Sales Opportunity Creation
Accelerate your sales pipeline by enabling your team to create new opportunities directly via the ORAI Agent — without switching tools or navigating complex CRM interfaces. Reps can capture key details in a natural chat conversation, and the agent handles data structuring, enrichment, and submission to your CRM.
The ORAI Agent validates inputs, suggests missing fields (like contact info or industry), and ensures that opportunities are assigned the correct stage, value, and owner. It integrates seamlessly into tools like Salesforce, HubSpot, or Microsoft Dynamics, keeping data clean and your pipeline moving.
Key Features
Conversational Opportunity Creation
Collects client, deal, and product info via guided chat — no forms required.
CRM Integration
Pushes structured data into Salesforce, HubSpot, Dynamics, or others in real time.
Field Validation & Auto-Fill
Checks for missing or inconsistent entries and enriches data from existing sources.
Stage & Owner Assignment
Applies rules to route and categorize the opportunity correctly.
Key Benefits
- Accelerate sales entry from 10–15 minutes to under 3.
- Ensure CRM hygiene with cleaner, more complete data.
- Lower admin load so reps can focus on selling, not typing.
- Improve pipeline visibility with real-time, standardized updates.
Your Potential Savings
Time Saved Per Operation
0% improvement
Hours Saved Per Year
Across all 100 employees
Ready to transform your sales opportunity creation operations?
Contact us today to schedule a demo and see how the ORAI Agent can help your organization.
Request a demo