PLAYBOOK · SALES & REVOPS
Private sales intelligence grounded in your CRM.
Reps want briefings, recap notes, and follow-up drafts grounded in their actual account history. This playbook registers Salesforce, HubSpot, or your custom CRM as a Custom API tool and binds it to a sales agent network.
The problem
Generic AI emails miss the deal
A rep doesn't need a generic prospecting email — they need one that knows the opportunity stage, the prior conversations, and which competitive notes have been logged.
The VDF AI approach
Account context, sovereign by default
The CRM becomes a Custom HTTP tool. Sales decks and battlecards go into pgvector. A Sales Network drafts intelligence on demand, citing the source for every claim.
REFERENCE ARCHITECTURE
Account-grounded sales intelligence
Salesforce / HubSpot
accounts · contacts · opportunities
Intent: prep-account · draft-followup
PLAYBOOK · STEP BY STEP
Make every rep better prepared
Register the CRM as a Custom HTTP tool
OAuth or service account. Define typed endpoints for accounts, contacts, opportunities, and notes.
Vectorize decks, battlecards, and case studies
VDF Data ingests SharePoint, Google Drive, or your DAM. Per-segment indexes scope retrieval.
Author the Account Briefer Agent
System prompt: pull the latest opportunity stage, the last three activities, the competitor mentioned, and the relevant battlecard.
Run as a Network
Intent template prep-account ties the steps. SEEMR sends complex deals to your stronger model.
Ship in the rep's chat
VDF AI Chat or a CRM-side panel — same Network behind both.
OUTCOMES
Better prep, better deals
account briefings per rep, per week.
follow-ups cite a CRM activity or battlecard.
customer data sent to public AI services.
SEEMR REFERENCE
Sales prep that gets cheaper as it scales
SEEMR watches which sub-intent (summary, competitive, action) maps best to which model, balancing cost per brief against quality.
GET IN TOUCH
You Have Questions
Tell us what you’re trying to achieve—governed AI Networks, enterprise RAG, deep integrations, or on‑premise deployment. We’ll help you map the right architecture, security posture, and rollout path. If you’re moving beyond AI pilots and need scalable, auditable execution, reach out—our team is ready to help.