Qtell for Sales
See the customer information and sales activity that matters in one place
Bring together customer, sales, marketing, booking and other business data so Sales can understand each customer, prioritise where to focus and keep follow-up moving.
Start with Qtell →SEE THE CUSTOMER ACROSS SYSTEMS
Bring customer activity into one sales view
The information Sales needs may sit across CRM, marketing, booking, transaction and other business systems.
Qtell brings the relevant information together so Sales can see customer activity, previous purchases or bookings, current opportunities and other permitted information without checking each system separately.
PRIORITISE SALES EFFORT
Use signals across the business to decide where to focus
Qtell can use relevant information from connected systems to help Sales identify which leads, customers and opportunities need attention.
That can include acquisition source, customer history, engagement, opportunity value and other business signals available to the salesperson.
Where historical sales data is available, previous conversion patterns can also help identify which leads and opportunities resemble those that converted before.
KNOW WHAT NEEDS ATTENTION
See stalled opportunities and changes in customer activity
Qtell can monitor current sales and customer activity and surface conditions that need attention.
That could include an opportunity with no recent activity, a high-value enquiry waiting for follow-up, a customer whose engagement has changed or an opportunity remaining at the same stage longer than expected.
Where business memory or historical data is available, Qtell can also compare activity over time and identify developing patterns.
UNDERSTAND WHAT CONVERTS
Use previous sales outcomes to improve current decisions
Where historical sales data is available, Qtell can analyse previous wins and losses across source, customer type, opportunity value, sales stage and other relevant information.
Sales can see which types of customers convert more often, where opportunities tend to drop out and how successful sales differ from those that do not convert.
KEEP SALES MOVING
Turn findings into follow-up
Qtell can send alerts, assign follow-up and route work to the right person or team.
Where the connected system supports it, Qtell can also carry out permitted actions in that system.
Qtell can continue monitoring the condition and track what happens next.
SUPPORT SALES FORECASTING
Compare current sales activity with previous outcomes
Where historical data is available, Qtell can compare current opportunities with previous conversion, timing and sales outcomes to support forecasting.
This gives Sales a view based not only on what is currently open, but on what similar opportunities have historically produced.
Data Governance
Keep the same definitions behind sales and revenue
Qtell keeps definitions and permissions consistent when sales information is used with customer, marketing, finance and operational data.
Measures such as lead, opportunity, customer, pipeline and revenue can follow the agreed business definition wherever that information is used through Qtell.
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Definitions
Permissions
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Permissions
Sales information can be used with customer, marketing, booking, finance and other relevant data while the same definitions and permissions remain in place.
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Across systems
Audit log
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Audit
Questions, data access and actions can be logged, providing a traceable record of how business data has been used.
USE THE AI TOOLS YOUR TEAM ALREADY HAS
Keep customer and sales definitions consistent across AI
Your AI can change. Your business rules shouldn’t.
Claude, ChatGPT, Copilot and AI built into your sales applications can work through Qtell, with the same definitions and permissions applied to each.
Qtell appears as a plugin inside the AI tools your team already uses.
USE THE LEVEL OF HISTORY YOU NEED
Use current sales data now and history when the analysis requires it
If you already have a suitable data environment, Qtell can work with it. If you do not, Qtell can provide and manage the historical data foundation when needed.
Qtell can work directly with current information from the systems you connect.
Business memory retains selected information over time, allowing Sales to compare activity and changes from activation onwards.
Existing historical data supports analysis that depends on previous outcomes, including conversion patterns, lead scoring, win and loss analysis and forecasting.
Trust & Security
Security is built into the platform
Access control, isolation, audit and data protection are part of how Qtell handles business data across the platform.
Questions before you start
FAQs
Can Sales see customer information held outside the CRM?
Yes.
Where the relevant systems are connected and the salesperson has permission to access the information, Qtell can use customer data held across CRM, marketing, booking, transaction and other business systems.
Can Qtell help Sales decide which leads to focus on?
Yes.
Qtell can use relevant customer and business signals from connected systems to help identify leads and opportunities that need attention.
Where historical sales outcomes are available, previous conversion patterns can also be used.
Can Qtell identify sales activity that needs attention?
Yes.
Qtell can monitor defined conditions such as opportunities with no recent activity, enquiries awaiting follow-up or other sales conditions the business wants to track.
Can Qtell assign follow-up?
Yes.
Qtell can route alerts and assignments to the appropriate person or team.
Where the connected system supports write-back, Qtell can also carry out permitted actions in that system.
Can Qtell update our CRM?
Where the CRM supports the required write-back, yes.
If the CRM does not allow that action, Qtell cannot write the change back into it.
Can we analyse previous wins and losses?
Yes, where the relevant historical sales data is available.
Qtell can analyse previous outcomes using customer, opportunity and other relevant information available across connected systems.
Can Qtell support sales forecasting?
Yes, where the historical information needed for the analysis is available.
Qtell can use current sales information together with previous conversion and sales outcomes to support forecasting.
Can different salespeople have different access?
Yes.
Access follows the permissions set for each person while sales and customer definitions remain consistent.
Can Sales keep using its existing CRM?
Yes.
Qtell works with the sales and customer systems already in use.
Where a connected system supports write-back, permitted actions can also be sent back to it.
Can Sales use ChatGPT, Claude or Copilot with Qtell?
Yes.
When an AI application needs business information, it can ask Qtell. Qtell applies the same definitions, permissions and business context before returning the answer.
GET STARTED
Give Sales a wider view of every customer
Bring customer and sales information together, identify where attention is needed and keep follow-up moving across the team.
Start with Qtell →