Sales Agent

Sales Agent (Next-Gen Sales Platform)

This product is included in your plan.

Unify CRM, opportunity tracking, and automated presentation generation. Maximize your team’s sales power with LTV monitoring and RFM analysis. Uses shared time from your plan.

DELIGHT is ISO 27001 Certified
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1
Account / Deal input
2
AI Slide Generation
3
Data-driven Closing

Common problems it solves

Creating personalized pitch decks takes too much time
Lack of visibility into RFM and LTV leads to guess-based selling
Customer context and past tasks are disconnected from the CRM

Key Features of Sales Agent

Automated Slide Generation

Auto-generate pitch decks from account info and related tasks. The more input, the more customized the deck.

Product Information Management (PIM)

Manage product master, pricing, SKUs and variants. Add products to opportunities and quantity, discount and line totals auto-calculate.

RFM Analysis & LTV Tracking

Visualize purchasing trends, detect churn risks, and maximize lifetime value.

Account & Opportunity CRM

Keep deal progress and next actions completely synced with customer data.

Analytical Dashboard

Monitor team sales performance and goal achievement in real-time.

Best for

B2B Sales
Account Executives
Startups
Customer Success
Sales Ops

Seamless workflow from proposal to closing.

Sales Agent uses data and AI to make your sales process smarter, dramatically improving team performance.

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