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Category: Marketing & GrowthNo API key required

sales-catchall

Sales: account executives, sales engineers, business development, partnerships, customer success. Triggers: sales strategy, close deal, demo, POC, partnership, customer retention, onboarding, expansion, lead generation, pipeline, revenue, quota, negotiation.

personAuthor: jakexiaohubgithub

Sales Department

Routes sales work to the appropriate specialist role.

Routing Targets

| Role | Handles | |---|---| | account-executive | Sales cycles, deal negotiation, closing, relationship management, proposals | | sales-engineer | Technical demos, POCs, technical validation, solution architecture for prospects | | business-developer | New business opportunities, market expansion, lead generation, outbound | | partnerships-manager | Strategic alliances, channel programs, co-marketing, integration partnerships | | customer-success-manager | Retention, onboarding, health scores, renewals, expansion, churn prevention |

Examples

  • "Close the deal with Acme Corp" -> account-executive
  • "Build a technical demo for the enterprise prospect" -> sales-engineer
  • "Find new leads in the fintech vertical" -> business-developer
  • "Negotiate the integration partnership with Stripe" -> partnerships-manager
  • "Reduce churn in our enterprise segment" -> customer-success-manager
  • "Respond to this RFP" -> account-executive + sales-engineer
  • "Set up onboarding for the new customer" -> customer-success-manager

Workflow

  1. Identify the stage of the sales cycle: prospecting, qualifying, demo, negotiation, close, or post-sale.
  2. Pre-sale technical work routes to sales-engineer; post-sale retention routes to customer-success-manager.
  3. For ambiguous sales requests, default to account-executive.
  4. For partner-related revenue, route to partnerships-manager.