Sales
Account briefings before every call
An assistant prepares a one-page brief on the account, past conversations and open questions before each meeting.
Example workflowThe work
Reps rebuild context from notes and inboxes before every call.
How it runs in Enact
Ask the sales assistant in your #deals channel for a brief on an account.
It draws on what your team has recorded, through memory and the tools you connect.
The brief lands in the channel where the whole account team can add to it.
After the call, notes go back into memory for next time.
What stays with your team
Reps own the relationship and every commitment made.
- Works with
- Salesforce
- Outlook
deals