Sales & Project Workspaces

AI Fabrix empowers sales and delivery teams with workspace assistants that bring together documents, transcripts, and evidence into a single governed environment. By linking to CRM data, every workspace becomes contextual, policy-aware, and collaborative, helping teams accelerate deal cycles and execute projects with greater efficiency.

Table of Contents

1. Key Capabilities
2. Enterprise Value
3. Example Use Cases
4. Diagram: Sales & Project Workspaces

Key Capabilities

• CRM-Integrated Workspaces Connect HubSpot, Dynamics, or Salesforce deals/projects directly to Fabrix workspaces.

• Unified Evidence View Aggregate SharePoint files, Teams meeting transcripts, and project documentation into one assistant-driven workspace.

• Metadata Enrichment Each workspace inherits metadata such as customer name, deal ID, or project classification to refine retrieval and enforce policies.

• Policy-Aware Collaboration Governance rules and access policies apply automatically to all workspace interactions.

Enterprise Value

• Accelerate sales cycles: Teams can prepare business cases and proposals with all evidence in one place.
• Improve project execution: Delivery teams gain faster insights by connecting transcripts, documents, and structured project data.
• Reduce risk: Workspaces respect permissions and compliance, preventing accidental data exposure.
• Boost ROI: Aligns AI with revenue-driving processes instead of isolated productivity tools.

Example Use Cases

• Sales: A deal workspace assistant that aggregates CRM data, customer documents, and prior meeting notes to prepare proposals.
• Project Delivery: A project assistant that helps track requirements, risks, and customer updates across SharePoint and Teams.
• Account Management: Ongoing customer workspace enriched with past case evidence, accessible only to the right team members.

Diagram: Sales & Project Workspaces

flowchart TD
    CRM[CRM Deal / Project] --> W[Fabrix Workspace]
    SP[SharePoint Docs] --> W
    TM[Teams Transcripts] --> W
    OD[OneDrive Evidence] --> W
    W --> AI[AI Assistant with Policies]
    AI --> O[Proposal / Report / Insights]

Fabrix turns workspaces into intelligent, compliant assistants that not only gather information but also respect enterprise governance.