An always on sales agent for enterprise accounts
Agents that watch every account and tell the sales team where the next opportunity is.
A leading engineering and technology solutions providerProblem statement
What the client was up against
The sales team covered a large enterprise base but could only actively follow a fraction of it. Renewals and new opportunities surfaced late.
Our approach
How we approached it
- Defined the signals that matter for each account type
- Set governed playbooks for follow up
- Connected to CRM for pipeline hygiene
Solution we created
What we built
A Cortex sales agent that monitors accounts, identifies opportunities and risks, suggests next best actions and keeps the CRM clean.
Agents in the system
The multi agent team behind it
SourcesCRM, email, sales dashboards
Signal agentWatches account activity and news
Opportunity agentScores and explains openings
Follow up agentDrafts next steps per playbook
Hygiene agentKeeps the pipeline current
People decideReview, approve and act
Signal agentWatches account activity and news
Opportunity agentScores and explains openings
Follow up agentDrafts next steps per playbook
Hygiene agentKeeps the pipeline current
CRMemailsales dashboards
What it was built to change
The outcome it is designed for
Higher account coverage without more headcount, faster response on renewals and more consistent sales execution.
This is live work without published results yet. We show the problem and the build, not numbers we have not measured.
Client names, detailed case studies, demos and references can be shared on request.
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