Need and timing capture
Gather need, budget and timing.
AI CORE CAPABILITY · Sales & CRM
Help your sales team focus on qualified enquiries.
Capture needs, budget and timing consistently and route leads to sales with usable context.
- Gather need, budget and timing.
- Assess against agreed criteria.
- Route to the right representative.
Tell us what you need; we will define the scope and setup steps with you.
★★★★★Explore customer experiencesLead QualificationExample workspace
Context-rich lead handoffIllustrative workspace
An urgent enquiry routed to the wrong teamReview draft
- Input
- Customer requirements, budget and timing
- Action / check
- Identify missing details and the appropriate owner
- Output
- A routing proposal with the enquiry history
Need and timing capture
Qualification criteria
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Qualification criteria
Assess against agreed criteria.
Owner-based routing
Route to the right representative.
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
An enquiry with unclear budget and timing
- 01THE NEED
A lead form arrives without budget or purchasing timeline information.
- 02AI APPROACH
Request missing qualification details through an appropriate channel, apply agreed criteria and record the outcome in the CRM.
- 03NEXT STEP
Deliverable: Qualified enquiry and sales handoff summary. Success metric: Qualified enquiry rate.
SELECTED USE CASE
An urgent lead reaches the wrong team
- 01THE NEED
An urgent sales enquiry has been assigned to the wrong representative.
- 02AI APPROACH
If an urgent lead reaches the wrong team, flag the delay and reassign it with its full context to the correct owner.
- 03NEXT STEP
Deliverable: A correctly reassigned lead with recorded priority and handoff time.
CUSTOMER EXPERIENCES
Experiences from our customers.
Hear from customers using the product in their business workflows.
★★★★★
It analyses whether people submitting forms are actually decision-makers and gives the sales team only warm leads.
Koray SaygınB2B Çözüm Merkezi
★★★★★
It filters out enquiries that would waste our time; the team focuses directly on business customers with purchasing power.
Damla GülerCloudSecurity
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?
Every inbound enquiry consumes sales time, even when it is not a fit.
Source and need
A lead form arrives without budget or purchasing timeline information.
Are prospects rejected automatically?
Qualification rules support routing; significant rejection or sales decisions remain with staff.
What is included in the scope and outputs?
Deliverable: Qualified enquiry and sales handoff summary. Success metric: Qualified enquiry rate.
Deliverable: A correctly reassigned lead with recorded priority and handoff time.
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Qualified enquiry and sales handoff summary.
lead forms, CRM, qualification criteria and routing rules
Which steps belong to AI and your team?
Analysis and workflow
Request missing qualification details through an appropriate channel, apply agreed criteria and record the outcome in the CRM.
Proposed output
Deliverable: Qualified enquiry and sales handoff summary. Success metric: Qualified enquiry rate.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
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.
What data and systems are needed for need and timing capture?
Setup reviews access to lead forms, CRM, qualification criteria and routing rules. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
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.