Custom AI sales workspace · Case study
We built Salezilla for a B2B company with 40 salespeople selling into the US. It replaced their CRM, their calling app, a stack of spreadsheets and a handful of one-off AI tools. Reps open it and the next email is already researched and drafted.
Interactive recreation of the live product. Companies, contacts and figures are demo data. Salezilla is a custom application built by Decision Foundry for a client.
Jennifer Ortiz · Head of Customer Experience
Time
3:30 PM
Type
Follow-Up
Length
45 min
Agenda
Follow-up on customer support center proposal. Discuss multilingual requirements, 24/7 coverage model, technology stack integration.
Company brief
Apparel retailer, 5,000 employees. 200+ stores and an online store handling 50K orders a day.
2×
reply rate from prospects after the switch
12
AI research agents behind every inquiry
1,500+
case studies matched to each new lead
40
sellers moved into one workspace
Before
Calls to US prospects ran through a separate app. Leads lived in the CRM, targets in spreadsheets, and research in whichever AI tool a rep happened to like.
After
Every inquiry, reply and follow-up arrives with research done and a draft ready for review.
Design decision
Salespeople already spend their day in an email client. So instead of dashboards and record pages, Salezilla uses the same three columns they know. There was nothing new to learn.
Left pane · Folders
Meeting briefs, new inquiries, replies, follow-ups, news and strategy changes. Each folder shows how many items are waiting.
7 folders, one target bar
Middle pane · Queue
Open a folder and its leads line up with company, contact and a one-line summary. Reps clear the list the way they clear an inbox.
No searching, no filters to set
Right pane · Next action
Deal value, stage and win probability sit on top. Below them is an AI-drafted email or meeting brief the rep reviews and sends.
Research, emails, notes and files one tab away
Under the draft
When an inquiry lands, specialist agents each investigate one angle. Their findings feed the email draft and stay on the Research tab for the rep to check.
The account
Who the prospect is, what they sell, and how big they are.
The account
The person who inquired and what they're responsible for.
The market
Where the prospect's industry is heading.
The market
The pressures the buyer is probably dealing with right now.
The ask
A detailed read of what the inbound inquiry is actually asking for.
The pitch
Internal direction on how to position the offer.
The pitch
What to ask to find out if the deal is real.
The pitch
Lines that connect the email to the customer's own situation.
Proof
Forms a hypothesis, researches for 15-20 minutes and builds a report to attach to the email.
Proof
Relevant wins pulled from a library of 1,500+ case studies.
Expansion
Other services this buyer is likely to need.
Output
Combines the research into a draft the rep can review and send.
The payoff: prospects replied twice as often once emails were written from this research instead of from templates.
Every folder in the sidebar
Researched by the agents and answered with a ready draft. The rep reviews and clicks send.
Next action: pre-doneThe mailbox is monitored. When a customer writes back, Salezilla reads the thread, answers their questions, handles objections and updates value, qualification and probability.
Objection handling built inLow-value leads get followed up automatically. High-value leads get a prepared email for the rep to review, so a whole follow-up list clears fast.
Split: active / inactiveMarketing couldn't keep up with every industry, so the AI forms a hypothesis, researches for 15-20 minutes and produces an industry report to attach to the email.
Custom report per prospectTracks news about the stakeholders and companies each rep is chasing, so there's always a timely reason to write.
Per-stakeholder alertsWhen something in the email thread suggests the current approach isn't working, the deal is flagged with a recommended new approach.
Caught from the conversationWhy custom
“In a regular CRM, it’s impossible to build something like this. That’s why it helps to have control over the user interface.”
Seby Kallarakkal, Decision Foundry
Click the target bar in the corner of any screen and the full quarter opens: what’s closed, what’s left, and which open deals can close the gap.
Q1 revenue tracker · Target $4.5M
$3.1M / $4.5M
69%Most promising in pipeline
Demo data
A packaged CRM decides what the screen looks like. This team needed reps to open one workspace and find the next email already researched and drafted, plus views like a live revenue-target tracker. Owning the interface made that possible.
For every inbound inquiry, 12 AI research agents analyze the company, the stakeholder, the industry and its challenges, and the stated requirement. They suggest solution guidance, qualifying questions, similar past projects from 1,500+ case studies, and cross-sell opportunities. That research is used to draft the reply.
Only for low-value follow-ups. For high-value leads, new inquiries and replies, the AI prepares the email and the salesperson reviews it before sending.
Response rates from prospects doubled after the team moved to AI-researched emails in Salezilla.
Your team, your screens
We’ll walk you through Salezilla live and map what a custom workspace would replace in your stack.
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