Same forecast. Four different workflows.
Tuesday you saw the automation. Today you see how sales leads, ops, AEs, and trainers actually use it. Each role has different needs, different dashboards, different wins.
Team Workflows
See how different roles use the same system to transform their daily work.Click each role below
Before Automation
With Automation
Dashboard Metrics
Impact By The Numbers
"I finally have time to lead instead of just tracking."
— VP Sales, 12 years SaaS leadership
How Roles Work Together Through the System
Watch how the system coordinates all four roles to save a slipping deal.
Deal at Risk: $180K Enterprise Deal Stalled for 3 Weeks
✨ Scroll here to watch the workflow
Team-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Forecast Accuracy | 85% (±$400K variance) | 94% (±$120K variance) | +9 percentage points |
| Time to Forecast | 6 hours (Friday all-hands) | 45 min (async dashboard) | 88% faster |
| Deal Visibility | 60% deals updated weekly | 100% deals updated real-time | 40pt increase |
| At-Risk Detection | Reactive (after deals slip) | Proactive (7-day early warning) | 1 week head start |
Getting Your Team On Board
AEs think it's micromanagement surveillance
Frame as 'AI assistant' not 'Big Brother'. Show how it saves them 75 min/week on CRM updates. Emphasize: AI flags deals to help them, not punish them.
AEs become biggest advocates when they see time savings
Sales lead worried AI will replace their judgment
Run parallel for 4 weeks: manual forecast + AI forecast. Show AI catches 8 risks they missed. Position as 'second set of eyes' that never sleeps.
Leaders trust AI after seeing it prevent deal slippage
Ops team fears job elimination
Show new role: strategic analyst vs report monkey. They'll build dashboards, run experiments, drive revenue strategy. AI handles grunt work.
Ops team gets promoted to revenue operations partners
Training lead thinks AI can't coach humans
AI doesn't coach. It finds moments worth coaching. Show how it analyzed 487 calls and found 23 coaching opportunities they'd never have time to catch.
Training team 3x more effective with AI insights
CFO worried about forecast manipulation
AI creates audit trail. Every update timestamped, every change logged. Show how it actually increases accountability vs manual spreadsheets.
Finance trusts forecast more with AI validation
Investment & ROI
Typical payback in 21-30 days through time savings and forecast accuracy
Pricing
ROI Calculator
Proven Results
From Demo to Live in 3 Weeks
From demo to production in just 3 weeks
- Connect CRM (Salesforce, HubSpot, etc)
- Import historical pipeline data (12 months)
- Configure role-specific dashboards
- Set up voice-to-CRM for AEs
- Train each role on their workflow (4 sessions × 90 min)
- Pilot with 3 reps + 1 manager + ops lead
- Run parallel forecast (manual + AI side-by-side)
- Gather feedback, adjust configurations
- Deploy to all reps and managers
- Daily check-ins for first week
- Compare forecast accuracy vs baseline
- Celebrate quick wins with team
Enterprise deployments with custom integrations may take 4-6 weeks
2026 Randeep Bhatia. All Rights Reserved.
No part of this content may be reproduced, distributed, or transmitted in any form without prior written permission.