AI operating system · Sales and customer service
Sales and service that answer faster and sell more
Prospect research, personalized offers, call summaries, CRM hygiene and service assistants run through AI, with the rules on what a person approves before it reaches a customer.
Use cases
Where we start in sales and service
The cases below are the usual first candidates; the bootcamp picks yours by gain and data readiness.
- Prospect research and personalization: Account briefs and first-touch messages drafted from your ICP and the prospect's own signals.
- Call summaries and CRM updates: Meeting notes, next steps and CRM fields filled from the conversation, reviewed by the owner.
- Offers and proposals: Personalized offers assembled from approved blocks, pricing rules and the deal's context, sent by the deal owner.
- Service assistants: First-line answers from an answer set your service lead approved, with escalation rules and a person on every exception.
- Request analytics: Themes, churn signals and upsell openings read from support and sales conversations.
What we measure
The metrics agreed before the first pilot
Each pilot starts with a baseline; what we publish as a gain is what the pilot measured.
- First-response time and resolution time
- Conversion by stage and win rate
- Deals per rep per month and CRM completeness
- Customer satisfaction and NPS after service contacts
- Share of answers passing review on the first pass
The path
Five phases, on your own data
Every phase runs with the people who own the function; nothing leaves your perimeter without a rule.
Phase
What happens
Pre-brief
One week: CRM data, call records and the service queue in scope.
Bootcamp: why and where
Two days with the sales and service leads: where AI pays off from first touch to renewal, and in what order.
Use-case labs
Four to six weeks on your own deals and tickets: the cases that matter, tested.
Pilot sprint
Six to eight weeks: two to four pilots inside your CRM and helpdesk, with a measured result.
Scale and governance
Two weeks: the rollout plan, the customer-facing policy, the approved tools, the owner.
What the function keeps
An operating system, with an owner
We install
What it gives you
AI capability map and roadmap
Where, how and in what order, for 3, 6 and 12 months.
Operating cadence
A weekly pilot review and a monthly review of the function's AI metrics, each with an owner.
Roles and ownership
A named owner of AI in the function, champions in the team, and who signs off what before it reaches a customer, a candidate or a number.
Playbooks and prompts
The working cases documented so the next person runs them the same way.
Governance and guardrails
A usage policy, approved tools, data rules, human validation where the output needs it, a risk register.
KPI set and dashboard
Adoption, time saved, quality and cost per use case, on a dashboard in your own tools, reviewed monthly.
Trained people
The team runs the working cases without us by the end of the rollout.
Formats
Where to start
AI self-check
See whether AI in your functions has an owner, a policy and a measured result, with the first moves by email within a day.Free, inside the maturity assessment
Learn moreAI operating system for sales and service
Install AI in sales and service with owners, guardrails and a measured first pilot.Fixed fee. Request a quote
Request a quoteBootcamp for sales and service
Two days with the sales and service leads: the use-case shortlist and the first pilot plan.Fixed fee. Request a quote
Request a quoteFAQ
Questions leaders ask first
Only with an answer set your service lead approved, escalation rules, and a person on every exception; sales messages go out from the rep.
Find where AI pays off in sales and service first
A discovery call about your processes, your data and the first pilot.
Newsletter
Subscribe to our newsletter
Join 2000+ company leaders who subscribe to Wiseboard Insights to learn from our experience working with dozens of companies across different growth stages.
