01
Find the opportunities worth your team's time
A longer prospect list is not always a better one. Start with the customers, markets and relationships that fit your commercial strategy.
An AI agent can research target companies, organise prospect lists and identify relevant decision-makers from suitable sources. It can support qualification against your criteria, check for existing CRM relationships and flag information that still needs verification.
Give your team a clearer view of who to approach and why. That makes preparation more useful and outreach more relevant.
02
Put an AI export manager to work
Support the research and coordination behind international growth. The agent helps your team build a working picture of a market and organise the next steps.
- Market preparation: Create country and market-entry briefs with traceable research.
- Company discovery: Find target customers, distributors, commercial agents and potential partners.
- Trade opportunities: Identify relevant tenders and other opportunities for review.
- Lead development: Build prospect lists, support qualification and prepare outreach sequences.
- Follow-through: Coordinate trade-show, event and meeting follow-up.
- Pipeline visibility: Keep export opportunities, owners and next steps organised in the CRM.
Your commercial team decides which markets and opportunities to pursue. The agent supports the work needed to turn that decision into a consistent process.
03
Develop and engage your partner network
Use an AI Partner Development Manager to support distributors, dealers, resellers, franchisees, referral partners and strategic alliances. Bring recruitment and ongoing engagement into the same connected process.
The agent can research candidates, assess fit against agreed criteria and prepare territory briefs. It can organise candidate documents, respond to enquiries, coordinate discovery meetings and track onboarding or activation progress.
Partner-recruitment and engagement campaigns help the relationship continue after the first contact. Share relevant materials, organise follow-up and keep communication consistent with the partner's role and stage.
Your team retains the decisions on partner selection, territories and agreements. The agent makes the preparation and coordination easier to manage.
04
Make complex proposals easier to prepare
Solution selling often involves more than choosing a product and a price. Salespeople need to connect the customer's requirements with a credible solution, the right commercial terms and a clear explanation.
The agent can bring approved information into:
- Solution proposals: Match documented needs with relevant products, services and business outcomes.
- Multi-product offers: Organise configured products, bundles and supporting materials.
- Tenders and RFPs: Structure responses, identify missing inputs and prepare supporting documentation.
- Enterprise proposals: Combine the relevant scope, implementation approach and approved service terms.
- SLAs: Include the applicable service commitments and responsibilities.
- ERP and CPQ pricing: Use authorised pricing and configure-price-quote rules instead of inventing discounts or conditions.
Approvals remain in place for pricing exceptions, contractual terms and other commitments. Your salesperson gets a stronger starting point without losing control of the offer.
05
Move from prospect research to sent outreach
Pobuca Automate can do more than prepare a message. It can personalise, schedule and send outreach through the connected channels and within the authority you define.
Approved sequences can continue according to agreed timing and response rules. The workflow checks recipient eligibility, duplicate contacts, exclusions and stop conditions before the next communication.
Replies can be routed to the right person, relevant activity recorded in CRM and follow-up tasks created. Your team is involved when a conversation needs judgement, a specific offer or a new commercial commitment.
The aim is relevant, accountable outreach, not a higher volume of messages with no clear owner.
06
Give each agent the commercial context it needs
Business development depends on knowledge that is usually spread across the organisation. Pobuca builds the knowledge-management infrastructure that brings the relevant context together.
Structured CRM and ERP data provide customer, opportunity, product and pricing information. Approved emails, files, chats, proposals and partner materials provide the working knowledge around them.
Authorised calls, meetings, voice notes and meeting notes capture what prospects and partners actually discussed. Agents can use that context for summaries, permitted CRM updates and the next communication, without treating a vague conversation as an approved commitment.
Connect Microsoft 365, Google Workspace, Dynamics 365 or another CRM, your ERP and the relevant commercial tools. Access and actions are defined for each workflow.
07
Keep progress and business value visible
Measure useful progress, not just how many contacts an agent finds or messages it sends. Track the quality of qualified leads, conversations, partner candidates and proposals.
Compare research and proposal-preparation effort with the starting point. Review meeting conversion, partner activation, pipeline completeness and whether agreed follow-up happens on time.
Revenue contribution should be evaluated using your agreed attribution and sales process. A busy agent is not the same as a growing business.
08
See a new-market opportunity take shape
A company wants to develop a distributor network in a new country. Its commercial team defines the target profile, product range and qualification criteria.
The agent prepares a market brief, researches distributor candidates and checks the shortlist against existing CRM records. It then runs the authorised outreach sequence and routes replies for the next stage.
A promising candidate asks for a configured product offer. The agent prepares a proposal using approved product information and ERP or CPQ pricing, while sending an unusual discount request for review.
Meeting notes, documents and next steps stay connected to the opportunity. The team can see how the relationship is progressing, rather than reconstructing it from separate inboxes.
09
Build around your growth process
Pobuca starts with a clear commercial objective and the process behind it. We define the research sources, qualification rules, systems, outreach authority and proposal approvals, then test the workflow with representative cases.
Human-in-the-loop controls keep partner selection, sensitive communications and commercial commitments with the appropriate people. Enterprise security, permissions and traceable activity are part of the design.
Pobuca experts can provide the first line of operational oversight through an agreed managed service. They supervise the workflow and engage your team when a business decision or approval is needed.