AI Sales Agent Development

Description

Our outbound team is six SDRs and their CRM hygiene is, predictably, terrible. Not through negligence — after eight calls nobody wants to spend the evening logging them. We want an agent that listens to the call recordings we already capture, writes the CRM note, updates the deal stage where the call clearly established it, and drafts the follow-up. The SDR confirms in one click. Consent handling has to be right: we record on a two-party consent basis in some of our markets and the pipeline must not process a recording where consent was not captured. That check belongs in the pipeline, not in a policy document.

• Transcribe and summarise call recordings into CRM notes in our house format
• Enforce a consent check in the pipeline, skipping and reporting recordings without captured consent
• Propose deal stage changes only where the call clearly establishes them, otherwise leave alone
• Draft follow-up emails into the SDR's drafts, never sending
• Report on note completeness before and after rollout

• Call processing pipeline with consent gating
• CRM note and stage-change proposals with one-click confirmation
• Follow-up drafting into the SDR mailbox
• CRM hygiene measurement report