Explore GreatWork Sales Agent for representative records, account handovers, ownership reviews, and follow-up planning across your sales team.
Organize the administrative work around sales representatives, account responsibilities, and customer follow-up. Explore Sales Agent with a typical enquiry or account review to discuss who owns each action and what information should be recorded. Bring examples of handovers, territory changes, and pending customer responses so the walkthrough reflects your actual sales operating model.
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Where Sales Agent fits
Define how representatives are identified and which accounts or opportunities they are responsible for. Agree the stages used to review activity and the evidence required for a handover. Plan how managers will identify unanswered enquiries or commitments awaiting a response. Use realistic records to examine dashboard and report needs in the demonstration. Confirm any commission calculations, external CRM exchanges, or automated assignments separately, and keep a named owner responsible for checking customer commitments before they are treated as confirmed.
Practical workflows to discuss
- Prepare an account handover with open commitments and next actions.
- Review enquiries awaiting a representative response before a team meeting.
- Record a change in territory responsibility for manager approval.
Plan your setup
- How are accounts assigned and ownership changes approved?
- Which customer commitments must a representative record for handover?
- What activity evidence will managers use in a sales review?
Explore Sales Agent
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Sales, CRM & Marketing.
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