Getting started with SalesOS

SalesOS Managed

1. Request a pilot and define the audience, offer and exclusions.
2. Agree scope, representative allocation, qualification, reporting, pricing and cancellation terms.
3. Approve scripts, calendars, data handling and the required legal review.
4. Accept your private portal invitation using the invited email address.
5. Review published reports and provide feedback on opportunities.

SalesOS Platform

1. Create an account, confirm your email and secure it with MFA.
2. Create a company, invite your team and prepare approved product knowledge.
3. Connect authorised prospecting, AI, telephony and calendar accounts.
4. Set policies, train callers and verify live workflows before launch.

Help and demonstrations

Request a Demo for the appropriate operating model. Examples shown on the public website are illustrative.