Sales Process Automation
Sales process automation that gives sellers their time back.
AI agents that log the activity, draft the quote, and steer the next conversation — built on your sales rules, owned by you.
Built with the leading AI platforms
NVIDIA
Anthropic
The broken Friday
Sales activity tracking is a second job nobody hired for.
From sales floors we have sat with: the revenue leader of a roughly hundred-seller education-technology reseller, three merged companies becoming one — mid-transformation from regional relationship selling to a structured, data-driven motion.
Every meeting logged by hand
Reps type every customer meeting into the CRM themselves — if it is not in the CRM, it does not exist — so selling time becomes clerical time.
Quoting means three portals side by side
The same part number gets checked in three distributor portals every morning to find stock and price — burning quotes while the customer waits.
Which product fits lives in a few heads
New line or the panel they already know? Product-fit and rebate-steering judgment sits with a handful of veterans — the rest guess.
Churn-and-burn orders eat senior sellers
Over a thousand small orders a month, each quoted by hand — senior reps spend the week on mice-and-keyboards deals instead of strategic conversations.
When you can see everything, you can see nothing
Dashboards multiplied during the transformation, but nobody trusts the activity data underneath — it depends on what reps remembered to log.
What manual costs
A hundred sellers doing clerical work is a line item, not a feeling.
What the manual way looks like at a reseller whose sales rules live in inboxes and a few veterans’ heads. Your numbers will differ — the first week of an engagement puts figures on yours before anything gets built.
From an anonymized engagement — an education-technology reseller formed from three merged companies
How it works
Sales workflow automation, encoded from your rules.
No new system for your reps to learn. Sales process automation starts with the rules your best sellers carry — encoded, they become agents that do the clerical work.
- 01
Shadow one sales team
We trace a week of selling — logging, quoting, order chasing — and write down the rules the work actually runs on.
- 02
Encode your sales rules into agents
Activity capture, distributor price checks, product-fit guidance, quote floors — documented against your data, built in your cloud environment.
- 03
Agents log, draft, and steer
Meetings log themselves, quotes draft against your rules, and reps get the next best conversation — exceptions reach a person.
Guided selling software gives you a blank engine. Your sales rules are the product.
Sales automation platforms sell you the engine — a data model, a seat license, a configuration project your team then maintains. When you cancel, the capability leaves with the subscription.
We are an AI implementation services firm: we encode your rules — logging, quoting, product-fit — into agents that run in your cloud, and hand over the IP. You own the machine.
Led by Peter Enestrom.
Questions
Asked by revenue leaders mid-transformation.
The straight answers, before you book anything.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo