人工智能代理如何改变营收团队的工作方式.pdf

1、2Revenue Agents for the Global 2000Shriram Sridharan,Co-founder&CTOBest Team Best CustomersBest InvestorsMission:Secure and Grow the worlds revenue3Why:Best revenue teams broke the CRM 4Bundled incumbents or new vertical stackSprawl of systems of engagementSystem of record now in data warehouseMonol

2、ithic CRMs,heavy customizationUnbundling into point solution tools because of complexitySystem of record moves to data warehouseUnified context powers AI Agents On Prem Era1990-2000Cloud 1.0 Era2000-2015AI Native Era2024-Cloud 2.0 Era2015-2023Why:Revenue teams ripe for AI Augmentation5 Data fragment

3、ed across point tools Workflows manual and inconsistent Revenue teams spend only 20%sellingWhat:First AI-native Revenue Operating System 6DataLeverages your existing data warehouse so that its secure,scalable,and warehouse-nativeContextThe only system of record that unifies public and private data w

4、ith continuous ingest to provide precise,enterprise-wide customer insightsAgentsTurnkey agents tuned to your organization to manage,automate,and augment the full revenue lifecyclenot DIY agent buildersAppsAccess anywhere with OS,Web,Slack,APIWhat:Rox Agent Swarms7Insights Actions Private DataSales E

5、nablementCRM&ActivityProduct DataSupport tickets Public DataPeople news Company news SEC FilingsJob postingsEcosystem monitoringSales PlaysAccount PlansPre-meeting briefingsRFPCRM automationPresentation creation30+more tools.Real Time Insights Agents orchestrated per named account Agents run entire

6、revenue lifecycle-lead close,renew,expandHow:Rox Platform ArchitectureOrchestrator AgentEmailComposerAgentResearch AgentOutreach AgentDeal Mgmt AgentCalendarAgentWeb AppGenerationAgentFinal Formatter AgentToolsEventsPeopleDealsActivitiesAccountsArtifactsPublic DataWeb SearchGDriveOfficeUnified Knowl