The Brizo agent library
Ten starting points across your sales cycle. We adapt the right workflows to your products, systems and approval rules after the diagnostic.
10 agents shown. Custom workflows require scoping and implementation; this is a capability library, not a live agent console.
Find accounts that fit what your factory does best.
Target sectors, capabilities and approved prospect sources
A researched account brief with evidence and fit rationale
Sales approves the list and every outbound message.
Measure: Qualified opportunities
Give each trade-show conversation a relevant next step.
Event notes, lead source and your value proposition
Segmented campaign briefs and personalized follow-up drafts
Marketing reviews content; sales approves sends.
Measure: Lead-to-opportunity conversion
Get the missing details before estimating begins.
RFQ email, drawings, quantities and delivery requirements
A structured intake and a checklist of missing information
Your team verifies specifications and qualification.
Measure: Lead-to-opportunity conversion
Give the team a customer record it can trust.
Approved Salesforce records and supporting sources
Missing-field findings and likely duplicates for review
Your team approves proposed corrections before write-back.
Measure: Handoff completeness
Start from a reviewable quote, not a blank page.
Approved price lists, specifications and quote templates
A quote draft with source references and unresolved questions
Estimating approves pricing, margin and lead times.
Measure: RFQ-to-quote time
Put your best discovery habits within every rep’s reach.
Approved playbook, product knowledge and call notes
Meeting prep, discovery prompts and coaching feedback
Sales leadership reviews coaching standards.
Measure: Sales cycle length
Find the opportunities that are quietly stalling.
Salesforce activity, close dates and approved communication sources
Evidence of stale activity, overdue work and missed follow-up
The account owner decides the action and approves sends.
Measure: Win rate
Keep the next conversation grounded in the last one.
Approved meeting, communication and Salesforce records
Missing activity and communication gaps for review
Your team reviews suggested CRM updates.
Measure: Sales admin hours
Give operations the complete order the first time.
Signed quote, PO, delivery terms and required order fields
An order packet with discrepancies and missing fields flagged
Operations accepts the order; people approve commitments.
Measure: Complete handoffs
Keep avoidable paperwork from holding up payment.
Approved invoice, payment terms and receivables export
Invoice-readiness checks and collection follow-up drafts
Finance approves invoices and all customer communication.
Measure: Days sales outstanding
For Salesforce teams
Cerebro supports CRM data-quality checks, duplicate detection, follow-up gaps and communication reconciliation. Brizo helps scope the implementation and connect it to your sales process.
Availability and source access are confirmed for your Salesforce environment. Proposed CRM changes require your approval.
Explore Cerebro’s published capabilities