AI & Automation

AI Sales Assistant

An AI assistant that researches prospects, drafts outreach, qualifies leads, and keeps Salesforce updated so your reps sell instead of doing admin.

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What it does

We build an AI assistant that supports your sales team end to end: researching prospects, drafting emails, qualifying inbound leads, preparing for meetings, and updating Salesforce automatically after every interaction.

What's included

Prospect research and enrichment
Draft outreach and follow-up emails
Lead qualification against your criteria
Meeting-prep summaries
Automatic CRM updates in Sales Cloud

Ideal for

Sales teams losing time to manual CRM admin
Inbound-heavy pipelines that need fast qualification
Revenue teams standardising how they work in Salesforce

Questions

Will it send emails on its own?

Only if you want it to. Many teams keep a human in the loop for approval while the assistant drafts and queues. We configure the level of autonomy you're comfortable with.

Does it work with our existing Sales Cloud setup?

Yes. It builds on your objects, fields, and process rather than replacing them.

What data does it use to research prospects?

Your CRM data plus the sources you approve. We scope this during discovery to fit your compliance requirements.

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