Sales & Revenue
Help every salesperson perform like your best salesperson.
Deals slow down at exactly the moment a rep cannot answer a technical or contractual question. The information exists — in a security pack, a DPA, an old RFP response — but retrieving it takes two days and a Slack thread. Meanwhile the rep guesses, and the guess becomes a commitment.
Prospect asks whether we support data residency in Singapore. What can I commit to?
Yes — ap-southeast-1 is generally available and can be named in the order form.1 Data at rest and backups stay in region; support access is global unless the customer buys the Sovereign Support add-on, so do not commit to in-region support without it.2
Illustration only. This exchange is a written example of how AIMY Expert behaves — not a recording of a live system, and not a claim about any real organisation's data.
Identical interface to every other department. Different knowledge, different access rights.
Reps promise things the product does not do, and the security questionnaire sits with an engineer for a week.
These are real queries from comparable departments — not prompts written to demo well. If your version of this list looks different, that is the conversation to have.
Where the answers live
- Do we support data residency in Singapore, and what can I commit to in writing?
- What is my discount authority on a three-year prepaid deal?
- How did we answer this exact RFP question last quarter?
- Which reference customers can I name in this sector?
What Sales puts it to work on.
Not a roadmap — these are the areas this department already has documented, which is what makes them answerable on day one.
- Product and solution recommendations
- Proposal and quotation generation
- Competitive positioning
- Customer case studies and references
- Technical and security questionnaires
- Sales playbooks and pricing policies
Pricing floors for AEs, not for partners
The same assistant is deployed to direct sellers and channel partners with different retrieval scopes. Partners get product and security answers; internal discount floors and margin data are simply not in their index.
The boundary is applied when content is retrieved, not by instructing the model to keep a secret — a model told not to reveal something has still been shown it. AIMY Expert works with the access controls you already have in place.
What changes for Sales
- Cited
- commitments, traceable to policy
- One register
- the same approved answer to the same question
- No guessing
- it declines rather than invent a commitment
These are properties of how the deployment works, not projections. Where you want a performance target, we measure your own baseline first and commit against that.
What Sales retrieves, and what it never sees.
Each AI Expert answers from a defined knowledge scope, applied when the content is retrieved. Nothing on the right-hand side reaches the model.
Retrievable for Sales
- Security & compliance pack
- Previous RFP responses
- Pricing policy
- Reference register
Withheld at retrieval
- Deal-desk floor pricing hidden for this role
- Anything Sales cannot already open in the source system
Filtered before retrieval, not after generation — withheld content never enters the model context at all.
What Sales runs on.
The same foundation every other department uses. Nothing here is a sales-specific product — it is a sales-specific scope on a shared platform.
The rest of the organisation
Once Sales is live, the next department is a scope and an evaluation set — not another procurement cycle.
Administration
Ask once. Get the right policy, process, or form instantly.
Human Resources
Employees get instant HR answers, while sensitive records remain protected.
Finance & Accounting
Find the right finance policy and procedure in seconds.
Marketing
Create faster using approved and trusted content.
Start with sales & revenue, or start somewhere else.
We will tell you honestly which department gives you the strongest first deployment — sometimes it is not the one with the loudest business case.