AI agents in sales.
Sales teams spend too much time transferring and maintaining data. AI agents can take over, as long as someone understands the process behind them. We have been building exactly these kinds of solutions for years and know how it works.
More than 4,000 customers already trust us.
Where AI agents make sense, and where they do not.
Whether an AI agent is suitable for a given process depends on various factors. We show you where it makes sense and where it does not.
Ideal for:
- regularly recurring processes
- clearly defined outcomes (e.g. a completed CRM field)
- structured input data (e.g. email, form)
An example:
An agent reads an email Signature and automatically creates the sender as a contact in the CRM system, including company, job title, and phone number.
Less suitable when:
- an individualized decision is required in the process
- results vary depending on the situation
- the data basis is incomplete or inconsistent
An example:
Whether a lead is considered qualified depends on what was discussed and on gut feeling. No agent can decide that alone.
You decide what the agent handles.
You decide what runs automatically and where you want to keep the final click. With individualized workflows, you define which data is created or updated. Low-risk processes run fully automatically, while sensitive fields such as email address or phone number only enter the system after your manual approval. All in the spirit of human-in-the-loop.
This way, you maintain full control over your data without giving up the advantages of automation.
Five use cases that show what AI agents can do.
The following examples come from everyday B2B sales. They show where AI agents can reliably take over recurring tasks and what that means in practice.
Capture contacts from email Signatures.
Before: Contact information from incoming emails ends up at best in a notebook, but usually not in the CRM system at all.
After: The agent reads the Signature, automatically creates the contact, and enriches it with company data.
Automatically push trade show leads into your pipeline.
Before: Scanned leads from the trade show are entered into the CRM system manually days later, often incomplete.
After: The agent processes every scan immediately and creates the lead in the pipeline, including a follow-up task.
Send business cards straight into your CRM.
Before: Business cards from a trade show pile up on the desk and are rarely captured completely.
After: The agent reads the card, creates the contact, and reconciles it with existing CRM data.
Import contact lists from Excel.
Before: Contact lists from Excel are manually transferred into the CRM system line by line or imported with errors.
After: The agent processes the upload, cleans the data, and transfers the contacts into the CRM system.
Automatically complete your CRM data.
Before: Existing contacts in the CRM system are incomplete, and outdated fields go unnoticed.
After: The agent checks existing records and automatically adds any missing information.
AI agents at snapAddy.
At snapAddy, these are exactly the processes handled by our product DataAgents, our workflow automation platform for sales and marketing.
DataAgents.
The workflow automation platform DataAgents automates recurring steps in the sales process, such as AI-supported duplicate checks, data enrichment, and handover to the CRM system. Prebuilt workflow templates let you get started quickly, and our development team can adapt the solution to your needs on an individualized basis if requested.
Use AI agents in full GDPR compliance.
AI agents process company data, which raises very concrete questions for many IT and compliance teams. Where is the data stored? Who has access? Does the solution meet our internal policies? DataAgents is designed precisely for these requirements.
Integrate with any CRM system.
DataAgents can connect to any CRM system, including Salesforce, HubSpot, and Microsoft Dynamics. Your existing CRM structure remains unchanged.
Hosting and data storage in Germany.
All data is processed and stored exclusively on AWS servers in Frankfurt. No data is transferred outside the EU.
GDPR compliance ensured.
DataAgents operates under ISO 27001 and meets GDPR requirements. We provide a data processing agreement on request.
Interested?
Book a DemoGot questions? We've got answers?
We are happy to clarify any individualized questions. Simply book an appointment and get to know our solutions in more detail.
Traditional automation follows fixed rules: if A, then B. An AI agent can also process unstructured inputs, such as an email or a document, and derive a structured action from them. It is more flexible but still needs a clearly defined process as a foundation.
DataAgents is designed so that a human can intervene before incorrect data is written into the CRM system. Any uncertain results are flagged for review instead of being applied automatically.
Yes. In a demo, we showcase DataAgents based on your specific processes. This allows you to see what the solution delivers in your context before you decide. Afterward, you can test DataAgents free of charge for four weeks.
DataAgents can connect to all CRM systems, including widely used platforms such as Salesforce, HubSpot, and Microsoft Dynamics. You can find a complete Overview on our integrations page.
DataAgents is aimed at B2B sales teams with recurring data processes. Team size is less important than how clearly your processes are defined.