Opportunity Desk
Accelerate sales with AI-driven execution
Streamline qualification, scoping, and proposal creation so client teams can focus on closing deals.
Three parts. One solution.
From rollout to real adoption
Gain the insights, recommendations, and support needed to navigate challenges, prioritize next steps, and move forward with confidence.
The opportunity
Move client response and proposal generation forward at the speed of demand
Proposal teams are under constant pressure to move faster, but much of their time is spent on manual tasks. From triaging RFPs to re-entering data, collecting context, and building proposals, critical work is often fragmented across tools and workflows.
Opportunity Desk from Insight brings these processes together — helping client teams move opportunities forward faster, with greater accuracy and consistency.
The challenge
The challenge with client execution
Client executives and proposal teams are expected to respond quickly and accurately. Yet many organizations still face:
- Inbound RFP requests spread across inconsistent formats
- Manual data entry into multiple systems
- Repetitive proposal creation from scratch each time
- Limited scalability due to resource bottlenecks and handoffs
These inefficiencies slow response times and reduce the time available for selling. Teams need more than another tool — they need a connected, automated approach toclient execution.
The solution
Meet Opportunity Desk
Opportunity Desk is powered by connections to Salesforce, Microsoft Work IQ, Dataverse, and third-party systems. Insight’s suite of AI agents brings proposal cycle together to support the full lifecycle of an opportunity, from RPF intake through to proposal delivery.
Agents connect key processes into a coordinated flow, reducing manual effort, and improving consistency for client teams. By automating repetitive tasks and standardizing workflows, Opportunity Desk helps client teams focus on higher-value activities such as customer engagement and deal advancement.
Key benefits include:
- Faster response to inbound opportunities
- Reduced manual effort across workflows
- Improved consistency in proposals and documentation
- Greater visibility across the pre-sales pipeline
Process
How it works
Opportunity Desk uses a set of specialized agent capabilities to manage each stage of the proposal process.
RFP triage and routing
Automatically captures inbound RFPs, extracts key details, and routes opportunities with structured workflows to the right client teams.
Opportunity creation
Agents convert calls, notes, and emails through Work IQ into validated Customer Relationship Management (CRM) opportunities with enriched context.
Proposal development
Agents generate standardized, client-ready documents upon request, with scope, pricing guidance, design, and delivery assumptions.
Impact
Proven results
Opportunity Desk is designed to deliver measurable efficiency gains across proposal workflows. The Insight Canada team saw reported gains across:
Faster triage and routing of RFP requests, from 5 business days to 20 minutes
Time savings for sales and client teams
Faster proposal development timelines
Enterprise-ready
Designed for your environment
As a Fortune 500 Solutions Integrator, Insight deploys Opportunity Desk within your existing ecosystem — aligned to how your teams operate.
You receive:
- Secure deployment aligned to governance and compliance requirements
- Integration with Microsoft 365, Power Platform, Salesforce, and existing collaboration tools
- Customization based on your workflows, roles, and routing structures
- Change management to drive adoption and long-term use
- Enablement for internal stakeholders to sustain and extend the platform
Don't see what you need? That's the most common way an Insight engagement begins.
Every organization has unique processes, challenges, and opportunities. Whether you're exploring AI for the first time or looking to build something entirely new, Insight can help design, develop, and deploy the right solution to fit your business.
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Hours: 6:00 a.m. - 5:00 p.m. AZ