# AI sales assistant

> An AI sales assistant automates the preparation work around selling: enriching new leads with company data, scoring fit against your ideal customer, drafting personalised follow-up for a rep to approve, summarising meetings and keeping the CRM updated. It increases the time salespeople spend actually talking to buyers.

- Area: [AI & automation](https://devraxo.com/services/ai/)
- Price: from £1,400. Data enrichment provider costs, if used, are passed through at cost.
- Timeline: 3 weeks
- Page: https://devraxo.com/services/ai/ai-sales-assistant/

## This is for you if
- Reps spend more time researching and updating the CRM than selling.
- Leads are followed up inconsistently, depending on who picked them up.
- You want a consistent first impression without sounding automated.

## The problem
- **Preparation eats the day.** Checking a company website, finding the right person and writing a tailored email takes longer than the call it leads to.
- **Follow-up depends on memory.** The leads that were promised a next step and did not receive one are your most avoidable losses.
- **The CRM is always stale.** Notes get typed up at the end of the week, if at all.

## How it works
1. **Define your ideal customer.** We turn your best deals into scoring rules you can read and change, not a black box.
2. **Enrich and score new leads.** Company, size, role and context are gathered automatically and a fit score is attached with the reasons.
3. **Draft, never auto-send.** Follow-ups and meeting briefs are written for the rep to review. A person sends everything that carries your name.
4. **Update the CRM for them.** Call and meeting summaries, next steps and tasks are written back to the right record.

## What you get
- Lead enrichment and fit scoring
- Draft follow-ups for rep approval
- Meeting briefs and summaries
- Automatic CRM updates
- Scoring rules you can edit
- Weekly pipeline digest

## Questions
### Will it email my prospects automatically?
Not unless you want it to. By default it drafts and a person approves, which protects your reputation and your deliverability.

### Where does the lead data come from?
From your CRM, your website forms and reputable enrichment providers. We use only lawful sources and document each one.

### Which CRMs does it work with?
HubSpot, Zoho, Pipedrive and Salesforce are the usual ones, and we can also work with a custom CRM through its API.

### How is this different from the outbound calling agent?
The sales assistant prepares and drafts for your people. The outbound calling agent makes the phone calls itself. Many clients use both, linked through the CRM.