Atlas Workshop · New project
Review request scope
Owner: Sales teamOTEMATIK AI · Sales
Keep the next sales conversation in view.
Bring contact notes and opportunity stages together. Give sales a clear view of missing owners and pending actions before the next conversation.
- See the current sales stage
- Identify missing next actions
- Prepare an owned follow-up
AI Sales Opportunity Follow-UpExample workspace
Opportunity boardIllustrative workspace
Atlas Workshop · New project
Atlas Workshop · New project
Prepare questions
Owner: Sales teamAtlas Workshop · New project
Submit for team review
Owner: Sales teamSee the current sales stage
Identify missing next actions
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
See the current sales stage
View open opportunities in the sales stages your team uses.
Identify missing next actions
Flag opportunities with no owner or next action for review.
Prepare an owned follow-up
Bring overdue follow-up actions into a list the sales team can assess.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
Follow up a pending quotation discussion
- 01THE NEED
A quotation has been sent, but no one has recorded who should act after the last conversation.
- 02AI APPROACH
Bring the last-contact note and sales stage together, then prepare a follow-up list showing pending actions and their owners.
- 03NEXT STEP
Outcome: A follow-up list linked to the last conversation.
SELECTED USE CASE
Review opportunities without an assigned owner
- 01THE NEED
Some imported opportunities have neither an owner nor a next action.
- 02AI APPROACH
Show missing fields alongside last-contact sources. Let the sales manager review assignments; customer contact remains a team decision rather than an independent system action.
- 03NEXT STEP
Outcome: An opportunity review list for owner assignment.
CUSTOMER EXPERIENCES
Experiences from our customers.
Hear from customers using the product in their business workflows.
★★★★★
It analyses which leads are closer to a sale and focuses the team on them. We have seen a 40% increase in our closing rates.
Deniz AksoyBulutERP Sistemleri
★★★★★
It is wonderful at immediately spotting potential opportunities that are cooling off and telling us when we should get in touch.
Selin BarutçuNovatech Yazılım
The experiences shared reflect each customer’s individual project scope.
OTEMATIK · NEXT STEP
Adapt this workflow to your business.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Bring contact notes and opportunity stages together. Give sales a clear view of missing owners and pending actions before the next conversation.
Source and need
The workflow uses these source materials: Authorized contact notes, opportunity stages and pending actions.
Does it predict sales outcomes?
The proposed scope follows actions and missing data; it does not guarantee win probabilities or revenue forecasts.
What is included in the scope and outputs?
Next-step suggestions linked to source notes.
Stage/action field mapping and a human-approved follow-up queue.
No guaranteed sales forecasting or unapproved automated customer messaging.
How do quoting, setup and connections work?
Let’s define the scope together.
Must we replace our CRM?
First assess existing opportunity fields and read access. No CRM replacement or ready connection is promised before review.
Which opportunity records do we need for setup?
Opportunity lists, stage definitions, owners and last-contact data; CRM read access.
Which steps belong to AI and your team?
Intelligent review
View open opportunities in the sales stages your team uses. Interpret customer intent and commitments in notes and suggest next actions.
Proposed output
Prepared for your team to review: Next-step suggestions linked to source notes.
Team review
A sales manager approves actions, ownership and customer contact.
Business rules
Due-date checks and overdue lists use fixed rules.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.