AI SALES AGENCY
Keep the context.
Move the opportunity.
Good sales conversations create commitments. AiDU helps your team turn account research, discovery notes and buyer questions into useful next steps.
Managed AI systems built around your sales process, CRM and commercial judgement.
THE OUTCOMES TO WORK TOWARDS
- Better preparation for the accounts that matter
- Proposals grounded in the buyer's actual needs
- Visible commitments and clearer next steps
Sales
The conversation moved forward. The follow-up did not.
Reps switch between research, CRM records, meeting notes and proposal documents. Account context gets lost and promises wait in someone's inbox. We connect the preparation and follow-through so the opportunity owner can act with the right information.
WHERE AiDU HELPS
Connect the recurring work.
Research with a reason
Build account briefs from permitted sources and agreed fit criteria. Separate observed facts from assumptions and give reps a reason to prioritise.
Keep discovery connected
Use meeting notes, buyer questions and CRM context to identify requirements, missing information and the stakeholders still needed.
Prepare a relevant proposal
Turn discovery into a draft using approved solutions, pricing and proof. Commercial decisions and final approval remain with your team.
Follow through on commitments
Prepare follow-up, suggest owners and due dates, and flag outstanding actions. CRM changes follow the permissions agreed with your sales team.
ONE POSSIBLE WORKFLOW
From discovery to an agreed next step.
A sales workflow we can configure around your sources and approval rules.
A discovery call surfaces a technical question and a request for a proposal.
The system connects the notes to the account record and approved material.
The rep reviews the draft response, proposal and suggested actions.
Agreed commitments are tracked and unresolved questions return to their owner.
RELEVANT REVENUE SYSTEMS
Support the moment where the deal needs work.
Select the relevant system for account preparation, proposal quality or follow-through.
Prospect Intelligence
Prepare account research your reps can use.
Explore this systemBuying Signal Detection System
Prioritise accounts using agreed buying signals.
Explore this systemSales Proposal System
Build proposals from discovery and approved commercial material.
Explore this systemSales Follow-up System
Keep buyer questions and seller commitments moving.
Explore this systemTEAM + SYSTEM
Reps own the relationship. The system supports the work.
Your team approves outreach, proposals, pricing and material CRM changes. AiDU operates the agreed system and reviews exceptions and output quality. We define permitted actions, sources and escalation rules before connecting it to your sales process.
QUESTIONS
Questions from sales teams.
Account research, CRM connections and follow-through, with your reps in control.
Can we start with prospect research or follow-up only?
Yes. We can start with one defined gap, such as preparing account briefs or turning meeting notes into follow-up. The first system needs a clear owner, useful source material and an output your reps can act on.
Will it work with our CRM and sales process?
We assess the available APIs, permissions and data quality first. Field mapping, duplicate handling and update rules are part of the agreed integration scope. Your stages and sales process guide the configuration.
Where does the prospect information come from?
From permitted sources agreed for the use case, together with the account information you provide. Research should keep its supporting evidence visible and separate observed facts from assumptions. Missing information is flagged rather than invented.
Will it contact prospects without our approval?
Sending authority is explicitly defined during setup. Preparing an account brief or draft does not establish permission to contact anyone. Your channel rules, sending limits and approval process govern any connected outreach.
How are proposals kept accurate?
Drafts use discovery context and approved solutions, pricing and proof. Missing facts and unsupported claims need review. Your team approves the commercial terms and final proposal before it reaches the buyer.
Can it keep track of commitments after a meeting?
The Sales Follow-up System can connect permitted notes, buyer questions and CRM context to proposed actions, owners and due dates. Your team reviews the next steps, and connected updates follow the agreed permissions.
How do we measure whether it helps our sales team?
We agree measures around the work being improved, such as preparation time, proposal review effort and completed follow-up commitments. Pipeline and deal signals can provide context, but we do not promise a particular conversion rate or revenue increase.
Does AiDU replace our reps or sales partners?
Your team and partners retain the buyer relationship and commercial judgement. AiDU manages the agreed AI system around recurring preparation and coordination work, with clear ownership for decisions and exceptions.
START WITH YOUR TEAM
Make the next step easier to act on.
Tell us where account preparation, proposals or follow-up lose momentum. We will help scope a system around that gap.