Pipeline Rescue Desk
Table of Contents
Many sales psychology and recovery experiences have proven that most silent opportunities are not rejections, but lack of reminders. The Pipeline Recovery Workbench turns “no-reply” into an automated path, allowing teams to pull back opportunities and synchronize forecasts at a fixed pace.
Three-step recovery process
- Detection: When the CRM stage exceeds the set time or the pipeline weight drops sharply, the system immediately triggers the recovery sequence.
- Coaching: The editor has embedded questions about common pain points and refactoring guides, so managers can directly comment on the next strategy.
- Kanban: Opportunities are colored according to emotions and stages, and combined with pipeline scoring logic, it is clear at a glance during the stand-up meeting.
AI agent support
AI agents enrich customer information, analyze buyer personas, write tailored copy, and reply instantly; it can read the sentiment of the previous email, organize notes, generate more humane next-step suggestions, and immediately classify and write the customer’s reply to the CRM to ensure a continuous rhythm.
Core indicators
- Number of rescheduled meetings and recovery opportunity amount
- Average recovery cycle and stage advancement success rate
- The conversion rate from silence to transaction is written into the prediction table in real time