We provide the recipe. You build in your AI assistant.
Set up or improve your CRM in your AI assistant, with a RevOps consultant’s guidance.
Copilot + Five Dots“Help us stop losing demo requests between marketing and sales.”
Set an owner, a response time and a fallback for every request.
- Routing rulesDesign
- CRM workflowBuild
- Missed-lead checksTest
A recipe your team can actually build from.
We turn your sales process into clear CRM rules. Build them in your AI assistant with our guidance, from fields and stages to automations.
From recipe to working CRMHubSpot: no lead left waiting
- TRIGGERA target account requests a demo.
- ROUTEAssign the right sales rep.Route by region and create a follow-up task.
- ESCALATEStill marked New after an hour?Notify the sales manager.
OUTCOME+34%SQL conversion
Build it. Test it. Keep it useful.
- DESIGNAgree the process.
Stages, owners and success measures.
- BUILDWork in your AI assistant.
Follow the recipe, review each change.
- TESTTry the edge cases.
Use a sandbox before going live.
- IMPROVECheck the result.
Compare with your starting point.
Already have a CRM? Fix what slows you down.
Fix missing next steps, messy fields and broken handoffs. Five Dots helps you find the cause and build the fix.
Bring your CRM problemSalesforce: no missing next step
- WHENDeal moves to Proposal.
- RULENext Step is required.Block the save if it’s empty.
- TESTTest both paths.Try with and without a next step.
OUTCOME−23%Sales cycle
