Sales workflow / B2B service teams
Keep buyer context, approved follow-up and opportunity records together. Give your sales team a repeatable way to move from relevant prospect to qualified conversation.
Opens the Sales signup and plan flow. Check current trial, subscription and cancellation terms before activating. AI, data, messaging and other metered usage are charged separately, including during a trial.
Start with the bottleneck
For consultancies, agencies and other B2B service businesses with a defined offer and a person accountable for sales.
Research lives in one place, replies in another, and the next action in someone’s head. Prospects stall when the team cannot see what was promised, who should respond or when to stop.
Start with one offer, one buyer segment and one approved email workflow. This is a practical workflow for Sales AI Manager, not a separate CRM product or an unlimited outbound service.
Explore Sales AI ManagerFrom input to reviewed output
Set the offer, target company profile and qualification criteria. Use authorised business context to research prospects and review whether each contact is appropriate for your campaign.
OutputA reviewed prospect list and an approved offer.
Draft messages from the buyer’s context and your approved claims. Set a sending identity, recipient rules, follow-up limits and the point at which a person must approve or take over.
OutputA bounded campaign with clear permissions.
Use connected email providers for permitted outreach and follow-up. Keep delivery state, replies and opt-outs in view. A queued or provider-accepted message is not the same as a delivered message.
OutputConversation history and a verified next action.
Capture the buyer’s needs and next step in the opportunity record. Route exceptions, sensitive questions and commitments outside the approved offer to an authorised person.
OutputA qualified opportunity or a documented reason to stop.
Before execution
Your service, ideal buyer, approved factual claims, qualification questions and permitted commercial terms.
Sales access, a configured sending provider, eligible recipients and funded metered usage. A signup alone does not enable live outreach.
Someone to review messages, resolve exceptions and maintain campaign limits, opt-out handling and human takeover rules.
These are example workflows, not customer success claims. Availability depends on your plan, configured providers, permissions and approved scope. A person remains responsible for decisions outside that scope.
Define success before you scale
Record your baseline, review window and qualification rules first. Track delivery failures, opt-outs, human review time and usage cost alongside conversion. These are measurement definitions, not a promise of uplift or a claim that every measure is an automatic report.
Questions before you begin
No. Live outreach depends on Sales access, connected providers, recipient eligibility, funded usage and approved campaign policies. Review the sending identity, content and operating limits before enabling a live workflow.
No. Keep pricing exceptions, contract changes and other reserved commitments with an authorised person. Supported execution must stay within the approved offer and workspace policy.
No. This page describes a bounded Sales AI Manager workflow. Opportunity records support the work inside Shofield; external provider and integration availability must be checked during setup.
Your next move
Choose an offer and buyer segment you understand. Configure the workflow, review the first conversations and decide what to improve from evidence.
Opens the Sales signup and plan flow. Check current trial, subscription and cancellation terms before activating. AI, data, messaging and other metered usage are charged separately, including during a trial.
View current plans and terms