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For Sales Directors · VP Sales

×3 qualified leads.
192% pipeline ROI.

Lead qualification, meeting preparation, CRM outreach agents. Your sales reps spend 100% of their time on deals — not on preparation.

Discuss my use case →See the 3 use cases →
×3
qualified leads volume
+28%
SQL rate (Sales Qualified Leads)
192%
pipeline ROI (US benchmark)
−35%
customer acquisition cost
×3qualified leads volume
+28%SQL rate (Sales Qualified Leads)
192%pipeline ROI (US benchmark)
−35%customer acquisition cost
×3qualified leads volume
+28%SQL rate (Sales Qualified Leads)
192%pipeline ROI (US benchmark)
−35%customer acquisition cost
3 priority use cases

What your peers are deploying. What you can deploy.

Each use case below is operational in organizations similar to yours. Quantified business case available on request.

Quick Win
Lead qualification agent
Low complexity×3 volume+28% SQL
The agent analyzes each incoming lead, enriches it with external data (LinkedIn, website, news), scores it against your ICP criteria, and routes it to the right sales rep with a full context card.
LOOP™ Governance : Green zone: automatic scoring, enrichment, and routing. Orange zone: strategic leads or key accounts — sales manager validation before assignment.
Quick Win
Meeting preparation agent
Low complexity−60% prep time92% adoption
Before each appointment, the agent automatically generates a complete briefing: prospect news, buying signals, contacts, relationship history, personalized value proposition, recommended questions.
LOOP™ Governance : Green zone: automatic generation of preparation cards. The agent prepares — the sales rep adapts, personalizes, and decides the meeting strategy.
Transformation
Outreach & pipeline agent
Medium complexity192% ROI−35% CAC
The agent manages multichannel outreach sequences (email, LinkedIn), personalizes each message based on profile and context, automatically updates the CRM, and surfaces interest signals.
LOOP™ Governance : Green zone: personalization and sending of standard sequences. Orange zone: VIP prospects or sensitive messages — sales validation before sending.
Related solutions

Two programs designed for you.

DashboardClaude Cockpit

Supervise all your sales agents in real time — performance, actions, LOOP™ alerts. The central dashboard of your AI stack.

Discover Claude Cockpit →
Starting pointClaude Ignite

A structured sprint to identify your 3 best AI use cases, validate feasibility, and build the quantified business case.

Start with an Ignite →
Dashboard
Claude Cockpit
Supervise all your sales agents in real time — performance, actions, LOOP™ alerts. The central dashboard of your AI stack.
Discover Claude Cockpit →
Starting point
Claude Ignite
A structured sprint to identify your 3 best AI use cases, validate feasibility, and build the quantified business case.
Start with an Ignite →
Experience feedback

What a peer decision-maker says.

“My sales reps used to spend 40% of their time on qualification and meeting preparation. Now the agent qualifies incoming leads and prepares client briefs in 5 minutes. My teams go from 6 to 10 qualified appointments per week.”
— Sales Director, B2B technology firm · 400 employees
Recommended journeys

Which entry points activate for this function?

Claude Work · Porte 3
Claude Work
Claude Desktop adoption for sales reps: prospecting, qualification, call notes.
Discover →
Claude Ops · Porte 2
Claude Ops
Industrialize lead scoring, client briefing and proposal generation agents.
Discover →
Salesforce Headless · Porte 6
Salesforce Headless
Claude as your Salesforce interface: the rep dictates 30s after a meeting, Claude updates the opportunity and generates the follow-up.
Discover →
Other functions

AI transforms every function.

CIO
IT tickets, Claude Code, and monitoring driven by AI agents.
Discover →
HR
Recruiting, onboarding, and HR Q&A accelerated by AI.
Discover →
Operations
Supply chain, procurement, and ops reporting driven by agents.
Discover →
Frequently asked questions

AI agents for Sales: your questions.

Which AI agents fit a sales department?
Claude agents cover prospecting, lead qualification, CRM enrichment and updates, forecasting and customer relations. They integrate with your CRM and tools through the MCP protocol.
How does a Claude agent qualify leads?
The agent enriches the lead, scores it against your criteria, prepares context for the rep and updates the CRM. The rep keeps the relationship and the decision; the agent removes the repetitive prep work.
An agent emailing prospects — is that under control?
Sensitive outbound messages go through human validation (LOOP™ trust zones), every action is traced, and the agent acts within the scope you define. No unsupervised mass sending.
Does the agent integrate with our CRM?
Yes. Through MCP it reads and updates your CRM (Salesforce and others) under your access controls. For Salesforce, the Salesforce Headless approach puts Claude as the interface and keeps the CRM as the data backend.
What ROI can Sales expect?
More selling time for reps, an up-to-date CRM, a more reliable forecast and better-targeted prospecting. Koneetiv defines the metrics during scoping and steers them over time.
Where do you start?
With a Claude Ignite scoping: we identify the highest-impact sales use case, deploy a pilot in shadow then canary mode, and scale under LOOP™ governance.
Let's take action

Let's talk about your case.
30 minutes is all it takes.

We start from your context, your processes, your constraints. We identify the fastest use case to deploy and the ROI you can defend to your Comex.

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Not sure about the right use case yet?
Start with a Claude Ignite