A CRM copilot
Offers a suggestion, then waits.
“Based on this record, you may want to log an activity and schedule a follow-up.”
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The work is still on the seller.
AI agents for Salesforce and SAP
Your CRM is the system of record. It was never the system of execution.
Sharpsell runs on top of the CRM you already own. Agents read the context, do the work between meetings, and write every result back.
Nothing to migrate. No second database of customers, no middleware to buy, no new objects your admin did not ask for.
Rajesh Verma
Meeting done
Policy review · Existing customer · Term plan
Capture your meeting
Tap and speak in any language Listening · Hinglish
Updating your CRM…
Activity · Auto
Policy review meeting, completed
Need · Auto
Term plan · ₹1 Cr cover
Objection · Auto
Premium high, wants comparison
Pitch · Prepared
Comparison built from approved content
Follow-up · Scheduled
Thu 11:00 · Education plan on agenda
Written back to your CRM
6 fields written to Salesforce · just now
Home
Leads
Capture
Pitch
Learn
Runs on the system of record you already own
In regulated industries the real system of record is often not a CRM at all — policy administration, core banking or a distribution platform built in-house. Sharpsell connects to those over API the same way.
From meeting to record
One conversation, worked end to end.
The seller speaks. Agents do the work. Your CRM gets the record — with nobody typing.
Tue 4:40 PM · Voice capture
The seller speaks, in their own language.
“Meeting achha gaya. Term plan mein interest hai, 1 crore cover. Premium high laga, comparison chahiye.”
Tue 4:41 PM · Enablement
The next pitch is already built.
Need and objection are captured, so the approved comparison and objection response are ready before the seller reaches the car.
Wed 8:42 AM · Daily rhythm
The day starts with commitments, not a blank screen.
Today’s plan is set, the manager sees it, and anything missed yesterday is escalated.
How it connects
Read the context. Do the work. Write the result back.
Sharpsell talks to your system of record over its API and stays inside the field map your team defines.
Sharpsell reads
- Lead, account and opportunity records
- Customer persona and segment
- Product, plan and variant
- User hierarchy and ownership
➔
Sharpsell acts
- Builds the pitch for this opportunity
- Creates and runs the follow-up cadence
- Guides the seller during the interaction
- Escalates when a commitment slips
➔
Sharpsell writes back
- Activities, logged automatically
- Objection and stated need
- Engagement and content viewed
- Propensity to purchase
You stay in control of your CRM
Every field Sharpsell writes is a field your administrator mapped. Stage, amount, close date and anything else your forecast depends on stay under your control.
No data lock-in. Everything Sharpsell writes remains in your CRM.
There is nothing to migrate back. Sharpsell masters no customer data, holds working context only, and never becomes a second source of truth.
Why your CRM’s AI has not changed anything
A copilot waits to be opened. An agent does the work.
Same meeting, same record, same seller. Here is what each one leaves behind.
A Sharpsell agent
Does the work, then writes it back.
Activity logged and dispositioned
Task created and assigned
Follow-up scheduled for Thursday
Next pitch built and ready
Nothing left on the seller’s list.
Who starts itThe seller, if they rememberThe event, every time
What it producesText in a panelRecords, tasks and scheduled actions
Where work landsBack on the sellerDone, then written to your CRM
What it knowsThe record on screenThe record, the conversation and your rules
Your sellers don’t need another suggestion. They need the work done.
Agents that run on your context
20+ AI agents, all reading the same CRM record.
Every agent works from the context already in your system of record and follows the same business rules. Adding one is a configuration, not an integration project.
Business results
Running on the systems enterprises already own.
3weeks to launch an SAP-connected intelligence layer
Sharpsell read distributor and order context straight from SAP, and gave the field team a daily plan built on it.
Entero Healthcare · pharma distribution
32%higher business per RM during a new product launch
The right pitch, illustration and objection response for each opportunity, assembled from the context already in the record.
SBI Mutual Fund
“Sharpsell understands the frontline reality better than anyone else. They put the industry nuances and the technology together to solve business problems at scale.”
M. JagannathManaging Director, LIC of India
For your CRM team
The questions your admin will ask first.
Which system stays the source of truth?
Your CRM. Sharpsell holds working context needed to run agents, not master customer data. Reporting stays where your board already reads it.
How do identity and hierarchy work?
Single sign-on, with reporting lines, ownership and permissions inherited from your CRM rather than rebuilt in a second place.
How often does it sync?
Write-back happens on the event, as it happens. Reads run on a schedule you set, or on demand for a live opportunity.
What does rollout look like?
Sandbox first, then user acceptance testing with your admins, then production. The same path your CRM team already runs for any other change.
What about security and data residency?
Encrypted in transit and at rest, data resident in India, role-based access, and a full audit trail of every agent action. SOC 2, ISO 9001, ISO 22301 and GDPR.
Do we need middleware or anything installed?
No. Sharpsell talks to your system of record over its API. Nothing is installed on your infrastructure and there is no second customer database.
What happens to our data if we stop?
Every record, activity and field Sharpsell wrote stays in your CRM. There is nothing to migrate back and no export to negotiate.
Keep your CRM. Add the execution.
Start with one business line.
Pick a team, connect it to the CRM you already run, and watch what lands in the record without anyone typing. We will show you on your own sales process.
Request a demo