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Vendor Sheet

AI Sales Agent: Transforming Sales With Intelligent Automation

AI Sales Agent: Transforming Sales With Intelligent Automation

AI Sales Agent: Transforming Sales With Intelligent Automation

Optimus Information
Pages 1 Pages

This solution brief describes an AI sales agent built with Microsoft Copilot Studio to streamline selling activities and improve deal execution. The agent supports lead qualification, customer follow-ups, pipeline updates, sales reporting, and conversational access to account and opportunity information. It can connect with one or two platforms, including Dynamics 365, Salesforce, HubSpot, Power BI, Dataverse, Outlook, Teams, LinkedIn Sales Navigator, product catalogs, pricing databases, or other APIs. Deployment is available through Teams, Outlook, CRM, or a WebApp. The two-to-three-week, $10,000 engagement includes customization, role-based security, testing, training, and documentation, helping sales teams gain faster insights and spend more time on high-value customer engagement.

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