Save time & cost
Repetitive sales tasks disappear – significant time and cost reduction in research, CRM maintenance and quote creation.
Digital sales worker · Agent
Sales Assistant
The digital sales worker supports sales teams with lead qualification, quote and order processes as well as forecasting and CRM maintenance – structured, traceable and AI-powered.
What the Sales Assistant handles:
- Lead qualification & nurturing
- Quote & order processes
- Forecast & pipeline maintenance
- CRM maintenance & reporting
- up to 65 % Automation
- 24/7 Available
- BPMN 2.0 auditable
Benefits
Benefits for sales
Why a digital worker noticeably relieves sales teams – from lead research to the audit-proof case.
Reliable processes & data quality
Standardised workflows lower the error rate and secure a clean data basis – even as sales volume grows.
More deals & better conversion
Faster response times and consistent follow-up raise conversion and win rates across the entire pipeline.
Customer loyalty & advisory quality
Sales expertise is secured as a process – your team gains time for the personal customer relationship.
Areas of use
Typical tasks in sales
From the first research to order processing – the Sales Assistant automates the tasks that arise daily in sales.
Lead & opportunity management
- Lead capture & qualification
- Research & enrichment of customer data
- Nurturing, mailings & scheduling
- Opportunity & pipeline management
- Telephony & call transcription
- Reporting & forecasts
Quote, order & CRM
- Quote creation & follow-up
- Order handling & order processes
- Up- & cross-selling suggestions
- CRM entries & data maintenance
- Integration with ERP & CRM systems
- Monitoring correct procedures & deviations
Standards & integrations
CRM, quote processes & forecasting
The Sales Assistant connects sales systems, quote and order processes and daily pipeline work – without media breaks.
CRM & specialist systems
Connects CRM, ERP and other sales and specialist systems via open standards, APIs and connectors – without media breaks.
Quote & order processes
Creates quotes, tracks opportunities and processes orders without media breaks – from enquiry to close.
Forecasting & audit-proof records
Delivers reliable forecasts and pipeline reports – GDPR-compliant, AI-neutral and auditable (BPMN 2.0).
Automation levels
Assistant · Agent · Worker
Three automation levels – matched to the task.
Digital Assistant
BPMN rule-based
Works strictly according to compliance and process rules (BPMN 2.0 & process engine) – perfect for structured rule sets and guided case handling, even in high-security areas.
Digital Agent
AI-powered
Understands unstructured data, emails and contracts via LLMs, takes over complex checks and decisions – autonomous tasks complementing existing systems.
Digital Worker
Autonomous AI orchestration
Solves whole processes autonomously and connects individual AI agents into teams – autonomous data transfer between legacy systems and web APIs, without media breaks.
Process
How it works
Job profile
Analyse tasks & workflows.
Configure
Model persona & processes (BPMN 2.0).
Connect
Integrate systems & data.
Operate
Cloud or on-premise, GDPR-compliant.
Optimise
Monitoring & governance.
Target groups
For which sales teams & industries?
The Sales Assistant is tailored to sales-driven organisations – from inside sales to key account management.
Sales
- Inside sales
- Field sales
- Key account management
- Sales development
Marketing & lead management
- Lead generation
- Marketing automation
- Campaign & contact management
- Trade show & event sales
Industries & companies
- B2B trade & wholesale
- Industry & mechanical engineering
- Services & SaaS
- SMEs & corporate sales
More workers
Related digital workers
Frequently asked questions
The most common questions about the Sales Assistant.
What does the Sales Assistant do exactly?
The Sales Assistant supports sales teams with lead qualification, quote and order processes, forecasting as well as CRM maintenance – structured, traceable and AI-powered.
How high is the automation level of the Sales Assistant?
For the Sales Assistant's typical tasks, around 65 % automation is achievable – we determine the exact figure from your job profile.
Can the Sales Assistant integrate with existing systems?
Yes. The Sales Assistant connects seamlessly via open standards, APIs and connectors – CRM, ERP and specialist systems can be integrated.
How does the Sales Assistant qualify leads?
The Sales Assistant researches and enriches customer data, scores leads against defined criteria and hands qualified opportunities to sales in a structured way.
Can the Sales Assistant handle quotes and orders automatically?
Yes. The Sales Assistant creates quotes, follows them up and processes order workflows without media breaks – including CRM entries and reporting.
How does the Sales Assistant support forecasting and pipeline?
It prepares sales data for reliable forecasts, maintains the pipeline and generates forecast and reporting evaluations automatically.
Is the Sales Assistant GDPR-compliant?
Yes. The Sales Assistant is GDPR-compliant, AI-neutral and fully auditable (BPMN 2.0). It runs either as a high-security SaaS cloud or on-premise in your own data centre.
Is case processing audit-proof?
Yes. Sales cases and processes are documented in an audit-proof way and can be traced end to end – based on the open standard BPMN 2.0.