Sales and store operations
Before every sales meeting, I spend 30 minutes just digging through old emails and files
What did we promise last time…
Last meeting's minutes, the quote you sent, the customer's emails. What you want to check before a sales meeting is always in different places. Samurai App prompts you to prepare for today's meetings and gathers the scattered information into one place.
Most of the prep time is spent searching#
- Check the calendar for who the next sales meeting is with
- Search email, chat, and shared folders in turn for the last exchange
- Put what you found into notes before heading to the meeting
How it changes with Samurai App#
- STEP 1
It looks over today's external meetings and suggests preparation
It finds today's external meetings on calendars connected to the unified inbox and suggests preparation. Clicking puts a request into the input box.
See SINOBI - STEP 2
AI sums up past exchanges and materials
Ask, and AI searches conversations, files, and knowledge within that person's permissions, then sums up what was promised last time and what materials were sent.
See AI agent - STEP 3
Each meeting's record feeds the next preparation
Talk in a meeting, and minutes and a transcript are kept when it ends. Before the next sales meeting, check from that record.
See Meetings
An estimate of the time saved#
- Today
- 10 h / month
- With Samurai App
- 1 h 40 min / month
- Estimated reduction
- About 83%
That works out to about 100 hours freed up in a year.
Assumptions
5 sales meetings a week × 30 minutes of prep × 4 weeks comes to 600 minutes a month. With Samurai App, we assumed 5 minutes per meeting, 100 minutes a month, for reading and checking the summary.
This is a rough figure calculated from assumptions, not a measured result. With different volumes or steps, the result changes too.
What your days look like once it is solved#
Promises are not forgotten
You check last time's promises and follow-ups before you talk, so you do not have to ask the customer the same things again.
Turn prep time into time to shape the proposal
With less time spent searching, there is more time to think about what to propose.
The conversation continues when the person in charge changes
The exchanges are on record, so the person taking over can pick up where the last meeting left off.
Everyday work comes together, connects, and becomes the company's strength.