Tandem for sales

Give your salespeople their time back.

Tandem handles the repetitive research, CRM administration, qualification, follow-up and reporting work surrounding your sales process, so your people can spend more time having the conversations that move revenue forward.

Take the free Tandem AssessmentSee what Tandem can handle ↓

More selling. Less sales admin.

Human teamSalespersonHas the conversation
  1. New prospect
  2. HHunter researches
  3. PPiper qualifies
  4. ✓Human reviews
  5. SScout updates CRM
  6. AAmelia prepares context
  7. RReporter tracks pipeline

The sales admin problem

Your sales team was hired to sell.

So why are they spending so much time doing everything around selling?

Finding companiesDecision-maker researchChecking websitesUpdating CRMCopying notesQualifying leadsCreating tasksPreparing meetingsChasing follow-upsChecking pipelineProducing reports

Tandem is built to move more of that surrounding work off the salesperson's desk.

Salesperson's weekIllustrative example only

Selling38%

Research18%

CRM / Admin17%

Follow-up12%

Meeting preparation8%

Reporting7%

Before and with Tandem

A typical lead creates more work than it looks like.

Illustrative manual process

11 manual steps before a meaningful conversation

  1. Lead identified
  2. Search company website
  3. Find relevant contact
  4. Check CRM for duplicate
  5. Research company
  6. Determine relevance
  7. Create or update CRM
  8. Add notes
  9. Create next action
  10. Prepare outreach
  11. Remember to follow up
  12. Update pipeline
Now put Tandem around the process

The salesperson stays where they add the most value.

  1. HHunter researches company and buyer
  2. PPiper applies qualification rules
  3. ✓Human reviews recommendation
  4. SScout creates or updates CRM
  5. TTandem prepares next action
  6. →Salesperson starts the conversation

Specialists around the sale

Support before, during and after the conversation.

Hunter · Sales Researcher

Stop starting every prospect from a blank browser tab.

Hunter supports target-account research, company context, decision-maker research, ICP matching, buying signals, evidence gathering and account preparation.

Piper · Pipeline Manager

Give every opportunity the same level of attention.

Piper applies defined qualification rules, prepares next-action recommendations, monitors follow-up and stale opportunities, and escalates decisions for human review.

Scout · CRM Manager

A CRM shouldn't depend on salespeople remembering to update it.

Scout supports enrichment, required-field and duplicate checks, activity updates, missing-data alerts, record consistency and pipeline hygiene.

Amelia · Meeting Preparation

Walk into the meeting already prepared.

Amelia assembles relevant, approved context into a focused brief before the conversation.

Reporter · Sales Analyst

Know what's happening without another spreadsheet.

Reporter can surface pipeline summaries, stale opportunities, activity trends, missing actions, conversion movement and weekly management briefings.

One connected process

One sales process. Multiple specialists.

Nobody has to copy and paste the work between them.

  1. H
    HunterResearch complete
  2. P
    PiperQualification prepared
  3. S
    SarahApproved
  4. S
    ScoutCRM updated
  5. A
    AmeliaMeeting context prepared
  6. R
    ReporterIncluded in pipeline summary

Everyday sales operations

Keep opportunities moving without removing control.

01

Inbound leads should move quickly too.

  1. Website enquiry
  2. Identify person, company and request
  3. Check CRM and history
  4. Hunter adds context
  5. Piper assesses
  6. Human review
  7. Reply prepared or owner notified

Respond faster without giving AI unrestricted access to customer communication.

02

Good opportunities shouldn't disappear.

Illustrative pipeline alert

Acme Ltd

Last activity 8 days ago

Next action None

Opportunity value £18,000

Piper recommends: Follow up today
03

Your CRM should tell you what's happening.

Duplicates · Missing actions · Stale deals · Incomplete records · Incorrect stages · Missing owners

  1. Detect
  2. Recommend
  3. Human review
  4. Correct

Tandem supports consistency without claiming perfect CRM accuracy.

Sales leader view

See what needs attention before the Monday pipeline meeting.

An illustrative management briefing turns activity into a focused list of actions.

Human control

Your sales process. Your rules.

You decide where automation ends and judgement begins.

Prospect researchAutomatic

CRM enrichmentAutomatic

Lead qualificationApproval required

External emailApproval required

Pipeline-stage changeApproval required

Weekly sales reportAutomatic

Working in Tandem

Sales still needs people.

Tandem
ResearchPreparationAdministrationMonitoringDataOrganisationReporting
+
Your sales team
RelationshipsDiscoveryTrustNegotiationCreativityCommercial judgementClosing

Working in Tandem.

Focused use cases

Where sales teams often start.

01

Prospecting

Research potential target accounts.

02

Qualification

Apply consistent defined rules.

03

CRM

Reduce manual record maintenance.

04

Pipeline

Surface stale opportunities.

05

Meetings

Prepare useful account context.

06

Reporting

Turn activity into information.

07

Follow-up

Surface the right next action.

Who this is for

Built for sales teams where admin is becoming part of the job.

If your team spends meaningful time researching, organising and updating instead of selling, there is probably something worth examining.

Founder-led B2BProfessional servicesAgenciesRecruitmentPropertyLogisticsTechnologyRelationship-led B2B

A controlled starting point

Start with the repetitive work around the sale.

Illustrative only. Authority is agreed per workflow.

Start here

Prospect research

CRM enrichment

Meeting preparation

Pipeline monitoring

Reporting

Then consider

Qualification recommendations

Follow-up task creation

Inbound triage

Tighter control

External communications

Pipeline changes

Commercial commitments

Sensitive decisions

Sales capacity

What is sales admin costing your sales capacity?

This is not a savings promise. It estimates capacity currently tied up in repetitive sales work.

Take the free Tandem Assessment →

8 × 6 × £30 × 52

Annual hours2,496 hours
Annual employee cost associated with those hours£74,880

Implementation

We build around your existing sales process.

See how implementation works →
  1. Audit
  2. Sales process mapping
  3. CRM review
  4. Workflow design
  5. Build
  6. Test
  7. Controlled launch
  8. Managed optimisation

Illustrative example

A Tandem for a growing sales team might look like this.

Your Tandem is configured around your process, not copied from somebody else's.

Human teamSales Director2 Account ExecutivesFounder
↔
TandemHunter · ResearchPiper · PipelineScout · CRMAmelia · MeetingsReporter · Analysis

Commercial starting point

Start with one workflow or connect the whole sales process.

Tandem implementations typically combine an upfront build with an ongoing managed service.

See pricing

Find the opportunity

Where could Tandem add capacity?

Get a directional Tandem Fit score and initial role recommendations.

Take the free assessment

Sales FAQ

Questions from sales teams.

Control and scope are agreed before launch.

Will Tandem contact prospects automatically?

Not by default. External communication can remain behind human approval unless a specific, tested workflow is authorised differently.

Will Tandem replace our CRM?

No. Tandem is generally designed to work with the systems the team already uses.

Can Tandem qualify leads?

Tandem can apply defined qualification rules and prepare recommendations. Authority to change stages or make consequential decisions is configured with the client.

Do salespeople still need to update CRM?

The aim is to reduce unnecessary manual CRM work. The exact workflow depends on the CRM and agreed permissions.

Can Tandem research prospects?

Yes, where appropriate approved data sources and workflows are available.

Can we start with only one sales workflow?

Yes. Start with a focused opportunity and expand if useful.

More selling. Less admin.

Let your salespeople spend more time selling.

Take the free Tandem Assessment and see where repetitive sales work may be consuming your team's capacity.

Take the free Tandem AssessmentTalk to Tandem