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UniCRM / Sell

Every conversation.
A step closer.

Build on what the buyer has already told you. Connect outreach, meeting preparation and follow-through to keep the opportunity moving.

Explore with our team See the workflow
Relevant outreach and follow-ups, from introduction to decision.
Sales workspaceIllustrative demo
Account workspace

Meridian Works

MW
To: Ananya ShahDraft
Following up on your sales workflow

Hi Ananya,

You mentioned that enquiry handovers take too much of your team’s time.

For our next conversation, let’s walk through one active opportunity together—from the first enquiry to the next follow-up.

Would Thursday work for your team?

A follow-up built on context

Customer context, carried into the next step.

Sample accounts and workflows. Explore the tabs above.
The work behind the sale

The next message should remember the last one.

An introduction, a discovery call and a proposal are parts of the same relationship. When each is prepared in isolation, the buyer repeats their needs and the salesperson spends time rebuilding the context.

UniCRM’s outreach and pipeline agents connect that ongoing work. Prepare the next interaction around the buyer’s questions, what has changed and the step you have agreed to take together.

A connected workflow

From context.
To conversation. To progress.

Begin with a relevant reason.

Use account research to prepare the introduction. Explain why the conversation may be useful to this buyer, rather than relying on a message that could be sent to anyone.

Account context · Relevant introduction · Buyer response

Arrive prepared for the meeting.

Bring previous interactions and open questions together. Give the team a clear starting point for discovery, evaluation or a proposal discussion.

Conversation history · Open questions · Meeting context

Follow through on the agreement.

Prepare follow-ups around the next step discussed with the buyer. Keep the opportunity current so the next conversation builds on actual progress.

Agreed action → Follow-up → Updated opportunity
Before you choose

A follow-up needs a purpose.

Use the next message to help the buyer take a useful step. A reminder alone will not resolve an unanswered question.

Discuss your requirements
  • What did the buyer ask us to address?
  • What has changed since our last conversation?
  • Does the next message answer a question or unblock a decision?
  • Is the proposed next step clear and realistic?
  • When should outreach pause because the situation has changed?
A few useful answers

Before the
next conversation.

Ask us anything
What is the Sell workflow?

Sell connects research-informed outreach, meeting preparation, follow-ups and opportunity updates. It focuses on the work that helps a customer conversation progress toward a buying decision.

Can Sell help prepare a meeting?

UniCRM’s workflow brings customer history, priorities and next steps into meeting preparation. Ask for a walkthrough using one of your opportunities to see how the available context is assembled.

Will UniCRM send messages without a review?

Confirm the available approval and sending controls for your specific workflow with the team. The website demos are illustrative and do not send messages or define production approval settings.

How does Sell connect with pipeline management?

Conversations create new information about a deal. Keeping those interactions and agreed next steps with the opportunity helps the team understand its progress and prepare the next action.

Keep exploring.

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Prospect

Find your next buyer. Know why you belong.

Manage

See the progress. Support the people.

Operate

Less scattered work. More connected selling.

Bring your sales process.

Let’s find your
next step forward.

Talk to UniCRM Walk through your workflow with our team.