Sales Research AI Agent. @sales-research-agent

The Sales Research AI Agent automates the hour of googling, tab-hopping, and CRM archaeology that precedes a good discovery call. The agent works from an approved source list — your CRM history, company websites, filings, news, enrichment tools you already license — and produces a structured account brief: what the company does, what changed recently, who matters, prior relationship history, and suggested talking points, every claim traceable to its source. The finish state is the agent running on your pipeline, delivering briefs into your CRM or Slack before meetings, with reps measurably prepping in minutes instead of hours.

Built as a proper multi-step agent — gather, verify, structure, summarize — it separates fact from inference explicitly, because a confident wrong brief is worse for a seller than no brief at all.

Approved Source Connectors

Connectors for the sources you sanction: CRM records and activity history, public web and news, registries and filings, and licensed enrichment APIs — with source governance so the agent researches only where it is allowed.

Research & Synthesis Engine

Multi-step agent workflows that gather, cross-check, and deduplicate findings across sources, distinguish verified facts from inference, and flag stale or conflicting information.

Structured Brief Output

A brief template designed with your sales leadership — company snapshot, triggers, stakeholders, relationship history, risks, talking points — consistent across every account, with citations per claim.

CRM Delivery & Refresh

Briefs delivered where reps work — CRM record, Slack, or email — triggered by meeting bookings or pipeline stage changes, refreshed on schedule, and never blindly overwriting rep-entered notes.

1. Scope — Fix the approved source list, brief template, delivery triggers, and the accuracy review process.
2. Build — Build connectors and the research workflow; validate briefs against accounts your team knows deeply.
3. Handover — Live rollout on real pipeline, usage and accuracy tracking, and tuning notes for the revenue ops owner.

The Sales Research AI Agent is a menu item on the Scrums.com delivery catalog, available at every plan tier. Add it to your plan backlog and your delivery team schedules it like any other item — scoped, tracked, and reported through the SEOP. See Delivery Plan Tiers.

How is accuracy controlled?

Three ways: an approved source list, citations on every claim so reps can verify in one click, and a validation phase where briefs are checked against accounts your team already knows before rollout.

Does it write into our CRM?

It delivers briefs to a defined field or activity, and never overwrites human-entered data. If your CRM workflows themselves need building, the CRM Integration Package is the companion item.

Is scraped data a compliance risk?

The source list is the control: you approve what the agent may use, licensed tools are used within their terms, and the agent stays off sources you exclude. Governance is configuration, not policy hope.