Nexus + Forge for Sales Teams
Find customer context instantly with Nexus. Automate sales processes with Forge. Close deals faster, never miss a follow-up.
Increase in Win Rate
With Nexus Context
Saved Per Rep Daily
Using Nexus + Forge
Faster Deal Research
Finding info with Nexus
Better Follow-Up Rate
Automated with Forge
Common Sales Challenges
Problems the Intelligence Suite solves for sales teams
Scattered Customer Information
Customer context spread across Salesforce, Slack, Gmail, and meeting notes. Reps waste hours searching for information.
Solution: Nexus searches all customer data from one place instantly.
Missed Follow-Ups
Sales reps juggle dozens of deals and forget to follow up with prospects at the right time.
Solution: Forge agents automatically track deals and send follow-up reminders.
Poor Handoff Quality
When deals move from SDR to AE or AE to Customer Success, critical context gets lost in handoffs.
Solution: Nexus maintains complete customer history accessible to everyone.
Manual Reporting
Sales managers spend hours each week manually compiling pipeline reports and deal status updates.
Solution: Forge generates automated pipeline reports and forecasts weekly.
How Sales Teams Use Nexus + Forge
Real-world use cases powered by the Intelligence Suite
Pre-Call Research in Seconds
Before a sales call, ask Nexus: "Show me everything about Acme Corp." Get instant access to all emails, Slack messages, Salesforce notes, meeting recordings, and support tickets—with full context.
Example Query: "What pain points has Acme mentioned in the past 6 months?" Nexus returns discussions from sales calls, support tickets, and Slack conversations.
Automated Pipeline Reports
Build a Forge agent that runs every Friday at 4 PM. It analyzes Salesforce deals, tracks progress, identifies at-risk opportunities, and generates a pipeline report—delivered to your team automatically.
Agent Output: "This week: $450K added to pipeline, 3 deals closed ($180K), 2 deals at risk (no activity in 14 days). Top rep: Sarah ($280K pipeline)."
Smooth Deal Handoffs
When an SDR passes a qualified lead to an AE, the AE uses Nexus to ask: "What has the SDR discussed with this prospect?" Get complete conversation history, pain points identified, and objections handled.
Real Impact: Reduced ramp time for new AEs by 50% because they can instantly access all historical context on any account.
Deal Risk Alerts
Create a Forge agent that monitors Salesforce daily for deals with no activity in 7+ days or close dates within 2 weeks. It automatically sends Slack alerts to reps with suggested actions.
Agent Logic: "⚠️ Acme Corp deal ($50K) has no activity in 10 days. Last touchpoint: demo on 12/1. Suggestion: Schedule follow-up call to address security questions."
Win/Loss Analysis
Use Nexus to search all closed deals for common objections and win reasons. Then build a Forge agent that tracks these patterns monthly and generates insights reports—helping the team refine their pitch.
Insights Generated: "Top win reason: API flexibility (65% of wins). Top loss reason: price sensitivity (40% of losses). Average deal cycle: 42 days."
How the Intelligence Suite Works
Nexus and Forge work together seamlessly
Nexus
AI-Powered Search
Your sales team's customer intelligence hub.
- Search Salesforce, Gmail, Slack, calendars from one place
- Ask questions about customers in natural language
- AI understands sales context and deal stage
- Instant access to complete customer history
Forge
AI Agent Builder
Automate repetitive sales workflows.
- Build agents without code using visual interface
- Schedule automation: daily reports, weekly forecasts
- Monitor pipeline health and send proactive alerts
- Auto-generate pipeline reports and forecasts
Better Together
Use Nexus to find customer insights instantly. Use Forge to automate tracking deals and generating reports. Together, they help your sales team close more deals with less manual work.
Essential Sales Integrations
Connect the tools your sales team uses every day
Salesforce
Accounts, opportunities, contacts, and activities
Gmail
Email threads, attachments, and conversations
Slack
Deal discussions, customer conversations
Google Calendar
Meeting notes, schedules, and call recordings
Gong / Chorus
Call recordings, transcripts, and insights
Zendesk
Support tickets and customer issues
Ready to Transform Your Sales Process?
See how Nexus + Forge can help your team close more deals faster
30-minute personalized demo • See Nexus search + Forge automation