AI Sales Agents
Apply your qualification criteria to inbound leads, assemble account context, draft follow-ups for rep review, and hand off anything that needs a human conversation.
The Problem
- • Inbound leads wait while reps work existing pipeline
- • Qualification criteria are applied inconsistently
- • Account research is repeated manually for every lead
- • Follow-up cadences lapse on lower-priority accounts
- • CRM records are incomplete, so reporting is unreliable
The Solution
- ✓ Score leads against your documented qualification rules
- ✓ Gather account context from approved data sources
- ✓ Draft follow-up messages with sources for rep review
- ✓ Route high-intent and named accounts straight to a rep
- ✓ Write structured outcomes back to the CRM
Pilot Metrics
Capture a baseline first, then compare the pilot against the same lead sources, segments, and qualification standard.
Quality
Qualification accuracy against rep judgement
Speed
Time from lead created to first useful contact
Operations
Handoff precision, rework, and cost per lead
Suggested Pilot Scope
- • One lead source and one clearly owned segment
- • A limited set of routine, low-risk qualification cases
- • Draft-only mode before any message reaches a prospect
- • Named reviewers and a documented handoff path
Inputs We Need
- • Sample leads with personal information removed
- • Current qualification criteria, cadences, and templates
- • Account types that always require a rep conversation
- • Baseline response-time, conversion, and volume measures