Sales with Remy
Use Remy to organize prospects, outreach drafts, approvals, demos, and sales learning.
Remy leads Sales. Use Remy to organize prospect work, draft outreach, prepare demos, and learn from sales decisions.
Set Remy up#
Complete Remy's guided setup with the customers you sell to, your sales playbook, and any CRM choice shown. Review the setup before you activate the department.
Keep approved positioning, qualification rules, and objections in Remy's Memory and Playbook.
Common work#
Remy's workspace can include:
- Prospects and Pipeline
- Outreach drafts
- Demos
- Approvals
- Analytics
- Objection Library
- Playbook
- Digest and Reports
- Integrations, Memory, and Settings
Prepare prospect work#
Give Remy the target customer, qualification rules, offer, region, and exclusions. Ask Remy to show the evidence behind a qualification or recommendation.
Do not use guessed personal details as facts. Check contact and company data before external use.
Draft outreach#
State the audience, purpose, tone, sender, and call to action. Ask for drafts first.
Before approval, check:
- Recipient and company
- Personalization facts
- Sender identity
- Claims and pricing
- Links and attachments
- Consent, suppression, and local outreach rules
Your organization is responsible for lawful outreach and its contact lists.
Review approvals#
Use Remy's Approvals view or the main Inbox. Approve only the exact message and recipient shown. Reject or request a revision with a clear reason.
An approval does not guarantee delivery. Check the resulting status and any provider error.
Improve the playbook#
Record tested objections, approved answers, qualification rules, and important decisions. Remove old guidance when the offer or market changes.
Manage Remy#
Use Remy's Settings for available autonomy and pause controls. Use the global department settings for activation, naming, instructions, and setup reset.