Team Kit
Oi gives sales teams a connected crew of AI contexts, workflows, and guardrails that reads Zoho CRM and Gong calls to flag renewal risk early and draft tailored outreach — grounded in approved data, with no pricing commitments.
Compile CRM notes, prior calls, and usage into a renewal brief with risks and talking points.
Surface winning responses to common objections from past closed-won calls.
Outputs must be grounded in connected CRM and call data — no invented account facts.
Blocks promises on pricing or discounts outside approved guardbands.
Flag at-risk renewals from CRM and call signals, then draft tailored outreach.
Follow up new and dormant leads with tailored outreach sequences driven by CRM activity.
ZohoApproved CRM access to Accounts and Opportunities in Zoho.
GongApproved call-intelligence and coaching access via Gong.
Microsoft TeamsApproved channel and chat posting through Teams MCP.
A revenue suite that surfaces renewal risk early and nurtures leads at speed — without committing to pricing or touching unapproved customer data.
Includes:
Read Zoho renewals and Gong call signals to flag at-risk accounts early and draft the tailored outreach to save them — before the renewal date, not after.
Follow up new and dormant leads with tailored sequences driven by CRM activity, so no enquiry goes cold waiting for a rep.
An approved-data guardrail keeps every claim tied to connected CRM and call data, and a pricing guardrail blocks commitments outside approved guardbands.
What drives the business: Revenue teams win or lose on two clocks: the renewal that quietly slips because no one saw the risk, and the lead that goes cold because follow-up was slow. A saved renewal is far cheaper than a new logo, and speed-to-lead decides most competitive deals. But the moment outreach invents an account fact or commits to pricing outside guardbands, trust and margin both take the hit — so everything has to run from connected CRM and call data, inside approved limits.
Inside the kit
The Account Renewal Brief and Renewal Risk Sweep surface churn before the date, Lead Nurture and Post-Call Follow-Up keep every opportunity warm through Gong and Gmail, and the approved-data and pricing guardrails keep outreach grounded and in-bounds — so the two clocks that decide revenue both run in your favour.
Contexts
Compile CRM notes, prior calls, and usage into a renewal brief with risks and talking points.
Surface winning responses to common objections from past closed-won calls.
Compiles account history, prior calls, and open opportunities from Zoho and Gong into a briefing sheet, so reps walk into every call prepared.
Reads Zoho stages and Gong engagement to flag stalled deals, missing next steps, and forecast risk across the pipeline.
Workflows
Flag at-risk renewals from CRM and call signals, then draft tailored outreach.
Follow up new and dormant leads with tailored outreach sequences driven by CRM activity.
Gong call wraps → key points and commitments extracted → a tailored follow-up drafted and the CRM next step logged in Zoho.
Guardrails
Outputs must be grounded in connected CRM and call data — no invented account facts.
Blocks promises on pricing or discounts outside approved guardbands.
Respects opt-outs and contact preferences from the CRM, so outreach only ever reaches contacts who've agreed to hear from you.
The numbers it moves
At-risk accounts flagged before the date.
No enquiry left to go cold.
Every call briefed from CRM and call data.
Grounded in approved data, no pricing commitments.
Connects to
ZohoCRM Accounts and Opportunities in Zoho — the pipeline and renewal data behind every brief.
GongCall intelligence and coaching via Gong — the signal that reveals risk and winning plays.
Microsoft TeamsChannel and chat posting through Teams MCP to alert reps and route the next step.
Google WorkspaceGmail to send nurture and renewal outreach and Calendar to book the next call — the step that turns a draft into a conversation.
Ready-made for Sales
Install the kit, connect your tools, and put every context, workflow, and guardrail to work — tailored to how your team actually operates.
