Implement change for sales operation directly through AI

Run your department through one unified system that covers all aspects of your operations

Breezy Director leads through roll-out for Aureon

Built for efficient management

One centralized system, overseeing entire departments

For Managers

Know where your operation sit at all times, instantly

View your pipeline, team, and plan through Breezy so you know what moves to make

  • Gain insight into your current operationsSee your pipeline, assignments, and timelines across the department
  • Brainstorm with Breezy AIBrainstorm with Breezy AI on ideas and different operating models
  • Look forward to resultsProject and track operations as they roll-out
Talk to us about Breezy for managers
Breezy Director Discover home, with Eliezer and the department map

The System

Make changes quickly and effectively

One comprehensive system to manage your pipeline, management, sequencing, and communications and implement change

01 / Pipeline

Organize Your Pipeline

Breezy organizes and scores your pipeline with your input so it concentrates your department efforts

247,384 accounts

Output classification

247,384 accounts on the ABCD spread. Color bands are the score cut-off.

GraphSample accounts

A 173,942

A ≥ 110

High ARR, named decision maker, a buying center that can close, and a commercial cycle that repeats.

B 19,327

B 83–109

Solid revenue and a real relationship, missing one of urgency, size, or a named buyer.

C 15,462

C 55–82

A real account that still needs management — revenue is there, the relationship is not.

D 38,654

D < 55

Low revenue potential or a weak buying center. Keep on the book, do not staff as a hunt.

0%25%50%75%100%13710570350

Account Score

02 / Management

Make Management Changes

Assign leads, accounts, and opportunities to each team's strengths

Assignment

How accounts are assigned

Team A19

Defense

A 13B 1C 3D 2

30% of book

Team B12

Industrial

A 8B 1D 3

19% of book

Team C11

Infrastructure

A 10D 1

17% of book

Team D0

Aerospace

0% of book

Team E12

Maritime

A 7B 2D 3

19% of book

Team F10

Government

A 7B 1C 1D 1

16% of book

03 / Operations

Sequence Operation

Breakdown operations step by step

Projected timeline

  1. WEEK 1 2 Nov

    Announce

  2. WEEK 1 5 Nov

    Managers briefed

  3. WEEK 2 9 Nov

    Training complete

  4. WEEK 3 16 Nov

    Go live

04 / TIMELINE

Track Timeline

Monitor your timeline in real-time to see where your operation sits

Timeline

The card that lands on the map, with your dates applied.

Timeline

2 Nov → 16 Nov

Announce1w
Managers briefed1w
Training complete1w
Go live1w

3 weeks end to end

05 / Implementation

Build Out Implementation Plans

Adopt the best way to implement your operations according to your chosen methodology

Implementation

The plan

90-day Follow-Up Path

One quarter

  1. 1Lock Follow-Up
  2. 2Name task groups
  3. 3Linear vs repeat
  4. 4Assign archetypes
  5. 5Follow-Up report
  6. 6Quarter readout
06 / COMMUNICATION

Manage Communications

Handle the communication roll-out to different stakeholders

Breezy AI · Sales IQ

An organized and comprehensive tool working with you

Sales IQ works with you to systematically plan, organize, and run your sales operations

  1. 01AnalyzeBreezy AI analyzes your department to identify where sales stands
  2. 02OrganizeIt organizes next steps so you see what's coming
  3. 03GoalsIt sets goals for your team based on your objectives
  4. 04QuantifyIt sets metrics and holds staff accountable
Account Development PlanACME Corporation
+ Sheet
7 steps · 7 columns
A1
1. Baseline wallet & white space
#AStepBAssigned toCGoalDTasks
1
1. Baseline wallet & white space
Michael Patel (AE)Map current vs addressable spend across Mission Systems + Ironclad
  • Pull 24-mo spend by program
  • Flag white-space SKUs (Mission Software seats)
  • Confirm B→A criteria with Elena
2
2. Executive coverage plan
Elena Vargas (VP)Secure CEO + Lisa Hill touch before Aug 28 recognition
  • Brief CEO on Ironclad margin risk
  • Schedule Lisa Hill meeting
  • Align talking points with Director
3
3. Ironclad expansion close
Michael Patel (AE)Convert $4M expansion SOW; hold Net 60
  • CTO approval path with Lisa
  • Trade term length for attach
  • Legal redlines in 5 days
4
4. Mission Software attach
Sofia Berg (SE) + AELand pilot seats in Mission Systems (convert adjacent)
  • Technical workshop with Mission Systems
  • Pilot success criteria doc
  • Pricing package for 40 seats
5
5. Multi-thread buying center
Elena Vargas (VP)Add CTO + Programs sponsor beyond Lisa (de-risk B→A)
  • Intro via Lisa to CTO
  • Programs quarterly business review
  • Document influencers in CRM
6
6. A-client packaging
Director · CaptureFormalize A-client terms (support, roadmap, exec SLAs)
  • Draft A-tier commercial pack
  • Priority support SLA
  • Joint roadmap workshop
7
7. Convert & certify A-client
CEO + Elena VargasHit $10M wallet + multi-program footprint; re-tier account
  • QBR with Lisa + CTO
  • Update CRM tier B→A
  • Publish internal win note

For managers

Built for speed, accuracy, and change

Implement changes quickly

Built for speed for change in strategy, operations, and roll-out

Understand your operations accurately

Get accurate information on where everything stands

Overhaul operations rapidly

Implement rapid change to optimize your goals

Security

Built to protect your pipeline and customers

Controls are built to SOC 2 for security, availability, and confidentiality. Ready when IT or procurement asks. Security overview →

  • No model training
  • Access limited by role
  • Full audit trail
  • US data residency

Get started

Breezy invites you for a test drive

Join us as we build the next-gen tool in sales management