Sales Intelligence Playbook

A practical framework for agent-led lead research, with reps approving what goes out and every call on the record.

01Ingestion

Data Capture

  • CRM Webhooks
  • LinkedIn Signals
  • Financial Filings
02Reasoning

Agentic Analysis

Processing 10-K filings, earnings calls, and news to identify strategic pain points.

03Execution

Intelligence Delivery

Delivered to Slack, Salesforce or personalized email drafts for rep review, with every write logged.

Performance Benchmarks

Metric Traditional Sales Dev Engini Agentic Workflow
Research Time 45 mins / account < 5 seconds
Personalization Depth Surface Level Strategic (10-K Driven)
Scalability ~20 accounts / day 10,000+ accounts / day
Cost per Insight ~$15.00 < $0.05

Frequently Asked Questions

How does this integrate with Salesforce?

Agents read and write Salesforce against the live schema of your instance, custom objects and fields included, pulling lead data and pushing intelligence back into custom fields.

What sources are analyzed?

We analyze SEC filings, recent press releases, social signals, and transcriptions from earnings calls.

Is our lead data kept secure?

Credentials are stored and refreshed by Engini and never exposed to the model. Each agent sees only the tools in its set, every call is logged, and we do not use your proprietary CRM data to train our base models.

Quantify Your Savings

Measure the hours your team gets back from your first governed agent.

Run ROI Calculator