Sales Agent · Lead-to-order
More time with customers. Less time on research and CRM admin.
The Sales Agent spots buying signals, qualifies leads and prepares personalised outreach. It builds quotes from CRM context, SAP pricing and availability.
- Salesforce
- SAP
- Microsoft
Your team sells. The agent prepares.
Today
- Account research takes hours and often gets put off.
- Buying signals are spotted late – or not at all.
- CRM updates happen on the side, and with gaps.
- Prices and availability for a quote are pulled from SAP by hand.
With voluro
- The agent researches accounts and picks up relevant signals.
- Leads are qualified against your criteria and created in Salesforce.
- Outreach drafts are ready for review and follow-ups are scheduled.
- Quotes are built from CRM context and current SAP data – with approval.
What the Sales Agent does.
From signal to outreach – and from opportunity to quote.
Spot signals
Market signals such as job postings, company news or account activity trigger the process.
Research the account
The agent matches the company profile and Salesforce account history against your ICP criteria.
Qualify the lead
It assesses fit, creates the lead in Salesforce and assigns a sequence.
Prepare outreach
A personalised draft goes to sales for review before it is sent.
Maintain the CRM
Activities, follow-up tasks and meeting preparation go straight into Salesforce.
Quotes from CRM context and SAP data.
An opportunity becomes a reliable quote: the agent selects matching products, retrieves prices and availability from SAP and checks discounts against your policy. Anything outside the policy goes for approval.
Quote & proposal
- Understand the opportunity and account
- Select matching products
- Retrieve prices and availability from SAP
- Create the quote and get it approved
- Generate the document, update the CRM
Systems involved.
Salesforce
- Sales Cloud
- Lead
- Opportunity
- Quote
- Tasks
SAP
- SAP S/4HANA
- Price conditions
- Availability
- CPQ / pricing
Microsoft
- Microsoft 365
- Outlook
- Teams
- SharePoint
- Azure OpenAI
Signals
- External data sources
- Company profiles
- Job postings
Questions about the Sales Agent.
Does the agent contact customers without review?
Not unless you want it to. By default the agent prepares drafts and your sales team reviews and approves them. Policies define which steps run automatically.
Can the agent grant discounts on its own?
Only within your discount policy. Quotes outside the policy go for human approval, and every decision is traceable in the audit trail.
What data leaves our systems?
The agent works under its own permissions and only with the data it needs for each step. Running in EU regions and the choice of model are options we define in the architecture.
How do we get started?
With a Process & AI Scan: we look at your sales process, assess the business case and technical feasibility and define a clear pilot scope.
Read on.
Order Agent
The next step: the quote becomes a correct SAP order.
Salesforce AI
How we use AI in Sales Cloud, Service Cloud and beyond.
Security & governance
Identity, permissions, approvals and audit trail for every agent.
Which process still costs you too much time?
30 minutes · no obligation · no sales pitch. You get a first assessment of automation potential, architecture and pilot scope.