Sales Team Precision
Empowering sales teams to act decisively, close gaps in complex processes, and drive consistent results.
Use Case: Engagement-Aware Lead Prioritization
Industry: Financial Services / Marketing
Scenario:
Sales reps manage a large Lead list that includes new inquiries, older leads, and imported prospects from campaigns. Some leads match the ideal customer profile perfectly but show little to no engagement, few email opens, minimal clicks, and no meaningful website interactions. Reps are unsure whether to move these leads forward, nurture them, or follow up later.
Business Challenge:
Without context, reps make inconsistent decisions: low-engagement leads may be pushed prematurely, inflating forecasts, or ignored entirely, creating missed opportunities.Tracking engagement manually is time-consuming, and subtle signals often get overlooked, leading to inefficient prioritization and uneven pipeline health.
Solution with Co-Pilot In-App Guidance:
Contextual guidance appears instantly when a rep opens a lead record, highlighting engagement signals and suggesting next steps.
Tips recommend whether to nurture, investigate prior interactions, or schedule a follow-up, providing clarity without interrupting workflow.
Actionable prompts allow reps to respond immediately, add to a nurture sequence, check engagement history, or set tasks, right from the record.
Guidance is role- and permission-based, ensuring relevant advice is delivered consistently across the team.
Result:
Reps make data-informed decisions on leads without hesitation, balancing effort across the pipeline. Engagement gaps are addressed systematically, forecast accuracy improves, and the team develops a consistent approach to prioritizing prospects, all while saving time and reducing guesswork.
Impact Summary:
Improves pipeline efficiency by up to 35% by ensuring reps focus on leads showing meaningful engagement, reducing time spent on low-probability opportunities.
Boosts forecast accuracy by 25–40% as decisions are guided by real-time engagement data rather than assumptions or inconsistent judgment.
Reduces missed opportunities by systematically flagging leads that fit the ideal customer profile but show weak engagement, ensuring no potential prospects slip through the cracks.
Standardizes decision-making across teams, delivering consistent guidance regardless of rep experience, region, or role, which is especially critical in high-turnover sales environments.
Minimizes manual tracking and follow-up errors, freeing reps to focus on high-value actions rather than spreadsheet reviews or guesswork.
Supports scalable training and onboarding, as even new hires can make data-driven decisions from day one, reducing ramp-up time and dependence on manager intervention.
Try Co-Pilot InApp Gudiance Free for 14 Days!
Use Case: Lead Management Record Ownership Challenge
Industry: Software / Technology
Scenario Overview
In the real world, lead and opportunity assignment is anything but simple. A global sales organization juggles a labyrinth of rules, from named accounts and verticals to HQ location and regional geography. Leads cross product lines, territories, and business units, while enterprise deals often span multiple subsidiaries, each with its own decision-makers and approval chains. Some accounts demand strategic nurturing, others require rapid transactional handling, yet all must be routed to the right teams with precision. Managing this tangle of rules—constantly evolving as the business grows—is a nightmare, yet missteps can mean lost revenue, delayed deals, or fractured customer relationships.
Example:
Account: Alphabet Inc.
Subsidiary: Waymo
Global Rep: Leading a $10M+ enterprise deal, active for 2 years.
Situation: Over the course of doing his due diligence learns of acquisition that’s in play. Collects the potential list of names impacted by the acquisition, passes the details that the these companies are about to be acquired by his Global Account: Waymo”, “DeepMind”, “Verily”, “Calico”
250 Inside Sales Reps: Jake Plummer receives a lead for a $25,000 product, well above his $1,500 average deal, making it critical for his quarterly quota.
Current Configuration: Lead owner automatically assigned to Jake via territory rules (geography and product interest).
Business Challenge:
Without guidance, Inside Sales could close small leads independently, cannibalizing high-value enterprise deals.
Multiple subsidiaries exist; impossible for everyone to keep up with the speed of change
Standard inthrall process enable ONLY Admins to modify territory assignment rules, a process that can take weeks to months.
Delays risk lost revenue, misalignment, and internal conflict between Global Reps and Inside Sales.
Co-Pilot Solution
Enable the business to flexibly intervene immediately to real world, real time challenges in the course of business without having to poke at IT or pull staff into Global meetings. .
Co-Pilot Alert Type - Agressive
Object: Leads
Target Audience:
Entire Company
Criteria
When record is created or updated; AND
Company contains: “Waymo”, “DeepMind”, “Verily”, “Calico”
Alert:
URGENT – Lead Requires Immediate Reassignment
******** From the Director of Global Accounts ********
******** Do not contact or engage this lead ********
Change lead owner to MJ in Global Accounts
Ensure Jake is aware not to pursue this lead independently
Confirm Global Rep is aligned and informed of the update.
Flag the New Task priority as URGENT
Follow instructions exactly—no guessing
Flexibiliy to put controls directly in the hands of business users to address process gaps immediately.
Provides guided training and reinforcement so new and seasoned users follow consistent best practices.
Adapts in real time to changes in workflows, team behavior, or business priorities.
Closes gaps that naturally emerge in complex or dynamic processes without relying on Admin intervention.
Demonstrates tangible impact by enabling teams to solve problems as they happen, maintaining productivity and forecast integrity.
Try the Co-Pilot InApp Guidance Free for 30 Days!