AI
Sales Agent
Lead qualification, deal assessment and a next-step plan
Sales Agent is a working tool for sales managers: customers and conversations, lead qualification, deal assessment with objections, playbooks and follow-ups.
Built for: Companies that run sales systematically, and their sales managers.
Value
Sales Agent does not replace a CRM: it helps a manager decide, by one shared method, whom to work with next and how, and never lose the next step after a conversation.
How it works
Sales Agent helps run sales by one shared process. After the first contact a manager qualifies the lead and records the decision. For a promising deal they assess the opportunity, record the customer's objections and mark which have been addressed. After every conversation a next-step plan appears, and all work comes together in one queue.
Scores, recommendations and insights are entered and maintained by the manager today: the product has no automatic AI-generated recommendations yet. Today you work with Sales Agent through its application programming interface (API); a full web interface is on the roadmap.
Implemented capabilities
- 01
Customers and timeline
Companies, contacts and a timeline of interactions with a customer.
- 02
Conversations and tasks
Conversation and task records per customer.
- 03
Follow-ups
Next-step plans: schedule, reschedule, complete, cancel.
- 04
Lead qualification
Step-by-step qualification with a score and a decision on whether to pursue the lead.
- 05
Deal assessment
Assess an opportunity with the customer's objections: raise, address, resolve.
- 06
Sales playbooks
Playbooks for working with customers, shared by the team.
- 07
Recommendations and insights
Record recommendations and insights about a customer.
- 08
Work queue
One list of a manager's work across all customers.
In development
- Prospecting, company research and outbound campaigns
Roadmap
- Telephony
- WhatsApp and Telegram channels
- A full web interface
Target use cases
The use cases this product is being built for. They do not mean every capability described is already available.
A new enquiry
A manager qualifies the lead and decides whether to take it into work.
Preparing to negotiate
An opportunity assessment with objections helps prepare the arguments.
Following up
After a conversation, a next-step plan and tasks appear.
Status · In development
The product is in development. Implemented capabilities are listed above; timing and access are discussed in a consultation.
Questions and answers
Does Sales Agent use artificial intelligence?
Today the manager enters scores and recommendations. The product has an experimental AI-based draft-reply feature, but it is off by default and not offered to customers.
Can Sales Agent call customers or message them?
Not by phone or messenger: telephony and WhatsApp and Telegram channels are on the roadmap. Outbound email campaigns and company search are in development and not available to customers yet.
How do I get access to Sales Agent?
Sales Agent is in development and works through its API only, so it can be connected only together with your technical team. Email or call us to discuss it.
Demonstration
See VectorFlow in action
Request a demonstration to explore the platform and TMS.
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Phone: +380 95 504 94 02