AI Sales Research Automation
Let your AI agent gather client backgrounds, campaign results, and competitor benchmarks—so you walk into every pitch with the answers. No more sifting through Salesforce, Outlook, or Google Drive for hours.
You’re a sales manager or rep, scrambling through Salesforce records, email threads, and old PowerPoints to prep for meetings. Critical client details are buried in attachments or lost in Slack messages. Miss something, and that deal goes to a competitor who’s better prepared.
An AI agent that instantly compiles client profiles, ad history, and sales insights from Salesforce, HubSpot, and email for sales teams.
What this replaces
The hidden cost
What this is really costing you
In advertising sales, account executives and sales managers spend 6-7 hours a week pulling client data from Salesforce, digging through Outlook for past proposals, and updating CRM notes. Each manual step means less time for actual selling and more risk of missing key insights. The constant back-and-forth between HubSpot, Google Sheets, and Slack slows everything down.
Time wasted
6-7 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$18,000-$21,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep relying on manual research, you’ll miss out on upsell chances, lose deals to faster competitors, and risk presenting outdated or inaccurate recommendations to clients.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
7 hrs/week
of manual work
With your AI agent
1 hr/week
agent-handled
You save
$18,000/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Prepare for a Sales Pitch
You ask your agent to summarize a new client’s product line, advertising history, and key challenges before your meeting.
Update Client Records
You ask your agent to pull the latest info on a client’s business practices and recent campaigns for your CRM notes.
Spot New Opportunities
You ask your agent to identify gaps in a client’s current advertising strategy and suggest upsell angles.
Analyze Lost Deals
You ask your agent to review past presentations and client feedback to uncover why a deal didn’t close.
How to hire your agent
Connect your tools
Link your contact management, presentation, and analytics tools commonly used in your advertising sales workflow.
Tell your agent what you need
Example: 'Summarize Acme Corp’s recent ad campaigns, main products, and pain points for my next pitch.'
Agent gets it done
Agent delivers a concise, actionable client brief with key details and tailored recommendations.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Client Profile Compilation
Pulls recent account data from Salesforce and HubSpot to generate a full client snapshot for your next pitch.
Ad Campaign History Review
Analyzes campaign results from Google Ads exports and highlights top-performing strategies.
Pain Point Extraction
Scans meeting transcripts and Slack conversations to flag recurring client challenges.
Tailored Solution Suggestions
Cross-references your product catalog with client needs to propose targeted recommendations.
Competitive Analysis
Compares client metrics to industry benchmarks using data from LinkedIn Sales Navigator and public reports.
AI Agent FAQ
The agent integrates directly with Salesforce, HubSpot, Gmail, Slack, and Google Drive via secure API connections. You can select which data sources to include for each client brief.
All client information is encrypted in transit using TLS 1.3. The agent never stores your data after processing—summaries are generated on demand and deleted after delivery.
No, your AI agent works alongside Salesforce, HubSpot, and your reporting dashboards. It compiles and analyzes data for you, but you continue managing records and communications in your current platforms.
Accuracy depends on the quality and completeness of your connected data. The agent works best with up-to-date Salesforce records and campaign results. Multi-language support is coming soon—currently, it handles English-language data.
While the agent automates most repetitive research, some judgment is still needed for final presentations. It dramatically reduces time spent on manual data gathering, especially for sales research automation.
Related tasks
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