AI & Automation · AI Agents
Sales & SDR AI Agents
More qualified conversations with less manual prospecting.
Overview
What is Sales & SDR AI Agents?
Our sales agents research target accounts, qualify inbound leads in real time, draft personalized outreach for review and book meetings directly into your team's calendars.
Sales AI agents that research accounts, qualify inbound leads, personalize outreach and book meetings — integrated with your CRM and calendar.
How it works
How Sales & SDR AI Agents works.
From your starting point to the outcomes you can measure.
01 · Stage
Triggers
- Emails & chats
- Forms & documents
- CRM & ERP events
- Schedules
02 · Stage
Sales & SDR AI Agents
- Account research
- Lead qualification
- Outreach drafting
- Meeting booking
03 · Stage
You receive
- Qualification and routing agent
- Outreach workflow
- CRM and calendar integration
- Pipeline impact reporting
04 · Stage
Outcomes
- Inbound leads qualified and routed within minutes
- Personalized outreach at a scale reps cannot match manually
- Clean, up-to-date CRM records
Capabilities
What our Sales & SDR AI Agents service covers.
Account research
Summaries of company, role and context before outreach.
Lead qualification
Conversational qualification against your criteria.
Outreach drafting
Personalized messages with human approval.
Meeting booking
Calendar scheduling and CRM updates.
Deliverables
What you receive.
- 01Qualification and routing agent
- 02Outreach workflow
- 03CRM and calendar integration
- 04Pipeline impact reporting
Engagement model
How the engagement works.
- Step 01
Discover
We map workflows, data and systems to find the use cases with the clearest return.
- Step 02
Pilot
A working agent or automation is delivered against one high-impact workflow, measured against a baseline.
- Step 03
Harden
Security, permissions, evaluation and human-in-the-loop controls are added before scale-up.
- Step 04
Scale
Proven automations are rolled out across teams, monitored and continuously improved.
FAQ
Sales & SDR AI Agents: common questions.
Will messages be sent without review?
Only if you choose. Most teams start with human approval.
Does it work with our CRM?
We integrate with Salesforce, HubSpot, Pipedrive and others.
Can it use your B2B data?
Yes. It pairs well with our verified B2B and healthcare data.
Related services
More from AI Agents & Automation.
Let's talk about what NPLUS Global can do for you.
Tell us about your goals. A specialist will get back to you with practical next steps.