AI by department

AI for Sales: less admin, more deals closed

Account briefings, follow-ups and call analysis done by agents, so salespeople show up prepared and what works reaches the whole team.

September 28, 20265 min readAzimut

The sales team spends much of the week preparing for calls and logging what happened on them. The context for each account is scattered across the CRM, tickets, recordings and documentation, and what the best salesperson does well stays in their calls. Azimut turns that preparation and that judgment into something the whole team shares.

What Sales gains

More hours in front of the customer

Preparing for a meeting and keeping the CRM up to date are tasks that eat up the week without showing up in any report. When an agent gathers the context before the call and drafts the follow-up afterward, those hours go back into the conversation with the customer, which is where the deal gets closed. The salesperson still decides what to say and to whom; what they stop doing is searching.

Every conversation starts with full context

Nobody should walk into a call not knowing what ticket the account has open, what was said in the last meeting, or what documents the customer has received. The agent puts it all on one page before they pick up the phone. Showing up prepared stops depending on how much spare time someone had the day before.

What the best salesperson does reaches everyone else

On every team there's someone who handles objections better and lands more second meetings. Today that lives in their calls and nobody else sees it. When transcripts get analyzed and coaching points are shared on the platform, the whole team's level rises without anyone having to spell it out in Monday's meeting, and the new hire learns from the record instead of starting from zero.

The agents you turn on

AgentWhat it doesWhat gets measured
Account briefingPulls together the CRM, tickets, recorded conversations and documentation into a summary before every call.Hours per salesperson and conversion rate.
RFP responsesDrafts responses from the library of past answers and internal documentation.Hours per RFP and win rate.
Follow-up and reactivationPrepares the follow-up after the call and reactivates dormant accounts from the transcript and the record.Second meetings booked and accounts reopened.
Call analysisExtracts objections, next steps and coaching points from transcripts.Ramp time for new salespeople.

You start with account briefing. It's the agent that touches the whole team from day one, requires no process change, and its effect shows up on the very first call: the salesperson arrives with the summary already done. It also forces you to connect the sources the other agents will use afterward, so the first week's work doesn't get repeated when the next agent goes live.

Which systems it works with

Sales agents read from your CRM, call recordings, email, the team's messaging tool and the repository where you keep sales documentation. Nothing needs to move: Azimut connects to the systems you already use, and each person sees only what they could already see in the source system. The specific integrations are confirmed with your team during rollout, and only the ones tested end to end get activated.

Which model fits

For the bulk of sales work, briefings, follow-ups and call analysis, a mid-tier model works well: fast, low-cost, and good enough to summarize and write well. RFPs and large accounts justify the top-capability model, because the draft has to carry a long document full of nuance. In Azimut, every user picks the model per task from OpenAI, Anthropic, Google and Mistral, and the agents the team builds don't depend on the model they were built with.

Where to start: the baseline

Before turning on any agent, you measure how the team works today. In Sales that's two numbers: the weekly hours each salesperson spends preparing and logging, and the ramp days the last new hire needed. Without that baseline there's no way to tell whether Azimut changed anything; with it, the month-3 conversation happens with data instead of impressions. You also note who's already using some AI tool on their own, with what and at what cost, because there's almost always more of that than leadership thinks.

Week 0. You collect preparation and logging hours per salesperson, the ramp days for the last new hire, and current AI use on the team: how many people, with what tool, and at what cost.

Month 3. You compare those same numbers against Azimut's usage panel by user, team, model and tool. As an order of magnitude, Repsol has published more than three hours a week per employee and 18% higher quality, and Minsait two hours a week per user, 80% adoption and 5% productivity; these are deployments of another tool, published by those companies and unaudited, not Azimut results.

Frequently asked questions

Does it replace my sales team?

No. A person makes the sale; the agent prepares, summarizes and drafts so that person shows up better for every conversation. What changes is that account context and what works on calls stop belonging to individuals and start belonging to the team.

Do I need an integration project?

No. Azimut connects to your CRM, recordings and email with integrations from its catalog, which are tested before being activated. What it needs is single sign-on and permissions inherited from the source systems, and that gets configured in the first two weeks of rollout.

Who builds the agents?

At first, Azimut together with your team: the first agent is configured during rollout and shared with the whole company. From the second month on, power users on the team build their own and publish them for the rest, and from then on they belong to the company, not to whoever built them.

Measure how your team sells today

Request a demo and we'll come away with your sales team's baseline numbers.

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