Empowering Sales with Agentic AI

Sales Got Smarter: AI Helps Us Really Connect with Customers

In today’s hyper-competitive B2B landscape, sales success hinges on relevance, speed, and insight. Yet, sales reps often drown in fragmented data, shallow briefs, and rushed prep. SmartCat’s Agentic AI changes that.

By tapping into your internal knowledge base – emails, notes, CRM entries, past projects – Agentic AI becomes your team’s personal researcher, strategist, and idea generator. It equips every rep with precise, actionable insight, tailored to each customer, before every call.

Problem

Sales reps were losing hours each week trying to manually prepare for meetings. Internal information was scattered across tools and formats – emails, CRM entries, slide decks, support tickets. Time constraints often meant calls were based on guesswork or generic decks. Missed context led to weaker conversations, slower deals, and lost opportunities.

Solution

SmartCat introduced an Agentic AI solution tailored for sales teams. The system securely scanned internal documents, CRM data, emails, and meeting notes to generate personalized, context-rich briefings for each customer. For every meeting participant, the AI pulled role-relevant insights and recommended tailored talking points. Most importantly, it proposed value-adding ideas and use cases based on the customer’s known goals, market position, and product history – all available in a concise dashboard or injected directly into the CRM.

Results

• 50% less time spent on pre-call research
  
• 2x improvement in first-call relevance and engagement
  
• 80% accuracy in surfacing key account pain points
  
• Personalized value propositions created for 90% of top accounts

• Improved close rates in complex, multi-stakeholder sales cycles

Smart Tip

Pre-call prep shouldn’t be manual labor. Let AI handle the research – your team should handle the relationship.

Smart Fact

Within the first two weeks, Agentic AI identified 20+ upsell opportunities that were previously buried in call notes, leading to $300K in pipeline growth.

About the Client

A global B2B SaaS company with over 100 sales reps handling high-value accounts. Complex buyer journeys and long sales cycles required personalized pitches, but fragmented knowledge and time pressure made deep research nearly impossible.

Technologies Used

• Vectorized CRM & email data
  
• LLM-powered insight generation
  
• Semantic search (Sentence-BERT)
  
• Role-specific prep agents
  
• Sales briefing dashboard
  
• API + CRM integration (Salesforce & HubSpot)
  
• Idea-generation agent trained on past wins