Sembly + Sales Department

Automate Sales deliverables with
Semblian 2.0 Augmented Worker Intelligence

Automate Sales deliverables with Semblian 2.0 Augmented Worker Intelligence

Semblian 2.0 generates key sales reports, from lead qualification to customer interaction logs, helping your team close deals faster.

Empower your sales team to focus on selling, not administrative work, with seamless integration into your sales workflows.

For the Sales Manager

Sales Activity Plan

• Outline key sales activities and targets

• Align sales efforts with business objectives to drive revenue growth

As a Sales Manager, you need to create a clear and actionable plan to guide your team’s efforts for the upcoming quarter. The Sales Activity Plan will detail the specific sales activities, targets, and timelines your team needs to follow to achieve revenue goals. This document ensures that everyone on your team is aligned with business objectives and is working efficiently to meet key performance indicators. It’s vital for tracking progress, managing resources, and driving sales outcomes effectively.

With Semblian 2.0, you can generate a comprehensive Sales Activity Plan, ensuring your sales team stays aligned and on track to hit their targets.

Customer Follow-Up Email

• Maintain ongoing communication with clients

• Reinforce key points and next steps discussed in meetings

Timely follow-ups are essential for maintaining strong relationships and closing deals. They demonstrate attentiveness, show your commitment to the client, and keep the conversation active. The Customer Follow-Up Email reinforces key points from your discussions, clarifies any outstanding questions, and outlines the next steps, ensuring both parties remain aligned. This helps maintain momentum and increases the likelihood of closing the deal faster by keeping your solution top of mind.

With Semblian 2.0, you can automate Customer Follow-Up Emails, ensuring timely and consistent communication with your clients.

For the Account Executive

Client Onboarding Document

• Ensure a smooth and comprehensive client onboarding process

• Provide all necessary information and resources to new clients

You’ve just secured a new client, and it’s crucial to onboard them smoothly, providing all the necessary information and resources. Your goal is to make sure the client feels supported and confident as they start using your product or service.

With Semblian 2.0, you can automatically generate a detailed Client Onboarding Document, ensuring a seamless transition and saving valuable time.

Contract Negotiation Summary

• Summarize key points and agreements from contract negotiations

• Provide a clear reference for final contract approval

Negotiating contracts is a critical part of your role as an Account Executive. The Contract Negotiation Summary captures key points and agreements, providing a clear reference for final contract approval.

With Semblian 2.0, you can quickly create Contract Negotiation Summaries, ensuring clarity and consistency in your contracts.

For the Business Development Specialist

Sales Pipeline Report

• Track the status of active deals and prospects

• Provide visibility into future revenue opportunities

To manage and expand business opportunities, it’s essential to keep a clear view of your sales pipeline. You need to create a Sales Pipeline Report that tracks the progress of active deals, highlights potential leads, and identifies areas for follow-up. This report gives your team the insights needed to prioritize efforts and close deals more effectively.

With Semblian 2.0, you can automatically generate Sales Pipeline Reports, ensuring that your team stays informed and focused on closing deals efficiently.

Sales Proposal Document

• Present a tailored solution to the client’s business needs

• Highlight key benefits and differentiators of your product or service

After engaging with a potential client, you need to prepare a Sales Proposal Document that outlines the specific solution your product or service offers to their business problem. The goal is to provide a compelling, customized proposal that addresses the client’s needs and showcases how your company can deliver value. This document plays a critical role in closing the deal by providing clear and actionable next steps.

With Semblian 2.0, you can automate the creation of Sales Proposals, helping you tailor solutions faster and close deals more efficiently.