How Virtual Sales Engineers Boost Productivity

Pre-sales teams and solutions teams have a hard job. It gets even harder when you get pulled away from your day-to-day tasks to answer questions—questions from your sales org, prospects, customers, or even RFPs and technical questionnaires.

In this demo, we explore how a virtual sales engineer can help automate this experience:

Automating RFP and Questionnaire Responses
With 1up, companies have deployed RFP and questionnaire automation at scale. You simply upload the questionnaire, and 1up extracts and answers all the questions for you, saving hours and generating hundreds of answers quickly. This prevents distractions from day-to-day tasks. SE teams love this because it eliminates one of the most distracting aspects of their jobs.

Providing Real-time Answers
Taking it a step further, a virtual sales engineer can automate responses to questions from teammates in Slack or Microsoft Teams. For example, a specific question like “How do I set up SAML connectors in the control center?” can be answered by 1up directly, referencing its sources and directing the user to learn more. This provides frontline support for internal questions, allowing SEs and solutions engineers to focus on customers. Even if reps aren’t using 1up directly, they can get answers in Slack, Microsoft Teams, or Google Chat. For instance, a rep might ask, “How do I connect to an Okta OIDC plugin?” 1up provides a response from trusted sources connected by the SE team, ensuring accuracy and reliability.

Ensuring Trusted Sources
The SE team ensures that responses come from trusted sources like product documentation and internally connected materials, avoiding any inaccuracies. This means no hallucinations or guessed answers, only accurate and on-point responses.

Enhancing Team Productivity
With 1up, deploying a virtual sales engineer means giving your team the knowledge and answers they need to win deals and respond to customers without getting distracted. This increases productivity, giving SEs more time to focus on closing customers and getting them up and running.

If you want to give it a shot, hit the trial button. You’ll be up and running in minutes, and the virtual sales engineer will be deployed in your company the same day. Good luck!

Want to deploy your own digital sales engineer? Try 1up for Free.