Dedicated AI Exclusively for Corporate Sales to Achieve Sales Visibility and Future-Oriented Management
Sales AIgent
This service visualizes customers’ “now” by aggregating CRM and meeting records. It supports everything from business meeting preparation to making and executing decisions in meetings, simultaneously delivering improved sales abilities and “future-oriented management.”
Service Overview
By providing AI-powered support across all sales activities, you can standardize entire workflows from meeting preparation to post-meeting reviews without having to rely on individual expertise and boosting sales skills.
Furthermore, the Management Dashboard* enables real-time understanding of sales progress, revenue projections, and risks, letting you visualize sales outcomes and quickly detect risks of declining sales, enabling agile management that allows immediate countermeasures to be taken during meetings.
- The Management Dashboard is expected to be released from January.
Service Benefits
- Automation of Pre-Meeting Preparation
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Automatically organize internal and external information gathering and the general direction of proposals for your client company using AI. This enables you to prepare effectively and increase the number of deal opportunities.
- Automated Organization of Post-Meeting Reviews and To-Do Lists
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Sales AIgent automates meeting preparation, minutes creation, SFA/CRM registration support, and generates reviews and next actions. Because it allows you to concentrate on communicating with your customer, it improves the quality of business meetings.
- Future-Oriented Management with the Management Dashboard
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You can grasp the progress of sales and revenue projections just at a glance. AI detects risks and opportunities from customer comments, so you can immediately decide and take action on countermeasures.
Service Usage Image
Sales AIgent provides support throughout the entire sales workflow using the power of AI. From preparations for business meetings to post-meeting follow-up, Sales AIgent provides end-to-end support, leading directly to growing numbers of deals, quotes, and orders. The Management Dashboard enables you to grasp the progress of sales, revenue projections, and risks in real time, establishing a “future-oriented management” framework that boosts organizational speed and sales quality, from the sales floor to the top management.
- Before Meetings
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AI automatically generates a basic information report summarizing client company details, a meeting brief outlining the purpose of the business meeting and anticipated Q&A, and presentation materials for the meeting.
This streamlines proposal preparation and helps boost the number of business opportunities.
- During Meetings
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AI creates the agenda on the day of the meeting, and while you refer to the meeting brief on screen, it automatically generates the meeting minutes. It extracts key points from decision-makers’ comments and customer reactions, and supports you through to the next meeting to help drive results.
- After Meetings
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AI automatically extracts next actions (To-Dos) from the meeting minutes and registers them in your SFA/CRM. By incorporating your manager’s feedback into the review process, it helps elevate the sales skills of the entire team.
- Management Meeting (Sales Meeting)
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With the Management Dashboard, you can instantly check progress and revenue projections by customer, department, team, or individual. AI detects revenue-decline risks and upsell opportunities based on customer comments, and even provides recommended actions on the spot. Meetings shift from simple reporting to decision-making and execution, enabling faster management.
System Configuration
The system is built individually to match your environment, such as Microsoft Azure.
Functions to Address Sales Challenges
| Before Meetings | During Meetings | After Meetings | Management/Sales Meetings |
|---|---|---|---|
| Gathering information takes time, and the quality of proposals is inconsistent. | Each sales rep handles meetings differently, resulting in variable outcomes. | Meeting minutes and CRM input are often delayed, leading to missed follow-ups. | Sales progress and risk awareness are delayed, causing slower management decisions. |
| Automatically generate a basic information report summarizing the client company, a meeting brief outlining the purpose of the business meeting and anticipated Q&A, and presentation materials for the meeting. | Conduct meetings while referring to the meeting brief; automatically generate meeting minutes, and summarize decision-maker comments and customer reactions. | Automatically extract next actions (To-Dos) from the meeting minutes and register them in your SFA/CRM. Automatically generate a review incorporating manager feedback.* | Consolidate progress and revenue projections by deal, team, and department in the Management Dashboard. Detect risks and opportunities from customer feedback and provide recommended actions.* |
| Speeds up and improves the accuracy of proposal preparation, increasing both the number of meetings and the quality of proposals. | Standardizes meeting execution, removes dependence on individual style, and ensures consistent results across all team members. | Prevents follow-up oversights and ensures that next steps are executed. Accelerates the growth cycle for both individuals and the team. | Transforms meetings from places for mere reporting to forums for decision-making and execution. Prevents risks and captures opportunities, enabling “future-oriented management” |
*These functions are scheduled to be released in January 2026.
Frequently Asked Questions
- How will implementing Sales AIgent impact our company’s sales process?
- It depends on your existing processes, but we anticipate the following changes.
- Automation and higher quality in preparation, streamlined and high-quality review processes in the pre-sales stage.
- Improved quality of talk scripts and mandatory recording of conversations during sales.
- Reduced effort in inputting results data, with high-quality and efficient feedback processes in the post-sales stage.
- How are our products, data, and strengths reflected in the meeting briefs?
- Sales AIgent generates outputs using both publicly available online information and the data owned by your company. Additionally, your products, case studies, etc. can be incorporated into the meeting briefs.
- How is data security ensured?
- The system is deployed on a customer-dedicated public cloud, ensuring security. Data input into the generative AI is not stored or used for external learning, eliminating the risk of leaking confidential or personal information.
- What are the operational costs after implementation?
- Operational costs are estimated individually. They include expenses for the data infrastructure usage, LLM (Large Language Model) usage, and maintenance and operational support.
- Can we try Sales AIgent on a trial basis?
- Yes, Proof of Concept (PoC) is available.
For a full-module PoC, verification is conducted over approximately three months without integration with existing systems (from 8,000,000 yen).
Alternatively, a lower-cost, simplified PoC can be performed using JBS’s test environment to generate output samples. Partial PoCs (e.g., only the pre-sales module) can also be arranged according to your needs. Please contact us for more details.
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