Sales, marketing, customers and people

AI agents: Sales

13 production-ready agents in Sales. Each one describes what it does, a practical example, the effect month by month, a payback calculation tied to a real role, and the systems it reads data from.

Sales and Manager Analytics

Analyzes conversion, sales cycle, and manager performance, identifies growth opportunities.

Payback 4-6 months
Lead Qualification and Scoring

Scores leads based on behavior and data, passing hot leads to sales.

Payback 4-5 months
Inbound Inquiry and Lead Processing

Instantly responds to inquiries, qualifies, and enters them into CRM.

Payback 4-6 months
Shelf Price Monitoring Agent

Collects prices for MHP products and competitors in retail chains, forming a price competitiveness index.

Payback 6-9 months
Sales Forecast

Forecasts deal closures and revenue based on pipeline status.

Payback 4-6 months
Trade Marketing and Channel Promotion

Prepares and controls promotional mechanics for distributors and veterinary pharmacies, calculates the effect and compliance with conditions.

Payback 4-5 months
Promo Effectiveness Analytics Agent

Calculates incremental sales and promo profitability, distinguishes effective promotions from cannibalization.

Payback 4-7 months
Upsell and Cross-Sell Agent

Analyzes the order history of client brands in Creatio and suggests supplementing the product line or expanding the assortment.

Payback 6-11 months
CRM Hygiene and Deduplication Agent

Maintains database cleanliness: finds duplicate counterparties, fills in missing card details, updates requisites from open registries, and flags outdated deals. Adheres to multi-level access.

Payback 4-8 months
Deal Follow-up Agent

Tracks stalled deals in the Creatio pipeline and automatically reminds clients and managers about the next step.

Payback 6-10 months
Brand Content Management Agent

Prepares and manages brand content (descriptions, product cards, materials) for retail chains, marketplaces, and websites.

Payback 5-8 months
On-Shelf Availability (OSA) Control

Monitors the presence of company products on veterinary pharmacy shelves and in distributor price lists.

Payback 4-5 months
Pricing, Discounts, and Deal Margin Control

Manages prices by channel and volume, controls manager discounts, and prevents sales below the marginal threshold.

Payback 4-5 months

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Related areas

AI agents: Sales | Initask