Before a first customer meeting
Build the account picture and understand what matters right now.
Briefing Agent
Prepare for customer meetings without hours of digging.
Before the call, ask Genow for the account: what you sold them, which solutions are in place, who decides, who else is bidding, and what has happened since you last spoke. One request, one briefing.
The briefing is ready before you set off.
Without Genow
Two thirds of reps say there is no time for proper research. You skim the CRM in the car park, guess at the installed base, and find out in the room that a colleague quoted this customer six weeks ago.
With Genow
You ask before you leave, and the briefing comes back. Account, installed base, people, competition and every open item, from your own systems plus public sources, on one page instead of six open tabs.
Prepared for every customer conversation.
Typical situations where a complete briefing decides whether the conversation turns into an order.
Before an upsell or renewal
See installed products, open opportunities and relevant changes.
Before an executive meeting
Identify key people, relationships, priorities and risks.
After a long account gap
Understand what changed since your last interaction.
From account to briefing in four steps.
No manual hunting across CRM, documents and old notes. The agent assembles the context and prioritizes what matters.
- 01
Select the account
Choose the customer, or point Genow at an upcoming meeting.
- 02
The agent assembles the context
CRM history, installed products, opportunities, contacts and internal knowledge are brought together.
- 03
External signals are added
Relevant company, market and competitive developments complete the picture.
- 04
Get your briefing
The important changes, risks, opportunities and questions are prioritized for you.
A complete account briefing before every customer meeting.
The whole account, read and put in order for you: what changed, who decides and what to ask, with the source behind every line.
Account snapshot
Family-owned plant engineering firm, 640 staff, two sites. Visibly investing in process technology since 2025. Your customer since 2019, last order in spring 2024, quiet ever since.
CRM · annual report 2025In the room: you know the scale and the history before anyone has to explain them.
What’s changed
Three things: a new plant in Czechia announced, a new head of maintenance at the southern site, and a quote a colleague sent on 12 June that nobody ever answered.
Press release, 3 days ago · CRMIn the room: you talk about what is new, not about what you both already know.
People & relationships
Your champion in engineering is still there and backed you in 2024. The new head of maintenance has a vote and came from a competitor. Procurement is consolidating suppliers right now.
CRM contact history · public profilesIn the room: you know who you have to win and who you cannot afford to lose.
Installed base
Eleven of your valve terminals across two lines, installed in 2019 and 2021. Two assemblies are dropping out of the spare-parts window, and one line has not been moved to the current standard.
ERP · service historyIn the room: the reason to talk is already there; you only have to name it.
Opportunities & risks
The new plant brings back the need behind the open 2024 quote. At the same time a competitor has a foot in the door at the northern site, and a complaint from March is still not closed.
CRM · quote 2024-1187 · service casesIn the room: no surprise that you hear from the customer first.
Questions to ask
Which line at the new plant gets built first? Who owns the specification there? And what was missing in 2024 for that quote to become an order?
Derived from installed base, history and triggerIn the room: you lead the conversation instead of working through standard questions.
- One request instead of six systems.
- Knows your installed base and your terminology.
- No surprises in the room.
- Hands the context to the next agent.
What changed since you last spoke, at a glance.
The Briefing Agent connects the history with everything that happened since. So the briefing starts with the change, not with what you already knew.
Last meeting 10 April
Quote from a colleague 12 June
New plant announced 6 August
New decision-maker 11 August
Your meeting 20 August
Genow sums it up
The June quote is unanswered, the new head of maintenance came from a competitor, and the announced plant matches exactly this need. Order for the conversation: plant, person, quote.
Your own record first, the web only to complete it.
Genow starts in your own customer data, then fills what is missing from public sources.
CRM history
Every deal, quote and conversation on record, including the ones a colleague had.
Installed base
What is running on site, since when, and what is coming up for replacement.
Decision-makers
Who signs, who blocks, who has changed roles since your last visit.
Competitive situation
Who else is bidding, what they lead with, and where they are weak on this spec.
Public signals
Expansion news, tenders, plant investments, leadership changes: the reasons to call now.
Open items
Unanswered quotes, service cases, complaints: the things you must not be surprised by.
Every agent works on the same verified knowledge base.
The Briefing Agent is not a separate tool with its own data. It works on the same company context, the same connections and the same permissions as all the others.
Genow Context Engine
Understands your products, customers, terminology and the relationships between them.
Connected systems
CRM, ERP, PIM, documents, mailboxes and file shares, wherever they live.
External research
Current market, company and competitive information, where it is needed.
Permissions and sources
Every result respects access rights and shows what it was built from.
An agent for every step of the sales process.
- 01 Briefing Agent You are here
- 02 Research Agent Research, competitive positioning and customer-specific messaging.
- 03 Configuration Agent Needs analysis, product matching and configuration.
- 04 Proposal Agent Quotes, RFP responses and presentations in your own templates.
- 05 CRM Agent Meeting notes, next steps and CRM updates.
Free live demo
See how Genow makes complex sales work easier.
In a free live demo, we show you how Genow helps your team find the right products, prepare deals, and create tailored sales materials.