Routes sales requests to the correct specialist: account management, technical sales, business development, partnerships, or customer success. Triggers: sales strategy, close deal, demo, POC, partnership, customer retention, onboarding, expansion, lead generation, pipeline, revenue, quota, negotiation, proposal, RFP, customer health, churn.
Routes sales work to the appropriate specialist role.
| Role | Handles |
|---|---|
| account-executive | Sales cycles, deal negotiation, closing, relationship management, proposals |
| sales-engineer | Technical demos, POCs, technical validation, solution architecture for prospects |
| business-developer | New business opportunities, market expansion, lead generation, outbound |
| partnerships-manager | Strategic alliances, channel programs, co-marketing, integration partnerships |
| customer-success-manager | Retention, onboarding, health scores, renewals, expansion, churn prevention |