More hours with customers, fewer in the CRM
Emails, meetings and next steps are logged in Salesforce, HubSpot or Zoho for your reps, so the pipeline stays current without evening admin.
Sales AI Agent
Sales AI Agent prepares every meeting, drafts quotes from your own price lists and keeps the CRM up to date, so your reps spend their time selling instead of on admin. Discounts above your limits still go to a manager, and customer messages are sent by your people unless you decide otherwise.
What it means for your business
-
+5 h
per rep per week back for selling
- Before
- Reps spent hours a week logging emails, meetings and next steps by hand.
- With Sales Agent
- Activities and next steps are recorded in the CRM for them, every day.
-
100%
of meetings logged in the CRM
- Before
- Meetings and agreed next steps often never reached the CRM.
- With Sales Agent
- Every meeting, email and next step is recorded, so managers see the real pipeline.
-
−50%
time to send a quote
- Before
- Quotes waited while reps checked price lists, stock and discount rules.
- With Sales Agent
- Quotes are drafted from today’s price list and stock, with every discount already checked.
What your sales team gets back
Every meeting starts prepared
Before each meeting, the rep gets a short brief with orders, open issues, prices and contract dates from your own systems and the CRM.
Quotes out sooner, margins protected
Quotes use your current price lists and discount rules. Anything above a rep’s limit goes to the right manager for approval.
Promising leads reach the right rep
New leads are checked against your criteria and your customer history, so reps spend their time on the ones most likely to buy.
What it looks like in practice
A sales rep asks one question the day before a meeting. The agent looks up the customer’s orders and contract, drafts an agenda and a renewal quote, and adds the meeting to the CRM. The rep checks the quote and decides what to send.
Account managerPrepare me for tomorrow’s meeting with Halden Logistics.
Sales AgentHalden has ordered three times this year, €182k in total. One delivery complaint is still open and their contract renews in March. I’ve drafted an agenda and a renewal quote from the 2027 price list, and added the meeting to Salesforce.
Looked up
- Order system
- Price lists
- Salesforce
- Google Calendar
How six companies use the Sales AI Agent
Each one in short: the problem, the results, and how the agent handles the work.
Field visits prepared in 5 minutes instead of 45
Reps spent up to 45 minutes preparing for a visit: exporting order history from the ERP, checking the customer’s price agreement, asking the warehouse about stock and searching emails.
- 1Spots the meeting
The agent reads the rep’s calendar and recognises customer visits a day ahead.
- 2Reads the internal systems
Order history and open invoices from the ERP, the customer’s price agreement, stock for the items they usually buy and the contract end date.
- 3Adds the outside view
Open deals and next steps from Salesforce, the latest emails from Outlook and company news from LinkedIn.
- 4Delivers a one-page brief
Thirty minutes before the visit the rep gets the brief in Teams, with three talking points and anything to watch out for, like an overdue invoice or an ending agreement.
- 5 minto prepare a visit
- 3×more renewals offered on time
- +11%order value per visit
- 0records leaving the company
Next steps on 94% of deals, up from 58%
Close dates were weeks in the past, next steps were empty and the same deal often existed twice.
- 1Reads every email and meeting
Replies, meeting notes and calendar invites are matched to the right deal and logged in HubSpot.
- 2Fixes what is safe to fix
Past close dates get the date the customer mentioned, empty next steps get the one agreed in the meeting, duplicates are merged and amounts match the latest quote.
- 3Asks the rep when it is not sure
Quiet deals and changes that affect commit go to the rep as a suggestion with a draft check-in email.
- 4Sends the Monday digest
Each manager gets a Slack summary: what moved in and out of commit, and which deals to talk about.
- 94%of deals with a next step
- ±6% forecast accuracyDown from misses of up to 19% within two quarters.
- 3 ha week back per manager
- 0duplicate deals
100% of renewals prepared 90 days ahead
Account managers started most renewals four weeks before the date.
- 1Starts 90 days before renewal
The agent watches every renewal date in the policy register and prepares a pack: claims, premium trend and changes in the client’s risk.
- 2Asks insurers at 60 days
It drafts tailored quote requests from the account manager’s mailbox, with the risk details attached, and collects the answers.
- 3Compares at 30 days
Premiums, excesses and cover are laid side by side with a recommendation, for the account manager to check and decide.
- 4Closes the loop
The chosen offer goes to the client through DocuSign.
- 100%of renewals prepared on time
- −60%admin time per renewal
- +8pts client retention
- 0client records leaving the broker
Discount approvals in 47 minutes instead of three days
Tender quotes were built in spreadsheets from exported price lists.
- 1Prices every line from current lists
The agent applies the hospital’s tender terms and the price list valid on the delivery date, not the one in last year’s spreadsheet.
