Department · Sales
Sales. More time to sell.
Five frequent problems, three Packs, one AI agent. Every module shows its real status.
The problems
Where you lose time in this department.
For each problem: the solution and its real status.
ProblemRequests from email and the website retyped into the CRM by handSolutionRequests read and recorded in the CRM with complete dataOn the roadmapSee the module ProblemQuotes that take hours of searching through price lists and historySolutionA draft quote ready from price lists, terms and historyAvailable as a projectSee the module ProblemForgotten follow-ups and opportunities going coldSolutionReminders and messages ready at the right momentOn the roadmapSee the module ProblemPoorly qualified contacts that waste timeSolutionAutomatic qualification against agreed criteriaOn the roadmapSee the module ProblemSales forecasts built by hand every monthSolutionA pipeline report updated automaticallyOn the roadmapSee the module
The department's Packs
Three Packs, one goal each.
Each Pack shows the status of its least advanced module.
On the roadmap
STK-PK-SAL-01
Lead & CRM Pack
Capture, enrich and qualify leads in your CRM.
See the Pack Available as a project STK-PK-SAL-02Quotes & Proposals Pack
Assisted drafting of sales quotes.
See the Pack On the roadmap STK-PK-SAL-03Pipeline & Growth Pack
Follow-ups, opportunities and sales reporting.
See the PackDepartment AI Agent
Who leads this department.
It leads the department's Packs and delegates the work to the BOTs.
STK-AG-SAL-HEAD
Sales AI Agent
Kaito (provisional name)
On the roadmapLeads sales: from first contact to quote, keeps the pipeline alive and hands your team the deals to close. Personality: Direct, energetic, results-driven.
Initial Skills
- Lead qualification
- Quotes from price lists and history
- Follow-ups and pipeline
Its three Packs
- Lead & CRM PackOn the roadmap
- Quotes & Proposals PackAvailable as a project
- Pipeline & Growth PackOn the roadmap
Included in the department's first Pack at no extra charge; every other Pack adds capabilities.
BOTs it delegates to
- FLUXReading and classification
- BOLT-7ERP and matching
- NANORouting and replies
- SPARKReview console and results
- SHIELDYSecurity, permissions and log
Permissions and limits
- Accesses only: the sales team's CRM, price lists and quote history.
- A person always confirms sensitive actions.
- Buys nothing and never changes permissions.
- Works only in its own department; coordination with others is TEKO's job, if you add it.
Prototype character, provisional name. The AI agent is on the roadmap, not active yet.
TEKO, the coordinatorCoordinates several AI agents when they work together. Optional and separate. On the roadmap.PIX, the advisorDouble-checks and advises. A separate product, on the roadmap; today it leads the Process Check and the Academy.Usage creditsAI model and document usage, separate and prepaid. Never unlimited.
Other departments
Working with other departments too?
MarketingAI agent · AyaCustomer serviceAI agent · MiraAdministrationAI agent · HaruAccountingAI agent · KazuFinanceAI agent · ReiProcurementAI agent · TakuOperationsAI agent · MichiProductionAI agent · KenjiWarehouse and logisticsAI agent · SoraQuality managementAI agent · SayaHuman resourcesAI agent · HanaManagementAI agent · HoshiAll departmentsSeveral: TEKOTell us about yoursPack catalog
First step
Which process costs you the most time?
Tell us about it on a call. We will tell you honestly which Pack fits, what state it is in today and whether AI is the right answer.
Lead Capture & CRM Sync
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-SAL-01 · SAI-001
- Problem
- Requests from email and the website retyped into the CRM by hand
- Solution
- Requests read and recorded in the CRM with complete data
- Takes in
- Emails, website forms, contacts from trade fairs and campaigns
- Gives back
- A complete contact in the CRM, with source and owner
- Connects to
- CRM, email, website forms. Integrations to be checked on your case.
- Human control
- Assignment rules agreed with you; new contacts are checked by a person until the rules are stable
- Usage
- Messages and forms read: covered by usage credits.
- Who does it
- Led by the Sales AI Agent (Kaito, provisional name). Carried out by the BOTs FLUX, NANO. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.
Quote Drafting
- Status
- Available as a project Delivered as a dedicated project starting from an existing SAITEKO service: we first check feasibility on your case, then make you a proposal.
- Code
- STK-MD-SAL-02 · SAI-002
- Problem
- Quotes that take hours of searching through price lists and history
- Solution
- A draft quote ready from price lists, terms and history
- Takes in
- The customer's or supplier's request, price lists, terms and past quotes
- Gives back
- A draft quote or comparison, with the sources used
- Connects to
- ERP, price lists, CRM. Integrations to be checked on your case.
- Human control
- No quote goes out without a person's review
- Usage
- Documents read and drafts generated: covered by usage credits.
- Who does it
- Led by the Sales AI Agent (Kaito, provisional name). Carried out by the BOTs FLUX, BOLT-7.
- Price
- Quoted after the Process Check. No prices are published.
Follow-up Automation
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-SAL-03 · SAI-003
- Problem
- Forgotten follow-ups and opportunities going cold
- Solution
- Reminders and messages ready at the right moment
- Takes in
- Due dates, statuses and tasks from the systems you use
- Gives back
- Reminders and messages ready to send
- Connects to
- CRM, ERP, email, calendar. Integrations to be checked on your case.
- Human control
- You decide which messages are sent; nothing goes out automatically without an approved rule
- Usage
- Reminders and messages prepared: covered by usage credits.
- Who does it
- Led by the Sales AI Agent (Kaito, provisional name). Carried out by the BOTs NANO. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.
Lead Qualification & Routing
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-SAL-04 · SAI-004
- Problem
- Poorly qualified contacts that waste time
- Solution
- Automatic qualification against agreed criteria
- Takes in
- Incoming contacts and the qualification criteria agreed with you
- Gives back
- A rating, the reason and a proposed owner
- Connects to
- CRM, website forms. Integrations to be checked on your case.
- Human control
- Criteria written down and reviewed with your sales team
- Usage
- Contacts assessed: covered by usage credits.
- Who does it
- Led by the Sales AI Agent (Kaito, provisional name). Carried out by the BOTs FLUX, NANO. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.
Pipeline Reports
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-SAL-05 · SAI-005
- Problem
- Sales forecasts built by hand every month
- Solution
- A pipeline report updated automatically
- Takes in
- Data from connected systems: ERP, CRM, spreadsheets
- Gives back
- A periodic report with its sources stated
- Connects to
- ERP, CRM, spreadsheets, industry platforms. Integrations to be checked on your case.
- Human control
- You approve the definitions of the indicators; every number stays traceable
- Usage
- Reports generated and data processed: covered by usage credits.
- Who does it
- Led by the Sales AI Agent (Kaito, provisional name). Carried out by the BOTs SPARK. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.