Only connect data sources that are required by the project and authorized by the enterprise, control visibility by role, and keep necessary usage records.
Answer first · One sentence explanation
Keep Lead Research and Sales Follow-Up Moving
Help your B2B team organize leads, research customers, set priorities and track next steps. AI highlights opportunities and risks; people approve key communications, quotations and commitments.
One employee, six functions
Faster Sales Preparation. Human Judgment.
The enterprise provides authorized leads, customers, products and sales process data, and the AI sales assistant outputs traceable customer summaries, priority basis, communication drafts, to-do reminders and risk reminders. Salespeople are responsible for confirming facts, navigating complex relationships, and deciding when to contact, how to quote, and whether to commit.
01 · LEAD INTAKE
Clue collection and identification
Unify the official website form, online consultation, email, social media, exhibition list and new CRM data to identify duplicate customers, missing fields and sources, and convert "inquiries" into follow-up sales leads.
- 01Normalize business name, contact, requirement and source fields.
- 02Flag data that is duplicate, missing, invalid, or requires manual confirmation.
- 03Create a lead summary and first backlog that the person in charge can receive.
02 · ACCOUNT RESEARCH
Customer research and business opportunity judgment
Generate research summaries around the customer's industry, main business, region, company size, public dynamics and historical interactions to help sales quickly determine who the customer is, what they may need, and what information still needs to be verified.
- 01Consolidate corporate public information with internal authorization history.
- 02Refining business scenarios, underlying requirements, and verifiable key assumptions.
- 03Clarify the source of data, update time and information gaps.
03 · PRIORITIZATION
Lead scoring and prioritization
Evaluate customer profile matching, demand completeness, recent behavior, project timeliness and procurement signals based on enterprise-defined rules, while displaying the scoring basis to let sales know who to follow first and why.
- 01Scoring rules are configured by the enterprise and do not replace business standards with model guesses.
- 02Scores, basis and missing information are presented at the same time to facilitate sales review.
- 03New customer behavior can trigger reordering and responsible person reminders.
04 · SALES PREP
Personalized follow-up preparation
Combining the customer background, current stage, historical communication and corporate knowledge, prepare the communication goals, questions that need to be confirmed, available information and message drafts, so that sales can complete high-quality preparations before contacting customers.
- 01Generate draft calls, emails or instant messages by customer stage.
- 02Reference authorized product, case, and service boundary information.
- 03All outgoing content is reviewed and confirmed by sales by default.
05 · OPPORTUNITY FOLLOW-UP
opportunity progression and task reminder
Continuously check the next action, commitment date, customer response and business opportunity dead time, remind the person in charge at appropriate points, and organize missing materials, pending decision-makers and quotation dependencies into tasks.
- 01Reminders for missed follow-ups, long-term stagnation, and critical dates.
- 02Translate meeting conclusions into owners, deadlines, and follow-up actions.
- 03Keep records of important changes to prevent context from being lost with people.
06 · SALES REVIEW
Sales review and risk warning
Organize stage changes, follow-up rhythm, reasons for winning orders and losing orders into readable summaries, identify risks such as long-term inaction, incomplete information, silence after quotation, and stage abnormalities, and provide managers with a basis for review.
- 01Summarize sales cadence by team, owner, source, or stage.
- 02Prompt the cause of the risk and do not directly interpret correlation as causation.
- 03Managers will adjust processes, rules and resources after confirming the conclusions.
Controlled human-machine collaboration
Confirm data permissions first
Manual control of key actions
Suggestions with supporting evidence
Pilot from a single scenario
AI Preparation, Human Decisions and Commitments
Let AI undertake repeated sorting and continuous inspection, while retaining data authorization, manual confirmation and important decision-making boundaries.
Quotes, contracts, customer commitments, sensitive communications and important outgoing content are executed after confirmation by sales or management.
Customer summaries, scores, and risk alerts try to present sources, rules, and missing information to facilitate team review.
First verify the input quality and business value of a high-frequency process, and then gradually expand the scope of automation.
FAQ
Frequently asked questions about AI sales assistants
From applicable scenarios, data access, execution boundaries to service prices, we first answer the questions that companies are most concerned about when evaluating AI sales assistants.
AI sales assistant is a digital employee service for B2B sales teams, helping to collect leads, research customers, determine priorities, prepare follow-up suggestions, remind business opportunities to advance, and summarize sales risks; customer commitments, prices, contracts, and key sending actions are still confirmed manually.
It is suitable for B2B companies whose leads come from official websites, social media, exhibitions, platforms or private domains, and whose sales need to repeatedly check information, sort out requirements, prepare for follow-up and maintain the status of business opportunities.
The official website form, online consultation, email, social media, activity list, CRM or existing data sources of the enterprise can be connected according to the project scope; the specific interfaces, fields and permissions need to be confirmed before implementation.
Manual bypassing is not performed by default. The system can generate communication drafts and next-step suggestions, and can also perform limited actions within the rules authorized by the enterprise; when it comes to quotations, commitments, contracts, and sensitive communications, they should be confirmed by sales.
The score can be combined with enterprise-defined dimensions such as customer profile matching, demand completeness, recent behavior, project timeliness, budget or procurement signals, and the basis can be displayed for sales review.
When implementing, configure the data scope, account roles, logs, and approval boundaries according to the minimum permissions; when third-party models, cross-border data, or special industry requirements are involved, they need to be individually evaluated in conjunction with corporate compliance rules.
It is recommended to prepare existing lead sources, account fields, sales stages, typical follow-up records, authority roles, and metrics you want to improve. When the data is incomplete, you can start with a high-frequency scenario as a pilot.
The standard service price starts from USD 900 per month. The final cost depends on the data source, workflow, integration scope, permissions and service volume. A formal plan must be provided after the demand is confirmed.
An Always-On AI Assistant for Your Sales Team
Tell us about your current lead sources, sales process and the most time-consuming preparations. YUXINCODE will start from a verifiable business scenario and provide an AI sales assistant solution with clear data, authority, process and implementation scope.