AI employees for sales teams
Give sellers an AI employee that prepares follow-ups, keeps the CRM current and briefs them before meetings. It works in the Teams or Slack channels sales already uses.
Where sellers lose their week
Ask any account executive where the time goes and you'll hear the same list: writing up notes after calls, chasing the next step, updating the CRM so the forecast isn't wrong, and digging through old emails before a meeting. None of it is selling, and all of it has to happen.
An AI employee for sales takes that preparation work. After a meeting it drafts the follow-up email and the CRM note. On Monday it lists the deals that have gone quiet. Before a first call it pulls together a one-page brief on the account. The seller reads it, changes what needs changing and approves it in Teams or Slack.
What stays with your people
Pricing, negotiation, relationships and judgement calls stay with the team. The AI employee never sends an email or moves a deal stage until the owner says yes, so nothing goes out that a seller wouldn't have written themselves.
Most sales teams start with one job, usually meeting follow-ups, because it's easy to see whether it saves time. Once that works, the same AI employee can pick up pipeline hygiene and account briefs.
Getting started in sales
The first conversation is about your sales team's week, not about AI. We look at which jobs come back every week, which tools they touch and who signs them off, then pick one to start with and agree how you'll measure it.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Draft follow-ups after every meeting
HubSpot
Email drafts per deal
Account executive
Keep deal stages and next steps up to date
Salesforce
CRM updates for review
Sales manager
Brief the seller before a first meeting
Microsoft 365
One-page account brief
Seller
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
Related integrations
By company size
More ai employees by team
Questions
Which CRMs does it work with?
HubSpot, Salesforce and Pipedrive are common. Other tools can be connected on request.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.