AI-Powered Sales Qualification Agent

Let AI Qualify First.
Let Your Team Close.

Transforming sales pipeline quality with AI-driven lead scoring, instant enrichment, and intelligent qualification.

Key Features

Intelligent Lead Scoring

Every inbound lead is scored against your Ideal Customer Profile in real time — using company size, industry, intent signals, and engagement behaviour

Automated Lead Enrichment

The agent enriches each lead with firmographic data, decision-maker contacts, technographic signals, and past interaction history — all without manual research.

AI-Driven Qualification Criteria

Applies your BANT, MEDDIC, or custom qualification framework automatically — surfacing only sales-ready leads to your reps, eliminating the rest.

Smart Lead
Routing

Instantly routes qualified leads to the right sales rep based on territory, product line, seniority, or custom rules — synced directly into Dynamics 365 Sales

AI-Drafted First-Touch Outreach

Generates a personalised, context-aware first-touch message for every qualified lead — ready for rep review and send, or deployed autonomously.

Pipeline Intelligence Dashboard

Real-time visibility into lead quality, qualification rates, rep response times, and pipeline health — embedded directly in Dynamics 365 and Power BI.

What It Delivers

3x

More qualified leads reaching reps

70%

Reduction in manual lead research time

40%

Faster lead response and first contact

25%

Employees enabled with the transformation in this sector

Demo & Overview

See the Sales Qualification Agent in action — from the moment a lead arrives to the moment a rep picks up the phone.

Instant Lead Capture
Every lead from your website, LinkedIn campaigns, events, and email is captured automatically and enters the qualification pipeline within seconds.

AI Qualification in Real Time
The agent applies your scoring model, checks fit criteria, and returns a qualification decision — QUALIFIED, NURTURE, or DISQUALIFY — with a clear rationale.

Auto-Routing & First-Touch Outreach
Qualified leads are assigned to the right rep instantly. An AI-drafted personalised email or message is generated and queued — no manual handoff needed.

CRM Sync & Full Audit Trail
Every action — score, rationale, enrichment, routing decision, and outreach — is written back to Dynamics 365 Sales with full transparency and traceability.

Use Cases for every finance role…

SDRs & Business Development Reps

Understand exactly which campaigns generate sales-ready leads — not just clicks. Optimise spend on what actually converts.

Sales Managers

See every lead’s score, qualification rationale, and rep response time in one dashboard — no more pipeline surprises

Marketing Teams

Stop working low-quality leads. Focus only on prospects the AI has confirmed meet your qualification criteria.

CROs & Sales Leadership

Forecast with confidence. Real-time pipeline quality scores and conversion trend data — always current, always from your CRM.

Technology Stack

  • Microsoft Copilot Studio — agent orchestration
  • Azure OpenAI (GPT-4o) — qualification reasoning & outreach drafting •
  • Dynamics 365 Sales & CRM — lead, contact, opportunity sync
  • Power Automate — routing, alerting, workflow triggers
  • Azure AI Search — ICP matching and lead enrichment
  • Power BI — pipeline intelligence dashboards

What TSC Configures for You

Your ICP scoring model and qualification criteria

Lead routing rules by territory, product, or rep

Integration with your existing lead sources

First-touch outreach templates and tone of voice

Dynamics 365 CRM field mapping and sync

Pipeline dashboards in Power BI or D365

Ready to stop wasting time on leads that won't convert?

Discover how the AI-Powered Sales Qualification Agent can transform your pipeline quality, reduce rep workload, and accelerate revenue.

Contact Us