Sales Intelligence & CRM Automation
AI-Powered Sales Intelligence for Salesforce
Connect Salesforce with financial data providers like Moody's and S&P to surface qualified leads, enrich contact data, and deliver actionable intelligence — directly in Microsoft Teams.
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faster lead qualification with AI enrichment
90%+
CRM data accuracy — no more stale records
0
tab switching — query Salesforce from Teams or Slack
Real-time
risk scoring and financial intelligence
Your CRM Data Is Only as Good as What Goes Into It
"Your reps alt-tab between Salesforce and six other tools"
Firmographic data, financial risk scores, contact details — all in different places. Our agent brings it all into one conversational interface in Teams or Slack, so your reps never leave the tools they already use.
"Lead qualification depends on who's doing it"
One rep checks Moody's, another checks LinkedIn, a third goes with gut feel. Our agent applies consistent enrichment and scoring to every lead — pulling from Salesforce, financial databases, and third-party intelligence automatically.
"Your CRM is full of stale data nobody trusts"
Records go stale the moment they're created. Our agent continuously enriches accounts and contacts, flags data quality issues, and keeps your CRM accurate without anyone lifting a finger.
"Pipeline reviews are based on vibes, not data"
Without real-time financial intelligence and risk scoring, your forecast is a guess. Our agent surfaces credit risk, revenue trends, and account health so your team makes decisions based on facts.
From Manual Research to Conversational Intelligence
Without Sales Intelligence & CRM
With SectorFlow
Reps manually research leads across multiple tabs and tools
Ask the agent in Teams — get enriched lead data in seconds
Lead qualification is inconsistent across the team
Automated scoring with Salesforce + financial intelligence
CRM records go stale within weeks of creation
Continuous enrichment keeps every record current
No financial risk visibility during deal qualification
Real-time Moody's and S&P data surfaced alongside CRM records
Pipeline reviews rely on manually compiled reports
AI-generated summaries with risk scoring and deal health
See It In Action
Watch how a sales rep queries Salesforce and financial data providers using natural language — entirely within Microsoft Teams.
Integrations
Salesforce
Microsoft Teams
Slack
Moody's
S&P Global
HubSpot
Outreach
Gong
ZoomInfo
Key Features
Intelligent Lead Qualification
Filter contacts by financial health, engagement history, business status, and response likelihood — across Salesforce and external data providers simultaneously.
CRM Data Enrichment
Automatically enrich Salesforce contacts with financial ratings, company health scores, and external intelligence without manual research.
Conversational Interface
Query your CRM from Microsoft Teams or Slack using natural language. No dashboards to navigate, no reports to run.
Predictive Outreach
AI analyzes past engagement patterns to recommend optimal outreach timing, messaging tone, and talking points for each prospect.
Automated Reporting
Generate and distribute qualified lead lists, pipeline reports, and outreach recommendations via email or Teams with one command.
Data Governance
All CRM data stays within your Salesforce instance. External enrichment is read-only and audit-logged. Role-based access controls.
Security & Governance
- Role-based access controls
- Salesforce native security model
- Read-only external data enrichment
- Full audit trail
- PII redaction
- Data residency options
Case Snapshot
A sales organization of 50+ reps deployed the Sales Intelligence agent to connect Salesforce with financial data providers. Within the first week, the team surfaced hundreds of dormant high-value contacts they didn't know existed, reduced lead qualification time from hours to seconds, and increased outreach response rates through data-driven personalization.