XBuddy
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Head of sales

Never let a lead go cold

From marketing campaign to lead, opportunity and order — score leads, hand off to the right rep, track every rep's quota.

  • Hot leads called right away
  • Transparent pipeline by stage
  • Quotas update from real sales
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Never let a lead go cold

Before and after

What changes on XBuddy

Today

  • Leads scattered across channels
  • No idea which lead to call first
  • Pipeline updated by gut feel
  • Quotas tallied by hand

With XBuddy

  • Every lead in one funnel, tagged by campaign
  • Lead scoring and a hot-leads list
  • Rule-based stage gates
  • Sales KPIs update from won deals

The flow

4 steps, one continuous record

  1. 1

    Attract leads

    Campaigns, forms and lead sources captured.

    Product & Marketing →
    Attract leads — Product & Marketing
  2. 2

    Score & hand off

    Qualified leads handed to the owning rep.

    CRM →
    Score & hand off — CRM
  3. 3

    Quote & close

    Quotes become sales orders with prices and discounts kept.

    Sales →
    Quote & close — Sales
  4. 4

    Track quota

    Won revenue updates KPIs and sales plans.

    Performance →
    Track quota — Performance

Handled out of the box

Hard questions XBuddy already answers

Which leads are hottest today?Scores add up from behavior and profile; the hot list appears for reps.See the how-to →Which campaigns actually drive revenue?Every won deal traces back to its source campaign.See the how-to →Reps skipping stages without the facts?Configurable stage gates stop progress without a quote or decision maker.See the how-to →Turn a quote into an order without retyping?Orders generate from quotes; pick lines to confirm, track the rest.See the how-to →

What’s inside

Apps and AI assistants involved

CRMContacts, leads and customer relationships.Product & MarketingProduct catalogue, campaigns and marketing analytics.SalesQuotes, orders and commission tracking.PerformanceReviews and career development.AI assistantLead AssistantScores, enriches, and prioritizes leads — surfacing the hottest prospects and recommending the next action to convert them.AI assistantDeal AssistantProcess-aware agent tracking deal lifecycle, identifying stale deals and proposing follow-up actionsAI assistantMarketing Strategy AssistantMarketing strategy assistant — analyzes campaign ROI and conversion, optimizes budget allocation across campaigns and channels, and recommends high-value audience segments.

FAQ

Frequently asked

Do reps see only their accounts?

Yes, data scope by own, team or company.

Does AI help reps?

The AI assistant suggests next steps and drafts follow-ups.

Regional sales teams?

Yes, sales teams carry access and stamp quotes and orders.

See this flow on your own data

A thirty-minute demo focused on the process you are actually stuck on.

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