Overview
Great sales teams don’t lose opportunities because they lack talent. They lose them because too much of their time is spent preparing to sell rather than selling.
Researching prospects, understanding industries, identifying decision-makers, finding relevant case studies, responding to RFPs, coordinating internal experts, and keeping track of follow-ups are all essential activities, but they’re also repetitive, time-consuming, and spread across multiple tools and people.
At Santex, we approached this challenge the same way we help our clients adopt AI: instead of adding another tool, we introduced a specialized AI Sales Agent that supports the commercial team throughout the entire sales cycle. From account research to proposal generation and follow-up, the agent handles the operational work so salespeople can focus on building relationships and closing deals.
The Challenge
Every new opportunity meant starting from scratch.
The team had to research the company, understand its industry, identify the technologies in use, learn about key stakeholders, analyze competitors, and gather internal knowledge before even preparing for the first conversation.
Preparing proposals required finding similar projects, locating relevant case studies, validating technical capabilities with multiple teams, and tailoring every document to the customer’s context.
RFPs were especially demanding. Valuable knowledge already existed inside the organization, but it was scattered across documents, previous proposals, Slack conversations, shared drives, and individual experience. Reusing that information consistently depended largely on knowing who to ask.
The result was a slow, highly manual process that became increasingly difficult to scale as commercial activity grew.
The Solution
Sales Agent works as an extension of the team.
Integrated into Slack and connected to Santex’s internal knowledge ecosystem, it combines company knowledge with external research to support every stage of the sales process.
Before customer meetings, it prepares executive briefings with company background, industry insights, recent initiatives, technology landscape, key stakeholders, competitors, and potential business opportunities.
When a new opportunity appears, it retrieves similar projects, recommends the most relevant case studies, surfaces previous proposals, identifies reusable content, and suggests the best commercial approach based on the customer’s context.
For RFPs, the agent generates a complete first draft using only approved organizational knowledge, adapting the content to each customer’s specific requirements while maintaining consistency across proposals.
It also summarizes meetings, captures action items, drafts follow-up emails, helps coordinate next steps, answers commercial questions, and continuously organizes the knowledge generated during every engagement.
As the team works, the agent becomes increasingly effective, making every future opportunity faster, more consistent, and easier to execute—while keeping salespeople fully in control of every customer interaction.
Key Outcomes
Sales Agent changed the way Santex prepares and manages commercial opportunities.
RFPs that previously took days to prepare are now ready in hours.
Account research becomes a consistent, AI-assisted process instead of a manual effort.
Every customer meeting starts with complete business context.
Commercial knowledge becomes accessible across the entire team instead of living with individual contributors.
Proposal quality and consistency improve by leveraging validated organizational knowledge.
Salespeople spend more time building relationships, engaging customers, and developing new opportunities while the agent handles the repetitive preparation work.
