How can you process leads faster and increase success in B2B sales? With the AI Sales Agent, valantic presents an AI-powered solution for data-driven and automated lead scoring. In this blog series, we explore the idea and potential of the AI system from tech, user, and business perspectives.
In part one: What is the AI Agent capable of, what challenges does it solve, and how does it work? Our developer Elias, software architect and driving force behind the AI magic, has the answers.
What is the AI Sales Agent?
What exactly can I imagine the AI Sales Agent to be?
In short: The AI Sales Agent is a multi-agent system for AI-driven, automated, and data-based lead scoring. More precisely, it’s an AI system that uses multiple autonomous agents to research information on incoming leads and categorize them accordingly. This not only makes the sales process more efficient but also increases the chances of converting leads into real opportunities, as the most valuable leads can be prioritized.
Why did valantic develop the AI Sales Agent? What problem was the AI system meant to solve?
Originally, the goal was to replace opaque sales processes—often driven by subjective decisions, especially in the B2B sector—with data-based evaluation. We wanted to tackle a challenge every sales team is familiar with: Manually prioritizing new leads requires intensive research to assess a contact. That’s not only inefficient but also risky to success: especially when a large number of leads come in at once, delayed outreach can cost valuable time. Our AI system solves this by automating the qualification process and enabling fast, data-driven lead evaluation.
How does the AI Sales Agent work?
How does the AI Sales Agent automate lead scoring?
The system and its AI agents are directly connected to the CRM and can respond immediately to new leads and changes. Lead evaluation is based on comprehensive data analysis using various knowledge sources, including ChatGPT and Perplexity AI, web searches, and commercial register entries. This allows the AI system to consider a wide range of information about the lead, their industry, and relevant challenges.
The evaluation process comprises more than 30 steps, around two-thirds of which are AI-driven. The AI agents in the framework perform specific tasks: they consolidate and cross-reference data from different sources, structure and analyze information, create lead profiles, and calculate the final lead score. With this flexible set of AI agents, we’ve built a solid foundation to continuously improve existing lead scoring features and add new ones.
AI Sales Agent User Story
Fast lead scoring, targeted outreach, and increased conversion potential:
Discover how well the AI Sales Agent performs in real-world use and supports lead handling in part two of our series. Our Head of Market Engagement has extensively tested the AI agent and shares his experience.
What opportunities will the AI Sales Agent offer in the future?
Will the AI Sales Agent support other sales processes in the future?
Definitely! With our framework, countless other applications are conceivable and some are already in progress. Since this is a low-code implementation using prebuilt components, all aspects of the application can be quickly adjusted and extended at any time: additional AI agents for other tasks or scoring logic, new data sources, or new platforms like Microsoft Dynamics or SAP can be easily integrated.
What other features for the AI Sales Agent are planned or in development?
Using additional AI agents, we would next like to create automated briefings that summarize relevant information about the lead and support the initial contact. For example, they could provide insights into the company’s current challenges and identify potential touchpoints for our services. We will gradually tackle many more ideas. However, one thing is for sure: we will also make the set of AI agents available to our customers – tailored to their requirements so that they can also use the possibilities of the AI system for their processes.
How to start: AI Sales Agent with quick wins & business value
Learn how the AI Sales Agent unlocks business potential, turns AI-driven lead management into a competitive advantage, and how to get started – explained in part three of our blog series.
More than just AI-powered lead scoring
How are sales teams already benefiting from the valantic AI Sales Agent?
The most obvious advantage is the time saved during lead qualification: from the moment a new lead is received to final categorization, the process takes less than 5 minutes. That means faster and more efficient follow-up: According to our calculations, sales teams can respond up to 97 % faster, contact leads immediately, and take advantage of the momentum – a crucial edge, especially at trade fairs or other events with high lead volume in short timeframes.
Another benefit is the gained transparency: sales teams can focus on the most valuable leads and address them in a targeted and personalized way – even through automated channels. This significantly boosts conversion potential. Last but not least, the AI system helps save resources: more than 90 % cost savings on research tasks are achievable through automation – coupled with a rising conversion rate and potentially higher close rates, this becomes a measurable benefit for any company.
Written by
Elias Henrich
As a Senior Software Architect and AI Specialist at valantic, Elias designs customized system solutions. What began at the age of 11 with the first codes led to a specialization in adaptive architectures and agent systems. Today, he combines many years of experience as a Magento-2-developer with broad expertise in designing and integrating AI solutions. With a degree in medical and information engineering, he also shares his expertise as a university lecturer.
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