AI Agents for Sales & CRM Operations
Enquiries sorted. Records prepared. Follow-ups drafted for your review.
HiredVietnam sets up and manages AI agents for the routine work around your sales process. The agent prepares the work within agreed permissions. Your team keeps the conversations, the qualification decisions and every commercial commitment.
When the admin around selling crowds out the selling
New enquiries wait in a shared inbox until someone has time to sort them. Prospect research happens in a rush before a call. CRM records fall behind, and follow-up emails go out a day later than they should.
None of this is the sales conversation itself, but all of it affects it.
An agent can take the repeatable preparation off your team’s desk, so the people who sell spend their time on the people who buy.
Sales and CRM workflows
Each workflow is scoped separately, with its own inputs, permitted actions and approval point. Start with one.
Enquiry Sorting
Know what came in and who should handle it.
The agent reads each new enquiry and organises it for your team.
Inputs: New enquiries from your website form or shared inbox, with your enquiry categories and routing rules.
Agent actions: Assigns a category, writes a one-line summary, notes missing details and suggests an owner.
Output: A sorted queue of enquiries, each with its summary and suggested owner.
Human approval: Your team confirms the owner and decides how and when to respond.
Company Research
Prepare for a conversation without the late-night searching.
The agent checks companies against criteria you agree.
Inputs: A list of company names or websites, and your criteria, such as sector, size band and location.
Agent actions: Gathers publicly available information on each company and compares it with the criteria.
Output: A short research note per company, with its sources, marked as a match, not a match or unclear.
Human approval: Your team decides which companies to pursue. The agent does not contact anyone.
CRM Updates & Draft Follow-ups
Keep records current and replies timely.
The agent turns your team’s notes into a prepared update and a draft email.
Inputs: Call or meeting notes from your team, the matching CRM record and your follow-up templates.
Agent actions: Prepares updates to the agreed CRM fields and drafts a follow-up email in your style.
Output: A proposed record update and a draft email, both waiting in a review queue.
Human approval: The record owner approves the update. Your salesperson edits and sends the email.
A sample: from call notes to a checked follow-up
Sample, using invented details.
After a call with a prospective client, an account manager adds three lines of notes to the CRM record. The agent prepares the next step, the decision date and the services discussed as field updates, and drafts a follow-up that recaps the call.
The account manager reads both, corrects the decision date and sends the email from their own account. Nothing changes in the CRM, and nothing reaches the client, until they approve it.
Sample workflow with invented information. Actual systems, fields, permissions and approval points are agreed during scoping.
The agent prepares. Your team decides.
The agent works inside the permissions recorded for each workflow. People make the sales decisions.
| Area | HiredVietnam's agreed responsibility | Your team's responsibility |
|---|---|---|
| Enquiries | The agent sorts and summarises them; our team reviews the exceptions | Set the categories and decide who responds |
| Research | The agent checks companies against your criteria and cites its sources | Agree the criteria and decide who to approach |
| CRM records | The agent prepares updates to the agreed fields only | Approve updates and keep ownership of your data |
| Follow-ups | The agent drafts emails for review | Edit, approve and send every message |
| Sales decisions | Flag questions that need a decision | Run sales conversations, qualify leads and make commercial commitments |
The agent does not send messages to prospects, book meetings or agree terms. Those actions stay with your team.
What we need from you
A sales workflow needs four things in place before we build it:
Source information: your enquiry categories, qualification criteria and follow-up templates.
Connected systems: the CRM, inbox or form the workflow reads from and writes to.
A process owner: one person on your team who answers questions and approves changes.
Workload: rough weekly volumes, so we can plan the review effort.
How we set it up and keep it running
Assess
Look at how enquiries, research and CRM updates move today, the volumes involved and where work waits.
Design
Agree the steps, the CRM fields the agent may change, the approval points and what happens to unclear items.
Test
Run the workflow on representative examples.
Pilot
Run the workflow on a limited share of live work, with every output reviewed.
Manage
Monitor quality and exceptions, fix issues and make scoped improvements. Support hours, review allowance, maintenance and changes are defined in the proposal.
How delivery is measured
Agree the measures before the pilot starts, with a baseline from your current process:
Record accuracy: how many prepared updates pass review unchanged.
Preparation time: how long an enquiry or follow-up takes to be ready for your team.
Exception volume: how many items need a person, and why.
Results depend on your data and process, so we do not promise figures in advance.
Where an agent is not the right fit
An agent is not a salesperson. It does not build relationships, judge a negotiation or decide which opportunity matters most.
It is only as good as the information it works from. If CRM data is patchy or your criteria change every week, start by agreeing the rules and tidying the source.
Some tasks need only a simple rule, such as sending every enquiry from one form to one person. If that is the case, we will say so.
Questions about AI agents for sales and CRM
Which tasks can an AI agent help with?
In sales and CRM, the repeatable preparation: sorting enquiries, researching companies against agreed criteria, preparing CRM updates and drafting follow-ups. The work that needs judgement, such as the conversation itself, stays with your team.
Which actions require our approval?
Anything that reaches a prospect or customer, any change to fields you mark as sensitive, and any qualification or commercial decision. The approval points for each workflow are written into the scope before it goes live.
Will the agent contact prospects for us?
No. The agent prepares research and drafts. Your team decides who to contact and sends every message.
Can the agent decide which leads are qualified?
It can check a lead against the criteria you set and show its reasons. The qualification decision stays with your team.
Related resources
Which part of your sales admin would you hand over first?
Tell us where enquiries, research or CRM updates slow your team down, which systems you use and who approves the work today. We will help you scope a first workflow.
