Agentic Sales
Hyper-personalised outreach, proposal building and deal-risk forecasting on autopilot โ agentic infrastructure that turns your CRM and call data into pipeline action, not just a dashboard.
Book a free AI strategy call โCRM and calls, turned into outbound
Deal context and conversation data feed one system โ which feeds back action, not just a dashboard.
What's Included
The agents and workflows that make up Agentic Sales.
Lead Enrichment Agent
Enriches, scores and segments every inbound lead automatically, then drafts a hyper-personalised welcome or onboarding email โ faster first touch, higher conversion to qualified pipeline.
Deep dive โOutreach Agent
Hyper-personalised LinkedIn and email sequences built from your CRM, spreadsheet or imported lists โ every message written per prospect, never templated.
Deep dive โProposal Builder Agent
Triggers a tailored, branded proposal or SOW directly from a CRM deal stage or call transcript โ faster turnaround wins more deals against slower competitors.
Deep dive โPipeline Forecast Agent
Monitors deal activity and engagement signals to flag stalling deals early, and rolls up forecast accuracy automatically โ no more manual pipeline reviews.
Deep dive โCall Transcription Agent
Transcribes and summarises sales calls, extracts objections and action items, and logs everything to the right CRM fields โ no post-call admin.
Deep dive โYes โ the "What's Possible?" section above only lists our most popular use cases. Most of our work is custom-scoped. Jump on a free 30-min call and we'll map out exactly what your process needs.
Most single-workflow builds go live within 1โ2 weeks once scoped.
Yes โ we connect into HubSpot, Salesforce, n8n and most major platforms.
Yes โ our Business Matchmaking service connects you with vetted experts across niche AI applications through the YDN Tech Guild community.
Yes โ 1:1 coaching and Agentic Adoption Workshops for marketing, sales, ops and support teams.