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Core BI

CoreBI Sales 360 · for Sales Directors, Commercial Directors & RevOps

Your Entire Sales Operation. Connected, Visible and Automated.

CoreBI Sales 360 brings CRM, customer communications, sales activity and performance reporting into one management experience — for Sales Directors, Commercial Directors and Revenue Operations leaders.

Explore the Sales 360 demo Book a Sales Discovery Call
  • Technology resellers
  • Managed IT service providers
  • Managed print companies
  • Cybersecurity and cloud resellers
  • B2B technology sales organisations (typically 50–150 salespeople)

The challenge

Sales data in one place, customer conversations in another

Typical problems we hear from technology sales organisations with 50–150 salespeople.

Disconnected CRM and Microsoft 365

Opportunities live in Salesforce, conversations in Outlook and Teams. Managers piece the picture together by hand.

Manual quotes and proposals

Salespeople rebuild proposals from old documents and spreadsheets, and pricing consistency depends on memory.

Slow management approvals

Discount and margin approvals wait in inboxes, delaying customers and losing momentum.

Poor performance visibility

Targets, pipeline, call activity and forecasts sit in different reports that are out of date when they arrive.

Missed follow-ups

Meeting actions and customer requests depend on individuals remembering to log and act on them.

Repetitive sales administration

Hours each week go on CRM updates, chasing and reporting instead of selling.

Key capabilities

An AI Sales Operations Command Centre

Connected CRM, communications, activity and reporting — with humans in control of pricing, approvals and customer communications.

Salesforce opportunity & quote intelligence

Approved commercial data from opportunities and quotes feeds proposals, approvals and reporting.

Outlook customer request processing

Customer emails are read, requirements extracted and matched to the right CRM account for follow-up.

Teams meeting follow-up automation

Meeting notes become owned actions, follow-up drafts and CRM updates — after approval.

AI-assisted proposal drafting

Claude drafts proposal narrative from approved pricing and requirements. People own pricing and final wording.

Manager approval workflows

Discounts, margins and customer communications route to the right manager in Teams or email, with audit history.

Sales targets & performance

Targets, attainment and activity by salesperson and team, refreshed automatically.

Pipeline & forecast visibility

Stage movement, stalled opportunities and weighted forecast in one view.

8x8 call activity reporting

Call volumes and outcomes alongside pipeline, so activity and results can be read together.

Customer renewal monitoring

Upcoming contract renewals surfaced early, with owners and next steps.

Power BI management dashboards

Governed dashboards for directors, managers and salespeople, built on a reconciled data model.

Auditable workflow history

Every draft, approval, rejection and customer communication is logged with who did what and when.

Proposal workflows

Three ways a proposal starts — one controlled process

Each workflow ends with a manager approval before anything reaches the customer, and an auditable CRM update.

Salesforce quote

  1. 1Salesforce quote
  2. 2Approved commercial data
  3. 3AI proposal draft
  4. 4Manager approval
  5. 5Simulated customer delivery
  6. 6CRM update

Outlook customer email

  1. 1Customer request
  2. 2Requirements extraction
  3. 3CRM account match
  4. 4Proposal draft
  5. 5Approval
  6. 6Simulated customer delivery

Teams meeting

  1. 1Completed meeting
  2. 2Meeting notes
  3. 3Action extraction
  4. 4Proposal draft
  5. 5Approval
  6. 6Follow-up & CRM update
Run these workflows in the demo

What's your biggest sales operations problem right now?

Recommended solution

Lead capture and assignment

Every enquiry captured, validated and owned within minutes.

  • Capture form, email or ad leads
  • Validate and normalise fields
  • Detect duplicates against CRM
  • Assign by territory, capacity or round-robin

Typical starting package

Focused Automation Pilot

£5,000–£12,000 indicative, depending on scope

How it works Discuss this

Detailed workflows

Sales operations workflows we implement

Each starts from a business problem, follows a defined workflow and is measured against KPIs agreed up front.

01

Lead capture and assignment

Every enquiry captured, validated and owned within minutes.

The problem

Enquiries arrive through forms, email and LinkedIn, but there is no consistent owner or response time. Some are never followed up at all.

Expected outcome

Faster, consistent first responses and a clear owner for every lead.

