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Cogito AIEnterprise AI Operating System

AI agents for sales teams: win more RFPs and find upsell opportunities

Give sales teams agents that turn your product, contract and activity data into faster deals and more revenue.

  • Faster proposal and RFP turnaround
  • Higher renewal rates and stronger expansion pricing
  • More expansion pipeline from upsell and cross-sell
  • One trusted 360° view of every account
  • A clearer view of why deals are won and lost

Use cases for Sales

Cogito AI gives every rep a single, trusted view of each account, built from your own CRM, contract and product data. Agents draft proposals and RFP responses and spot upsell and renewal opportunities, and custom agents can flag gaps between what was contracted and what is used, with every step logged for audit. The result is faster cycles, stronger renewals and more expansion revenue.

  1. 01

    Give sales executives agents that instantly surface a 360° view of customers, contracts and activity.

  2. 02

    Find revenue leakage with a custom agent that compares contracted products and licenses with actual usage.

  3. 03

    Create high-quality sales proposals and RFP documents in a fraction of the time.

  4. 04

    Optimize renewal activity and pricing to grow renewal revenue.

  5. 05

    Spot upsell and cross-sell opportunities from contracts, product usage and support history.

  6. 06

    Learn why deals are won and lost, from call notes, proposals and CRM history.

Packaged agents

Revenue Intelligence Solution

A ready-to-deploy set of sales agents that lifts win rates and growth, sharpens customer intelligence and streamlines sales operations, working from your CRM, contract and product data.

Connects to yourCRMOperations systemsShared drivesData warehouseERP

  • Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.Uses your CRM, operations systems, shared drives and ERPPowered by Enterprise Data ModelMore about Customer Relationship Intelligence
  • Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.Uses your CRM, ERP and data warehousePowered by Business User InsightsMore about Customer 360 Dashboard
  • Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.Uses your CRM, ERP and data warehousePowered by Analytics IntelligenceMore about Upsell/Cross-sell Maximizer
  • Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.Uses your shared drives and CRMPowered by Document GenerationMore about Proposal Generator
  • RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.Uses your shared drives and CRMPowered by Document GenerationMore about RFP Response
  • Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.Uses your CRM and shared drivesPowered by Analytics IntelligenceMore about Win/Loss Analyzer

See Cogito AI for Sales

Get in touch and we'll show you what Cogito AI can do for your sales team.

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