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AI agent that follows up on sales

The agent tracks every opportunity, triggers contact at the right moment and stops a sale going cold from neglect.

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AI agent that follows up on sales

An AI agent that follows up on sales is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.

We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.

We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.

The agent tracks every opportunity, triggers contact at the right moment and stops a sale going cold from neglect.

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THE CHALLENGE

following up on sales

Leaving following up on sales to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.

  • Stalled opportunities

    Deals sit stuck in the funnel with no one resuming contact.

  • Scattered sales information

    Notes, emails and calls are not consolidated into a single customer view.

  • Unreliable forecasting

    Without ordered data, the close forecast rests on guesswork.

APPROACH

following up on sales

An agent with rules, exceptions and milestone control.

  1. Opportunity tracking

    The agent records the stage and last interaction of every open deal.

  2. Blockage detection

    It flags opportunities with no recent activity to reactivate the sale.

  3. Action reminders

    It suggests the rep the next step and deadline for each contact.

  4. Forecast update

    It consolidates data into a forecast reviewable by the sales manager.

DELIVERABLES

following up on sales

An operational, traceable agent under your control.

  • Sales funnel dashboard

    View of the state and value of each opportunity by stage.

  • Follow-up alerts

    Warnings about deals at risk of stalling.

  • Updated customer record

    Consolidated history of interactions and agreements.

  • Close forecast

    Revenue estimate per period with its confidence level.

TRUST

AI applied to real processes with supervision

AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.

  • A clear task and success criteria before automating.
  • Human supervision with milestone and exception control.
  • A measurable first release before expanding scope.
  • Code, configurations and documentation under your control.

FAQ

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