Sales assistant

Who is accountable

ZetaVolt

Trust

ZetaVolt’s own — runs inside your company with your role

Approval

Can only PREPARE actions. A person approves every one before it runs, under the approver’s own role.

Gives back

Sections of labelled, sourced lines; proposals a person may approve.

What it can do

• Find companies that could buy — Companies that could buy what you sell: ranked from your own CRM, from businesses on ZetaVolt that publish what they do, and from the public web when research is switched on — each with why it fits and how you are related.
• Who knows someone there — Everyone you or your company knows at a company: your connections there, your CRM contacts and who on your team last spoke to them, and connections who could introduce you.
• Relationships going quiet — Customers and prospects that matter — an open deal or a recent order — where nothing has been logged for weeks.
• Who to contact next — Who you should get in touch with now, and why: contacts at companies with open deals whose relationship is fading or dormant, connections at your customers and suppliers going quiet, and connections writing to you more than you write back — each with the dated facts behind it.
• Ask for an introduction — Find a warm way into a company through your own connections, and ask for the introduction — your connection decides whether to pass it on, and the person at the company decides whether to connect.
• Opportunities in my network — What your network could do for you now: connected companies that sell what you buy, look like your customers, or can introduce you to an open deal; companies you already trade with that are on ZetaVolt; records waiting for you.
• Build a proposal — A proposal draft in Workshop, written from the account’s real records — open deals, what they buy, contacts — saved to Volt and attached to the company, ready for you to edit.

What it has done for your company

Nothing yet. Give it a task above.