TRAX AI
TRAX AI
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06USE CASE

AI Sales Agent

When a lead enters your CRM, AI researches the company, detects signals, maps the team, and delivers a pre-call brief with outreach drafts to Slack. Zero manual work.

Ideal for:Sales teamsSDRs / BDRsSales directors
TL;DR

New lead in CRM → AI researches company, maps team, writes outreach → delivered to Slack. Zero manual work.

Timeline:2-4 weeks
The result

2h → 0 min

per lead brief

New lead in CRM

AI researches, maps team, detects signals

Pre-call brief + outreach in Slack

AI Output

Dupont Digital -- Pre-Call POV

7 Talking Points

1. Built LEADWISE (lead analytics for clients) -- we can add AI on top: auto-reports and lead scoring

2. ~17 people running multiple projects = manual reporting bottleneck -- automation saves hours/week

3. No AI on their website or LinkedIn -- competitors already using it for client dashboards

4. CEO posted about hiring challenges -- AI training could upskill existing team instead

Team Map

Dept#Key person
Management3Marc D. -- posts about growth, no AI content
Marketing5Julie V. -- liked a post about ChatGPT for ads
Tech6Thomas R. -- follows AI newsletters

AI Signal: AI-curious -- some team interest but no implementation yet

Ready-to-Send Email

Subject: LEADWISE + AI layer?

Hi Marc, I saw you built LEADWISE for lead analytics. We help companies like yours add an AI layer on top -- automated lead scoring, predictive insights, weekly reports generated automatically. Worth a 15-min call to see if it fits? -- Samuel

WhatsApp

Hey Marc -- saw LEADWISE, really interesting product. We build AI layers on top of tools like that (auto-scoring, reports). Quick call this week?

Before

A new lead just landed in your CRM. Instead of spending 2 hours on LinkedIn, CompanyWeb, and Google, you open Slack and find a full intelligence brief already waiting -- 7 talking points, team map, competitor analysis, and a personalized email ready to send.

2h of manual research per lead

  • 11-2 hours of manual research per lead before every call -- and you still miss key signals
  • 2No way to know if a prospect is hiring AI roles, losing revenue, or if competitors already use AI
  • 3Generic outreach emails that reference nothing specific about the company
After

0 min -- delivered to Slack automatically

  • Automatic signal detection: hiring, funding, AI interest, competitor pressure
  • Full company brief with team map, financials, and 7 talking points -- in 2 minutes
  • Ready-to-send personalized outreach (email + WhatsApp) drafted from real research, delivered to Slack

Every lead researched before your first sip of coffee. Zero copy-paste. Zero tabs open. Just a Slack brief ready to act on.

The process

An AI agent connected to your CRM that automatically researches every new lead, detects business signals, maps the team, and delivers a full intelligence brief with personalized outreach drafts directly to Slack.

1

CRM Trigger

New lead enters Salesforce -- the agent activates automatically

2

Signal Detection & Research

AI scans LinkedIn, website, financials, news, hiring -- detects AI interest, funding, competitor moves

3

Intelligence Brief

Full pre-call POV: 7 talking points, team map, AI signal, competitor analysis, where you fit

4

Slack Delivery

Brief + pre-written outreach (email & WhatsApp) delivered to Slack -- ready to send

Tools used
Timeline:2-4 weeks
ClaudeClaude
Salesforce
LinkedInLinkedIn
SlackSlack
N8N8N

Interested?

20 min, no commitment

We discuss your situation, show you a live demo, and you leave with a concrete plan. Even if we don't end up working together.