USE CASE
AI Agents for Sales Teams
Automate lead qualification, follow-ups, and pipeline reporting—with human oversight for the deals that matter.
According to Salesforce's State of Sales Report, your sales team spends over 70% of their time on tasks that don't directly close deals. Data entry. Research. Follow-up emails. CRM updates. Pipeline reports.
AI agents can handle all of it—while keeping you in control of the conversations that actually matter.
Here's how top sales teams are using AI agents to automate the busywork and focus on selling.
The sales time trap
Studies show sales reps spend only 28% of their time actually selling. The rest?
Source: Salesforce State of Sales Report
These tasks are necessary—but they don't need a human. They need an agent that understands your sales process and can execute reliably.
5 sales tasks perfect for AI agents
1. Lead qualification and scoring
When a new lead comes in, an agent can instantly research the company, check fit against your ICP, enrich with firmographic data, and assign a score. High-intent leads get routed immediately; lower-priority leads go to nurture sequences.
Example agent conversation:
Agent: New lead from Acme Corp. 500 employees, Series C, tech industry. Matches your ICP. Website shows they're using a competitor. Score: 87/100. Routing to Sarah.
2. Follow-up email sequences
Agents can draft personalized follow-ups based on previous conversations, deal stage, and prospect behavior. They reference specific pain points discussed, include relevant case studies, and time messages for optimal engagement.
With human approval:
Agent: Draft ready for Mike at TechCorp. He mentioned integration concerns last call—I've included our API docs and the Stripe case study. Send now?
You: Looks good. Send it.
3. CRM data entry and hygiene
After every call or email, agents automatically update your CRM—logging activities, updating deal stages, adding notes, and flagging missing information. No more end-of-week data entry marathons.
Automatic updates:
✓ Call with Acme logged (32 min)
✓ Deal moved to "Proposal Sent"
✓ Next step: Follow up Wednesday
✓ Note added: "Concerned about implementation timeline"
4. Pipeline reporting and forecasting
Weekly pipeline reports, generated automatically. Total value by stage, week-over-week changes, deals at risk, and forecast accuracy. Delivered to your inbox every Monday morning.
Weekly report example:
Pipeline: $2.4M (+12% WoW)
Closing this month: $890K (73% confidence)
At risk: 3 deals haven't moved in 14+ days
Top opportunity: Acme Corp ($125K, demo Thursday)
5. Competitive intelligence
Before important calls, agents research the prospect's current tools, recent news, and competitive landscape. You walk into every meeting prepared.
Pre-call brief:
Current stack: Using Competitor X (contract ends Q2)
Recent news: Just raised Series B, expanding sales team
Pain points: Reviews mention poor support, limited integrations
Suggested angle: Lead with integration capabilities and support SLAs
Human-in-the-loop for high-stakes moments
The fear with sales automation is losing the human touch—especially on deals that matter. That's why guardrails are essential.
You decide what runs automatically and what needs approval:
When an agent drafts a follow-up email for a $100K deal, it doesn't just send. It pings you on Slack: "Ready to send to Mike at TechCorp. Want to review?" You approve, edit, or reject—and the agent learns your preferences.
Getting started: Sales team template
We've built a sales team template that includes pre-configured agents for the use cases above. Here's what you get:
Sales Team Template includes:
Lead Qualifier Agent
Scores and routes incoming leads based on your ICP
Follow-up Agent
Drafts personalized follow-ups with human approval
Pipeline Reporter
Weekly reports with forecasts and at-risk deals
Research Agent
Pre-call briefs and competitive intelligence
Ready to connect to HubSpot, Salesforce, Gmail, and Slack out of the box.
Give your team back 70% of their time
Your reps should be selling, not doing data entry. AI agents handle the busywork. Human judgment stays where it matters—on the deals and relationships that close revenue.
Start with the sales template and have your first agent running in 15 minutes.
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