Your 24/7 AI Technical SME for Consultative B2B Sales
Empower your field sales team with an on-demand technical subject matter expert. Expertly sits on the shoulder of every sales representative during live client meetings, delivering instant technical answers, competitive comparisons, and product collateral via call or text.
The Challenge with Complex B2B Sales
In technical industries, slow answers kill high-value deals.
Information Overload
Sales reps struggle to memorize hundreds of technical SKUs, complex engineering specifications, and multi-page product catalogs.
Delayed Responses
When prospects ask in-depth technical questions, reps must consult back-office engineers, delaying deal momentum by days or weeks.
Wasted Preparation Time
Reps spend up to 27% of their workday searching for collateral and technical specs instead of actively selling.
Inconsistent Knowledge
Junior or newly onboarded sales engineers often lose deals due to simple knowledge gaps during high-stakes client meetings.
How Expertly Works
Expertly acts as your real-time sales co-pilot, supporting reps directly while they are in front of prospective buyers.
Live Call in Progress
A field sales representative is on a call or in an in-person meeting with a prospect and needs immediate technical clarification.
Rep Pings the Bot
The rep contacts Expertly through an instant phone call or text message.
Real-Time Technical Assist
The AI subject matter expert immediately delivers exact product specifications, competitor differentiators, case studies, and application guides.
CRM & Manager Loop
The interaction and technical questions are automatically logged in the CRM, alerting the sales manager to next steps.
Real-World Impact: Engineering Firm
The Problem: An engineering firm sold over 3,000 types of electrodes using a 200+ page catalog, causing new sales engineers to struggle with spec questions and lose deals.
The Solution: Expertly was deployed as an always-on assistant that sales engineers could query on the fly while with prospects.
The Result: Reps provided instant technical accuracy, eliminating delays and driving significantly higher consultative conversion rates.
Delivery Channels & Technical Integrations
Seamlessly integrates into your sales workflows and communication tools.
| Channel / Feature | Availability |
|---|---|
| Inbound Voice Calling | Included |
| Outbound Voice Calling | Included |
| SMS / Text Messaging | Included |
| Automated Email Follow-Up | Included |
| 24/7/365 On-Call Coverage | Included (For every field representative) |
| CRM Integration | Optional add-on (Syncs queries and interaction data) |
| WhatsApp Messaging | Optional add-on |
Frequently Asked Questions
How does a sales rep use Expertly during a meeting?
A rep can discreetly text a question or step aside for a quick inbound phone call with the bot. Expertly understands natural-language technical queries and returns concise, accurate answers and collateral within seconds.
Where does Expertly get its technical knowledge?
Expertly is trained directly on your company's existing engineering spec sheets, technical manuals, product catalogs, competitor battle cards, and application case studies.
Can Expertly share documents directly with prospects?
Yes. During or immediately after the query, Expertly can deliver technical brochures, case studies, and spec PDFs via email or messaging channels.
Does Expertly integrate with our sales management workflow?
Yes. Expertly logs the queries asked by reps into your CRM, giving sales managers clear visibility into common prospect concerns and knowledge trends across the team.
Can new or non-technical sales reps rely on this tool?
Expertly is specifically designed to bridge the gap for newer reps and non-technical sellers, giving them the confidence to conduct technical consultative sales without needing a senior engineer present.
