What to inspect
How leads are assigned, how current the CRM is, how much of the week goes to admin, and how deal risk is spotted today.
- Lead assignment
- CRM freshness
- Admin hours
Assessment area
Sales gap
Sales enablement is everything that helps a rep reach the right buyer with the right context at the right time. This area looks at where reps lose hours to admin, work the wrong leads, or learn about a lost deal too late.
Sales Enablement
Protect the hours reps spend with buyers.
Sales AI pays off when it takes work away from reps rather than adding dashboards. We look at how leads get assigned, how records get updated, how deals get reviewed, and which of those tasks an agent could prepare while the rep keeps every customer conversation.
What AI can run
Scoring and assigning leads, logging activity, preparing call briefs and meeting notes, and flagging deals that have gone quiet.
- Lead scores
- Call briefs and notes
- Risk flags
What stays human
Every customer conversation, commitments on terms and timing, forecast calls, and how each rep is coached.
- Customer conversations
- Commitments
- Forecasts and coaching
What we score
What slows your sales team down.
We score the three places where sales time and deals slip most often.
Lead response
How fast a new lead gets an owner and a first contact, and whether the best leads go first.
- Time to owner
- Time to first contact
- Priority order
Record quality
Whether stages, next steps and activity in the CRM reflect what actually happened.
- Stage accuracy
- Next steps present
- Activity logged
Deal visibility
Whether a manager can see which deals are at risk without asking every rep.
- Risk signals
- Review schedule
- Forecast changes
Workflows
Sales workflows, one page each.
If reps lose the most time to admin, read the assistant and CRM pages first.
CRM Automation & AI
Inspect field quality, stage rules, task ownership, and where reps lose context.
OpenAI Lead Scoring
Check fit, urgency, authority, source quality, and owner response rules.
OpenPipeline Intelligence
Check stale deals, missing owners, weak next steps, and stage definitions.
OpenAI Sales Assistants
Inspect the sales jobs that consume time but still need human judgment.
OpenBuyer questions
Sales enablement questions.
Which CRMs do you work with?
HubSpot and Salesforce most often, plus others that connect through an API. The assessment looks at how your team uses the CRM, not which one it is.
Will AI replace our sales team?
No. It removes the typing, sorting and prep around selling, and leaves reps more time for the conversations only they can have.
Where should sales AI start?
With clean records. Lead scoring, pipeline views and assistants all read the CRM, so fixing stages and activity capture comes first.
Next step
Give your reps their week back.
The free plan measures where sales hours and deals slip today and ranks what to hand to an agent first.
Get your free plan