Gen8
Source: AI for sales: delegate leads and follow-up
Managed AI service for SMEs. We set up, connect and manage; you stay in control.
© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft
AI for SME sales organisations
From incoming request to follow-up: we configure workflows, connect them to your CRM, email and calendar, then manage them. Your salespeople have more time for conversations. You stay in control of every customer decision.
New request in the shared inbox
Prepare and process a customer conversation
The problem
Your salespeople are strongest in the conversation itself. Yet much of their time goes on the surrounding work:
Work left undone costs revenue: an enquiry picked up too late, or an agreement no one follows up.
Now
Retyping, researching, writing up notes and setting reminders. The conversation gets the time left over.
With a Gen8 workflow
The enriched lead is in the CRM, the conversation brief is ready and follow-up is drafted. Your salesperson reads, decides and calls.
What a workflow does
Every workflow works in your own CRM, email and calendar and records what it did. Find more examples under sales workflows.
A request by form, email or phone becomes a lead in your CRM, with source and an initial note. No one needs to retype it.
Company details, contacts and previous interactions are added from sources we agree together. You know who you are talking to.
Every lead is assessed against your criteria. Suitable leads go to the right salesperson; uncertain cases go to a person.
A short brief for every conversation: who you are speaking to, earlier discussions, outstanding agreements and questions you want to ask.
After the conversation, notes, decisions and agreements are in your CRM, with a reference to the full report.
A draft email and next activity are ready. You read, edit and send: a workflow never sends emails on its own.
Organisation types
We work for SMEs with a working business model and a sales process with recurring work. Each type explains which processes fit and where the boundaries lie.
Many requests, proposals and follow-ups.
View energy servicesConversations with clients and candidates.
View search and recruitmentApplications that only become useful when complete.
View finance providersContracts bringing many details together.
View leasing companiesMany customers at once, across many channels.
View agenciesCustomer processes with many handoffs and context.
View business servicesLong-term customer relationships and many conversations.
View insurance and pensionsRequests that are all slightly different.
View manufacturersOur approach
The same four phases as every engagement, each with a go/no-go decision. Here is what they mean for your sales team. Read the full approach.
Phase 01
In around three days, we walk the path from request to deal with your sales lead. Together we choose where a workflow brings the most value.
Phase 02
We connect your CRM, email, calendar and telephony, and record your criteria and writing style. The first workflow then goes live, for example lead registration and enrichment.
Phase 03
We track what the workflow does and adjust when your offering, criteria or team changes. Safeguarding quality is our job.
Phase 04
Conversation preparation, reporting and follow-up come next. Or a process beyond sales, such as inbox, invoices or reporting.
No. A workflow prepares a lead, conversation brief, report or draft follow-up email. Your salespeople hold the conversation and send messages themselves.
No. Work appears in the systems you already use: CRM, email and calendar. We assess what each integration can do during scoping.
From sources we agree together during onboarding. We define what a workflow may and may not consult for each source.
A workflow uses a transcript or report that already exists. You decide whether and how to record conversations. We discuss that during scoping.
The workflow submits it to a person with the reason. You decide who rejects or advances a lead.
No. Sales is often a good first step because the same work recurs daily. Afterwards it can extend to the shared inbox, documents and invoices, or reporting.