- 2Checks stock, expiry and margin
Cold-chain lines are checked against batches and expiry dates, and every line against its margin floor.
- 3Finds the right approver
The highest discount decides who approves.
- 4Sends the signed response
Once approved, the tender response goes out through DocuSign and the opportunity is updated in Salesforce.
- 47 minmedian approval time
- +1.4pts margin on tender quotes
- 2×tenders answered on time
- 0price lists leaving the company
96% of fleet enquiries answered the same day
Fleet enquiries waited in shared inboxes while reps were on the forecourt.
- 1Picks up every enquiry
New emails are matched to the right branch and rep, and logged in Zoho CRM within a minute.
- 2Drafts the answer with real vehicles
The reply suggests vehicles that are in stock now, with a test-drive slot from the rep’s calendar.
- 3Keeps every deal moving
Quotes are drafted within the rep’s discount limit, quiet quotes get a check-in, and trade-ins go to the used-vehicle desk in Slack.
- 4Closes the day
At 18:30 each branch manager gets a digest of open enquiries and who still needs an answer.
- 96%answered the same day
- 4 minto a draft reply
- +18%more test drives
- 0enquiries without an owner
Deals handed over in 20 minutes, not four days
After signature, account managers spent days collecting site addresses, contacts, equipment lists and purchase order numbers.
- 1Notices the signature
When a quote is signed in DocuSign, the agent marks the deal as won in Salesforce and starts the handover.
- 2Builds the Delivery pack
Site addresses are checked, equipment per site comes from the signed quote, install slots from the planning tool and contacts from email threads.
- 3Builds the Finance pack
A draft billing account, a credit check request, contract dates and the customer’s purchase order number found in email.
- 4Hands over and follows up
Delivery gets its pack in Slack, Finance in Outlook.
- 20 minfrom signature to handover
- −70%questions back to sales
- 9 dayssooner to the first invoice
- 100%complete handovers
Illustrative scenarios with unnamed companies. The figures show the kind of improvement each setup is designed to deliver; actual results depend on volume, the systems connected and how the agent is configured.
From first conversation to live in three to eight weeks
We set up the Sales AI Agent around how your sales team works today.
-
1
Week 1
Learn your process
We sit with the people who do the work, map the process step by step and find the systems that hold the information. You get a written plan before anything is built.
-
2
Weeks 2 to 3
Customize your agent
We build and configure the agent around your process: your rules, your approvals, your wording, and connections to your databases and the tools your teams use.
-
3
Weeks 3 to 4
Deploy and test with your team
We install it inside your infrastructure, or in our cloud if you prefer, and test it with your team on real requests until the results meet the standard you set.
-
4
From week 5
Onboard your team
We train your employees and administrators, hand over the controls and stay with you: monthly reviews, updates you approve, and the next process when you are ready.
What your team and managers see
Sales AI Agent: questions from business leaders
How quickly will we see results?
Your reps test the agent on real meetings and quotes within the first weeks. Most companies see the time saved on meeting preparation, CRM updates and quotes during the first month after going live.
What does it cost?
It depends on the size of your sales team, the systems it connects to and where it runs. After a first conversation you get a written proposal with the price, so you can compare it with the selling time your reps lose to admin today.
Will it replace our salespeople?
No. It takes over the preparation and admin around selling, so reps spend more time with customers. Relationships, negotiations and decisions on price stay with your people.
What if it gets something wrong?
It works only from your own systems, price lists and documents, follows the limits you set and flags anything it is unsure about. Every brief, quote and CRM change is recorded, so you can review and correct it.
Can we control what it does?
Yes. You decide which records it may update, which discount each rep may give and who approves the rest. You can pause it at any time.
Are our customer data and prices safe?
It can run on your own servers, together with its AI models, so customer records, prices and margins stay inside your company and no outside AI service is used. We have no access to them, and your data is never used to train AI models.
Do we have to change our CRM?
No. It works with Salesforce, HubSpot and Zoho, Outlook, Gmail, Microsoft Teams and Slack, and adds your order system, price lists and contracts to them.
Does it email customers on its own?
Only if you allow it. By default it drafts emails and follow-ups, and the rep checks and sends them.
What do you need from our team?
One person who knows how your sales process works today, access to test versions of the CRM and the systems involved, and a few hours a week from a handful of reps while we test.
Can we start small?
Yes. Most companies start with one team or one job, such as meeting briefs or quotes, see the results, and then extend the agent to the rest of sales.
See what the Sales AI Agent can do for your sales team.
Tell us how your reps prepare meetings, build quotes and update the CRM today, and where their time goes. You get a written proposal with the expected results, the setup, a timeline and a price.