CloneForce for Sale Companies
Advance every deal — Automatically
Digital teammates prep calls, personalize follow-ups, keep CRM clean, and move quotes and signatures across the line.
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We get it, juggling dozens of clients and deadlines is chaos
Consulting moves fast: shifting scopes, parallel projects, and never-ending admin. CloneForce routes each request to the right tools, drafts the work, and keeps timelines on track, without the tab-sprawl.
Always-ready context
Every meeting comes with an account brief: org map, last touches, open tickets, competitors, and recent news—right in the calendar event and inbox. Reps walk in prepared, not hunting through tabs.
Follow-ups that convert
Multi-touch sequences personalize from call notes and objections, pick the best send windows, and include booking links. Replies auto-route to the owner, and tasks are created for call steps—so momentum never drops.
Faster close
Quotes configure correctly with CPQ, approvals route instantly, order forms go out for e-signature, and invoices fire on signature. Handoffs to onboarding happen automatically with a kickoff on the calendar—no loose ends.
Run Every Deal With Operator-Led Playbooks
Your Clone works as a sales teammate inside your stack. It reads the brief from calendar, email, and CRM, plans the next best steps, executes across apps (sequences, meetings, quotes, e-sign), and keeps fields, notes, and forecasts clean, so reps sell and managers see truth in real time.
Call prep
From discovery notes and intake fields, your Clone drafts branded proposals and SOWs with milestones, pricing, assumptions, and risks. It pulls the correct template, inserts rates, and links a change-order path when scope shifts.
Multi-Touch Follow-ups
Turn call notes into a personalized sequence with booking links, scheduled sends, and automatic task creation.
Opportunity Hygiene
Enforce next steps, close dates, and MEDDICC fields; nudge owners on stale activity and update CRM instantly.
Quote → Order → E-Sign
Configure with CPQ, route approvals, generate order forms, and send for signature—then log everything back.
Forecast & Risk Digest
Roll up pipeline by rep and stage, flag risk (no next step, close date drift), and deliver a clean weekly summary to leaders.
Your sales stack, connected
Your digital teammates work where you work, Slack or Teams, Google or Microsoft, your PM, CRM, docs, e-sign, and billing. Plug in and let Clones keep client work moving.
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Want to Learn More?
You have questions, we have answers. What can your Digital Teammate do for you?
Will Clones overwrite rep notes?
Can we keep our sequences?
Does CPQ stay in control?
How do managers see progress?
Still have questions?
Can’t find the answer you’re looking for? Please ask our CloneForce Digital Teammate.
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