SALES AUTOMATION
AI sales follow-up that keeps humans in control
Use STIV Sales to qualify inbound leads, prepare follow-ups, identify quiet opportunities, and support pipeline movement between calls.
WHO IT IS FOR
Revenue teams that want consistent pipeline follow-through without allowing unsupervised messages or proposals to reach prospects.
The operating problem
Sales teams lose opportunities when qualification, follow-up, and CRM context depend on repetitive manual work. STIV Sales prepares the next action from connected context while keeping outbound communication behind an approval gate.
What the workflow is designed to support
Qualify inbound leads against criteria defined by your team.
Draft contextual follow-ups between calls.
Flag opportunities that have gone quiet.
Report on activity associated with pipeline movement.
How implementation works
01
Connect sales context
Connect the approved CRM, inbox, documents, and other sources that contain the history needed for a useful follow-up.
02
Define qualification rules
Configure fit criteria, routing logic, tone, and the circumstances that require a salesperson's direct attention.
03
Prepare the next action
STIV drafts follow-ups and identifies stalled opportunities with the supporting account context attached.
04
Approve external messages
Outbound emails and proposals are routed through the approval workflow defined by the customer.
Control remains with your team
- Human approval for outbound emails and proposals
- Customer-defined qualification and routing criteria
- Role-scoped access to connected sales systems
- Traceable activity and approval history
Questions, answered
Does STIV replace our CRM?
No. STIV is designed to use context from approved existing systems rather than requiring a CRM replacement.
Will messages be sent automatically?
The customer controls approval policy. STIV's published sales model routes outbound emails and proposals through the approval gate the organization defines.
Can STIV follow our brand voice?
The implementation process includes configuring the system around the customer's playbooks, prior decisions, and tone.