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Job description · Sales

S

Sasha, Sales Assistant Agent

Keeps your CRM clean, follows up on open quotes and prepares account briefings.

Works from

  • · Open quotes and opportunities
  • · Email threads
  • · Order history

Daily routine

  1. 01Log emails and calls to the CRM
  2. 02Send timed follow-ups on open quotes
  3. 03Flag accounts at risk
  4. 04Prepare briefings before meetings

Human checkpoint

Your sales team approves any message to a key account before it goes out.