# AI for sales teams — leads, proposals, follow-ups, CRM > What an agent takes on in a sales team: lead qualification, proposal preparation, follow-ups, meeting notes, CRM updates. What it never does: a discount, a price, a commitment. **Version HTML :** https://agence-intelligence-artificielle.eu/en/ai-sales **Langue :** en-GB --- AI by industry # AI for sales teams A lead arrives on a Thursday evening. It is called back on Monday, when the rep comes out of meetings. In the meantime, the prospect has had two other answers. The task that costs is not the sale — it is everything around it : qualifying, preparing, following up, entering into the CRM. Half a day, every day, when the rep is not selling. [Request the survey](https://agence-intelligence-artificielle.eu/en/contact) - **5 tasks** documented below - **1 limit** no discount, no price, no commitment - **The CRM stays** the agent writes into it, does not replace it - **2 to 6 weeks** before the first system is open The cost ## What this industry pays when nothing moves. Ranges, not promises. They come from tasks we meet in this industry and orders of magnitude we measure in the survey — yours may fall outside, in either direction. **Changing nothing** - First contact after an inbound lead : **1 to 3 days** - Time per sales proposal : **2 to 4 hours** - Planned follow-ups actually made : **1 in 2** - CRM records up to date after a meeting : **1 in 3** - Actual selling time per rep : **40 to 50 % of the day** - Leads never called back, per month : **1 in 5 to 1 in 8** **The sales system, opened** - First contact after an inbound lead : **under an hour, acknowledged within a minute** - Time per sales proposal : **20 to 40 minutes of review** - Planned follow-ups actually made : **all, drafted and reviewed** - CRM records up to date after a meeting : **all, from the meeting notes** - Actual selling time per rep : **65 to 75 % of the day** - Leads never called back, per month : **fewer than 1 in 30** Five tasks ## What we remove, and what we leave. Each task is described with what the agent takes on and what stays with a person. If the second column is empty, we have not understood the industry. 01 ### Qualify inbound leads **What the agent does** It acknowledges within a minute, asks the three useful questions, enriches the record from public sources, and sorts the lead by your criteria. **What stays with a person** The call. It prepares the morning’s list, sorted and documented ; the rep picks up the phone. 02 ### Prepare proposals **What the agent does** From the stated need and your past proposals, it pre-fills the template — context, scope, references — citing the source proposals. **What stays with a person** The price, the discount, the committed scope. A wrong figure sent fast costs more than a right figure sent slowly. 03 ### Follow up at the right time **What the agent does** It spots unanswered proposals, drafts the follow-up in the house tone, and puts it to the rep on the planned date. **What stays with a person** The sending, and the final tone. A badly timed follow-up costs a customer ; the rep judges. 04 ### Update the CRM from meeting notes **What the agent does** After a meeting, it reads the notes or the transcript, updates the record, creates the tasks, and flags what remains to be done. **What stays with a person** The review. The CRM says what the rep validated, not what the machine understood. 05 ### Answer first-line questions **What the agent does** Lead time, compatibility, references in the sector : it answers from your validated documents, citing. **What stays with a person** Anything that commits : a firm deadline, an exception, a condition. It informs ; the rep commits. What we do not do ## No discount, no price, no commitment is produced by an agent. A price depends on things the agent cannot see : the workload, the quarter’s margin, the importance of the account, the context of a call. The agent prepares, enriches, follows up and cites. It does not negotiate and does not commit. The diagram below shows where its perimeter stops. **The method, in one sentence** Ten systems, one survey, one system opened at a time — the one with the shortest payback. [Read the full method](https://agence-intelligence-artificielle.eu/en/#methode), or go back to the [AI agency](https://agence-intelligence-artificielle.eu/en/) page. The tools ## What we open it with, and why here. The choice of tool comes last, and it is reversible. But in this industry, three constraints keep coming back and steer the choice before we even start. **The CRM, as it is** HubSpot, Pipedrive, Salesforce or a spreadsheet : the agent reads what it exposes and writes into what it accepts. It replaces nothing — it finally fills it in. **A circuit visible in n8n or Make** Qualification criteria change with strategy. A rule is corrected in minutes, without calling us. **A model that cites its sources** Every pre-filled paragraph shows the proposal it comes from. The rep checks in one click instead of re-reading everything. The objections ## What we hear in this industry, before we start. ### Will the reps accept a machine touching their leads ? They accept no longer doing the data entry. The agent qualifies and prepares ; the call, the relationship and the sale stay theirs. After two weeks the question is no longer ‘why’ but ‘why not sooner’. ### A pre-filled proposal — won’t it look copy-pasted ? It starts from your past proposals, adapted to the stated need, and the rep reviews it. What it removes is the blank page and the two hours — not the personalisation, which stays theirs. ### And the price ? That is where we would save time. No, and deliberately. The price depends on what the agent cannot see. It prepares everything up to the price, and the rep sets it. A wrong price sent fast costs more than a right price sent slowly. ### How long before it is useful ? The survey of the ten systems is delivered within 72 hours. Opening the first system takes two to six weeks. Lead qualification is often the first : it is measurable from the first week. Where this industry concentrates ## The areas where we are called most for this. [**London**AI agency in London](https://agence-intelligence-artificielle.eu/en/ai-agency-london)[**Manchester**AI agency in Manchester](https://agence-intelligence-artificielle.eu/en/ai-agency-manchester)[**Bristol**AI agency in Bristol](https://agence-intelligence-artificielle.eu/en/ai-agency-bristol) [**All locations**see the full map](https://agence-intelligence-artificielle.eu/en/locations) Related industries The same tasks, in neighbouring industries : [AI for e-commerce](https://agence-intelligence-artificielle.eu/en/ai-ecommerce), [AI for manufacturing](https://agence-intelligence-artificielle.eu/en/ai-manufacturing), [AI for legal teams](https://agence-intelligence-artificielle.eu/en/ai-legal). First call — fifteen minutes ## We will tell you which system to open first. Describe the task that costs you the most. We will tell you what is feasible, how long it takes and what it costs. If the answer is no, you will leave with the two reasons why. [Request the survey](https://agence-intelligence-artificielle.eu/en/contact) [Write to the agency](https://agence-intelligence-artificielle.eu/en/contact) --- ## Autres langues - fr-FR : https://agence-intelligence-artificielle.eu/ia-commercial.md - en-GB : https://agence-intelligence-artificielle.eu/en/ai-sales.md - de-DE : https://agence-intelligence-artificielle.eu/de/ki-vertrieb.md - es-ES : https://agence-intelligence-artificielle.eu/es/ia-ventas.md - it-IT : https://agence-intelligence-artificielle.eu/it/ai-vendite.md - pt-PT : https://agence-intelligence-artificielle.eu/pt/ia-vendas.md