Use case

Lead qualification and appointment booking in sales

A sales team received enquiries via website, phone and e-mail but could not respond to and classify them promptly. EagleAGENTS qualifies incoming leads in conversation, books an appointment directly in the calendar and hands the case over to the responsible salesperson in a traceable way.

At a glance

Industry

Sales organisation

Solution used

EagleAGENTS

Result

Immediate qualification, appointment booking during the call and traceable handover to sales

Operation

On BE BRAVE servers in Switzerland

Starting point

Prospects often waited a long time for a reply; valuable enquiries were lost among unsuitable ones. Arranging an appointment meant several e-mails back and forth, and the information from the first contact ended up incomplete in the CRM.

Hand at a transparent board with a rising curve and a world map

Solution

An AI agent based on EagleAGENTS handles the first contact – on the phone and for callback requests from the web.

Asks the agreed qualification questions and recognises which enquiries match the offering
Books free slots directly in the calendar of the responsible person
Creates contact, call note and appointment in the CRM (Odoo integration)
Operation and processing on BE BRAVE servers in Switzerland

Result

Every enquiry receives an immediate response and is classified according to uniform criteria. Sales starts every first meeting with complete information and spends its time with suitable prospects.