Sales · Use Case
AI Agent for Sales Teams
Your team is drowning in manual tasks that deliver zero strategic value. CRM logging, lead research, follow-ups, and reporting eat 10-15 hours per week that should go to selling. Pokee automates the busywork.
The Problem
- Manually logging calls and emails to CRM takes 2+ hours daily
- Leads go cold because follow-ups fall through the cracks
- Building pipeline reports eats into selling time
- No visibility into which leads are actually engaged
- Data entry across multiple tools fragments your workflow
What You Can Automate
- 1
Auto-log all interactions to CRM
Time saved: 2 hours/dayPokee monitors your email and calendar, identifies CRM contacts, and logs every interaction automatically.
Prompt“After every email or Zoom call with a HubSpot contact, log the interaction to their timeline with a summary, duration, and next steps.”
- 2
Personalized follow-ups for cold leads
Time saved: 45 min/weekPokee identifies stale leads, reads thread context, and generates unique follow-ups that reference specific conversations.
Prompt“Every Tuesday, find leads in HubSpot who haven't responded in 7+ days. Draft a personalized follow-up for each using context from previous interactions.”
- 3
Daily pipeline report
Time saved: 30 min/dayPokee pulls real-time CRM data, calculates changes, identifies risk signals, and delivers a morning brief.
Prompt“Every morning at 8am, post to #sales-leadership: total value by stage, deals that moved yesterday, deals stuck 14+ days, and today's meetings.”
- 4
Lead enrichment on capture
Time saved: 10 min/leadPokee enriches every lead with research data and scores them before a rep even looks.
Prompt“When a new contact is added to HubSpot, research their company on LinkedIn and web. Fill in company size, industry, tech stack, and recent news. Score against ICP.”
- 5
Meeting prep briefs
Time saved: 15 min/meetingPokee gathers context so reps walk into meetings prepared without 15 min of research.
Prompt“30 minutes before each sales call, pull the contact's CRM history, last 5 emails, and LinkedIn activity. Summarize in a brief with talking points.”
Before vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| CRM logging | 2+ hours daily manual | Automatic after every interaction |
| Lead response time | Hours or days | Under 5 minutes |
| Pipeline reporting | 30 min building each morning | Auto-delivered at 8am |
| Lead enrichment | 10 min manual research each | Instant on capture |
| Meeting prep | 15 min per meeting or wing it | Auto-delivered 30 min before |
How It Works
- 1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
- 2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
- 3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.
Why Pokee
Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.
導入とガバナンス
データのある場所で動き、主導権は人に
プライベート導入
専用マネージドテナント、AWS / Azure / GCP上の自社VPC、オンプレミス、エアギャップに対応。データは境界の外に出ません。
承認と監査
任意のポイントに承認ゲートを設定。ロールベースアクセスと完全な監査ログで、すべての操作を追跡・検証できます。
測定可能なパイロット
実際の業務フロー2〜3件で、通常2週間以内に稼働。削減時間、精度、サイクルタイムを測定してから展開を判断できます。
FAQ
- How quickly can sales teams get started with Pokee?
- Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
- What if my workflow is complex or has many conditions?
- That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
- Can Pokee handle sensitive sales teams data securely?
- Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
- How much does it cost?
- Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.
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