Your strongest sales ops team.

Great salespeople win deals.Great sales operations win consistently.

It’s where every customer hears from you on time, every order and payment is tracked until it’s done, and nothing waits on someone’s memory. Salezx is that sales ops team, on the CRM, ERP reports and email you already use.

Start with the desk where your money slips. Live in about a week.

Rep DeskMon 7:30 AM

Good morning, Sarah

Today’s priority actions

  • 19 open leads

    No follow-up scheduled

    View
  • 7 meetings today

    Check your schedule

    View
  • 15 quotes pending

    Needs follow-up

    View
Salezx

Monday, 7:30. Sarah’s day is waiting in Teams.

Mon · Rep Desk · Sarah · sales rep

Built by Zoxima. Proud to work with 90+ Customer Projects including a $9B building materials leader, a $46B global corporate services company, Singapore’s national postal service, a $7B+ Japanese technology company, a wires and cables leader present in 85+ countries, a snack brand sold in 100 countries, and a medical imaging maker with 25,000+ installations across 110 countries.

The money is in the follow-through

Most companies know this. The gap is doing it every week, for every invoice, every quote and every contract. That’s what Salezx does.

  • Source: Atradius Payment Practices Barometer, US, 2025

    43%

    of the total value of US B2B invoices went overdue.

  • Source: McKinsey Quarterly, “The Power of Pricing,” 2003

    8%

    more operating profit from a 1% better price.

  • Source: BCG, Aftermarket Services, 2025

    2×

    the margin on service compared with new equipment.

  • Source: Salesforce, State of Sales, 7th Edition, 2026

    60%

    of a sales rep’s week goes to work other than selling.

  • Source: Bain & Company

    25–95%

    more profit from a 5% increase in customer retention.

  • Source: Forrester Research

    50%

    more sales-ready leads, at 33% lower cost, for companies that nurture leads well.

Everyone around your team is waiting on the same thing.

The systems to meet all of it are already in your business. They just aren't working together yet.

Your customers expect

  • Know my business — products, pricing, terms, timelines
  • Remember my history — past orders, conversations, open issues
  • Respond instantly — don't make me wait while you "check with someone"
  • Follow up exactly when you said you would

One team, across the systems you already have.

Salezx sits on your CRM, ERP reports, email and documents. It prepares, sends, tracks and chases the work between them — and keeps the records current for you.

Before (Today)

6 systems. Zero connection.

  • ERP

    ERP reports — stock, credit, contracts, invoices

  • CRM

    accounts, leads, deal stages, contacts, notes

  • Email

    last conversation, promises

  • Docs

    pricing, specs, proposals

  • Communication

    Teams, Google Meet, Slack

  • Memory

    relationships, context, gut

Before every call, your rep manually checks all six. 30 minutes. Every rep. Every day.

About a week

Any desk live

0

Systems replaced

Volume

Priced by volume, not seats

10s

To a full account brief

See Salezx in action

  1. Walk into every meeting knowing everything.

    Rep Desk1 / 7

    Walk into every meeting knowing everything.

    Orders, dues, renewals and past quotes, ready before you meet the customer.

    See the desk
  2. Every Monday. Without anyone asking.

    Review2 / 7

    Every Monday. Without anyone asking.

    See the desk
  3. No enquiry sits untouched anymore.

    Lead Actions3 / 7

    No enquiry sits untouched anymore.

    Every lead on Monday’s list, ranked, with a nudge until your rep calls.

    See the desk
  4. The payment was due Friday. On Monday, it was on the rep’s list with the reason and the next step.

    Collections4 / 7

    The payment was due Friday. On Monday, it was on the rep’s list with the reason and the next step.

    See the desk
  5. The order was stuck on credit. Next morning, the person who could release it had it on their card.

    Ordering & Billing5 / 7

    The order was stuck on credit. Next morning, the person who could release it had it on their card.

    See the desk
  6. Nothing lapses quietly anymore.

    Service Renewals6 / 7

    Nothing lapses quietly anymore.

    See the desk
  7. One right discount, not five guesses.

    Pricing & Quote7 / 7

    One right discount, not five guesses.

