SalesMaxx — Decision & Commitment Console

SalesMaxx sits on top of SugarCRM — our system of record — to evaluate qualified signals from any domain, score readiness and decide when to act. Once a decision is made, SalesMaxx converts intent into action by updating SugarCRM, creating tasks and routing execution through Outlook, Teams and RoadMaxx. Swap the data sources, signals and scoring models, and the same engine powers any industry.

Dashboard

Key performance indicators and recent activity.

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Verified Leads

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Pending Tasks

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Quotes Drafted

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DoD Leads

Lead Status Pipeline

Recent Activity

    Leads

    Manage manufacturer leads and view details.

    Company Contact Status DoD Priority

    Tasks

    Follow‑ups and approvals.

      Quotes

      Generated quotes and pricing proposals.

      ID Company Total Status Action

      Policies

      Safety rules and approval thresholds. (Coming soon)

      • No emails or quotes will be sent without manual approval.
      • Leads can only be qualified by approved personnel.
      • Discounts greater than 10% require manager sign‑off.

      Integrations

      CRM & email connection status. (Stubbed for demo)

      SystemStatusLast Sync
      SugarCRMConnected12/08/2025 14:05
      Outlook (M365)Pending Setup
      TeamsPending Setup

      Government & Agency Intelligence (Illustrative Vertical)

      This module demonstrates how SalesMaxx can be configured for a specific vertical — in this case, government and agency contracting. Swap the data sources, signals and scoring models, and the same decision engine applies to any industry.

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      Ready Shops in VA

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      Active SAM Registrations

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      High‑Score Leads (≥80)

      Company City Score FCL ITAR 5‑Axis? Last Contact

      Help & Usage Guide

      This console provides a unified view of your sales operations. Use the navigation on the left to switch between sections.

      • Dashboard: View high‑level KPIs such as verified leads, pending tasks, drafted quotes and DoD leads. See a pipeline breakdown by lead status and recent system activity.
      • Leads: Search or filter your manufacturer leads. Click on a row to see detailed information such as contact info, industry and location. Use the DoD filter to isolate government‑registered suppliers.
      • Tasks: View your follow‑ups and administrative tasks. Check off completed tasks to update the pending count automatically.
      • Quotes: Review all generated quotes. Click “View” to see line item details and total pricing. Approvals and sending features will be added once integrations are live.
      • Policies: Read important governance rules. In future releases you’ll be able to modify thresholds and required approvers from here.
      • Integrations: Monitor connection status for CRM, email and collaboration tools. Setups must be complete before live data flows into the console.

      SignalMaxx

      This section serves as your social intelligence copilot. It presents example metrics and patterns from recent LinkedIn posts (support for additional platforms is planned) to help you understand what resonates with your audience and why. Use these insights to inform your next post and build sustained authority.

      Recent Post Performance

      Date Post Title Topic Views Saves Profile Views (VA)
      2025‑12‑18 Reality check: 5‑axis capacity isn’t the bottleneck Machine Spotlight 8,200 60 15
      2025‑12‑15 Why automation myths slow down Virginia shops Automation Insight 7,500 45 12
      2025‑12‑10 Chipmaking supply chains: the quiet constraint Industry Commentary 9,100 50 17

      Image & Visual Patterns

      Image Category Times Used Average Profile View Δ Notes
      Machine Photo 4 +22% Highest engagement; focus on detail shots
      Shop Floor 2 +15% Works best when showing process discipline
      Diagram/Chart 1 +5% Use sparingly for technical points

      Headline & Hook Patterns

      Pattern Times Used Outcome
      Reality vs Assumption 3 High saves, moderate profile views
      Field Note 2 Strong profile views, moderate engagement
      Correction 1 Highest saves, niche audience

      Insights

      • Machine photos correlate with higher profile‑view deltas.
      • Corrective hooks drive more saves and deeper engagement.
      • Posts that reference Virginia manufacturing realities attract more local interactions.
      • Maintain a cadence of 3–4 posts per week, with a machine spotlight approximately every seven posts.

      These examples are illustrative and not real data. The live SignalMaxx module will automatically populate with your actual post metrics and recommended next moves based on your history and manufacturing trends.

      Mastermind Alliance Projects

      Below are example projects and metrics to illustrate the type of data the Mastermind Alliance portal will display.

      Project Status Key Metric Last Update
      AI‑Driven CNC Optimization (Virginia Pilot) In Progress 15% cycle time reduction 2025‑12‑21
      5‑Axis Defense Supply (VA) Completed 12% cost reduction 2025‑09‑30
      LaunchMaxx Pilot (VA Machine) In Progress 14% increased machine utilization 2025‑12‑15

      Performance Metrics Summary

      • Total Projects: 3
      • Active Projects: 2
      • Completed Projects: 1
      • Average ROI: 18%
      • Top Performing Module: LaunchMaxx

      Collective Intelligence Insights

      • 88% of Virginia shops that adopted our AI solutions saw at least a 20% increase in revenue this quarter.
      • Reconfigurable manufacturing is trending upward among mid‑size manufacturers in Virginia, indicating a demand for modular machinery solutions.
      • Defense contract opportunities remain strong in the aerospace sector, with lead times decreasing as supply chains adopt AI‑driven optimizations.

      These examples are illustrative and not real data; the live Mastermind Alliance portal will display up‑to‑date project dashboards, metrics and AI‑powered insights.

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      Under the Hood · NDA Required

      The decision logic that powers SalesMaxx and the Talon prioritisation engine is proprietary. To explore our algorithms, scoring models and vertical configurations in depth, please contact us to sign a mutual NDA.

      Request Access