Solution · Sales
AI agents for sales
Sales teams often work with customer data that is incomplete or out of date, and they search scattered documents for answers to technical customer questions. AI agents take on part of this research so that your sales team works with complete information.
Weekly sales triggers
Mondays at 7:00
- Checks company websites and press releases
- Searches job boards
- Ranks triggers by relevance
- Fills approved fields in the CRM
The starting point in sales
- 01
Incomplete customer data
Many CRM systems lack information on customers and prospects, and anyone who wants to fill the gaps has to collect it by hand from several sources.
- 02
Technical questions from customers
Sales often answers technical customer questions only after searching data sheets or checking with colleagues on the technical side.
- 03
Reasons to get in touch
Changes at customers and prospects are often a good reason for a conversation, and the signs usually appear in public sources. Following these sources regularly alongside day-to-day work is hardly possible for many sales teams.
Use cases
Where AI agents support sales
Which use case comes first depends on whether your sales team spends more time maintaining data or handling technical questions.
- 01
Enriching sales data
An AI agent adds information from public company sources to your sales and customer data. Which fields the agent may fill in and which ones your team maintains itself is something we agree on together before the start.
- 02
Answering technical questions
Your sales team asks an AI agent technical questions and receives answers that the agent puts together from your company's documents.
The agent cannot answer what is not in your documents, and such questions go to the specialist department as before.
- 03
Spotting sales triggers
An AI agent evaluates public sources and spots triggers such as a job change, growth or a long-vacant position at your customers.
Depending on the use case, the project needs access to your CRM or an export of your customer data. For technical questions, it also needs the documents the agent should answer from, and one person who checks the first answers for accuracy.
In daily use at our clients
- Specialty chemicals manufacturerSales agent for technical questions
- ConsultingAgent that enriches sales data from public company sources
Which environment the AI agents run in depends on your existing IT and is agreed with you before the start.
Platform and your own IT compared→