AI-Agents for Sales Operations Analysts working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Total open deals by stage and log the figures for each Monday report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsCalculate requested deal counts or values from filtered CRM deals.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsDraft SQL that breaks pipeline totals out by requested category.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
15 toolsDraft SQL to rank accounts by sales measures.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsDraft SQL counts of leads or deals with the requested sales filters.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 tools
