The product · in detail

How Salgence works, up close.

Three sections cover the substance: what runs after Closed Won that a CRM doesn't, what Salgent actually does across the pipeline, and how a real trial gets set up in minutes with no consultant.

See it in 2 minutes

A real deal, from Proposal to Post-Sales — narrated.

The half most tools miss

Four stages that only start when the contract is signed.

In technical and industrial sales, the deal isn't the delivery. Between a signed contract and a satisfied customer sits a trial, an order, a shipment, an installation, a commissioning, and eventually a renewal — none of which a traditional CRM was built to run.

STAGE 05

Trial & Pilot

Only for deals that need one — decided once, at Proposal. Salgent drafts a feasibility read from what Qualification already knows about the site, and compares real update reports against the KPIs everyone agreed to.

Real, not simulated. Salgent flags trends against the target — it never invents trial data on its own.

STAGE 06

Order Processing

The order is built automatically from the executed contract — no re-typing. Finance and Operations validate against today's capacity and billing reality, not against the contract itself (it always matches, it was built from it).

Revenue timing, not just status. A production delay is stated as a specific dollar figure tied to a specific quarter, not a generic "behind schedule."

STAGE 07

Delivery

Site readiness, delivery, installation, commissioning — one consistent progress bar for both a ship-only order and a fully installed system, skipping what genuinely doesn't apply. Commissioning captures structured test results, not a PDF.

The commissioning baseline is kept. Months later, Support can check whether today's reading was always marginal or has degraded since install.

STAGE 08

Post-Sales

Not a helpdesk. Salgence compares the original proposal against the executed contract and surfaces specific named items that never made it in — real upsell candidates, not vague "check in with this account" reminders.

Renewal timing is honest. Warranty end becomes the dated reason for a conversation. This is industrial equipment — there's no auto-renewal to pretend at.

AI · Reserved for Salgent

Grounded in your methodology. Grounded in your history.

A persistent panel on every screen, powered by GPT-4o mini and grounded in two real sources: Salgence's own sales methodology, and — strictly per-tenant, never crossing between them — the deals in your own account's history.

Four capabilities · one panel

Every deal, Salgent surfaces the same four things: a probability, a specific risk, a named next action, and one line of strategic context.

Every panel below shows two things side by side: what a generic AI feature would say for the same moment in a deal, and what Salgent actually says because it has the deal record, the dossier, and every prior deal in your tenant's history to draw from.

Company and deal names shown are illustrative. Any real tenant's data is strictly isolated.

STAGE 02 · QUALIFICATIONWin probability
?
Generic AIDeal looks promising. Continue tracking.
S
Salgent68% win probability — BANT complete, Engineering verdict Compatible, Ops feasible-with-constraints. The constraint is what's pulling this down from ~80%: Corvarra Hydraulics asked for a 6-week install window and your average for a comparable pump system is 9.2 weeks.
STAGE 05 · TRIAL & PILOTRisk alert
!
Generic AITrial deal at risk. Follow up with customer.
S
SalgentWeek 3 monitoring update for Fenroy Energy · Custom Valve Assembly reports 92% uptime — inside spec, but the agreed KPI is ≥95% and this is the second consecutive week under target. If Week 4 doesn't recover, Go/No-Go becomes a real conversation.
STAGE 06 · ORDER PROCESSINGNext best action
Generic AIFollow up on delayed order. Check in with the customer.
S
SalgentProduction for Offshore Pump System · Corvarra Hydraulics is now 17 days past the committed delivery date. That puts $420,000 of forecast at risk in Q3. Call the customer before the milestone-2 invoice date, not after — Finance is holding it pending your update.
STAGE 08 · POST-SALESStrategic insight
i
Generic AIConsider reaching out to this customer about additional services.
S
SalgentOriginal proposal to Fenroy Energy included a 2-year service contract ($64K) that was cut in negotiation. Warranty on the delivered valve assembly ends in 73 days. Both are on the same account — this is one renewal conversation, not two follow-ups.
The flagship draft

The full 10-section proposal, written from your Dossier the moment routing is approved.

The rep never sees a blank page. Salgent takes the locked Qualification Dossier, your Credentials Library, and — if you have one — your own template, and writes every section of the proposal in a single pass. Contributors then review and refine only what's theirs.

Executive SummaryCustomer RequirementsTechnical SolutionDelivery PlanCommercial TermsROILegal TermsCredentials

And here's what else Salgent does across the pipeline.

Nine more capabilities across the eight stages — drafting the paperwork nobody wants to write, surfacing signals a human would miss, and framing the next strategic move with real reasoning.

D
Drafting
STAGE 05 · TRIALTrial feasibility brief drafted from Qualification's own site notes — flagging real risk like a contractual uptime target against a known site gap.
STAGE 06 · ORDERPayment milestones pulled straight from the executed contract, ready for Finance to adjust — never re-typed by hand.
STAGE 07 · DELIVERYTraining checklist tailored to what was actually installed, read from the contract's own scope — not a generic template.
S
Signal
STAGE 03 · PROPOSALContributor bottleneck detection across every deal in flight — surfaces which department is holding up the most work, by name.
STAGE 06 · ORDERProduction delays as $ at risk + quarter — a specific figure Finance and Sales can act on, not "behind schedule."
STAGE 07 · DELIVERYCommissioning results at their spec limit flagged as an early warning — never a silent pass on borderline data.
T
Strategy
STAGE 01 · LEAD GENRep assignment suggestions weighing current workload against expertise fit — the manager confirms, doesn't guess.
STAGE 02 · QUALIFICATIONRouting recommendation — proceed, nurture, disqualify, or trial-required — with named reasoning drawn from the Dossier.
STAGE 08 · POST-SALESWhitespace & renewal candidates — items cut in negotiation surfaced later, alongside warranty-end reminders, in one prioritized list.
Without a consultant

A trial you can start yourself — with Salgent filling in the blanks.

No consulting engagement to schedule, no configuration workshops. A guided setup provisions a real, working workspace — seeded with realistic sample deals so you see the product running immediately, not a blank screen.

Salgent suggests. You accept, override, or ignore.

Rather than a blank form, Salgent proposes real starting answers throughout the nine setup steps — based on the industry you describe in step one. A starting sales team sized to your company, what your pipeline stages typically look like for a business like yours, likely customers and competitors, sensible approval thresholds, lead-scoring weights tuned to your industry.

Every suggestion is shown clearly as a suggestion, never a finished answer. Nothing becomes part of your real setup until you choose to accept it. And once the last step is complete, the trial starts immediately — with a first-login walkthrough that narrates a tour through all 8 real stages using your own seeded deals.

01Company profileSalgent
02Sales teamSalgent
03Pipeline stagesSalgent
04Ideal customerSalgent
05Product & marketSalgent
06Approval thresholdsSalgent
07Lead scoringSalgent
08IntegrationsSalgent
09Review & launchSalgent
Early access

Run one real deal through Salgence.

A guided trial with sample data seeded to your industry, or bring your own. No consultant required, no long implementation.

We reply within one business day. Access is currently limited while we onboard early customers.