Sales Operations & Enablement
AI-Powered Sales Intelligence
Transform sales operations with instant collateral access, automated proposal generation, and intelligent contract negotiation support—reducing collateral search time by 50-60%, accelerating proposal creation by 55-65%, and shortening deal cycles by 30-40%.
50-60% faster collateral access
55-65% faster proposals
30-40% shorter deal cycles
Sales Collateral & Proposal Automation
Deliver instant access to product specifications, case studies, competitive intelligence, and pricing guidelines—reducing collateral search time by 50-60% and accelerating proposal creation by 55-65% through AI-generated first drafts.
- Instant product specification and feature lookup
- Automated RFP response generation with past proposal reuse
- Case study and customer reference matching
- Pricing guideline and discount approval lookup
Contract Negotiation & Competitive Intelligence
Provide instant guidance on acceptable contract terms, pricing flexibility, legal constraints, and competitive positioning—accelerating deal cycles by 30-40% and reducing sales ops support requests by 45-55% through self-service intelligence.
- Contract playbook guidance and term negotiation support
- Pricing flexibility and approval requirement lookup
- Competitive intelligence and battle card access
- Win/loss analysis and objection handling strategies
See It In Action
Product Specification Lookup
Prospect asking: Does your Enterprise plan support SSO with Okta and Azure AD?
Enterprise Plan - SSO Support:
✓ Yes, comprehensive SSO support:
Supported providers:
• Okta (SAML 2.0 & OIDC)
• Azure AD (SAML 2.0 & OIDC)
• Google Workspace
• OneLogin
• Custom SAML 2.0 providers
Features:
• Just-in-time (JIT) provisioning
• SCIM user sync
Reference: Enterprise Feature Sheet
✓ Yes, comprehensive SSO support:
Supported providers:
• Okta (SAML 2.0 & OIDC)
• Azure AD (SAML 2.0 & OIDC)
• Google Workspace
• OneLogin
• Custom SAML 2.0 providers
Features:
• Just-in-time (JIT) provisioning
• SCIM user sync
Reference: Enterprise Feature Sheet
RFP Response Generation
Generate response for RFP question: "Describe your disaster recovery and business continuity capabilities."
Disaster Recovery & Business Continuity:
Infrastructure resilience:
• Multi-region active-active architecture
• RPO: <15 minutes | RTO: <1 hour
• Automated failover and health monitoring
Data protection:
• Continuous replication across 3+ availability zones
• Point-in-time recovery (30-day retention)
• Encrypted backups with immutable storage
Source: Past RFP responses, Security whitepaper
Infrastructure resilience:
• Multi-region active-active architecture
• RPO: <15 minutes | RTO: <1 hour
• Automated failover and health monitoring
Data protection:
• Continuous replication across 3+ availability zones
• Point-in-time recovery (30-day retention)
• Encrypted backups with immutable storage
Source: Past RFP responses, Security whitepaper
Case Study Matching
Need a case study for financial services company, 500-1000 employees, compliance focus.
Recommended Case Study:
Atlantic Financial Group
• Industry: Investment management
• Size: 750 employees
• Use case: Compliance documentation automation
Results achieved:
• 65% reduction in compliance inquiry response time
• 40% faster audit preparation
• $850K annual productivity savings
Quote: "SmoothOperator.ai transformed our compliance operations..."
File: Atlantic-Financial-Case-Study.pdf
Atlantic Financial Group
• Industry: Investment management
• Size: 750 employees
• Use case: Compliance documentation automation
Results achieved:
• 65% reduction in compliance inquiry response time
• 40% faster audit preparation
• $850K annual productivity savings
Quote: "SmoothOperator.ai transformed our compliance operations..."
File: Atlantic-Financial-Case-Study.pdf
Contract Term Guidance
Customer requesting 90-day payment terms. What's our policy and approval process?
Payment Terms Policy:
✓ Standard terms:
• Net 30 (no approval required)
• Net 45 (Sales Manager approval)
⚠ 90-day terms require:
• VP Sales approval
• CFO approval for deals >$100K
• Credit check (D&B score >70)
• Personal guarantee or parent company guarantee
Alternative:
Offer 2% discount for Net 30 instead
Reference: Contract Playbook Section 5.2
✓ Standard terms:
• Net 30 (no approval required)
• Net 45 (Sales Manager approval)
⚠ 90-day terms require:
• VP Sales approval
• CFO approval for deals >$100K
• Credit check (D&B score >70)
• Personal guarantee or parent company guarantee
Alternative:
Offer 2% discount for Net 30 instead
Reference: Contract Playbook Section 5.2
Competitive Intelligence
Prospect comparing us to CompetitorX. What are our key differentiators?
vs. CompetitorX - Key Differentiators:
✓ Our advantages:
• Multi-agent orchestration (they're single-agent)
• Native document understanding (they require preprocessing)
• 50+ language support (they support 12)
• Enterprise-grade security (SOC 2 Type II + ISO 27001)
Their positioning:
• Lower price point (but limited features)
• Faster initial setup (simpler architecture)
Reference: CompetitorX Battle Card (updated Nov 2024)
✓ Our advantages:
• Multi-agent orchestration (they're single-agent)
• Native document understanding (they require preprocessing)
• 50+ language support (they support 12)
• Enterprise-grade security (SOC 2 Type II + ISO 27001)
Their positioning:
• Lower price point (but limited features)
• Faster initial setup (simpler architecture)
Reference: CompetitorX Battle Card (updated Nov 2024)
3-5 hours
Proposal creation time
vs. 8-12 hours manual
55-65% time savings
55-65% time savings