Demo · Enterprise Sales Copilot

Enterprise Seller Coach

Your AI-powered sales manager, deal coach and industry advisor — the virtual pursuit coach for telecom and media enterprise sales teams selling into manufacturing, healthcare, retail and public sector customers, inside Microsoft Teams.

Instead of asking "what should I do next?", the seller asks: "help me win this deal."

+14 pts

Win rate on coached pursuits

Consistent MEDDICC qualification and earlier executive engagement.

-31%

Time spent on research & admin

Customer briefs, battlecards and follow-ups generated in seconds.

-22%

Deal slippage

Forecast agent flags stalling opportunities before the close date moves.

+9%

Average contract value

White-space analysis surfaces cross-sell inside every enterprise account.

Pipeline dashboard

Every active enterprise pursuit across your customer industries. Select one to see the coach work.

Total pipeline

$11.8M

AI-weighted

$7.5M

Pursuit workspace

Halden Precision Industries · Private 5G + Edge Connectivity for 6 Plants

Executive alignment — smart factory connectivity

Teams transcript · Aug 2, 2026 · 10:00 AM · 42 min

Dana Whitfield, Raj Patel, Priya Nair, Elena Cortez
00:00 / 41:00

Win probability

74%

0 pts

Room sentiment

60

Neutral–warm

0 risks raised0 mitigated

Signals detected so far

  • No signals yet — press play to run the meeting.

Account summary

Halden is automating six plants after the Atlas Tooling acquisition. The CIO has a board mandate to lift overall equipment effectiveness 12% and cut unplanned downtime, and legacy plant Wi-Fi can't carry AGV and machine-vision traffic. Our private 5G, edge compute and managed SD-WAN bundle maps to that mandate, and we already carry their mobile fleet and plant WAN.

Customer priorities

  • Lift OEE 12% by FY27
  • Eliminate AGV and machine-vision dropouts
  • Unify plant networks post-acquisition
  • OT/IT segmentation before the security audit

Existing products

  • Mobile fleet, 3,100 lines (renewal Mar 2027)
  • Plant WAN, 6 sites
  • Legacy MPLS (sunsetting)

Stakeholder map

Dana Whitfield

Chief Information Officer

Decision Maker

82% engaged

Raj Patel

VP Manufacturing Operations

Influencer

74% engaged

Elena Cortez

Procurement Director

Risk Owner

38% engaged

Marcus Hale

Director, Plant IT

Champion

91% engaged

Priya Nair

CISO / OT Security Lead

Blocker

25% engaged

Tom Ackerly

CFO

Economic Buyer

20% engaged

Opportunity risks

  • OT security concerns unresolved

    CISO flagged OT/IT segmentation and SASE roadmap questions on the Jul 14 call. No written response sent.

  • Capex approval not confirmed

    CFO has not been engaged in 60 days; capital committee meets Sep 8.

  • Single-threaded on champion

    68% of interactions route through Marcus Hale in Plant IT.

MEDDICC qualification

  • Metrics85
  • Economic Buyer40
  • Decision Criteria78
  • Decision Process62
  • Paper Process45
  • Identify Pain90
  • Champion88
  • Competition70

Competitive battlecard

Rival Carrier A

Strength · Incumbent MPLS contract and deep plant-ops relationships

Weakness · No native edge-compute story; 9-month private-5G roadmap gap

Systems Integrator B

Strength · Aggressive Wi-Fi 6E build 22% below our price

Weakness · Fails at scale in metal-dense press shops; no SLA on coverage

Recommended next actions

  • OT security deep-dive with segmentation architect· You + Solution Architect · This week
  • CFO value case review (downtime model, 3-yr ramp)· You + Finance · Before Sep 8
  • Send executive follow-up email post-CIO meeting· You · Within 24 hrs

Enterprise Seller Coach

Microsoft Teams · Halden Precision Industries

Live

The agent team

One Teams-facing orchestrator plus seven specialist agents — eight agents total — work across CRM, email, Teams conversations, meeting transcripts, product and pricing catalogs, prior proposals and customer-industry news. Each agent has its own data sources, triggers, and outputs, and they collaborate on real deal moments.

01

Coach Orchestrator

Your Teams-facing digital sales manager.

Routes every seller question to the right specialist agents, merges their outputs into a coherent response, and keeps the conversation moving inside Microsoft Teams.

Data sources

Teams chat historyOutlook calendarCRM opportunity recordSeller profile

Triggers

Any question typed in the Teams copilot chatMeeting starts or endsForecast review reminderRisk threshold crossed on a live transcript

Outputs

Unified coaching answerNext-best-action suggestionAgent hand-off summary

Works with

Account Intelligence · Industry Advisor · Deal Strategy · Relationship Mapping · Proposal & Content · Competitive Intelligence · Revenue Forecast

02

Account Intelligence

Knows the customer better than any one seller could.

Builds a living account brief from earnings calls, 10-Ks, press releases, LinkedIn, internal CRM notes, and prior meeting transcripts so the seller can speak the customer's language.

Data sources

SEC filingsNews feedsLinkedIn Sales NavigatorCRM account notesSharePoint deal rooms

Triggers

New opportunity createdExecutive meeting prep requestedAccount plan refresh

Outputs

Executive briefTransformation initiative mapEarnings-call talking pointsWhite-space analysis

Works with

Industry Advisor · Relationship Mapping · Proposal & Content

03

Industry Advisor

Vertical context for every enterprise customer.

Translates the customer's industry pressures into the right product narrative: manufacturing OEE, healthcare HIPAA and payer cycles, retail peak-season resilience, public-sector procurement and grant cycles.

