Opportunity workspace
Unify account intelligence, contacts, conversations, quotes, tasks, products, objections, and decision history.
AI-guided revenue execution
02
AOS Sales
Give every seller the context of your best seller.
AOS Sales prepares, guides, follows up, and advances opportunities across the full sales cycle—while keeping the salesperson and management in control.
What it changes
Built for the complete operation.
Sales performance is often lost between tools: account research in one place, calls in another, quotes in email, follow-up in personal notes, and pipeline reporting after the fact. AOS Sales connects those moments into one guided workflow.
Before each interaction, the seller receives a concise account brief and objective. During the sales process, AOS recommends the next action, drafts relevant material, tracks commitments, and ensures that no opportunity disappears after a conversation.
Core capabilities
What AOS Sales does.
Each capability is configured around your company’s people, process, systems, data, controls, and desired business outcomes.
Pre-call preparation
Generate a focused brief with objectives, stakeholder context, likely needs, prior interactions, and recommended opening.
Next-best action
Recommend follow-up timing, channel, content, owner, and escalation based on opportunity state and customer behavior.
Personalized follow-up
Draft accurate emails, messages, proposals, and recap notes grounded in the conversation and approved company information.
Pipeline intelligence
Detect stalled deals, missing stakeholders, unkept commitments, unusual discounting, and opportunities that need management attention.
Sales consistency
Embed playbooks, product knowledge, qualification standards, and coaching into daily work without forcing identical conversations.
Operating flow
From signal to accountable action.
AOS Sales works as a managed process—not a collection of disconnected AI responses.
- 01
Prepare
Combine AOS Lead research, CRM history, product fit, and current opportunity state.
- 02
Engage
Guide the seller with objectives, questions, content, and approved commercial boundaries.
- 03
Capture
Structure notes, needs, objections, commitments, and next steps immediately.
- 04
Advance
Create follow-up, tasks, quotes, approvals, and stakeholder actions.
- 05
Learn
Measure which behaviors and messages create movement and revenue.
Business outcomes
Designed to improve the operation.
follow-up
Move from conversation to accurate action while the customer is still engaged.
pipeline discipline
Make ownership, commitments, risk, and next steps visible.
seller capacity
Reduce preparation and administration without reducing personalization.
Connected by design
Works with the business around it.
AOS Lead account intelligenceCRM and opportunity dataEmail, messaging, and calendarAOS Voice conversation outcomesAOS Order quotes and orders
Governance
Commercial control remains human
- Discount and pricing approval limits
- Approved claims and product knowledge
- Manager review for high-value proposals
- Full activity and recommendation history
- Territory, ownership, and escalation rules
Your next operating model