Solutions for Every Team

Role-specific automation solutions designed to address the unique challenges and opportunities of your team.

Sales Teams

Transform your sales teams workflow with intelligent automation designed specifically for your team's needs.

Current Pain Points

Challenges your team faces today

  • Manual follow-ups consume 40% of sales time
  • Inconsistent pipeline hygiene leads to lost deals
  • Personalized outreach doesn't scale
  • Lead scoring and qualification is subjective
  • Complex sales methodologies (MEDDIC, BANT) are hard to enforce
  • Funnel visibility gaps between stages

With WorkHQ

Outcomes you'll achieve

  • Complete funnel coverage from prospecting to closing
  • MEDDIC, BANT, and custom methodology enforcement
  • Automated personalized email sequences
  • Intelligent lead scoring and prioritization
  • Pipeline hygiene automation across all stages
  • Real-time deal health monitoring
  • One-click video calls with prospects
  • Meeting recording and follow-up automation
  • Renewal and expansion automation

Sample WFX Playbooks

Top Funnel: Prospecting & Cold Outreach

Automated workflow designed specifically for sales teams teams

Mid Funnel: MEDDIC Discovery Process

Automated workflow designed specifically for sales teams teams

Bottom Funnel: Proposal & Closing

Automated workflow designed specifically for sales teams teams

Custom Methodology Implementation

Automated workflow designed specifically for sales teams teams

Renewal & Expansion Workflows

Automated workflow designed specifically for sales teams teams

Unified Communication Features

Video Calling

One-click video calls with meeting recording and analytics

Voice Integration

Seamless voice calls with CRM integration and call analytics

Video Messaging

Rich video messages with transcription and response tracking

Document Sharing

Smart document upload, sharing, and collaboration tools

Meeting Analytics

AI-powered transcription, sentiment analysis, and insights

Smart Scheduling

AI-powered meeting scheduling with conflict resolution

Complete Sales Funnel Coverage

WorkHQ supports the entire sales process, from top-of-funnel prospecting through mid-funnel qualification to bottom-of-funnel closing. Codify MEDDIC, BANT, or your own custom methodology directly into WFX playbooks.

T

Top of Funnel

Prospecting, cold outreach, lead qualification

  • • Automated prospecting sequences
  • • Personalized cold outreach
  • • Lead scoring & prioritization
M

Mid Funnel

Discovery, qualification, MEDDIC/BANT processes

  • • MEDDIC methodology enforcement
  • • Discovery question automation
  • • Qualification workflows
B

Bottom Funnel

Proposal, closing, renewal & expansion

  • • Automated proposal generation
  • • Closing sequence automation
  • • Renewal & expansion workflows

Expected Results

Increase lead conversion by 35%

Reduce time-to-close by 25%

Improve pipeline velocity by 40%

Boost meeting show-up rates by 50%

Enhance methodology compliance by 60%

Accelerate funnel progression by 30%

Ready to transform your team's workflow?

Schedule a personalized demo to see how WorkHQ can address your team's specific challenges