Automated workflow

  1. 1Capture form, email or ad leads
  2. 2Validate and normalise fields
  3. 3Detect duplicates against CRM
  4. 4Assign by territory, capacity or round-robin
  5. 5Create a follow-up task with an SLA
  6. 6Notify the owner in Teams or Slack

Integrations

  • HubSpot
  • Website forms
  • Outlook / Gmail
  • Teams / Slack

KPIs

  • Median first response time
  • % of leads contacted within SLA
  • Unassigned lead count
  • Duplicate rate

Typically part of Focused Automation Pilot

Discuss
02

Missed follow-up recovery

Spot overdue follow-ups before the opportunity goes cold.

The problem

Follow-up tasks are created inconsistently and overdue ones are invisible until a manager asks.

Expected outcome

Fewer leads and deals lost to silence, and visible accountability.

Automated workflow

  1. 1Monitor open tasks and SLAs
  2. 2Escalate overdue follow-ups to the owner
  3. 3Escalate again to the manager after a threshold
  4. 4Suggest reassignment when a rep is over capacity
  5. 5Log every reminder for audit

Integrations

  • HubSpot
  • Teams / Slack
  • Power BI

KPIs

  • Overdue follow-ups
  • On-time task completion rate
  • Average days overdue
  • Leads with no response

Typically part of Focused Automation Pilot

Discuss
03

Sales pipeline intelligence

Know which deals are progressing, stalling or at risk.

The problem

Pipeline reviews rely on what salespeople remember. Stalled deals inflate the forecast.

Expected outcome

A more honest forecast and earlier intervention on at-risk deals.

Automated workflow

  1. 1Sync deals and activity to a reporting database
  2. 2Detect inactivity and stage stagnation
  3. 3AI suggests a next step using permitted CRM history
  4. 4Draft recovery outreach for manager approval
  5. 5Track recovered vs lost deals

Integrations

  • HubSpot
  • Azure SQL / PostgreSQL
  • Claude
  • Power BI

KPIs

  • Stalled opportunities and value
  • Stage conversion rates
  • Days in stage
  • Weighted pipeline

Typically part of Connected Operations Command Centre

Discuss
04

Proposal approval and reminders

Proposals approved internally and followed up on time.

The problem

Proposals wait for internal sign-off, then sit with clients without a timely follow-up.

Expected outcome

Shorter proposal cycles and consistent, timely follow-up.

Automated workflow

  1. 1Route proposals above a threshold for approval
  2. 2Notify approvers in Teams with approve/reject actions
  3. 3Track proposal views and age
  4. 4Draft reminders after a set number of days
  5. 5Owner approves before anything is sent

Integrations

  • HubSpot
  • Teams approvals
  • Outlook / Gmail

KPIs

  • Proposal approval time
  • Proposals awaiting response > 5 days
  • Proposal win rate
  • Time from proposal to decision

Typically part of Connected Operations Command Centre

Discuss
05

Meeting notes to CRM actions

Turn meeting notes into owned, dated tasks — with your approval.

The problem

Commitments made in meetings live in notebooks. The CRM never reflects what was agreed.

Expected outcome

Accurate CRM records and reliable follow-through on promises.

Automated workflow

  1. 1Receive notes or a transcript after the meeting
  2. 2Extract actions, owners and deadlines
  3. 3Separate customer commitments from internal tasks
  4. 4Draft a follow-up summary email
  5. 5Create CRM tasks only after approval

Integrations

  • Teams / Outlook calendar
  • Claude
  • HubSpot

KPIs

  • Meetings with logged next steps
  • Tasks created from meetings
  • Follow-up email sent within 24h
  • Admin minutes per meeting

Typically part of Connected Operations Command Centre

Discuss
06

Management reporting automation

Daily briefings and dashboards instead of spreadsheet exports.

The problem

Someone spends hours each week exporting data and building slides that are out of date on arrival.

Expected outcome

Up-to-date management information with far less manual effort.

Automated workflow

  1. 1Scheduled refresh of a governed data model
  2. 2Power BI dashboards for pipeline and activity
  3. 3Daily briefing with risks and suggested actions
  4. 4Links from each briefing item to the underlying record

Integrations

  • Power BI
  • Azure SQL / PostgreSQL
  • Teams / email

KPIs

  • Hours spent on reporting
  • Report freshness
  • Briefing open rate
  • Actions taken from briefings

Typically part of Connected Operations Command Centre

Discuss
07

CRM data synchronisation

One trusted record across CRM, email, finance and reporting.

