OUTWORK AISales Acceleration Technology
Applying Artificial Intelligence to Sales
www.outwork.ai [email protected]
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 [email protected]+91 971-717-8886+1 669-262-9777
Aravind [email protected]+91 868-676-1330
Shikha Monga [email protected]+91 888-442-2246
Kiran [email protected]+91 832-030-1869