AI Sales Call Planning & Next Best Action Software

Know which customers to call this week, and what to say when you do

Find the money: opportunity value estimated for every customer and prospect.
Catch churn early: customers at risk of churn are flagged automatically.
More calls, better calls: optimised journey plans and automated pre-call reports.

Complexica's Customer Opportunity Profiler (COP) optimises the sales call cycle by providing sales staff with data-driven recommendations on what customers & prospects to visit and what personalised conversations to deliver. Using Larry, the Digital Analyst® to analyse every account in each territory, our Customer Opportunity Profiler (COP) can help:

Increase yield on sales resources by directing sales staff to the highest-value opportunities or potential problems in each territory
Reduce customer churn by automatically identifying customers at risk of potential churn
Increase weekly number of sales calls by optimising journey plans and automating pre-call reports
Increase share of wallet by automatically estimating the opportunity value of each customer and identifying cross-sell opportunities
Personalise customer conversations by providing sales staff with Next Best Conversation™ or Next Best Action recommendations for each call or visit

Complexica's Customer Opportunity Profiler (COP) monitors all your customers & prospects in real-time – including their sales volumes, social media activity, complaints, service levels, and more – to identify opportunities or problems as they emerge. Through this continuous analysis, our Customer Opportunity Profiler (COP) can direct sales staff to the largest opportunities or problems in each territory, and arm them with personalised messages andvalue-adding insights for each call.

COP is AI built for your business, not generic AI. Its optimised recommendations are targeted to specific industries, processes, and use cases, rather than generic recommendations that could apply to any company. As an example of this granularity, Complexica's Customer Opportunity Profiler (COP) can generate detailed, sales-rep-specific Next Best Conversations™ (NBCs) that are tuned to the exact nature of a business, its customer base, product range, pricing structure, competitive position in the market place, and more. Examples of NBC prompts across different industries include:

What product to sell?
What promotional bundles to offer?
Which customers are likely to churn?
Which customers to visit this week?
What product/categories to focus on?
What products to re-price for which customers?

This business-specific approach generates the most value through:

Improving revenue and margin outcomes for field sales through the automated identification of sales opportunities within each territory
Predicting and preventing customer churn
Increasing customer share-of-wallet through personalised cross-selling & up-selling recommendations
Reducing lost sales through product substitution recommendations

Sales call cycle workflow with Complexica’s COP

Complexica’s COP can be deployed as either a “lite” solution that includes all the essential features for sales call cycle optimisation, or as a more advanced solution depending on customer needs.

Learn more

Read how PFD Food Services is using Complexica's Customer Opportunity Profiler (COP) across its in-field sales process, from call planning and customer visits through to quoting and ordering

See how Bunzl's sales reps use COP alongside the Order Management System (OMS) for intelligent quoting and guided selling across a large SKU range

Discover why Haircare Australia selected COP to give its staff guided-selling capabilities across a range of almost 20,000 SKUs

Common questions

Can we start with one module?

Yes. Decision Cloud^® is fully modularised, so you can start with the module that solves today’s problem (for example pricing, promotions or demand planning) and add others as you grow. Every module runs on the same AI engine and the same data.

How long does implementation take?

It depends on the scope. Every engagement starts with a no-cost workshop, followed by a fixed-price, fixed-time scoping engagement that defines the deployment milestones, cost estimates and business benefits. Deployments are then staged rather than “big bang”, which reduces risk and brings forward the return on investment. See our frequently asked questions for each stage of the engagement model.

Which ERP systems do you integrate with?

Decision Cloud^® has a set of standard integration APIs for common ERP systems and platforms, as well as public data sources such as the Australian Bureau of Statistics and the Bureau of Meteorology. The specific interfaces for your systems are defined during the scoping engagement.

More: How is Complexica's COP (Customer Opportunity Profiler) different from other AI-driven sales optimisation tools? and other questions in our FAQ.