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R&D Tax, Grants & IncentivesUse case 20For sales teams
Highlights

R&D Tax, Grants & Incentives sales, at a glance.

01

Accounts found on real triggers

Sellora ranks accounts using product development, software and engineering hiring, patents, research, exports, investment, facilities and grant activity.

02

The right people, already researched

It finds and enriches founders, CFOs, finance directors, tax leaders and heads of innovation, with the context to earn the conversation.

03

Outreach that does not stop

Approved calls and emails continue through education, eligibility assessment, evidence gathering, claim or application preparation and submission until there is a clear outcome.

04

A prepared seller, not a raw lead

Your team receives the fit reason, trigger, stakeholder map, full history, recommended agenda and the right material.

The problem

What your sales team is doing today.

Your sales team must find organisations where product development, software and engineering hiring, patents, research, exports, investment, facilities and grant activity create a credible reason to discuss the offer, then locate the relevant founders, CFOs, finance directors, tax leaders and heads of innovation.

For every account, sellers research the business model, products, technical activity, projects, geography, the tax or application period, evidence and the decision owner, prepare role-specific calls, emails and content, update records, and keep following up through education, eligibility assessment, evidence gathering, claim or application preparation and submission. All of it before a single qualified conversation.

Impact

What it costs you.

Specialist selling time is consumed by data tools, account research, first-touch work, content preparation, CRM administration and routine follow-up.

Task switching across disconnected tools weakens attention, loses context and produces low-fit meetings and missed buying windows. The most expensive people in your revenue engine spend their best hours on work that never needed them.

The Sellora AI solution

How Sellora runs the first mile.

Sellora does not hand your team a list. It runs prospecting, research, calls, emails and follow-up until a qualified meeting is booked.

Learns and targets

Sellora learns your incentive services, jurisdictions, target activities, process, evidence requirements, disclaimers and technical boundaries, then ranks accounts using product development, software and engineering hiring, patents, research, exports, investment, facilities and grant activity.

Researches and positions

It finds and enriches founders, CFOs, finance directors, tax leaders and heads of innovation, and turns the business model, products, technical activity, projects, geography, the tax or application period, evidence and the decision owner into a relevant, role-specific reason for contact.

Calls, emails and continues

It selects the approved call, email or combined sequence, answers supported questions, remembers every interaction and continues through education, eligibility assessment, evidence gathering, claim or application preparation and submission until there is a clear outcome.

Creates and qualifies

It creates account briefs, presentations, proposals and follow-up material from the research and the conversation. Eligibility, value, approval and outcomes are never guaranteed from public information alone. It qualifies fit, interest, purpose and the right next step.

Books and prepares

It books the correct meeting and hands your seller the fit reason, the trigger, the stakeholder map, the full history, likely questions and objections, what to say, what not to assume or promise, a recommended agenda and the relevant sales material.

Benefits

What your team gets back.

Why the meeting is different.

Your seller enters with the customer context, earlier conversations, decision points and customer-specific material already prepared. Human sales takes over where expertise matters: eligibility confirmation, technical interviews, evidence, calculations, claim and application preparation and engagement management.

  • Qualified discovery instead of cold introductions.
  • Specialist hours spent on judgement, relationships and closing.
  • Nothing customer-facing leaves without your approval, and every action lands in the audit trail.

Outcomes to measure.

Measured, not invented. Baseline before rollout and validate through a controlled pilot.

  • Specialist selling hours recovered
  • Qualified-meeting acceptance
  • Follow-up completed on time
  • Meeting-to-next-stage conversion
  • Pipeline, revenue and compliance against baseline

Results depend on market, data quality, product fit, policy, team process and implementation. No fixed percentage is guaranteed.

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See Sellora in action.

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