Solution · Sales

Close deals, not admin tasks.

Your reps should arrive at every call prepared, not researching. Ephanti pre-qualifies leads, attaches full context at handoff, runs deal rooms for complex sales, and keeps your CRM current, automatically.

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What's different about Ephanti for sales

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Reps arrive prepared, not starting cold

When a lead reaches your sales team, their full context is already in your CRM: qualification summary, conversation history, enrichment data, and engagement timeline. No pre-call research needed.

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Qualification runs before the rep gets involved

Ephanti's agents run discovery conversations against your qualification framework: BANT, MEDDIC, or custom, and only pass leads to reps once the criteria are met. Pre-qual work that used to take hours happens automatically.

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Complex deals have a shared home

B2B deals involving legal, finance, and procurement run in a structured deal room, not across email threads. All stakeholders have one place for documents, approvals, and deal status.

How it works

Four steps, from qualified lead to closed revenue.

Step 1

Lead routing

When a lead meets your qualification threshold, Ephanti evaluates your routing rules: territory, segment, deal size, rep capacity, and assigns it to the right person with the full context package written to your CRM.

Step 2

Meeting and prep

Ephanti books the meeting with the right rep, sends tailored prep materials to both parties, and handles reminders and reschedules. No-shows trigger an automatic recovery sequence.

Meeting prep brief: rep receives a context package with qualification data and talking points

Step 3

Deal management

For multi-stakeholder deals, Ephanti opens a deal room where buyers, legal, finance, and procurement can collaborate, with document sharing, approval tracking, and a single view of deal status replacing the email thread.

Deal room: a shared buyer portal with documents, approvals, and stakeholder access

Step 4

CRM and attribution

Every sales activity: meetings, conversations, deal room interactions, writes back to your CRM automatically. When a deal closes, attribution connects the outcome to the full history of marketing and sales touches.

Six sales capabilities

Conversational lead qualification

Qualify every inbound signal: web form, pricing-page visit, ad reply, conversationally across any channel, against your qualification framework. Leads only reach reps when the criteria are met.

SDR follow-up and next-best-step

Multi-touch follow-up runs automatically: in 70+ languages, across channels, with the next action guided by the prospect's latest engagement. No-shows and cold leads get their own recovery sequence.

Meeting and demo automation

Book meetings with the right rep, send tailored prep materials, and manage reschedules, without manual coordination. Both the rep and the prospect arrive ready.

Account research and outbound signals

Ephanti monitors buying signals across your connected stack and surfaces them as actionable alerts, so reps know which accounts to prioritise and why, before outreach begins.

Deal rooms

Run complex B2B deals in a shared deal room with buyers, legal, finance, and procurement. Document sharing, approvals, and deal status tracked in one place, replacing the inbox.

Pipeline intelligence

See deal engagement and velocity in real time. Deals showing signs of stalling surface as alerts before they go cold. Your CRM stays current from activity data, not manual updates.

Routing and attribution

Two operational foundations that marketing and sales both depend on.

Lead routing policy

Define routing rules by segment, territory, deal size, and rep capacity. Ephanti applies them at the moment a lead qualifies, no manual triage queue. Rules are versioned so changes don't disrupt leads already in progress.

Attribution across the full arc

Every marketing touch and sales action is logged to a single record. When a deal closes, attribution reconstructs the path from the first marketing interaction through to closed-won, giving both teams the same view of what drove the revenue.

A day in the life of a sales rep

Same role, same hours, two very different days.

Before EphantiWith Ephanti

Work a list of cold inbound leads: most unqualified, no context

→

Open a queue of pre-qualified leads with full context already in the CRM

Spend the morning researching accounts before the first call

→

First-call brief prepared: qualification data, conversation history, and talking points already attached

Chase no-shows and reschedule demos by hand

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No-show recovery and rescheduling handled automatically

Update Salesforce at day's end, half the fields blank

→

Every meeting and interaction written back to CRM automatically, fully enriched

One example, A Director of Operations fills out your contact form at 7pm. Ephanti qualifies them conversationally, routes to the right AE with a full context package, proposes a morning meeting slot, and writes a fully enriched opportunity to Salesforce, before the AE logs in the next day.

How Ephanti compares

Where Ephanti covers ground that point tools handle separately.

Capability	Salesforce + Agentforce	Drift / Qualified	Outreach / Salesloft	Ephanti
Conversational qualification (any channel)	Web chat via Agentforce	Web chat only	Email sequences	✓ Email, chat, messaging, any channel
Full context handoff to rep	CRM record only	Chat transcript only	–	✓ Qualification + conversation + enrichment
Lead routing with versioned policy	Flow-based assignment rules	Chat routing	–	✓ Multi-criteria, in-flight safe
Multi-stakeholder deal room	–	–	–	✓ Built-in, with approval tracking
Automatic CRM write-back	✓ Native Salesforce	Via Salesforce	✓ With setup	✓ Full qualification fields at handoff
Attribution across marketing and sales	CRM attribution only	Influenced revenue only	–	✓ Full arc from first touch to close

Frequently Asked Questions

Common questions about Ephanti's sales automation

Does this replace our SDR team?

It handles the inbound pre-qualification and first-touch discovery work, not strategic relationship-building or complex outbound. SDRs who use Ephanti spend less time on unqualified inbound and more time on conversations that are ready to progress.

How does it work with Salesforce and HubSpot?

Both are supported with bidirectional integration. Leads, contacts, opportunities, activities, and qualification fields sync automatically. Ephanti writes the full context package to the CRM at the point of routing, and keeps records current from activity data throughout the sales cycle.

How does the deal room work for complex B2B sales?

A deal room is a shared workspace created for a specific opportunity. Buyers and internal stakeholders: legal, finance, procurement, are invited to review documents, complete approvals, and track deal status in one place rather than across email threads. The AE controls who has access and what they can see.

How does Convert & Sell connect to the Acquire Customers marketing layer?

Acquire Customers handles the marketing arc: campaigns, content, and conversational qualification. When a lead meets the qualification threshold, Ephanti writes the full context to your CRM and surfaces it for the sales team. Both layers share the same lead record, so there is no data gap at the marketing-to-sales boundary. See Acquire Customers for how that side works.