Every opportunity has context and a next step.
FOR SALES
The team comes to each conversation knowing what the customer is looking for, what has already been discussed and what remains to be decided. Meetings, proposals, contracts and tasks accompany negotiation to the end.
Talk to the team OPPORTUNITY IN PROGRESS VEN / 027 01 Interest 02 Conversation 03 Proposal 04 Decision NEXT STEP Review implementation deadline Assigned owner · context preserved The negotiation keeps its thread 01 Prepare the right conversation.
Account history, product and needs form a useful briefing before the meeting.
02 Don't miss the deal.
Decisions and pending items leave the conversation with an owner and deadline.
03 Understand where the sale stops.
Funnel, activities and reasons for loss show where to act in the commercial process.
IN DAY TO DAY
From the first conversation to the client's decision.
SOCEO gathers account information, materials, proposals, contracts and contact history. Copilot prepares questions, retrieves commitments and organizes follow-up so the team can devote time to negotiation.
01 Know the account
See origin, interactions, interest and previous decisions before opening the conversation.
02 Advance the opportunity
Register objections, proposal and next steps towards the negotiation stage.
03 Fulfill the agreement
Turn commitments into tasks and follow the return until closing.
Ask your business.
“What has this account already told us, and which action moves the negotiation forward?”
The opportunity reveals the missing decision.
The team relates the origin of the opportunity to what happened in the conversation and the commercial result.
Illustrative example · no real data Explore the work Illustrative flow · 4 stages Play flow 01 Opportunity 02 Context 03 Pending item 04 Commitment
The sales stage shows where the decision has stalled.
Interest Conversation Proposal Decision READING THE ACCOUNT The scope has advanced. The deadline is still open.
The client approved the scope, but expects a definition of time frame and deployment.
Source Previous meeting Document Proposal Work Sales tasks NEXT COMMITMENT Prepare a response about implementation and assign the deadline review. Person responsible for the opportunity
WHERE THE SOCEO COMES IN
The funnel shows real work, not just filled steps. The team relates the origin of the opportunity to what happened in the conversation and the commercial result. 01 Assistant + Meetings Meeting preparation
Copilot organizes context, questions and to-dos of the account before the meeting.
02 Documents + Contracts Proposal with memory
Product, service, scope and contract remain linked to what the customer requested.
03 Cowork + Age Engine Follow-up with an owner
Each commitment gains an owner, deadline and record of the result.
04 Metrics + Controla Engine Explained funnel
Follow conversion, time between stages and motives that prevent advancement.
THE WORK BETWEEN AREAS
Marketing shows the message that created the opportunity; Sales records what it learned in the conversation; Support receives the context needed to continue the relationship.
THE SOCEO IN ACTION
Enough detail to trust the decision. Preparing an opportunity Illustrative data QUESTION “What changed in this account since the last meeting?” CONSULTED CONTEXT Previous meeting Proposal Sales tasks WHAT SOCEO FINDS
The client approved the scope, but expects a definition of time frame and deployment.
NEXT STEP
Prepare a response on deployment and assign the deadline review.
Owner · Person responsible for the opportunity
SOURCES AND PROVENANCE
A negotiation can be resumed without losing the thread.
The proposal, commitments and decisions remain linked to the account and to the people who lead the opportunity.
Source used in response Time of last update Data that is still missing
EXPLORE OTHER AREAS
FOR MARKETERS From media spending to real profit, with projected results. View solution FOR SUPPORT Each customer finds a team that knows their history. View solution
SEE WITH YOUR DATA
Bring a real question from your business. We show the answer, the source and what still needs to be connected. Talk to the team