Data sources

Industry analyst reportsVertical playbooksCustomer case studiesRegulatory calendars

Triggers

Customer industry identifiedVertical objection detectedBattlecard differentiation needed

Outputs

Vertical talking pointsMetric-driven value hypothesisCompliance framingReference story

Works with

Account Intelligence · Deal Strategy · Competitive Intelligence

04

Deal Strategy

MEDDICC coach and risk strategist.

Qualifies the deal continuously against MEDDICC, flags what's missing, and recommends moves to advance — not just answer questions.

Data sources

CRM opportunity fieldsMEDDICC scorecardsHistorical win/loss recordsMeeting transcripts

Triggers

Stage changesClose date slipsMissing economic buyerCompetitor named

Outputs

MEDDICC gap analysisRisk heat mapMitigation planWhite-space map

Works with

Revenue Forecast · Relationship Mapping · Competitive Intelligence

05

Relationship Mapping

Finds the hidden org chart and mobilizes champions.

Maps stakeholders, tracks engagement, identifies single-threading risk, and tells the seller exactly who to meet next and how to get there.

Data sources

CRM contactsEmail/Teams interaction graphLinkedInMeeting attendee lists

Triggers

Low engagement on a decision makerNew stakeholder appearsChampion changes rolesSingle-threading risk

Outputs

Stakeholder mapEngagement scorecardIntro path through championExecutive alignment plan

Works with

Account Intelligence · Deal Strategy · Proposal & Content

06

Proposal & Content

Drafts the artifacts that move the deal forward.

Generates executive summaries, follow-up emails, board-ready decks, and proposal sections using the customer's own words and vertical metrics.

Data sources

Prior proposalsWinning templatesCustomer transcript snippetsProduct catalogPricing sheets

Triggers

Follow-up email requestedBoard deck neededProposal section dueRFP response

Outputs

Draft emailExecutive summaryBoard slide deckProposal sectionRFP response

Works with

Account Intelligence · Industry Advisor · Deal Strategy

07

Competitive Intelligence

Real-time battlecards and positioning.

Monitors named competitors, pricing pressure, and product gaps, then recommends the specific language and proof points that reframe the deal away from apples-to-apples comparisons.

Data sources

Competitor newsWin/loss repositoryPricing deskProduct release notesPublic sector contracts

Triggers

Competitor mentioned in meetingProcurement benchmark receivedRFP includes incumbent

Outputs

BattlecardDifferentiation talk trackScope comparison tableWin theme

Works with

Deal Strategy · Industry Advisor · Proposal & Content

08

Revenue Forecast

Predicts the deal outcome and flags slippage.

Scores win likelihood, forecasts close probability, and compares the deal against similar historical pursuits to warn the seller before the close date moves.

Data sources

CRM opportunity historyHistorical win/loss dataEngagement signalsStage velocity

Triggers

Forecast call coming upClose date within 30 daysSentiment or engagement dropsStage progression stalls

Outputs

Win-likelihood scoreForecast category recommendationComparable-deal benchmarkSlippage alert

Works with

Deal Strategy · Relationship Mapping · Coach Orchestrator

Agent collaboration in action

See how the orchestrator activates multiple specialist agents in a single deal moment. Select a scenario to highlight the agents involved.

Halden Precision Industries

CISO raises OT security objection mid-meeting

During the smart-factory alignment call, Halden's CISO Priya Nair escalates OT/IT segmentation and SASE roadmap concerns. Win probability drops 10 points in the transcript simulator.

1

Coach Orchestrator

Detects the risk spike in the live transcript and pauses the seller's planned pitch.

Live nudge: 'Stop presenting. Acknowledge and scope a security deep-dive.'

2

Industry Advisor

Surfaces the manufacturing-specific angle: metal-dense plants, OT asset exposure, and compliance audit season.

OT security talking points for manufacturing

3

Competitive Intelligence

Checks rival carriers' SASE roadmaps and confirms a 9-month gap.

Differentiation proof: 'native managed SASE vs. competitor's 9-month roadmap'

4

Relationship Mapping

Identifies Priya as a blocker-to-conditional and proposes an executive-to-executive path.

Stakeholder update: Priya engagement 25% → plan CISO working session

5

Proposal & Content

Drafts a segmentation architecture one-pager with a Friday delivery date.

Security architecture one-pager + calendar hold for working session

6

Deal Strategy

Recalculates MEDDICC: Decision Criteria holds, Paper Process still needs CFO engagement.

Updated risk heat map with next 3 actions

7

Revenue Forecast

Scores win probability recovering from 68% to 79% after the commitment is made.

Win-likelihood update and close-plan confidence score

Outcome

The seller converts a security blocker into a conditional approver, locks a Friday deliverable, and protects the September 8 capital committee target.

Microsoft architecture

Built end to end on the Microsoft stack.

Experience layer

Microsoft TeamsCopilot ChatOutlookDynamics 365 Sales

Orchestration layer

Copilot StudioAgent FrameworkPower Automate

Knowledge layer

Microsoft GraphSharePointOneDriveCRM records

AI layer

Azure AI FoundryAzure OpenAIAzure AI Search

Business Data layer

Dynamics 365DataverseBSS/OSS and order management

Analytics layer

Microsoft FabricOneLakePower BI

Security & Governance layer

Microsoft EntraMicrosoft PurviewDefenderAgent365 Governance

Measurable impact

Before

  • Reactive selling
  • Manual account research
  • Inconsistent qualification
  • Late-stage surprises

After

  • AI-guided selling
  • Instant executive briefs
  • Consistent best practices
  • Faster deal velocity

Enterprise Seller Coach — demo experience. Data shown is illustrative.