Role · Sales
Sellers spend hours a week on work that isn't selling: researching accounts, qualifying leads that were never a fit, building quotes and updating the CRM after every call. AI agents can do the preparation and the admin. Infosistema connects them to your CRM, quoting and onboarding systems so your people spend the time with customers.
The preparation before a conversation and the admin after it. These 5 come up with most sales teams.
The agent builds a one-page brief on the account: company status and size from official sources, recent news, existing contacts and history in your CRM, and open opportunities.
The agent enriches each inbound lead, checks it against your ideal customer profile, asks the missing qualifying questions by email and routes it to the right seller or nurture track.
The agent assembles the quote from the price list and the approved discount rules, drafts the proposal from templates and past wins, and sends exceptions to the sales manager with the margin impact.
When a deal closes, the agent gathers what's needed to set the customer up (company data, tax number, billing contacts, credit checks where you run them) and opens the account in the systems downstream.
From the meeting notes, the agent updates the opportunity, logs next steps, drafts the follow-up email and reminds the seller before a commitment is due.
Customer trust and data rules. An agent that writes to a customer speaks for your company.
With a three-week analysis sprint on one sales motion, for example inbound SME sales or renewals in one region.
Quick wins, such as account briefs, can start in supervised mode from week 2, built with the sellers who'll use them.
Yes. An agent can enrich inbound leads, check them against your ideal customer profile, ask the missing questions by email and route them, while a seller still runs the first real conversation with every qualified lead.
Only if you decide it should, for low-risk messages such as confirmations. By default agents draft and sellers send, and customers are told when they're talking to an AI system.
The one you have. Agents connect through the CRM's APIs and respect its permissions, so an agent sees only what the seller it supports can see.
Within the rules you set. The agent applies the price list and the approved discount bands, and sends anything outside them to a manager with the margin impact.
Against a baseline taken in the sprint: time per lead, time per quote, follow-up delay and conversion by stage. Each agent in production is reported monthly against it.
Tell us which process you'd like to look at first, and we'll reply within 1 business day.
