A clear starting point for improvement
Within two weeks, gain insight into your sales process and your organization’s AI opportunities.
This analysis provides mid-sized organizations with clear insight into their commercial processes, CRM data, and AI opportunities within two weeks. Through a structured approach, AI-in-Sales maps the entire sales funnel, from marketing to customer service, and assesses which data is available and actionable. The focus is on improvements that can be realized immediately using the systems and information already in place.
We assess the quality and structure of your data, identify key issues within the commercial process, and explore where AI can immediately add value, for example through data enrichment, automation, or the analysis of customer interactions. The result is not a theoretical report, but a practical, well-founded improvement roadmap that provides insight into both quick wins and the logical next steps toward further professionalizing marketing and sales with AI.
Sales Process Overview
An end-to-end overview of the commercial process, from first contact to managing and growing customer relationships.
Sales Funnel Analysis
An analysis of the sales funnel that defines, for each stage, the information required to effectively track and steer the process.
CRM Data Analysis
An assessment of the availability and actionability of CRM data in relation to the information required at each stage of the sales funnel.
AI Opportunities Overview
An improvement roadmap outlining achievable short- and long-term AI opportunities, aligned with the sales process and the available data.
Estimated Potential ROI
An estimate of the potential returns from AI opportunities, based on shared assumptions about time savings, efficiency, and impact.
Initial AI Implementation Advice
A well-founded recommendation on which AI opportunities are best suited for near-term implementation.
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This is how our Commercial Health Check works
Introduction & planning
We start with a brief introduction to understand your organization, identify the right people to speak with, and align on the planning.
Mapping the sales process
In a series of interviews, we map the sales process and the sales funnel and define the information and data needed at each stage.
Data assessment
We determine which data is available and assess how it is captured, as well as its quality.
Analysis & advice
Based on this analysis, we identify the AI opportunities, estimate potential ROI, and recommend which initial AI implementations make the most sense.
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More information about the Commercial Health Check
After receiving your request, we’ll contact you within one business day to answer your questions.