    Quotes in minutes from your price list, at the discount most likely to close.

    See the desk
Explore programs

What changes

  • Cash

    Lower DSO. Payments in sooner, fewer bad debts.

  • Margin

    Better price realization. Less discount given away to close.

  • Revenue kept

    Higher renewal and quote win rates. Fewer deals left on the table.

  • Orders flowing

    Faster order‑to‑invoice. No orders stuck, no billing delays.

  • Time

    More selling time. Reps and managers off admin, in front of customers.

  • Control

    Early warning on every slipping deal, payment and order.

Start small. See results in 60 days.

  • Every service contract renewed before it lapses. Start with the contracts due in the next 60 days. Success measures agreed on day one.

    See the program
  • Every invoice owned and acted on each week. Start with your first 500 open invoices. Success measures agreed on day one.

    See the program

Start with one desk. Live in about a week.

Timings run from the day access is granted and the reports are available.

  1. Step 1

    Pick your desk

    The one where your money slips most: payments, renewals, orders or leads.

  2. Step 2

    Live in about a week

    We connect the reports it needs and set your rules, templates and owners. Your IT gives 5–7 hours.

  3. Step 3

    Clear the backlog, add desks

    Clear old items once if you want. Add desks when you’re ready; each works on the same data.

What you can count on

  • Live in about a week. 5–7 hours of your IT team’s time. We do the setup.

  • Nothing reaches a customer without your approval.

  • Your data stays in your environment, and is not used to train AI models.

  • Success measures agreed on day one.

  • Nothing new for your team to learn: actions arrive in Outlook To-Do.

  • Start small: your first 500 items. Keep every report, whatever you decide.

Built by Zoxima. Proud to work with 90+ Customer Projects including a $9B building materials leader, a $46B global corporate services company, Singapore’s national postal service, a $7B+ Japanese technology company, a wires and cables leader present in 85+ countries, a snack brand sold in 100 countries, and a medical imaging maker with 25,000+ installations across 110 countries.

Built from what Zoxima has delivered for enterprise sales teams.

Before Salezx, Zoxima delivered 90+ customer projects. Salezx brings that experience to growing sales teams.

  • $9B USD

    Building Materials

    Cut record-update time by ~80% across plants while raising data accuracy — and recovered dealer demand that was slipping through the cracks.

  • $1B+ USD

    Machinery, Equipment & Parts

    Gave reps instant spec, compatibility, and lead-time answers across a deep catalogue — accelerating quotes and capturing aftermarket revenue.

  • $5B+ USD

    Manufacturing

    Protected margin at the point of quote — flagging discount erosion and surfacing the profitable configuration before the number went out.

  • $3B+ USD

    Consumer Goods

    Compressed the product-launch feedback loop from three weeks to 24 hours across a fragmented distributor base.

  • Fortune 500

    Corporate Services

    Took invoices, capex approvals and price checks off manual handling — AI invoice processing across SharePoint and SAP, a capex approval workflow with weekly status reports, and menu approvals backed by market price intelligence.

  • 2,000+ users

    Online Marketplaces

    Moved sales and service teams off separate tools onto one CRM — then extended it to two more businesses in the group.

Works with what you already run.

Nothing replaced.

ERP reports
SAP, SAP Business One, NetSuite, Epicor, Dynamics — and Excel exports from any ERP
Email
Outlook, Gmail, shared inboxes
Meetings and chat
Microsoft Teams, Slack
Documents
SharePoint, OneDrive, Google Workspace
CRM
Salesforce, Dynamics 365, HubSpot, Zoho

Ways to start

Works inside the tools your team already uses: Teams, Outlook or Gmail.

  1. A free Backlog Assessment

    Send the reports for the desk you’re interested in. In a week we show you how many old items are open, what they’re worth, and which desk to start with.

  2. A 60-day special starting offer

    Renewals on Time or Cash on Time. Start small, with success measures agreed on day one, and see results before you decide.

  3. One desk, every week

    Continue with the desk at your volume. Add desks when you’re ready. Old items can be cleared as a one-time add-on.