voice Powered Visual Bots for Sales Leaders

Talk to your sales bot :

✓ Visual and Voice makes it simple

✓ Get insights faster

✓ Managers can drive more qualitative discussions

Automate Reviews – Presentations & Graphs generation & display

Benefits of Sales Intelligence (Voice & Visual) Bots

Sales Bot

• Saves the enormous time spent on making charts, power-points and excels

• Run sales or other review meetings with graphical representation of relevant data shown and minimum human effort

• For standard questions - Ask the bot - No need to open your system.

• Project on a web URL what you are talking to your remote teams

Training Bot

• Train staff on your products, solutions and services. Train your new employees on policies

• Have Q&A sessions with teams as required

Query Bot

• Answer queries about your policies. Answer queries on your products and services - All on-the-go

• Show infographics on demand

Other Applications

• Configure the ability to get answers from a particular system

• Run other meetings like risk analysis or forecasting which require a lot of charts and preparation

Sample Use cases

Query resolution for the field users for information within and outside of SFDC data.

A bot was given on SFDC that connected other platforms and brought information instantly to the questions asked. This brought significantconvenience to queryresolution andenhanced platformusage

Challenge

Seller Assistant

Chatbot on SFDC

Solution Company Type Users

Multinational Healthcare Company

5000+Field Sales Users

Sample Use cases

Huge amount of data from different locations needed frequent collation and analysis.

This was extremely tedious, needed lot of coordination.

Huge dependency on multiple people to collect the data and create the analysis.

The entire process was automated with a Voice-powered, Visual output Bot that would pick data and create graphs for insights on-demand and automated the review meetings of the particular function.

Challenge

SalesIntelligence

Bot

Voice & Visual

Solution Company Type Users

Multinational Healthcare Company

Senior Management

Thank You

Sandilya Vadapallisandilya@outwork.ai+91 971-717-8886+1 669-262-9777

Aravind Shakamuriaravinds@outwork.ai+91 868-676-1330

Shikha Monga Bhatlashikha@outwork.ai+91 888-442-2246

Kiran Javrajkiran@outwork.ai+91 832-030-1869