销售与营收运营

让营收团队拥有 AI 共驾驶

预览即将上线的销售自动化模块：线索情报、交易执行与预测治理。

申请销售自动化简报与营收策略顾问沟通
Leads

Scoring, routing, enrichment

Deals

Mutual plans, enablement, approvals

Forecast

Pipeline hygiene, risk insights

线索

评分、分配、丰富

交易

共同行动计划、素材、审批

预测

管道卫生、风险洞察

适配的营收团队

  • Inbound leads waiting hours for triage and enrichment
  • Deal execution relies on manual checklists and slides
  • Forecast accuracy hindered by inconsistent CRM hygiene
  • 入站线索等待数小时才能分配与补全
  • 交易执行依赖手工清单与幻灯片
  • 预测准确性受到 CRM 卫生不稳定的影响

方案模块（指标验证中）

  • Lead intelligence: scoring, routing, personalised outreach guidance
  • Deal execution: AI-prepared mutual plans, content, and approval workflows
  • Forecast command centre: hygiene bots, pipeline alerts, executive dashboards
  • 线索情报：评分、分配、个性化外呼建议
  • 交易执行：AI 生成共同行动计划、内容与审批流程
  • 预测指挥塔：卫生机器人、警报与高层仪表盘

交付流程

  1. Revenue motion discovery and KPI definition
  2. Design automations with rep and manager feedback
  3. Build integrations, AI copilots, and governance checkpoints
  4. Launch pilots, review impact monthly, and expand coverage
  5. 营收流程调研与 KPI 定义
  6. 结合一线反馈设计自动化与治理节点
  7. 构建集成、AI Copilot 与合规护栏
  8. 上线试点、月度复盘并逐步扩展覆盖

即将上线的资源

Revenue automation mutual plan template

Draft template for guiding buyers through implementation. Request access to help us finalise content.

Request draft template

Pipeline hygiene bot playbook

Runbook outlining alerts, reminders, and exception handling—join the waitlist for early access.

Join release waitlist

营收自动化共同行动计划模板

引导买方推进实施的模板，申请即可参与打磨。

申请模板草稿

管道卫生机器人手册

包含提醒、告警与例外处理，欢迎加入候补抢先体验。

加入发布提醒

销售自动化常见问题

加速营收流程

告诉我们当前漏斗与预测挑战，我们会规划分阶段自动化路线。

预约营收工作坊返回解决方案目录