From company information
to a prepared sales opportunity.
AI agent for B2B sales
AI agent for B2B sales
The agent supports finding and organising companies that match an agreed customer profile. It combines information from permitted sources, removes duplicates and prepares context for a salesperson. We design it to support your sales process with clear rules for data use.
Benefits for your team
More time for conversations and qualification
This solution helps teams that manually research businesses, transfer information into a CRM and prepare for many similar conversations. We can reduce preparation time, standardise records and help prevent opportunities being overlooked. We assess the quality of accepted opportunities and time spent by salespeople, rather than only counting companies found.
Agent capabilities
We define industries, company size, location, activities and signals of potential demand. The agent prepares candidates from agreed sources and explains why each company matches.
It combines information about the same company, detects duplicates and flags incomplete records. It can fill permitted fields while retaining the source and date of the information.
It compares companies with your criteria, such as market coverage, offer fit and current conversation stage. The result helps prioritise follow-up and shows the reasoning behind that order.
It creates a company brief with relevant facts, relationship history, open topics and suggested questions. The salesperson can begin with useful context already available.
Using approved offer information and contact history, it prepares a personalised message draft, meeting summary or follow-up task. Sending rules are defined separately.
It reads a form or message, identifies the topic, collects missing information and routes the enquiry to the right person. It can assign a category, source and sales stage.
It records agreed data, creates tasks and highlights opportunities without a next step. Changes follow the structure of your CRM and your team's permissions.
It shows how many candidates were accepted, why others were rejected and which sources provide useful contacts. This helps improve selection criteria instead of simply enlarging the database.
What we can build for your business
Example workflow
A working day in the sales team
A hotel equipment supplier wants to reach properties suited to its offer. We define markets, property types, required information and permitted sources. The agent prepares a list, checks it against the CRM and identifies companies already in active conversations.
The salesperson receives a profile for each candidate, reasons for the match and a draft next step. They approve suitable companies, add context and decide how to make contact. Feedback on rejected suggestions helps refine future lists.
Data and integrations
APIs, CRM and ERP in one workflow
The starting point is your ideal customer criteria, existing CRM database and agreed information sources. We assess data quality, integration availability and how records should be updated.
We can connect your CRM, website forms, shared inbox, calendar and approved data sources. A custom interface can support candidate review, data corrections and approval of next actions. We assess available APIs, source usage terms and ways to link contact history to the correct company.
Workflow
We define industries, regions, matching criteria and permitted sources.
The agent combines information, identifies sources and flags missing data and duplicates.
It prepares a CRM record or task and a suggested next step.
What this process could look like
Preparing for implementation
Preparing for implementation
Useful starting materials include examples of good and unsuitable customers, your offer, sales stages and a sample of CRM records. We define required information, who approves candidates and what constitutes a valuable opportunity. We can begin with a narrow company segment and recommendations only.
Output and oversight
Know what the agent did and why
The salesperson receives structured context and reasons for the match. We design message sending as a separate, approved stage. The agent does not have to contact potential customers independently.
Further development
Further development
Later, the sales agent can pass a qualified enquiry to a quotation agent, retrieve company knowledge and prepare process reports. We develop shared identifiers, activity history and permissions so new features fit your existing workflow.
Questions and answers
Questions about this solution
Not every company provides a suitable contact, and data availability depends on sources and access rights. The agent should identify missing information and its sources. We do not fill email addresses by guessing.
We can begin with research, qualification and message drafts. Contact can remain with the salesperson. Automatic sending is a separate, agreed stage.
Yes. A useful starting point is cleaning existing records, identifying missing information and highlighting opportunities without a next step. We test a sample and record-matching rules before large changes.
We establish a baseline, such as preparation time, acceptance rate and record completeness. Sales results also depend on the offer, market and team, so we do not automatically attribute them to the agent.
We can build roles, account ownership, shared history and separate queues. Salespeople see their relevant scope while managers receive an overview.
We can design for that requirement. It involves selecting a suitable model and infrastructure and checking every connection. Not every deployment option processes data locally.
The price depends on the process, data, integrations and requirements. We separate implementation costs from estimated infrastructure, model and maintenance costs. Usage limits are agreed before launch.
Choose the next element
Which process would you like an AI agent to handle?
We design custom AI agents, automation and integrations for businesses. From process audit and prototype to deployment, quality control and ongoing development.
