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Success story.

Commercial PMO Agent: Productivity Optimization and Lead Tracking

Virtual PMO agent for the sales team, focused on proactively tracking leads and tasks in the CRM. Assists with scheduling, reminders, and delivering strategic reports to the CCO.

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We take on any challenge

At Zenta there are no obstacles we cannot overcome.

  • Challenge

    Reduce the administrative burden on the sales team and ensure consistent tracking of open, stalled, or outdated leads to improve pipeline accuracy and executive reporting.

  • Solution

    Implementation of an LLM integrated with the CRM and communication channels. Automated PMO tracking workflows were defined, and a CCO Reporting module was designed to extract strategic insights in real time for decision-making.

Results from our management

  • 14 horas semanales liberadas del equipo de ventas, con +19% de productividad.

  • Brecha entre forecast y ventas reales reducida en 7 p.p.

  • +12 p.p. de precisión en la reportería.

  • +21 p.p. de actualización del CRM gracias a las alertas proactivas del agente.