Pipeline & forecast
Video · 76 seconds
What you are watching
This demo runs on sample data. Claude reads a rep's email and calls, drafts her deal updates and preps her for a call. She approves each change, and her manager sees the result and asks Claude why a deal has gone quiet.
Transcript
- 0:00
It's 8:05. Jenna's day is already planned. Claude read last night's email and built it, and nobody typed a thing.
- 0:07
One update is waiting. Grant at Ashmere says a new CFO has to sign, so Claude drafted the change straight from his email.
- 0:15
Jenna approves it in one click. The record is current, and every value shows where it came from.
- 0:22
Her 9:30 is a discovery call with Meridian. One click, and Claude preps her: who's joining, what to ask, and what to watch for.
- 0:32
When the call ends, Claude already has the transcript. It proposes the update: more scope, a new stage, and a proposal due Friday. She saves it.
- 0:42
Her manager sees it the moment she approves. No chasing, and no Friday cleanup.
- 0:47
Tillbrook, a $220,000 commit deal closing this week, has gone quiet. Tom asks Claude why, and the answer comes from the deal's own emails.
- 0:58
One message sends Jenna the next step. It waits in her Review, so the rep stays in control.
- 1:06
Your pipeline stays current, and your reps stay in control. Get a demo built on your workflow at greenirony.com/demo.
On screen: Get a demo built on your workflow. greenirony.com/demo