ProTech Sales Assistant

About

ProTech Sales Assistant is an internal-use sales intelligence tool for ProTech Professional Technical Services sales representatives.

The extension surfaces ProTech's CRM and training history alongside the pages reps already use every day:

- On Microsoft Dynamics 365 contact and account pages: shows training history, opportunity pipeline, account relationship timeline, and CASL compliance status for the contact in view
- On LinkedIn profile pages: identifies whether the person or company is in ProTech's CRM, and shows the same relationship and training context

Reps can also:

- Generate AI-drafted sales emails tailored to the contact's history, role, and training background
- Prep for sales calls with AI-generated objective, opening line, talking points, objection handlers, and outcome-tracking
- Log call outcomes and follow-up actions back to the CRM
- Chat with an AI assistant about a specific account or contact

This extension is distributed privately to ProTech sales staff and requires credentials issued by ProTech. It is not intended for general public use.

Data privacy: The extension does not collect browsing history, page content from unrelated websites, or any data outside of ProTech-managed records. See our privacy policy for full details.