AI Transformation
Preparing Your AI Experience
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Transform commercial revenue execution with sub-30-second inbound lead qualification, real-time CRM hygiene, automated deal room telemetry, and conversational proposal generation.
Traditional departmental execution suffers from high manual latency, data transcription errors, and rising overhead costs.
B2B buyers evaluate multiple vendors simultaneously. Reaching out hours after form submission results in up to 80% drop in qualification rates.
Millions in squandered paid media spend and lost enterprise opportunities.
Sales representatives spend over 35% of their working week updating deal stages, logging meeting notes, and manually creating contact records.
Inaccurate sales forecasting, blind leadership decisions, and misallocated quotas.
Custom technical proposals and security questionnaires require days of cross-team coordination between sales engineering and product teams.
Delayed contract cycles and lost deal momentum against faster competitors.
Grounded on enterprise RAG, private VPC LLMs, deterministic API tool execution, and continuous telemetry.
Instantly cross-references incoming company domains against real-time firmographic data, tech stacks, and hiring telemetry to score fit before routing.
Engages prospects across WhatsApp, email, and web chat to answer complex product inquiries, verify buying authority, and schedule demos.
Extracts action items, competitor mentions, pricing pushbacks, and sentiment from sales call recordings without human note-taking.
Synthesizes company collateral, compliance certifications, and pricing matrices to generate personalized commercial proposals and RFP responses.
Proven operational use cases deployed across enterprise departments with verified efficiency gains.
Enterprise prospects drop off when response times exceed 10 minutes.
Conversational AI agent contacts leads instantly via WhatsApp and Email, answers questions, checks calendar availability, and confirms bookings.
3.5x increase in qualified discovery meetings held.
Reps forget key customer objections and fail to log next steps in Salesforce.
Voice AI transcribes calls, isolates customer commitments, scores rep methodology, and syncs fields directly to CRM Opportunities.
12 hours saved per rep per week with 100% CRM data fidelity.
Responding to 50-page RFPs delays sales momentum by weeks.
RAG engine searches past approved RFPs, compliance databases, and technical docs to auto-fill answers with confidence ratings.
85% faster RFP turnaround time with zero compliance errors.
Autonomous cognitive workers operating 24/7 with deterministic tool calling and strict guardrails.
Monitors website and WhatsApp leads 24/7, qualifies intent against BANT/MEDDPICC criteria, and books AE meetings.
Audits active pipeline stages, flags deals stalling without next steps, and drafts personalized re-engagement cadences.
End-to-end telemetry from initial event trigger to final ERP ledger and CRM synchronization.
Inbound submission received via form, WhatsApp, or ad platform.
Agent enriches domain data and calculates fit score.
AI initiates conversation via WhatsApp or email within 30 seconds.
Agent schedules demo directly on AE calendar upon qualification.
Full transcript and Opportunity record committed to CRM; Slack alert sent to AE.
Clear answers on security, VPC hosting, ERP middleware, and implementation timelines.
Our agents operate with strict deterministic boundaries and grounded retrieval over verified company pricing, SLAs, and technical documentation. Questions outside verified boundaries trigger an instant warm handoff to a human account executive.
Yes. In addition to standard Salesforce and HubSpot connectors, Fortiv provides custom REST/GraphQL middleware to interface with proprietary ERPs and legacy databases.
Book a confidential 45-minute AI strategy consultation with our senior enterprise architects. We’ll analyze your operations, audit workflow bottlenecks, and deliver a zero-obligation transformation roadmap.
Strict NDA & security protocol standard · 40+ enterprises served