# AI agents for sales teams 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. ## At a glance - Infosistema connects AI agents to the CRM, quoting, pricing and customer-onboarding systems of B2B and B2C sales teams. - Typical first processes are account research before a call, inbound lead qualification and routing, quote and proposal preparation, new-customer onboarding checks and CRM follow-up after meetings. - Agents prepare and suggest; pricing exceptions, commitments to customers and anything sent under a seller's name stay with the seller. - Every engagement starts with a three-week analysis sprint that ends in a decision per process, and every agent starts in shadow or supervised mode. - Infosistema built Santander Totta's planning tool for its commercial network and an auto insurance sales process that runs across a bank's and an insurer's systems, from simulation to policy. [Talk to us](https://www.infosistema.com/contact/?start=agentic-ai&role=sales) ## Which sales tasks can an AI agent take on? The preparation before a conversation and the admin after it. These 5 come up with most sales teams. ### Account research before a call 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. - **Stays with people:** the call itself and what to propose. - **Systems:** CRM, [bizAPIs](https://www.infosistema.com/products/bizapis/) for official Portuguese company data, approved news sources. ### Inbound lead qualification and routing 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. - **Stays with people:** every first sales conversation and the decision to disqualify a named account. - **Systems:** website forms, marketing automation, CRM. ### Quotes and proposals 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. - **Stays with people:** pricing exceptions, commitments and the final send. - **Systems:** CPQ or ERP pricing, CRM, document templates. ### Customer onboarding checks 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. - **Stays with people:** credit decisions and any check that fails. - **Systems:** CRM, ERP, credit tools, [bizAPIs](https://www.infosistema.com/products/bizapis/). ### CRM follow-up after meetings 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. - **Stays with people:** what's sent to the customer. - **Systems:** CRM, calendar, email, meeting notes. ## What makes agents hard to run in sales? Customer trust and data rules. An agent that writes to a customer speaks for your company. - **GDPR and ePrivacy.** Prospect data needs a lawful basis and outreach has to respect consent rules. Agents only use data your policies allow, from sources you approve. - **EU AI Act transparency.** If an agent talks to customers directly, they must be told it's an AI system. - **Brand and commitments.** Agents draft; sellers send. Prices, discounts and promises stay with a person. - **CRM data quality.** An agent working on a messy CRM spreads the mess faster. The analysis sprint checks readiness first. ## How does Infosistema start? With a three-week analysis sprint on one sales motion, for example inbound SME sales or renewals in one region. 1. **Week 1:** map the sales process, hand-offs and systems, and short-list up to five candidates. 2. **Week 2:** score each process for impact and readiness and analyse it step by step against a baseline: time per lead, time per quote, conversion at each stage. 3. **Week 3:** estimate build and monthly operation per agent, then recommend agent, agent with conditions, classic automation, or not yet. Quick wins, such as account briefs, can start in supervised mode from week 2, built with the sellers who'll use them. ## Which Infosistema products and partners help? - **[bizAPIs](https://www.infosistema.com/products/bizapis/):** company status, annual accounts (IES), beneficial owners and tax and Social Security position from official Portuguese sources, for account research and B2B onboarding. - **[Google CoE](https://www.infosistema.com/center-of-excellence/google/):** Gemini Enterprise Agent Platform for agents that work across Google Workspace, and BigQuery and Looker for pipeline data. - **[Vesster](https://www.infosistema.com/partners/vesster/):** governed agents for document collection and verification in onboarding. - **[AI Academy](https://www.infosistema.com/agentic-ai/ai-academy/):** an academy we build with you, inside your organisation, to qualify your teams in agentic AI, with learning paths by role. ## What has Infosistema built for sales teams? - [Commercial network planning at Santander Totta](https://www.infosistema.com/case-studies/improving-the-planning-process-of-stock-trading/): "Caravela", a web tool the bank's network of managers uses to build and manage client portfolios, with 6 planning features to set and follow goals. - [Auto insurance sales between a bank and an insurer](https://www.infosistema.com/case-studies/infosistema-implements-auto-insurance-sales-process-integrating-banking-and-insurance/): the insurer's simulator built into the bank's platform, covering the whole sale from simulation to formalisation. ## Frequently asked questions ### Can AI agents qualify sales leads? 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. ### Will an AI agent send emails to our customers? 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. ### Which CRM do you work with? 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. ### Can an agent prepare quotes with discounts? 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. ### How do we measure the effect on sales? 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. ## Let's put AI to work in your sales team Tell us which process you'd like to look at first, and we'll reply within 1 business day. [Talk to us](https://www.infosistema.com/contact/?start=agentic-ai&role=sales)