AI in sales.

Evaluate lead qualification, outreach, and follow-up against the opportunities they create.

Example workflow

Where agents work.

SDR / AE assist: Drafts outbound messages, summarizes call notes, and surfaces next steps within HubSpot, Salesforce, or Outreach.
Lead qualification: Routes inbound leads, scores them against the ICP, and books meetings before human contact.
Voice follow-up: Voice agents follow up on no-shows, qualify warm leads, and recover stalled cycles.
Sequence orchestrator: Manages multi-touch outbound sequences, triggering on CRM events and pausing when a human takes over.
Account research: Generates pre-call briefs, refreshes account intelligence, and surfaces buying signals.

Response time: Time from CRM trigger or inbound to agent action.
Human override rate: Frequency of SDR or AE replacement of agent output.
Meeting-book rate: Conversations the agent converts to booked meetings.
Pipeline contribution: Pipeline created or advanced with agent assistance.
Close-won attribution: Closed-won revenue traceable to agent-touched cycles.

Measurement depends on your source records and mapping. These are signals to evaluate, not automatically collected metrics.

Source coverage and outcome attribution depend on the records you provide.

We’ll review your source data and agree what to measure.