AI Copilot for Sales

Equip your sales team to increase sales performance using ZBrain’s AI Copilot. Our tool seamlessly generates executive summaries of deals, identifies issues, suggests the next best actions, and drafts agendas for the recommended actions, enhancing your CRM workflow for maximum efficiency.

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Features of Our AI Copilot for Sales

Automatic Executive Summary Generation

Ensure your team is always working with the most current information. The tool automatically creates summaries of all deal activities in your CRM tool, keeping your team informed and organized.

It analyzes past activities, notes, emails, and deal history.
Generates detailed summaries for each deal, encompassing key events and a comprehensive overview.
Updates the summary in real time as new activities occur.

Identify Gaps and Issues

Prevent inefficiencies from stalling your deals. AI Copilot for sales analyzes your CRM data, identifying underlying reasons for potential issues or delays within your sales process.

Reviews deal details, meeting notes, and deliverables to identify potential gaps.
Provides specific insights into issues and parties involved in the sales process.
Facilitates proactive problem-solving to enhance sales performance and communication efficiency.

Next Best Action Suggestions

Get smart suggestions for your next best move. AI Copilot analyzes the latest activity and data within your CRM and suggests the most effective next steps to prioritize tasks and improve decision-making.

The tool analyzes the latest deal activity and data in your CRM to identify patterns and trends.
Based on thorough analysis, it suggests the next best action, whether it involves sending emails, drafting documents, or making phone calls.
Drafts the agenda or content for the suggested action items.