You manage from numbers and conversations you don’t have time to read. AI prepares the deal review, makes sense of your exports, and writes the memo for leadership. The trade-offs and the coaching of your team stay yours.
AI helps sales directors with tasks such as “Update a competitor profile,” “Prepare the team’s deal review,” and “Make the quarterly sales forecast more reliable.” Start with a single task, in Perplexity: allow 15 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Perplexity · “Research”
TodayThe team answers comparisons with a competitor profile that is two years old.
With PerplexityA one-page competitor profile, dated and sourced, with five questions to ask in meetings.
HubSpot (Breeze) · Breeze Assistant
TodayBefore the Monday meeting, you have to open the deals one by one to find out which ones are really moving, and the meeting is spent reading records.
With HubSpot (Breeze)One table per rep and the list of deals to review, with the question to ask for each.
Microsoft Copilot · Copilot in Excel
TodayThe forecast sent up to leadership adds up everyone’s gut feelings, and the gap with actuals shows up at the end of the quarter.
With Microsoft CopilotA forecast in three scenarios, based on your actual win rates, with the ten deals that make the difference.
Also
HubSpot (Breeze) · Breeze Assistant
One page of preparation: the facts of the month, the deals to unblock, and five questions for the conversation.
Modjo · “Ask Anything”
Feedback grounded in the words of the meeting: two strengths, one area to work on, and the passages to reread together.
Claude · Word file, in the conversation
A one-page memo as a Word file: the situation in three sentences, the numbers, the risks, and the decisions requested.
Claude · Excel file, in the conversation
The loss reasons grouped and counted, three findings with numbers, and one action to test for each.
Claude · Excel file, in the conversation
An Excel file that simulates the plan on last year’s results, with its cost in three cases and its unwanted effects.
Gemini Notebook · “Studio” panel, “Audio Overview”
An Audio Overview of your offering and a quiz, drawn from your own documents, for the new hire’s first week.
What to check
The free plan gives you 1 “Research” report per month. A price or a review found online may be out of date: open the sources, and let nothing be written about a competitor that you could not prove.
Update a competitor profilePerplexity · “Research”The prompt to copy
Prepare a profile of [competitor name], our competitor in the [your market] market in [your country]. We sell [your offering] to [type of customers]. Look for: its offering and public prices, what it has launched in the past twelve months, the customers it names, its sales hires, what its customer reviews say, good and bad, and its changes in leadership or ownership. Present everything on one page, with the date and the source of each piece of information. Then suggest five questions our reps can ask a customer to bring out its limits, without disparaging it. Write “not found” when the information is not public.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the monthly memo for leadership
In your jobAnalyze the quarter’s lost deals
In your jobUpdate a competitor profile
In your jobPrepare the team’s deal review
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
The team’s CRM. Breeze Assistant lists the deals that have stalled, and prepares the Monday review and each rep’s one-on-one.
Recommended planFree Tools, €0, up to 2 users. Breeze Assistant is included in all plans
It writes the memo for leadership from your dashboard, sorts lost deals by reason, and builds the Excel file that simulates a bonus plan.
Recommended planFree to try, with no confidential numbers. For the company: Team, $25 per user per month ($20 if billed yearly)
To bring a competitor profile up to date: offering, public prices, what’s new, customer reviews, with every source to open.
Recommended planFree to start: 1 “Research” report per month. Then Pro, $20 per month (€22 on the French App Store)
You upload the sales pitch, the product sheets, and the price list. It turns them into an Audio Overview and a quiz for the rep who is joining.
Recommended planFree: 100 notebooks, 50 sources per notebook, 3 Audio Overviews per day
In Excel, it calculates your win rates by stage and builds the quarterly forecast, without the numbers leaving the company’s Microsoft environment.
Recommended planMicrosoft 365 Copilot Business, €15.60 excl. tax per user per month, annual commitment
The team’s meetings, recorded and transcribed. You ask a question about a call to prepare precise feedback, grounded in what was said.
Recommended planCustom, quote on request. No public pricing and no self-serve trial
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: HubSpot (Breeze), Claude, Perplexity, Gemini Notebook, Microsoft Copilot, and Modjo. 4 of them can be used for free to get started.
The team’s CRM. Breeze Assistant lists the deals that have stalled, and prepares the Monday review and each rep’s one-on-one. The plan to choose: Free Tools, €0, up to 2 users. Breeze Assistant is included in all plans.
With “Update a competitor profile,” in Perplexity (“Research”). Allow 15 minutes the first time. A one-page competitor profile, dated and sourced, with five questions to ask in meetings.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.