NebusAI Sales CRM
B2B sales CRM for managing the complete customer acquisition lifecycle from lead to onboarding.
Overview
The NebusAI Sales CRM manages the B2B sales process for Olympus Cloud, tracking leads from initial interest through onboarding and ongoing customer success. Integrated with Minerva AI for intelligent automation.
Lead Management
Lead Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ LEADS 245 Total │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 🔍 Search leads... [Source ▼] [Score ▼] [Status ▼] │
│ │
│ HOT LEADS (Score 80+) │
│ ─────────────────────────────────────────────────────────── │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🔥 Tony's Italian Kitchen Score: 92/100 │ │
│ │ San Francisco • 3 locations • Full-Service │ │
│ │ Source: Demo Request • Assigned: Sarah M. │ │
│ │ Last Activity: Viewed pricing page (2 hrs ago) │ │
│ │ [Call] [Email] [Convert to Deal] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🔥 Burger House Group Score: 87/100 │ │
│ │ Phoenix • 8 locations • QSR │ │
│ │ Source: Referral • Assigned: Mike T. │ │
│ │ Last Activity: Downloaded ROI calculator (1 day) │ │
│ │ [Call] [Email] [Convert to Deal] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ RECENT LEADS │
│ ─────────────────────────────────────────────────────────── │
│ Maria's Tacos Score: 65 Demo request Today │
│ Coffee Corner Score: 58 Website visit Today │
│ The Steakhouse Score: 72 Referral Yesterday │
│ │
└─────────────────────────────────────────────────────────────────┘
Lead Sources
| Source | Volume | Conversion Rate | Cost per Lead |
|---|---|---|---|
| Demo Request | 35% | 28% | $45 |
| Website Form | 25% | 15% | $32 |
| Referral | 15% | 42% | $0 |
| Paid Ads | 20% | 12% | $68 |
| Events | 5% | 35% | $125 |
AI Lead Scoring
Leads are automatically scored based on:
| Factor | Weight | Signals |
|---|---|---|
| Fit Score | 40% | Restaurant type, size, location |
| Engagement | 30% | Website visits, email opens, downloads |
| Intent | 20% | Demo requests, pricing page views |
| Timing | 10% | Recent activity, urgency signals |
Lead Routing
| Criteria | Assignment |
|---|---|
| Enterprise (10+ locations) | Enterprise team |
| Multi-location (3-9) | Senior AE |
| Single location | Inside sales |
| Geographic territory | Regional rep |
Pipeline Management
Visual Pipeline
┌─────────────────────────────────────────────────────────────────┐
│ PIPELINE $2.4M Total Value │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Lead Qualified Demo Proposal Negotiation │
│ $245K $445K $680K $540K $490K │
│ ───────── ───────── ───────── ───────── ───────── │
│ │ Tony's │ │ Burger │ │ Pizza │ │ Sushi │ │ Cafe │ │
│ │ $45K │ │ $120K │ │ $85K │ │ $95K │ │ $125K │ │
│ │ │ │ │ │ │ │ │ │ │ │
│ │ Maria's │ │ Coffee │ │ BBQ │ │ Thai │ │ Deli │ │
│ │ $28K │ │ $65K │ │ $72K │ │ $68K │ │ $85K │ │
│ │ │ │ │ │ │ │ │ │ │ │
│ │ Steak │ │ Taco │ │ Wings │ │ Ramen │ │ │ │
│ │ $52K │ │ $48K │ │ $58K │ │ $42K │ │ │ │
│ │ │ │ │ │ │ │ │ │ │ │
│ └─────────┘ └────────┘ └────────┘ └────────┘ └────────┘ │
│ │
│ CLOSED THIS MONTH │
│ Won: $180K (12 deals) Lost: $45K (3 deals) Rate: 80% │
│ │
└─────────────────────────────────────────────────────────────────┘
Pipeline Stages
| Stage | Definition | Exit Criteria |
|---|---|---|
| Lead | Initial contact | Qualified fit |
| Qualified | Fit confirmed | Demo scheduled |
| Demo | Product shown | Interest confirmed |
| Proposal | Pricing sent | Review complete |
| Negotiation | Terms discussed | Agreement reached |
| Closed Won | Contract signed | Onboarding started |
| Closed Lost | Opportunity lost | Reason captured |
Deal Probability
| Stage | Default % | Weighted Value |
|---|---|---|
| Lead | 10% | $24.5K |
| Qualified | 25% | $111K |
| Demo | 50% | $340K |
| Proposal | 75% | $405K |
| Negotiation | 90% | $441K |
Deal Details
Deal Record
┌─────────────────────────────────────────────────────────────────┐
│ DEAL: Tony's Italian Kitchen Value: $45,000 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ DETAILS CONTACTS │
│ ────────── ────────── │
│ Stage: Demo Scheduled Tony Rossi (Owner) │
│ Close Date: Feb 15, 2026 tony@tonysitalian.com │
│ Probability: 50% (555) 123-4567 │
│ Owner: Sarah Martinez │
│ Lisa Chen (Operations Mgr) │
│ BUSINESS INFO lisa@tonysitalian.com │
│ ────────── (555) 234-5678 │
│ Type: Full-Service │
│ Locations: 3 │
│ Avg Check: $45 COMPETITION │
│ Current POS: Toast ────────── │
│ Monthly Revenue: ~$180K Also evaluating: │
│ • TouchBistro │
│ • Revel │
│ TIMELINE │
│ ────────── │
│ Jan 15: Lead created (demo request) │
│ Jan 16: Qualification call (45 min) - Strong fit │
│ Jan 17: Sent comparison vs Toast │
│ Jan 18: Demo scheduled for Jan 22 │
│ │
│ NOTES │
│ ────────── │
│ Pain points: Toast fees too high, lacks multi-location │
│ reporting. Looking for better inventory tracking. │
