An agentic model for the sales cycle

The Lead Assignment Agent automatically assigns leads based on rules, priorities, and criteria defined by the organization.

The Lead Qualification Agent collects and organizes the information required to assess the opportunity, while the Customer Research Agent enriches prospect knowledge by leveraging available information sources.

The information gathered at this stage becomes the foundation for planning, opportunity management, and proposal generation activities.

The Sales Research Agent organizes and synthesizes available customer information to support account planning and sales planning activities. The Sales Strategy Copilot assists sales leaders in defining objectives, priorities, and initiatives.

Once approved, the Sales Plan Generation Agent translates the plan into trackable activities and opportunities, while the Sales Plan Monitoring Agent oversees its execution over time.

The Opportunity Management Agent maintains an up-to-date view of the opportunity, bringing together activities, information, and progress status within a single operational context.

Sales teams and account managers can then access the relevant elements of the relationship, monitor the evolution of the opportunity, and plan next steps with greater continuity of information.

When an opportunity reaches the required level of maturity, the Quote Generation Agent supports the creation of the initial proposal draft by leveraging the information collected throughout the sales cycle.

The proposal is built on the context developed in the previous stages, maintaining consistency across qualification, planning, opportunity management, and final proposal creation.