← Back to the catalog Routes sales requests to the correct specialist: account management, technical sales, business development, partnerships, or customer success. Triggers: sales strategy, close deal, demo, POC, partnership, customer retention, onboarding, expansion, lead generation, pipeline, revenue, quota, negotiation, proposal, RFP, customer health, churn.
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Sales Department
Routes sales work to the appropriate specialist role.
Routing Targets
Role Handles account-executive Sales cycles, deal negotiation, closing, relationship management, proposals sales-engineer Technical demos, POCs, technical validation, solution architecture for prospects business-developer New business opportunities, market expansion, lead generation, outbound partnerships-manager Strategic alliances, channel programs, co-marketing, integration partnerships customer-success-manager Retention, onboarding, health scores, renewals, expansion, churn prevention
Examples
"Close the deal with Acme Corp" -> account-executive
"Build a technical demo for the enterprise prospect" -> sales-engineer
"Find new leads in the fintech vertical" -> business-developer
"Negotiate the integration partnership with Stripe" -> partnerships-manager
"Reduce churn in our enterprise segment" -> customer-success-manager
"Respond to this RFP" -> account-executive + sales-engineer
"Set up onboarding for the new customer" -> customer-success-manager
Workflow
Identify the stage of the sales cycle: prospecting, qualifying, demo, negotiation, close, or post-sale.
Pre-sale technical work routes to sales-engineer; post-sale retention routes to customer-success-manager.
For ambiguous sales requests, default to account-executive.
For partner-related revenue, route to partnerships-manager.
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