销售自动化

让每位销售拥有 AI 助手

daixs 提供洞察、自动准备材料并保持 CRM 卫生，无需重复手动操作。

预约销售自动化评估申请演示
+28%

Average increase in qualified pipeline

2x

Faster lead response time

Forecast

Improved accuracy with AI-assisted hygiene

+28%

合格管道平均增长

2 倍

线索响应速度提升

更准确

AI 辅助提升预测准确率

核心能力

  • 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
  • 线索分配与丰富、评分与响应建议
  • 交易室自动化：合作计划、续约准备、报价校验
  • CRM 卫生机器人：备注、任务、机会更新
  • 管道健康与风险预警看板

合作步骤

  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
  5. 销售流程调研与 KPI 明确
  6. 结合一线反馈设计自动化并审查合规
  7. 构建集成、Agent 与治理策略
  8. 赋能销售团队，按月监测并迭代

交付物

  • 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
  • 线索与交易自动化手册
  • AI Copilot 脚本、工具连接器与提示库
  • 管道、速度、风险分析报表
  • 面向营收管理层的变革资料

用 AI 加速销售节奏

我们将评估您的 GTM 漏斗并筛选快速见效的自动化场景。

与营收策略顾问沟通返回服务目录

代表性合作案例

赢单率与管道卫生数据正在整理，提交表单可获首批更新。

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.

中型企业销售自动化计划

即将上线

商机协同与共享行动计划自动化，管道加速数据待客户批准。

区域合规护栏自动化

即将上线

按地区政策限制外呼与触达，治理指标将在上线后公布。

申请销售自动化案例简报

常见问题