AI-Agents for Sales Managers in Evidence Checking working with Podio
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Attach the approved scope version to the quote you review.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsPut the client's scope beside the quote awaiting your approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsShow quote differences beside the file before approval.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsShow the current client scope beside quotes for approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsBuild a ranked prospect list for the team's revised target profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 toolsClear quotes for signing when the buyer's order matches.
Know whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsTurn targeting requests into researched lead lists for campaign review.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 toolsGive reps first email drafts with the account reason behind each one.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
12 toolsReview sourced prospect shortlists for each sales targeting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
4 toolsApprove quotes within your team's line discount limits.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsApprove quotes with valid dates and accepted customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsRank buyer leads so the team knows whom to contact first.
See which car sales leads to contact first, with a vehicle match and a clear reason beside each shopper's recorded details.
