The agent doesn't just speed things up, it makes our decisions more consistent and defensible. Every recommendation comes with the data and logic trail our auditors need.
ABC, VP of Procurement
Who, where and what changed
About the company
Industry
B2B SaaS
Volume
5,000+ client profiles per month
Stack
N8N, Python, Multimodal LLMs
Success metrics
Instant and accurate client profiling
Zero missed leads
Shorter sales cycle
What was breaking in the workflow?
Inefficient Client Research
Reps spend hours manually digging for prospect data instead of focused selling.
Generic Sales Messaging
Without tailored guidance, pitches fail to resonate with specific client personas or needs.
Buried Insights
Key client details stay buried in the CRM, making reps miss insights needed to close deals.
Generic AI was not enough
Gives surface-level client information and advice that lacks the depth for sales conversations.
How we built a Custom SalesPro AI Agentin just 10 days!
PHASE 1
Workflow mapping
Architected the transition from "raw lead" to "meeting-ready" by identifying exactly where reps lose momentum.
PHASE 2
Data connections and normalization
Connected the agent to internal CRMs and the open web to pull real-time client intelligence.
PHASE 3
Rule-driven decision logic
Configured logic to build clear client profiles and identify high-value decision signals automatically.
PHASE 4
Governance and human-in-the-loop
Integrated a Human AI Desk to ensure role-play simulations and pitch suggestions remain brand-accurate and effective.
We build your bespoke AI Assistant using off-the-shelf technologies
