Katana Breis

San Luis Potosi, Mexico

B2B sales consulting, CRM and AI agents in Mexico

Katana Breis is a B2B sales consulting firm based in San Luis Potosí, Mexico. We bring order to the sales process of service companies and manufacturers across Mexico. We define sales strategy, ideal customer profile and sales process; implement CRM (Odoo, HubSpot, Zoho CRM, Pipedrive and Kommo); automate follow-up; and set up AI agents that answer WhatsApp, prospect and follow up on proposals. We also work on B2B marketing: SEO, AEO and GEO, so search engines and AI engines can find your company. Everything is configured in the client's own accounts. The first step is a free 60-minute sales diagnostic.

2 people in their team

Speaks Spanish, English

Sortlist member since 2026

Founded in 2017

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4 services offered by Katana Breis

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Description

Posicionamiento y marca para empresas B2B: propuesta de valor, mensajes por tipo de comprador, identidad y marca personal de la dirección, alineados con la estrategia comercial y el contenido que genera demanda. / Positioning and brand for B2B companies, aligned with the sales strategy.

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Description

Marketing B2B: SEO, AEO y GEO para que Google, ChatGPT, Gemini, Claude y Perplexity encuentren y recomienden a la empresa. Incluye auditoría, contenido que responde las preguntas del comprador, datos estructurados y medición semanal de menciones en motores de IA, conectado al CRM. / B2B SEO, AEO and GEO so search engines and AI engines find and recommend your company.

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Description

Agentes de IA para ventas B2B: agente de IA para WhatsApp que califica y agenda, prospección, seguimiento de propuestas y visibilidad digital. Los configuramos sobre el proceso de ventas y el CRM del cliente (Odoo, HubSpot, Zoho CRM, Pipedrive o Kommo), con aprobación humana y en las cuentas del cliente. / AI agents for B2B sales: WhatsApp qualification and scheduling, prospecting and proposal follow-up, connected to the client's CRM.

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Description

Consultoría comercial B2B: estrategia comercial, cliente ideal y proceso de ventas con etapas y criterios. Implementación de CRM (Odoo, HubSpot, Zoho CRM, Pipedrive y Kommo) y automatización comercial que conecta WhatsApp, CRM y correo. Empieza con un diagnóstico comercial de 60 minutos sin costo. / B2B sales consulting, CRM implementation and sales automation.

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Details

HeadquarterHacienda Jaral de Berrios 137, Hacienda de Bravo, San Luis Potosí, San Luis Potosi, Mexico