Sales Automation

Give every rep an AI-powered sidekick

Daixs designs automations that surface insights, prepare deal rooms, and keep your CRM clean without manual effort.

+28%

Average increase in qualified pipeline

2x

Faster lead response time

Forecast

Improved accuracy with AI-assisted hygiene

Capabilities

  • Inbound/outbound lead routing with scoring and enrichment
  • Deal room automation: mutual plans, renewal prep, quote reviews
  • CRM hygiene bots for notes, tasks, and opportunity updates
  • Executive dashboards for pipeline health and risk alerts

Engagement steps

  1. Sales motion discovery and KPI definition
  2. Design automations with rep feedback and compliance review
  3. Build integrations, agent workflows, and governance
  4. Enable sales teams, monitor impact, iterate monthly

Deliverables

  • Lead and deal automation playbooks
  • AI copilot scripts, tool connectors, and prompt libraries
  • Analytics package for pipeline, velocity, and risk
  • Change management toolkit for revenue leadership

Boost your sales motions with AI

We will assess your GTM funnel and identify quick-win automations that protect revenue.

Representative engagements

We are compiling anonymised win-rate and pipeline hygiene results. Request the briefing to be notified once metrics publish.

Mid-market sales automation program

Coming soon

Deal room automation with shared mutual plans. Early pipeline acceleration figures pending client approval.

Territory compliance enforcement

Coming soon

Automated guardrails for regional outreach. Governance KPIs will be released after policy review.

Request the sales automation briefing

Sales automation FAQs