Smarter to Success:

AI‑Powered Visit Management for Modern Sales Teams 

Plan with structure. Follow up automatically. Measure impact – seamlessly integrated into your CRM.

 
27 March 2026 | 11:30 - 12:00

Disclaimer: This webinar will be held in English.

 

 

Make Every Sales Visit Count. With AI.

Every customer visit holds potential – but preparation, documentation, and follow‑ups take time, reduce focus, and often fail to produce actionable insights.
In this webinar, we’ll demonstrate live how an AI‑powered end‑to‑end process automates visit planning, conversation support, and post‑meeting tasks. See how notes turn into clear actions and insights, and how sales teams and leaders gain real‑time transparency into topics, outcomes, and impact.

Register now

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Value Highlights: 

  • Smarter planning with predefined topics & sales plans

  • Automated summaries, tasks & follow-up emails

  • Voice → Insights: structured notes & next steps

  • Real-time visibility into topics, outcomes & field impact

  • Move from reactive to strategic conversations

  • Seamlessly integrated into your CRM (e.g., Salesforce)

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The daily challenges - and how we solve them

 

Sales teams often repeat familiar lines that miss what truly matters.

“My team uses ChatGPT, but nothing reaches our CRM.”

→ We show full CRM integration.

“There’s no time for proper preparation & follow-up.”

→ AI generates summaries, emails and tasks in minutes.

“Notes are unstructured and not reportable.”

→ Topic tracking makes content measurable.

“I lack visibility into real customer conversations.”

→ SalesPlan & dashboards provide clarity & focus.

“I wish I had a 24/7 sales assistant.”

→ This is exactly what we demonstrate.

 

„Mein Team nutzt ChatGPT, aber nichts landet im CRM.“

 

→ Wir zeigen einen durchgängigen, voll integrierten Prozess, direkt in eurer Umgebung.

 

„Ich habe keine Zeit für ordentliche Vorbereitung und Follow-ups.“

 

→ AI übernimmt Zusammenfassungen, E‑Mails, Aufgaben – in Minuten statt Stunden.

 

„Unsere Notizen sind unstrukturiert und nicht reportbar.“

 

→ Durch Themen-Tracking werden Inhalte messbar und auswertbar.

 

„Ich weiß nicht, worüber mein Team mit Kunden spricht.“

 

→ SalesPlan & Dashboards schaffen Klarheit, Fokus und Steuerbarkeit.

 

„Ein 24/7‑Assistent wäre perfekt.“

 

→ Genau das demonstrieren wir live.

Your host & speakers:

 

Our host and speakers not only guide you through the program – they showcase it live in action. In an interactive role-play, they switch in real time between sales, customer, and marketing to demonstrate how AI supports every step: from preparation and handling objections to concrete next steps and campaign insights.

Gian Arquint

Gian Arquint

Your host
 
Aliya Khabibullina

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In the role of Amanda Manage
André Santos
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In the role of Peter Sales
Lorena Gutierrez

In the role of a customer

Register now –

Live roleplay · Recording included