│ Decision maker is Tony, Lisa will be primary user. │
│ │
│ AI INSIGHTS │
│ ────────── │
│ 💡 High fit score (92) - similar to 3 recently won deals │
│ 💡 Competitor Toast - emphasize 40% fee reduction │
│ 💡 Multi-location pain - demo centralized reporting │
│ │
│ [Schedule Demo] [Send Email] [Add Note] [Update Stage] │
│ │
└─────────────────────────────────────────────────────────────────┘
Sales Automation
Email Sequences
Automated outreach sequences:
| Sequence | Trigger | Steps | Conversion |
|---|---|---|---|
| New Lead | Lead created | 5 emails over 14 days | 18% |
| Post-Demo | Demo completed | 3 emails over 7 days | 42% |
| Proposal Follow-up | Proposal sent | 4 emails over 10 days | 65% |
| Win-Back | Lost >90 days | 3 emails over 30 days | 8% |
Task Automation
| Trigger | Action |
|---|---|
| New hot lead | Create call task for owner |
| Demo scheduled | Create prep task |
| Proposal sent | Create follow-up task |
| No activity 3 days | Alert owner |
| Deal stale 7 days | Manager alert |
Meeting Scheduling
Integrated calendar scheduling:
- Send Calendly/Book link
- Prospect self-schedules
- Auto-creates deal activity
- Sends confirmation and reminders
- Logs meeting notes post-call
Customer Onboarding
Won Deal to Tenant
Onboarding Checklist
| Step | Owner | Target |
|---|---|---|
| Account Setup | System | Day 0 |
| Welcome Call | CS | Day 1 |
| Menu Import | Customer | Day 1-3 |
| Staff Training | CS | Day 3-5 |
| Hardware Setup | Customer | Day 5-7 |
| Test Transactions | CS | Day 7 |
| Go-Live | CS | Day 7-14 |
Handoff to Customer Success
| Info Transferred |
|---|
| Deal notes and pain points |
| Key contacts and roles |
| Implementation requirements |
| Custom pricing/terms |
| Competitor replaced |
Analytics & Reporting
Sales Dashboard
┌─────────────────────────────────────────────────────────────────┐
│ SALES DASHBOARD January │
├─────────────────────────────────────────────────────────────────┤
│ │
│ QUOTA ATTAINMENT │
│ ─────────────────────────────────────────────────────────── │
│ Team: $180K / $250K 72% │
│ ████████████████████████████████████░░░░░░░░░░░░░░░░ │
│ │
│ Sarah M: $68K / $80K ████████████████████████░░░ 85% │
│ Mike T: $52K / $80K ██████████████████░░░░░░░░░ 65% │
│ Alex K: $42K / $60K ██████████████████████░░░░░ 70% │
│ Dana L: $18K / $30K ██████████████████░░░░░░░░░ 60% │
│ │
│ KEY METRICS │
│ ─────────────────────────────────────────────────────────── │
│ Deals Closed: 12 Avg Deal Size: $15,000 │
│ Win Rate: 42% Avg Cycle: 28 days │
│ Pipeline: $2.4M Forecast: $340K │
│ │
│ CONVERSION BY STAGE │
│ ─────────────────────────────────────────────────────────── │
│ Lead → Qualified: 45% │
│ Qualified → Demo: 68% │
│ Demo → Proposal: 52% │
│ Proposal → Won: 65% │
│ │
└─────────────────────────────────────────────────────────────────┘
Available Reports
| Report | Frequency | Audience |
|---|---|---|
| Pipeline Summary | Daily | Sales team |
| Forecast | Weekly | Leadership |
| Activity Report | Weekly | Managers |
| Win/Loss Analysis | Monthly | All |
| Lead Source ROI | Monthly | Marketing |
| Rep Performance | Monthly | Managers |
Minerva AI Integration
AI-Powered Features
| Feature | Description |
|---|---|
| Lead Scoring | Automatic scoring based on fit and intent |
| Email Drafts | AI-written personalized emails |
| Deal Insights | Similar deals, competitor intelligence |
| Next Best Action | Recommended follow-up actions |
| Conversation Intelligence | Call analysis and coaching |
| Forecast AI | ML-based revenue predictions |
Ask Minerva
- "What's the best time to call Tony's Italian?"
- "Draft a follow-up email after yesterday's demo"
- "Show me similar deals we won this quarter"
- "Why did we lose the Coffee Corner deal?"
- "What's our forecast looking like?"
API Integration
Create Lead
POST /api/v1/sales/leads
{
"company_name": "Tony's Italian Kitchen",
"contact_name": "Tony Rossi",
"email": "tony@tonysitalian.com",
"phone": "(555) 123-4567",
"source": "demo_request",
"restaurant_type": "full_service",
"location_count": 3
}
Update Deal Stage
PUT /api/v1/sales/deals/{id}/stage
{
"stage": "demo_scheduled",
"notes": "Demo scheduled for Jan 22 at 2pm"
}
Get Pipeline
GET /api/v1/sales/pipeline?owner=sarah
# Response
{
"total_value": 245000,
"weighted_value": 98500,
"deals_by_stage": {
"lead": {"count": 5, "value": 45000},
"qualified": {"count": 3, "value": 85000},
"demo": {"count": 2, "value": 68000}
}
}
Best Practices
- Update deals daily - Keep pipeline accurate
- Log all activities - Track every touchpoint
- Use sequences - Automate follow-ups
- Leverage AI - Let Minerva help
- Qualify ruthlessly - Don't waste time on bad fits
- Handoff cleanly - Set CS up for success
Related Documentation
- Minerva AI - Sales AI platform
- Sales Team Playbook - Sales processes
- Product Overview - Competitive positioning