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The executive brief · Sales

AI, on one page.

What it is, where it bites, what it costs, who signs, and where it sits in sales.

  1. 1

    Ask what goes in and what comes out. If nobody can say, there is no project yet.

  2. 2

    Most of the value is in simple models you can explain in a sentence.

  3. 3

    The only score that counts is on data the model never saw. Ask for it.

  4. 4

    Fluent is not the same as true. Keep a person wherever the answer must be exact.

  5. 5

    Know what a false alarm costs and what a miss costs. The threshold is your decision, not the vendor’s.

  6. 6

    Autonomy is earned from the logs, one notch at a time. Start with a person on nearly everything.

Where it sits in sales

StepWhat the AI doesLands inAsk
Qualify
Where it bites
Scores every new lead on how likely it is to buy.The lead score field in the CRMHow did it score on leads it never saw, from last quarter?
Propose
The assistant
Drafts proposals and follow-ups from your past winning proposals.Draft emails and proposal documentsWho reads every draft before it goes to a customer?
Negotiate
The price of wrong
Flags deals priced below the margin floor for approval.The quoting approval workflowWhat does a stalled deal cost you, and what does a bad discount cost?
Close
A simple model
Turns pipeline stage and history into the quarterly number.The CRM forecast and the board packWhat goes in, and how far off was it last quarter?
Renew
Who signs
Sends confident renewals automatically and routes at-risk accounts to a person.Renewal tasks in customer successAbove what confidence does it act alone, and who chose that line?
The three questions that settle any AI pitch
  1. 1
    What goes in, and what comes out?
    No clear answer, no project. Yet.
  2. 2
    How did it score on data it had never seen, and on how many rows?
    The demo score is the student marking their own exam.
  3. 3
    What does a wrong answer cost, and who signs the ones it gets to make alone?
    The threshold and the autonomy are your decisions, not the vendor’s.

Illustrative examples, not client results. Nydros · nydros.com/learn/brief?industry=sales