The problem

Contacts and companies are duplicated, fields are inconsistent and other systems disagree with the CRM.

Expected outcome

Cleaner data that reporting and automation can rely on.

Automated workflow

  1. 1Map fields and ownership between systems
  2. 2Incremental sync with idempotency keys
  3. 3Duplicate detection and merge suggestions
  4. 4Validation rules with an exceptions queue
  5. 5Sync health monitoring and alerts

Integrations

  • HubSpot
  • Finance / PSA tools via API
  • Azure SQL / PostgreSQL

KPIs

  • Duplicate records
  • Sync success rate
  • Records failing validation
  • Field completeness

Typically part of Connected Operations Command Centre

Discuss
08

AI-assisted revenue operations

Ask questions of your pipeline and get answers with evidence.

The problem

Managers know the data exists but don't have time to find the signal in it each day.

Expected outcome

Faster, evidence-based prioritisation without giving AI uncontrolled access.

Automated workflow

  1. 1Governed access to approved CRM fields only
  2. 2Natural-language questions answered from your data
  3. 3Every answer cites the supporting records
  4. 4Suggested actions routed to approval workflows
  5. 5Prompt-injection and permission controls

Integrations

  • Claude
  • HubSpot
  • Power BI
  • Teams

KPIs

  • Time to answer pipeline questions
  • Suggested actions approved vs rejected
  • Overdue tasks
  • Stalled deal value

Typically part of Connected Operations Command Centre

Discuss

Integrations

Built around the tools your sales team already uses

  • Salesforce
  • HubSpot
  • Microsoft Outlook
  • Microsoft Teams
  • 8x8
  • Power BI
  • Power Automate
  • Claude

Specific connectors and licensing are confirmed during discovery. Product names are trademarks of their owners; no partnership implied.

One source of truth

Connected, governed and traceable — without replacing your systems

CoreBI sits across your existing systems. Data is reconciled into a governed layer, business rules and AI work on top of it, and managers act from one experience.

  1. Existing business systems

    Stay in place as systems of record

    • Microsoft 365 & SharePoint
    • Excel
    • CRM
    • HR & payroll
    • Timesheets
    • Accounting
    • Project planning
    • Construction management

  2. Secure integration & data layer

    Least-privilege access, reconciled and traceable

    • Power Automate
    • APIs & webhooks
    • Microsoft Graph
    • Dataverse or SQL

  3. Business rules & AI

    Calculations are validated; AI assists, people approve

    • Validated calculations
    • Claude-assisted document understanding
    • Exception detection
    • Approval workflows

  4. CoreBI management experience

    Where managers act and report

    • Power Apps or web portal — operational workflows
    • Power BI — reporting and management intelligence

What “one source of truth” means

Governed, reconciled and traceable information with agreed definitions — every figure can be traced back to its source. It does not mean replacing every system. Each data type keeps a clearly defined system of record:

InformationSystem of record
Customers & opportunitiesCRM (e.g. Salesforce)
Employee detailsHR system
Pay & deductionsPayroll system
Invoices & project costsAccounting system
Programme & milestonesProject planning tool
Hours workedTimesheet system (approved records)

FAQs

Sales 360 questions

Do we have to replace our existing systems?

No. CoreBI connects the systems you already use. Your CRM, HR, payroll, accounting and project systems remain the systems of record for their data; CoreBI reconciles and presents that data and automates the steps between systems.

Do you charge by the hour?

No. Engagements are scoped and priced in writing before work starts. Prices on this site are indicative starting points; the final fee depends on discovery.

Will AI send emails or make decisions on its own?

No. AI reads, extracts, drafts and flags exceptions. People approve pricing, customer communications, purchase orders, tender submissions and anything affecting employees. Every decision is recorded in an audit log.

Who owns the workflows and dashboards?

You do. We build in your own environments using your accounts and hand over documentation.

Are the demos using real data?

No. Both demos use synthetic data for fictional companies and simulate integrations in your browser. They do not connect to Salesforce, Microsoft 365, 8x8, Claude, Power BI or any real records.

See how much sales admin you could take off your team.

A free, no-obligation discovery call. We'll look at your systems and processes and tell you honestly whether automation is worth it.

Book a Discovery CallTry the demo