Seal the Gaps in Your Sales Processes with Co-Pilot!
Sales Team Use Cases
Co-Pilot, our cutting-edge Lightning Web Component on the AppExchange, revolutionizes sales team effectiveness by closing the cracks in your sales processes. From agile territory management to seamless coordination between reps and efficient knowledge sharing across teams, Co-Pilot ensures no detail is overlooked. Empower your Sales Leaders to deliver tailored, context-aware guidance to the right Sales Rep at the perfect moment, Co-Pilot can enhance collaboration, boost agility, and drive consistent, measurable success throughout your organization.
Use Case: Sales Process Improvement with Co-Pilot
Sales Team Overview:
Enterprise companies often struggle with sales team territory management, balancing speed to connect with prospects while ensuring the right sales rep engages the correct accounts. Missteps, such as the wrong rep contacting a key account, can lead to confusion, potential embarrassment, and a perception of disorganization. These challenges not only hinder efficiency but can also damage relationships and credibility with clients.
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A regional manager oversees accounts affected by a recent corporate merger involving key account company names. During the transition, territory assignment rules have not been updated, creating confusion about ownership and appropriate actions. Inside Sales Reps are uncertain about handling these leads, leading to potential missteps such as contacting the stakeholders or discussing the wrong pricing.
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The regional manager configures a Co-Pilot alert with the following workflow rules:
Trigger Criteria:
Lead: Company Name CONTAINS "ABC, XYZ, 123, 789".
Workflow Actions:
Set Lead Owner: Automatically assign the Lead Owner to “Bob Smith.”
Delivery Type: Alert.
Alert Message: “This company was part of a recent merger/acquisition. Do not make any calls or discuss pricing with this Lead. Set Lead Owner to Bob Smith.”
Start Date: “Today’s Date.”
Expiration Date: Set to a specific transition period or until the system admin updates territory assignment rules.
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Enables real-time territory adjustments without waiting for system admin intervention.
Reduces confusion among sales reps during corporate transitions.
Ensures leads are handled by the appropriate person, preventing potential miscommunications.
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Enable real-time communication of pricing updates, ad-hoc incentives and promos, and discount policies directly to relevant sales reps, reducing delays and miscommunication.
Deliver new product propositions or updated sales scripts to targeted teams without requiring time-consuming meetings.
Create time-sensitive alerts tailored to specific roles, profiles, or groups, ensuring the right reps are equipped with current information during critical periods.
Streamline the rollout of territory-specific messaging, promotions, or strategies, improving alignment across distributed teams.
Enhance agility in responding to market changes by enabling quick updates and precise dissemination of information.
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Co-Pilot empowers sales teams by delivering precise, actionable alerts tailored to the final stages of the sales cycle. By providing guidance on pricing updates, discount approvals, contract specifics, and closing scripts, Co-Pilot ensures reps have the tools they need to confidently close deals. This streamlined approach enhances collaboration, reduces errors, and drives higher win rates.
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An enterprise sales team is negotiating a licensing deal with a major corporation. To maximize the chances of closing, the regional manager needs the inside sales team to alert the enterprise sales manager whenever new leads from specified company names are generated.
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The regional manager creates a Co-Pilot alert with the following workflow rules:
Trigger Criteria:
Lead: Company Name CONTAINS "Enterprise Co, Global Corp, Some Big Tech Company."
Workflow Actions:
Set Alert Delivery: Inside Sales Team.
Alert Message: “A lead has been created for a company tied to an enterprise licensing deal. Immediately notify the Enterprise Sales Manager.”
Create Task: Assign the task to the Inside Sales Team with a high-priority status.
Field Update: Add a flag to the lead record: Enterprise_Priority = TRUE.
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Ensures timely communication between inside sales and enterprise sales teams.
Prevents duplicate or conflicting outreach efforts.
Aligns cross-team activities around strategic enterprise opportunities.
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Automates lead prioritization for enterprise-focused strategies.
Reduces manual coordination between teams.
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A global retail company assigns leads based on regional territories, but rep turnover and frequent reshuffling create delays in proper lead distribution. Sales reps often engage with leads outside their assigned regions, leading to missed revenue opportunities and duplicate effort.
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The sales manager configures a Co-Pilot alert with these workflow rules:
Trigger Criteria:
Lead: State/Province = "California, Oregon, Washington" AND Lead Status = "New".
Workflow Actions:
Set Lead Owner: Assign leads automatically to the designated regional rep.
Delivery Type: Alert.
Alert Message: “This lead belongs to the West Coast region. The assigned rep is [Regional Rep Name]. Ensure all follow-ups are coordinated through them.”
Create Follow-Up Task: Schedule a call or email within 24 hours.
Start Date: Immediate, to manage high-priority leads during rep transitions.
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Maintains lead ownership consistency despite rep turnover.
Ensures timely engagement with high-priority leads.
Aligns lead assignment with geography-specific strategies.
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Simplify the reassignment process during territory realignments.
Prevents multiple reps from contacting the same lead.
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A SaaS company uses a lead scoring system to prioritize high-value prospects. When a lead score crosses a specific threshold, it needs to be routed to senior sales reps for immediate engagement. However, inconsistent monitoring of lead scores causes delays in follow-ups.
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The sales manager creates a Co-Pilot alert with the following workflow rules:
Trigger Criteria:
Lead: Lead Score >= 85.
Workflow Actions:
Set Lead Owner: Assign leads to the senior sales rep.
Delivery Type: Alert.
Alert Message: “This lead has reached a high-priority score of 85 or above. Immediate follow-up is required.”
Create Task: Assign a task for the senior rep to make contact within 24 hours.
Field Update: Update “Lead Status” to “High Priority.”
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Consistency manage next best action based on lead score changes.
Reduces manual oversight in lead prioritization.
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Item descripEnsures real-time communication of pricing updates, ad hoc incentives, and discount policies directly to relevant sales reps, reducing delays and miscommunication.
Delivers new product propositions or updated sales scripts to targeted teams without requiring time-consuming meetings.
Allows sales managers to create time-sensitive alerts tailored to specific roles, profiles, or groups, ensuring the right reps are equipped with current information during critical periods.
Streamlines the rollout of territory-specific messaging, promotions, or strategies, improving alignment across distributed teams.
Enhances agility in responding to market changes by enabling quick updates and precise dissemination of information.tion
Co-Pilot can help accelerate sales cycles and drive revenue growth by ensuring that sales teams are always aligned, informed, and empowered to act at the right moment. By eliminating inefficiencies and streamlining processes, it will help sales reps focus on what matters most—closing deals faster. With tailored alerts, real-time updates, and strategic guidance, Co-Pilot equips sales teams to increase conversion rates, reduce lag time, and ultimately achieve higher sales performance.