Sales Operations Intelligence
AI-Powered Sales Operations Pipeline Acceleration
Reduce the time from sales call to CRM-ready, vendor-registered opportunity from weeks to hours. An always-on AI agent that captures call intelligence, enriches data, qualifies deals, and syncs to Salesforce — all within your existing workflow.
Book a Discovery Call3x
faster lead enrichment
95%
CRM data accuracy with automated hygiene
0
manual hours spent on pipeline reporting
Real-time
pipeline risk and forecast insights
Your CRM Should Work for You, Not the Other Way Around
"Your reps spend more time updating CRM than selling"
AI agents handle CRM hygiene automatically — updating records, enriching contacts, logging activities — so your sales team focuses on closing.
"Your pipeline data is only as good as last Friday's update"
Real-time pipeline intelligence means no more stale forecasts. Agents monitor deal progression, flag risks, and surface insights as they happen.
"Lead qualification is inconsistent across the team"
Configurable scoring logic applied to every lead, every time. No more gut-feel qualification or leads slipping through the cracks.
"Your weekly pipeline review is a data-gathering exercise"
Agents generate pipeline reports, flag at-risk deals, and prep review summaries automatically — so your meetings focus on strategy, not spreadsheets.
From Data Entry to Deal Intelligence
Without Sales Ops Intelligence
With SectorFlow
Reps manually update CRM after every call
AI agents log activities and update records automatically
Lead scoring varies by rep
Consistent, configurable qualification applied to every lead
Pipeline reviews require hours of prep
Automated reports and summaries ready before every meeting
Forecast accuracy depends on who updated what
Real-time pipeline intelligence with risk scoring
Enrichment data is stale or missing
Automated lead enrichment from multiple sources
See It In Action
A sales rep pastes call notes into Microsoft Teams. Watch the AI agent process, enrich, qualify, and push to Salesforce in real time.
| Company | HQ | Employees | Industry | Revenue |
|---|---|---|---|---|
| Apex Manufacturing | Chicago, IL | 2,400 | Industrial Manufacturing | $340M |
- Requirements: Network security upgrade, SASE evaluation
- Installed Base: Fortinet detected
- Decision Maker: VP of IT (on call)
- Timeline: Q2 budget approved
- Competitive Signal: Competitor proposal received last week
- Endpoints: 500 across 3 sites
| Product | Match Confidence | Notes |
|---|---|---|
| SASE Platform | 92% | Matches SASE evaluation need |
| SD-WAN Security | 85% | Alternative if SASE scope narrows |
| Endpoint Protection | 78% | 500 endpoints, upsell opportunity |
- Budget: Confirmed (Q2)
- Authority: VP of IT on call
- Need: Clear — security upgrade
- Timeline: Q2
- Gap: Competitor status unknown — recommend follow-up
- Account: Apex Manufacturing (updated)
- Contact: VP of IT (linked)
- Opportunity: Network Security Upgrade — $180K est. ACV
- Registration: 28/30 fields pre-filled, 2 gaps flagged for follow-up
Recommended follow-up: Ask about competitor proposal timeline to assess urgency.
Integrations
Microsoft Teams
Slack
8x8
Salesforce
Read.ai
ZoomInfo
Apollo
Moody's
Key Features
Multi-Modal Input
Paste call transcripts, type shorthand notes, or record voice memos. The agent handles ambiguity and extracts structured signals from any input.
Company Enrichment
Auto-enrich company names with firmographic data — legal name, HQ address, employee count, industry, revenue — with discrepancy flagging.
Product & Vendor Intelligence
Semantic matching against your product catalog and 200+ vendor portfolio. Confidence scoring, installed-base detection, and cross-sell opportunity surfacing.
Deal Qualification
Evidence-backed qualification scoring across budget, authority, need, and timeline. Identifies gaps and generates targeted follow-up questions.
Questionnaire Auto-Fill
Auto-populate vendor registration forms from gathered data — 28-30 fields pre-filled with completion percentage and gap flagging.
CRM Sync
Create or update Salesforce accounts, contacts, and opportunities with explicit rep approval. Full audit trail and evidence chain.
Security & Governance
- Role-based access controls
- Confidence-gated decisions (below 80% triggers human review)
- Anomaly and discrepancy alerts
- Explicit approval gate for CRM pushes
- Comprehensive audit logging
- VPC deployment available
Case Snapshot
A technology solutions distribution organization managing 200+ vendors deployed the Sales Operations Intelligence agent. The team reduced time from sales call to CRM-ready opportunity from an average of 1-3 weeks to under 3 hours, while improving data accuracy, qualification completeness, and pipeline velocity across their entire sales organization.