See how the agent qualifies an inbound lead, prepares a sales meeting or optimizes a marketing campaign — scoring, enrichment, LOOP™ decision.
The Sales & Marketing Agent is a Claude agent that prepares the upstream work of selling: qualifying inbound leads, enriching the CRM, preparing meetings and optimising campaigns. It acts alone on standard tasks and routes strategic accounts and sensitive messages to the rep, who keeps the relationship, under LOOP™ governance.
The agent works for sales reps, business development teams and marketing. It handles qualification, preparation and part of the campaign work, so reps spend their time with customers rather than in the CRM. It reads and updates your CRM and marketing tools through the MCP protocol, under your access controls.
Inbound leads (web forms, events, sign-ups), your CRM data, your targeting criteria and a description of your offer. For campaigns, your segments, your content and the results of previous sends. It only works with the sources you have authorised and respects each person's contact preferences.
It enriches each lead with the information available, compares it with your ideal customer profile and assigns a score it can explain. It prepares meetings by pulling together the account's context and the topics to cover. For campaigns, it proposes messages by segment and tracks what works to adjust the next sends.
Qualified leads routed to the right rep, up-to-date CRM records, meeting preparation packs and campaign proposals. Reps get an alert on the accounts that deserve their attention, with the reason, so they can get in touch at the right moment.
Enriching and scoring leads, updating the CRM, preparing meetings and running standard sequences already approved by the team.
Messages to strategic accounts, campaigns to a new segment and any sensitive communication. The rep or marketing approves before anything is sent.
A disputed unsubscribe request, a complaint or doubt about whether a person may be contacted. The agent sends nothing and passes the case to the person in charge.
A decision-maker fills in a form. The agent enriches the record, assesses the account's potential and alerts the rep with the context so they can follow up quickly.
A rep is meeting a new prospect. The agent pulls together the history, the customer's likely priorities and the questions to ask.
Marketing wants to reach a specific segment. The agent proposes tailored messages, tracks responses and adjusts the next sends, with the team's approval.
Inbound leads (web forms, events, sign-ups), your CRM data, your targeting criteria and a description of your offer. For campaigns, your segments, your content and the results of previous sends. It only works with the sources you have authorised and respects each person's contact preferences.
It enriches each lead with the information available, compares it with your ideal customer profile and assigns a score it can explain. It prepares meetings by pulling together the account's context and the topics to cover. For campaigns, it proposes messages by segment and tracks what works to adjust the next sends.
Qualified leads routed to the right rep, up-to-date CRM records, meeting preparation packs and campaign proposals. Reps get an alert on the accounts that deserve their attention, with the reason, so they can get in touch at the right moment.
Enriching and scoring leads, updating the CRM, preparing meetings and running standard sequences already approved by the team.
Messages to strategic accounts, campaigns to a new segment and any sensitive communication. The rep or marketing approves before anything is sent.
A disputed unsubscribe request, a complaint or doubt about whether a person may be contacted. The agent sends nothing and passes the case to the person in charge.
Deployed at a SaaS B2B group, the Sales & Marketing Agent qualifies leads, prepares sales meetings and optimizes campaigns autonomously.
30 minutes to validate feasibility on your processes. No slides, no pitch — a concrete conversation.