Live Seller Assistant: CRM Sidekick for Real-Time Closures

Small advisory teams often lose momentum in live conversations because the right line or proof snippet isn’t available at the moment it matters. In this focused episode Bob interviews a CRM integration engineer and a seller who ran a compact, low-risk Live Seller Assistant pilot that surfaced one-line prompts, objection counters, and next-step scripts in a CRM sidebar in suggest-only mode. Listeners will get a practical blueprint: pick one in-call scenario, build a low-code read-draft-approve flow, size a 30-day pilot for ~20 calls, and track conservative success gates like Qualified→Pilot lift and adoption rate. The episode balances technical architecture (webhooks, sidebar vs extension, audit logs) with seller change management, compliance guardrails, and a short internal checklist listeners can use to run a safe pilot. Episode resources are framed as show materials and a downloadable pilot pack for listeners who want implementation templates and prompt recipes.