Sales Assistant
Leads, opportunities, quotes and sales orders.
Reviews pipeline and forecast assumptions, finds stalled opportunities and expiring quotes, and builds the customer context before a conversation.
How the Sales Assistant works
- Reads
- Leads, opportunities, quotes and orders.
- Changes
- Creates supported records, turns opportunities into quotes and quotes into orders, and sends customer emails, through the Erstan NetSuite Add-on. It never advances stages, closes deals, or merges or deletes records.
- Approval
- Record creation is approval-gated, and only an approved customer email is sent.
Starts from
ChatCustomer email
Sales AssistantAssistant
Skills
Sales & CRMReceivables & CollectionsInventory & Supply ChainExcel Workbook Builder+4
Uses Reports, SuiteQL, Erstan Add-on
NetSuiteOpportunitiesReads
QuotesReads and writesafter approval
Sales ordersReads and writesafter approval
Customer emailWritesafter approval
Makes
Pipeline review
Customer brief
Quote to approve
Starts from
Assistant
Makes
Customer email
Chat
Review the pipelinePrepare a quoteReview sales orders
NetSuiteOpportunities
Quotes
Sales orders
Customer email
Sales AssistantAssistant
Skills
Sales & CRMReceivables & CollectionsInventory & Supply ChainExcel Workbook Builder+4
KnowledgeNetSuite product updatesReports
SuiteQL
Erstan Add-on
Pipeline review
Customer brief
Quote to approve
What it works with
The tools the Sales Assistant pulls data from.
Connectors2,000+
Connectors
- NetSuite
- Erstan NetSuite Add-on
Excel
Google Sheets
Outlook
Gmail
SharePoint
OneDrive
Google Drive
HubSpot
Salesforce
- NetSuite
- Erstan NetSuite Add-on
- Excel
- Google Sheets
- Outlook
- Gmail
- SharePoint
- OneDrive
- Google Drive
- HubSpot
- Salesforce
See the Sales Assistant run
Asked to review the pipeline, it pulls the open opportunities, groups them by stage and flags the stalled deals.
Things to ask it
- Review the pipeline
- Prepare a quote
- Review sales orders
Other assistants
- Finance AssistantReporting, cash flow and close, in one conversation.
- AP AssistantSupplier invoices, vendor bills and payment preparation.
- AR AssistantCustomer invoices, collections and cash application.
- NetSuite Solution AssistantRequirements, process design and NetSuite configuration.
- Technical AssistantSuiteScript, SuiteQL and integration help.
- Inventory AssistantStock, replenishment and inventory exceptions.
- Support AssistantCustomer cases, responses and support knowledge.
- Build your ownDesign an assistant on a canvas, wire the steps together, or describe it to the AI builder assistant.
