AI-Agents for Sales Operations in Data Analysis working with Microsoft Office 365
Calculate usage costs, answer pipeline questions, read trends. Every one is ready to run, and you can adjust it in plain language.
Prepare the Monday pipeline breakdown from current team deals.
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 toolsAnswer sales pipeline questions with CRM figures and filters.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsDraft pivot SQL for recurring pipeline reports from the sales team.
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 the team's sales criteria.
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 clear pipeline 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
