Sales
We help companies set up their sales organization in a data-driven, technologically supported, and AI-enhanced way so that contacts become customers and customers become long-term partners.
Effective sales, backed by AI and data.
Your customers often decide before you speak with them. We help you stay relevant: with data-driven sales strategies, intelligent technology, and AI that makes your team faster and more accurate.
Our services
What we offer to support successful sales.
Customer Lifecycle Management (CLM)
To help you acquire, develop, and retain customers, we strategically design the entire process of your customer journey, backed by modern technology and measurable results.
Customer Relationship Management (CRM)
CRM is more than just storing customer data. We turn it into a meaningful, intelligent control tool for your sales team. AI and automation not only relieve your team of work but also actively help in making better decisions.
Sales Enablement
Intelligent sales enablement generates the right content for each customer interaction based on data. The presentation takes place in modern, interactive, and dynamically expandable experiences that are memorable — and automatically follow up later, too.
Lead Management
We transform your lead management into intelligent, data-driven qualification. Through predictive modeling, we identify which leads are more likely to convert. Your sales team receives a prioritized pipeline and more time for what matters: conversations with people who want to buy.
Agentic Sales Workflows
Agentic AI acts independently: researching contacts, enriching data, preparing conversation bases. Your team focuses on what no algorithm can replace: building trust and closing deals.
What sets us apart
Strategy, data, platform, and AI from a single source: That's how we think sales.
In sales today, relevance, speed, and personalization decide. That's why we combine consulting expertise, data intelligence, and technology into an approach that not only makes sales organizations more efficient but also fundamentally more targeted. We understand sales processes from the inside, analyze relevant data, choose the right platforms, and implement AI-supported workflows that really work in everyday life.
With our solutions, we help customers build modern CRM environments as a basis for a personalized and AI-supported world, efficiently operate customer lifecycle management, use sales enablement platforms for intelligent customer consulting, manage leads with data-based approaches, and meaningfully integrate AI into sales processes.
CommonChallenges
Our customers aren't alone in facing these challenges. That's why we've worked to find the right solutions.
Lack of prioritization in lead management
Leads often come from various channels without being sufficiently qualified and prioritized. Without scoring, clear handovers, and data logic, the wrong contacts cost your sales team valuable time that could be more effectively used on qualified leads.
Slow, manual sales processes
Too many steps lie somewhere between Excel, email, and intuition. Information is missing where it's needed. Reaction times increase, follow-ups become inconsistent and irrelevant, and pipeline forecasts unreliable.
Low personalization along the lifecycle
Offers and other communications are often too generic because the context of usage, behavior, and interactions isn't factored in. This lowers conversion, cross-selling, and upselling, even though the right data is probably already available.
AI without connection to platforms and everyday life
Pilots deliver demos but no operational impact. Use cases aren't prioritized. The data basis isn't properly prepared. Workflows aren't integrated into CRM and sales enablement. As a result, AI remains a mere add-on instead of a scaling part of the sales process.
This is what we mean by impact.
More about us60x
higher lead qualification
10–20%
more revenue uplift
10%
more engagement
Our references
Clear sales success thanks to gateB.
Development of a solution that maps the entire customer lifecycle: from initial contact through individual customer journeys to data-supported identification of churn risks. Predictive models provide precise scores and clear action recommendations for sales. Reduced churn rates in six months.
Transgourmet
Implementation of a highly automated solution for pitchbooks and client presentations for the bank's relationship managers. The efficient compilation of content and updates with relevant data reduces manual preparation and allows for consistent sales materials.
Bank Julius Bär & Co. AG
Provision of data-driven reports for client advisors via a digital hub. Presentations and factsheets as well as other sales-relevant materials such as email templates for customer communication are created up-to-date, personalized, and automated. This results in tens of thousands of documents in a short period of time.
UBS Switzerland AG
Development of a communication platform for the sales front with over 300,000 active portal users. It supplies around 190 hospitals and 2,400 care centers with relevant sales materials and enables the customization of templates, including order processing for personalized and market-specific variants.
Hospital Corporation of America
Creation and distribution of all POS materials for the franchise ecosystem via a highly automated system. The decentralized provision and localization enable the efficient adaptation of templates and content for locations across the entire USA. This standardizes processes and ensures brand consistency.
Chick-fil-A
Our software partners
We work with leading teams.
Sarah Iskander
Managing Director USA, Member of the Executive Board
We look forward to getting to know you.
Frequently Asked Questions
Everything you should know about:
What does modern, AI-supported sales enablement actually deliver?
Modern sales enablement generates the right content for each customer conversation based on data, delivered through interactive, always-up-to-date content and presentations rather than static, manually built decks. With gateB's partner Pitcher, AI-forward sales enablement additionally supports call preparation, coaching and roleplay, next-best-action recommendations, and analytics that show which content and tactics actually close deals.
How is CRM different from just "a database of customers"?
CRM becomes a meaningful, intelligent tool to steer customer relations throughout the entire lifecycle when a scalable data foundation is established that can be leveraged with automation workflows and state of the art analytics for humans and machines. gateB consults on CRM frameworks and thus helps clients address their own customer’s lifecycles with the appropriate amount of data intelligence and CRM-Tool support. This allows to focus technology investments and drive real business outcomes where it measures for your clients and account managers. gateB implements CRM solutions such as Salesforce and BSI and integrates them into clients system landscapes covering integrations to data platforms, ERP systems, call-center and voice solutions, as well as analytics solutions to render process transparency and efficiency gains visible in daily sales and service work.
What is lead management, and how does predictive scoring change it?
Lead management is the process of qualifying and prioritizing incoming leads so sales teams spend time on the contacts most likely to convert. gateB uses predictive modeling to score and prioritize leads, an approach that has driven up to 60x higher lead qualification accuracy and materially reduced time wasted on unqualified contacts in client implementations.
What are agentic sales workflows, and how do they work in practice?
Agentic sales workflows let AI act independently to research contacts, enrich account data, and prepare conversation-ready briefings before a rep ever picks up the phone. gateB has implemented agent-based workflows for lead generation and market research (for example for Früh Verpackungstechnik AG) that automatically capture signals, turn them into publication-ready content, and route them through human-in-the-loop approval before deployment.
How much revenue impact can better alignment between sales and marketing realistically create?
Enterprises typically see 3–10% more revenue from marketing and sales alignment and 5–20% revenue uplift from data-driven, well-orchestrated sales processes, based on gateB client outcomes. These gains come from combining CRM, predictive lead scoring, and sales enablement content into one connected workflow instead of managing each discipline separately.