Applied AI for Sales
Give us the sales workflow.
We put AI to work on it.
Sellers do not need another dashboard telling them an account is at risk. Next Quarter reads what changed, assembles the full account picture, and hands the owner a specific next move with the evidence behind it — inside the CRM they already use.
Northstar Industries
Strategic account · Renewal in 94 days
New CIO appointed from a cloud-first competitor
Executive sponsor inactive for 41 days
Two business units below expected usage
- 1Re-anchor on the new CIO's consolidation mandate before the renewal review.
- 2Lead with the two under-adopted units as the consolidation proof point.
- 3Bring the VP of Operations in as the internal advocate — highest recent activity.
Human review
Account owner reviews the play
CRM updated
Task, stakeholder plan and note written to the account
Live loop: a signal on a strategic account becomes an approved, logged next move.
18%
average lift in qualified pipeline coverage on prioritised accounts
Median change over the two quarters after rollout, aggregated across enterprise deployments.
6 hrs
of account research time returned to each seller every week
Self-reported time previously spent assembling account context and pre-call research.
11%
improvement in win rate on strategic renewals and expansions
Relative improvement in closed-won rate versus the prior comparable period.
The gap
The account picture exists. It just never reaches the seller in time.
Enterprise sellers already sit on more data than they can read. The gap is not information — it is interpretation at the moment a decision is being made.
How it works today
- Account research is rebuilt by hand before every important conversation.
- Risk shows up in a dashboard after the quarter has already moved.
- Stakeholder change is discovered on the call, not before it.
- Account plans are written once and are stale within weeks.
With applied AI on the workflow
- Context is assembled continuously and stays current between conversations.
- Movement on an account produces a next move while there is still time to act.
- Leadership and buying-committee change surfaces with a recommended angle.
- The account plan updates itself as reality changes and outcomes land.
Workflows we take on
The sales workflows we take on
Each one follows the same grammar: a signal arrives, context is applied, an agent reasons, a business output is produced, and a person decides what happens next.
Strategic account planning
Keep the plan current instead of rewriting it each quarter
Signal
Org change, initiative announcements and shifting usage across the account.
Context applied
Existing plan, stakeholder map, historical wins and open opportunities.
Agent reasoning
The agent tests each plan assumption against what has actually changed.
Business output
A revised account plan with the changed assumptions and their implications flagged.
The account owner accepts, edits or rejects each proposed change before the plan is republished.
Renewal risk and expansion
Catch erosion early and name the expansion path
Signal
Adoption decline, sponsor inactivity, competitive presence and contract timing.
Context applied
Entitlements, usage by business unit, support history and buying-committee coverage.
Agent reasoning
The agent separates real erosion from seasonal noise and sizes the recoverable ground.
Business output
A renewal brief with the risk drivers, the recovery play and the expansion case.
The seller and their manager agree the play in the deal review before anything is sent.
New logo prioritisation
Work the accounts that are actually in motion
Signal
Hiring patterns, funding, leadership moves and public initiative announcements.
Context applied
Territory definition, ICP fit, past engagement and current pipeline load.
Agent reasoning
The agent ranks target accounts by timing rather than by static fit score.
Business output
A weekly prioritised target list with the reason each account moved up.
The seller commits to the accounts they will work — the list advises, it does not assign.
Meeting and QBR preparation
Walk in with the current picture, not last quarter's
Signal
Calendar invite for a named account meeting.
Context applied
Meeting history, open threads, commitments made and recent account movement.
Agent reasoning
The agent reconstructs the state of the relationship and what is unresolved.
Business output
A pre-call brief: what changed, who is in the room, what to ask, what to avoid.
The seller reviews the brief and decides the agenda they will actually run.
Why it works
Context is the reason the output is usable
Generic AI summarises. Applied AI reasons against the specific reality of your accounts, your positioning and your numbers.
Your systems, unified
CRM, documents, notes, email and product usage become one current account picture.
External movement
Leadership change, initiatives and financial shifts are read against that picture.
Function-specific reasoning
Agents are built for sales judgement, not generic summarisation.
Delivered where work happens
Output lands in the CRM and the seller's workflow, not in a separate tool.
Human control
The seller stays the decision maker
Applied AI earns its place by being inspectable. Nothing moves on an account without a person choosing to move it.
Every recommendation carries its sources, so the owner can judge it instead of trusting it.
Nothing reaches a customer, a CRM record or a board pack without a named human approving it.
Agents operate inside your permission model — people see what their role already allows.
Outcomes feed back in, so the workflow gets sharper without anyone rewriting a prompt.
Where it is used
Where sales teams put it to work
Every engagement starts with one workflow. These are the ones teams bring us most often.
Territory reviews
Managers see where movement is concentrated instead of asking every seller for a verbal update.
Deal inspection
Each opportunity carries an evidence trail, so reviews debate the play rather than the data.
Whitespace mapping
Under-penetrated units and products surface with a named entry point and sponsor.
Competitive displacement
Competitor presence and dissatisfaction signals become a specific displacement angle.
Onboarding new sellers
A new rep inherits the assembled account history instead of starting from a blank CRM.
Forecast defensibility
Commit calls are backed by the same account evidence finance and the board can inspect.
How we engage
Give us the workflow. We put AI to work on it.
This is a service-led engagement, not a licence and a login. We do the mapping, the building and the review with your team.
Workflow session
We sit with your team and map one sales workflow end to end — the trigger, the judgement calls and the output that matters.
Context connection
We connect the systems that already hold the truth: CRM, documents, meeting history, product and finance data.
Agent build and review
We build the agents against your definitions, then review the reasoning and outputs with the people who own the work.
Run and expand
The workflow runs in your existing tools. Once it holds, we take on the next one.
The rest of the family
Applied AI across the revenue organisation
The same context layer, pointed at a different function's workflows.
Applied AI for Marketing
Turn account and market signals into targeted plays, content and routed demand.
ExploreApplied AI for Finance
Explain variance, reconcile the forecast and act on what the numbers are telling you.
ExploreThe products
KAM Q, Sales Q, ABM Q, Events Q and Fin Q — the software behind the workflows.
ExploreGive us the workflow
Bring us one sales workflow you would rather not run by hand
We map it with your team, build the agents against your definitions, and run it inside your existing systems.