Do we need to invite customers into INARY?
No. Customer email comes into your internal space with several people running the same address. If you want to work with a customer directly, a space shared with external people is also available.
AI is useful to sales only when it knows the deal.
Asking an AI to draft a proposal is nothing new. What is different in INARY is that the AI knows the history of the deal, the conversation with the customer, and what your side has decided.
The history of the deal lives in the rep's head
Sales work moves between places: email with the customer, phone calls, visits, taking things back to the office, asking about a quote. Only the rep knows the whole history, and the manager knows it only through reports. When the rep asks a personal AI for a proposal, the AI does not know the deal, so it produces a generic proposal.
Keep the history of each deal in its own thread
In INARY, each deal gets a thread that holds the customer's requests, your side's decisions, and the basis of the quote. Customer email comes into the same place with several people running the same address. When a meeting is set, ask the AI for a time, create the event, and get a Zoom meeting link. The manager and the technical team read the thread to know where things stand, and the rep spends less time re-explaining for reports.
The AI drafts proposals and replies from the deal history
INARY's AI is inside the thread and knows what was discussed and decided in that deal. Ask for a proposal outline based on this customer's requests, or a reply in line with last week's meeting, and it answers from the history. The draft appears in the same thread, so the manager and the technical team check and edit it right there.
What changes
Fewer meetings for reporting and fewer emails for confirmation. When a rep is away, someone else continues from the same thread. A handover no longer means re-explaining the customer's history from the start.
Can we use it on a phone while out of the office?
INARY has a smartphone app. See the download page.
Can just the sales team start?
Yes. INARY is free to start with unlimited members, and AI is billed by usage.