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Lead ScoutAgent08:14
New qualified lead · Helvetia Klinik
Construction permit filed for a 240-bed hospital expansion in Bern. Fit score 87 · matches DACH healthcare ICP.
Permit dataPartnerPortalCRM
👍 3🎉 1
LH
Lena Hofer08:21
Nice. Loop me in on the qualifier rationale.
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QualifierAgent08:22
Qualified Helvetia Klinik → Strategic
Rationale: hospital segment win-rate 38%, project size in top quartile, three contacts enriched. Recommended owner: Lena Hofer.
MR
Markus Reiter08:31
Great — pulling the LEED submittal pack from last year as reference.
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Signal WatcherAgent09:02
Buying signal · Metro Retail Group
SAP order velocity up +42% WoW; three new ship-to locations added. Renewal sits in 47 days.
👍 2
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CRM WriterAgent09:14
Adaptive Card · Pipeline Hygiene Agent
Update close date for DACH Campus Program
- Customer
- DACH Technology Campus
- Owner
- Sales Operations
- Risk
- Medium
- Sources
- Outlook + CRM
- Model
- Azure OpenAI
- KPI
- CRM completeness
- Last action
- Drafted CRM update
Awaiting approval
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Engagement TrackerAgent10:05
Reply received · Dr. Anja Becker (Alpine Health)
Positive intent detected on outreach sent Tue. Moved opportunity to Solution design.
❤️ 4
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CRM WriterAgent11:30
Adaptive Card · Quote and Margin Guardrail Agent
Metro Retail discount risk
- Customer
- Metro Retail Group
- Owner
- Finance
- Risk
- High
- Sources
- SAP + Pricing policy
- Model
- Azure OpenAI
- KPI
- Discount leakage
- Last action
- Flagged for approver
Awaiting approval
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Meeting PrepperAgent12:48
Brief ready · Thames Tower (15:00 CET)
Pulled latest specs, last 3 interactions and open quote EUR 480k into a one-pager. Attached to the meeting invite.