Build sales AI agents trained on your CRM data, qualification playbooks, and ICP criteria, integrated into your revenue stack and deployed at enterprise scale.
Off-the-shelf sales tools are built for the median sales team. When your ICP logic, CRM schema, and deal complexity sit above that median, the gaps show up fast.
Generic lead scoring ignores your firmographic filters and qualification thresholds. Leads your team would never touch get surfaced every day.
Most AI sales tools read from your CRM. They cannot update deal stages, log call summaries, or create follow-up tasks. Your reps end up doing the data entry anyway.
Rule-based bots handle simple one-touch scenarios. Multi-stakeholder deals with procurement cycles and legal review breaks them at the first exception.
Each outreach sequence starts cold. The tool has no memory of prior objections, stakeholder responses, or where the relationship actually stands.
Identify target accounts matching your ICP, pull enriched contact data, draft personalized outreach, and log every touchpoint back to your CRM without rep involvement.
-e98060f0-30e9-4377-bd4e-7dd34f505bda.webp&w=1920&q=90)
Score inbound leads against your qualification criteria in real time, route high-intent prospects to the right rep, and push disqualified contacts into nurture flows automatically.
Pull company news, funding events, org chart changes, and competitor signals from multiple sources, then generate a briefing before each rep call.
One orchestrator handles intent routing and task delegation. Specialist agents, like prospecting, qualification, and proposal, each execute a defined job and report outcomes back to the orchestrator.
Agent memory is scoped to each deal thread. Context from prior calls, email replies, and objections carries forward so agents never start a conversation from scratch.
Agents read deal data and contact records from your CRM and write back structured updates, stage changes, activity logs, and follow-up tasks, via authenticated API connections with field-level mapping.
Every agent has defined escalation conditions. When a deal reaches a complexity threshold or an agent's confidence score drops, the workflow hands off to a rep automatically.
Every agent action is logged with a timestamp, the data it read, the decision it made, and the output it produced. This record is available for compliance review and retraining.
Agents follow role-based permissions and authenticated workflows, so sensitive CRM, pricing, and customer data stay protected.
We build native API integrations with the tools your team already runs, with no generic middleware that breaks on schema updates.
Request a QuoteFull read-write integration with custom object support, field mapping, workflow triggers, and webhook-based real-time sync across Salesforce org editions and HubSpot portal configurations.
Agent-triggered sequence enrollment, step execution, reply detection, and outcome logging. Agents can pause, resume, or branch sequences based on prospect behavior signals.
Contact enrichment, account signal feeds, and buying intent data are pulled directly into agent workflows for ICP scoring and outreach personalization at scale.
Call transcript ingestion for coaching analysis, deal risk flagging, and forecast inputs. Agents read processed call data and write summaries back to the CRM deal record.
For pricing agents and proposal generation, we integrate directly with your CPQ configuration and ERP product catalog via REST or SOAP APIs with validation and approval logic built in.
Every agent we build handles prospect PII, deal financials, and client communications. Security controls are built into the agent architecture, not added at go-live.
Discuss Your Sales AI Use CaseProspect names, email addresses, and company identifiers are tokenized before being passed to any LLM endpoint. The model never receives raw PII, only structured, anonymized inputs.
Agents run inside your cloud VPC with no public endpoints. Traffic between the agent runtime, CRM APIs, and LLM providers is routed through private network paths with TLS encryption in transit.
Consent status is checked before any outreach action is executed. Opt-out records propagate across the agent workflow in real time. Deletion requests trigger automated removal from all agent memory stores.
Our build process follows SOC 2 Type II controls for access management, change management, and incident response. We provide architecture documentation for your security team's review during the engagement.
Each agent has a defined permission set enforced at the API layer. A prospecting agent cannot access deal financials. A forecasting agent cannot initiate outreach sequences.
Every agent action is written to an immutable, append-only audit log. Records cannot be edited after writing. Retention periods are configurable to meet your regulatory requirements.
A structured process for designing, integrating, testing, and deploying sales AI agents that automate workflows across your revenue operations.
We interview your sales leadership and ops team to map every workflow stage, decision point, handoff, and exception that the current process handles manually or inconsistently.
We assess the quality, completeness, and structure of your CRM data. Gaps in field population or record hygiene that would affect agent accuracy are identified before the build begins.
We design the multi-agent structure, which agents are needed, what tools each one accesses, how they communicate, and which LLM handles each task type.
Outcomes:
We do not resell pre-built AI sales tools or configure vendor platforms. Every agent is engineered from scratch against your CRM schema, sales playbook, and workflow requirements.
We have built integrations across Salesforce, HubSpot, Microsoft Dynamics, Outreach, Salesloft, Gong, Clari, and custom ERP environments. We know where the edge cases are before we encounter them.
Our engagements end at a monitored, tested, documented production deployment, not a notebook or a pilot with no path to scale. Production-ready criteria are defined at the start of the engagement.
You own the agent architecture, the code, the training data, and the integration logic. Nothing is locked to a proprietary platform. You can maintain or extend the system independently after delivery.
Our engineering team has worked inside enterprise sales operations, not just studied them. That background shows in how we map agent logic to real workflows and exception handling.
We handle discovery, architecture, integration, testing, pilot, and production rollout under one engagement with one accountable team. No vendor handoffs between phases.
Turn your sales workflow into an AI-powered revenue system with custom agents built around your CRM, playbooks, qualification logic, and growth goals.
Monitor deal age, next-step gaps, and engagement drop-offs across your pipeline, then alert reps or trigger follow-up actions based on your deal stage rules.
Assemble custom proposal drafts from your product catalog and pricing rules, pulling deal context from the CRM and sending for rep review before delivery.
Analyze call transcripts from Gong or Salesloft, flag talk-time ratios and missed objection handling, and surface rep-specific feedback after each call.
Combine pipeline data, historical close rates, deal age, and engagement signals to generate weekly forecast models with variance flags for sales leadership.
Identify expansion signals in your existing customer base, including product usage drops, support ticket patterns, contract renewal windows, and queue recommendations for the account team.
Flag redline patterns in incoming contract markups, surface approved counter-positions from your playbook, and route non-standard terms to legal for review.
Your sales playbooks, product documentation, battle cards, and objection libraries are chunked, embedded, and indexed into a vector store that agents query during execution.
We build authenticated connections to your CRM, sequencing platform, enrichment tools, and call intelligence systems with field-level schema mapping validated against your live instance.
Each agent is tested against real sales scenarios from your environment. We measure output quality, CRM write-back accuracy, and escalation trigger precision before the pilot begins.
-bce0b011-abd2-4c80-8e8c-9342eef314f6.png&w=1920&q=65)
We run the agent in supervised mode with your sales team. Reps review agent outputs before execution. Feedback from this phase refines agent instructions and escalation rules.
After pilot sign-off, we deploy to production with LangSmith monitoring active, retraining schedules established, and a support process in place for edge cases and model drift.
Fill the form below or Contact us at +1 408 365-4638 / email us via contact@folio3.ai
of Experience In the AI Domain
Delivered Worldwide
Client Satisfaction
Founded
Response Guaranteed
+1 408 365-4638
contact@folio3.ai
6701 Koll Center Parkway, #250 Pleasanton, CA 94566
