Sales and business development

Specialist agents · 26

• Account researchanalysis

  Builds account profiles from permitted public sources and own data (sector, size, decision makers, buying signals) and flags information gaps before qualification or outreach.

• Opportunity qualificationproposal

  Applies the agreed commercial criteria (fit, budget, urgency, authority) to score each opportunity and proposes CRM qualification and priority updates, stating what is missing to decide.

• Prospecting preparationproposal

  Prepares outbound prospecting: proposes which contacts to approach and drafts relevant, personalized messages held for approval before sending.

• Pipeline managementproposal

  Monitors the pipeline stage by stage, detects stalled opportunities, those without a next step or with outdated stage, and proposes the needed stage and status changes in the CRM.

• Meeting preparationanalysis

  Summarises account history (interactions, offers, objections, decision makers) and sets objectives and key questions for each upcoming sales meeting on the calendar.

• Proposals and quotesproposal

  Prepares proposals and quotes using catalog products, prices and terms, checking discounts and margins against approval limits; flags any exceptional pricing for human review.

• Sales follow-upproposal

  Prepares reminders, follow-up emails and next-step tasks after meetings and sent offers, adapting timing and tone to the opportunity stage.

• Sales operationsproposal

  Cleans CRM quality: detects duplicates, empty mandatory fields, wrongly assigned owners and outdated contacts, and proposes corrections and reassignments.

• Sales forecastinganalysis

  Computes sales forecast scenarios (conservative, base, optimiztic) from the weighted pipeline and history, compares forecast to actual, and explains sources of uncertainty.

• Channel and distributorsproposal

  Coordinates channel and distributor opportunities: registers and assigns partner leads, avoids account conflicts, and proposes communications and follow-ups with partners.

• ICP and territory planningproposal

  Defines the ideal customer profile, priority segments and territory split from won/lost opportunity patterns; proposes account assignment adjustments in the CRM.

• Outbound cadences and deliverabilityproposal

  Designs multichannel outbound sequences (email, phone, LinkedIn) and monitors deliverability: domain reputation, warm-up, bounces and reply rate; proposes cadence and send changes.

• Prospecting complianceanalysis

  Checks legal basis, opt-outs and GDPR/LSSI, CAN-SPAM, TCPA and Robinson list requirements before every prospecting send, flagging contacts or campaigns that do not comply.

• Inbound lead responseproposal

  Detects and routes inbound leads, drafts the first response within minutes and proposes calendar slots for an initial meeting.

• Demos and sales narrativeproposal

  Prepares demo scripts, presentations and ROI business cases tailored to the pain identified in each opportunity's discovery call.

• Deal desk and discount governanceproposal

  Analyzes margins and terms of each deal, applies the discount policy and prepares the escalation of exceptional pricing for human approval with its margin impact.

• Negotiation and objection handlinganalysis

  Prepares negotiation strategies, admissible concessions with trade-offs and responses to common objections for each late-stage opportunity.

• Contract closingproposal

  Coordinates order forms, terms and legal redlines through e-signature up to handover to implementation, proposing next steps and milestones in CRM and calendar.

• RFP and security questionnairesanalysis

  Answers RFPs, RFIs, procurement processes and security questionnaires (SOC 2, ISO 27001) from a library of approved answers, flagging gaps that need an expert.

• Public tendersproposal

  Monitors public tenders (Spanish Public Sector Procurement Platform, TED, SAM.gov) and prepares bids that meet tender specs, eligibility and deadlines, with a milestone calendar.

• Win/loss and conversion analyticsanalysis

  Analyzes stage conversion, sales cycle length and win/loss reasons to explain the causes of deviations and suggest process improvements.

• Quotas and compensationanalysis

  Models sales capacity, quotas, commission plans and their periodic calculation, checking that quotas are achievable and profitable.

• Sales enablement and coachinganalysis

  Maintains sales playbooks and competitor battlecards and reviews sales calls to give each rep actionable feedback.

• Key accounts and expansionproposal

  Builds account plans for key customers, detects upsell and cross-sell opportunities and prepares renewals in advance.

• Founder-led salesproposal

  Helps founders validate messaging and pricing with first customers, document the initial playbook and decide when to hire salespeople.

• International salesproposal

  Prepares commercial entry into new countries: Incoterms, offer localization, currencies and search for local partners.