Give Zarco your products, pricing and ways of working. Your assistant and Specialist agents use that shared context to prepare work that fits your business.
See how knowledge shapes the workYour team adds company pages and reference material in the console. Start with the answers people need to do the work well.
Your catalogue, packages, rate cards and discount boundaries.
A quote draws from the approved offer, rather than making up a price or promise.
Your MEDDIC qualification questions and the evidence you expect.
A missing economic buyer becomes a question to resolve, not a fact to assume.
Start engagement 60 days before expiry; agree your escalation points.
A customer 58 days from renewal with no quote becomes work for the account owner.
Who owns the customer, who approves exceptions and what a good handover contains.
Prepared work has a responsible person and the context they need to pick it up.
Your quote template, tone of voice, service descriptions and customer-facing terms.
The customer receives work that looks and sounds like your company.
When to hold contact, how to handle complaints and who should be consulted.
Zarco can recommend a check or an internal conversation before outreach. Action permissions are configured separately.
You know the business. Zarco gives that knowledge a place in the work, with a clear distinction between a draft and the information your agents should use.
Write company pages and add the relevant rate cards, product information and templates. We help configure this during implementation.
Have the right person check the information before publishing it for shared use. Keep proposed changes in draft until they are ready.
Give pricing, policies and product information clear owners. Update the published context when your business changes.
Your assistant and Specialist agents draw on the relevant published knowledge alongside customer records. Here’s what that can mean for a renewal.
Your team defines when engagement begins and who owns the conversation.
Renewal Watch surfaces the gap so the account owner knows what needs attention.
A draft quote uses the approved offer and template, ready for your team to review.
Proposed 24-month incentive · not used in prepared work
Illustrative company, customer and values. The draft uses approved prices and template v4.0. Migration, SharePoint and OneDrive are excluded; the unpublished incentive is not applied.
The stable context your team repeatedly uses: products, pricing and discount rules, customer-facing templates, policies, ownership and ways of working.
Not in this example. Published knowledge is the trusted source; drafts remain visibly separate until someone reviews and publishes them.
No. Start with the knowledge that materially changes commercial work. Other records can remain in their existing systems and be connected where appropriate.
Yes. Supply your qualification framework, such as MEDDIC, and agree the questions and evidence to check during setup. Missing information remains a question to resolve, not an assumed score.
No. A page saying when to contact a customer does not itself authorise sending. Connected-app access, action permissions and applicable approval policies still govern what can run.
We’ll show you how Zarco could fit your sources, rules and approval boundaries.
Arrange a demoOpens an email to luke@zarco.uk. No calendar slot is reserved.