Before
- Reps research accounts manually
- Lead context is copied across tools
- CRM updates lag behind activity
- Follow-up depends on individual memory
Solution
AI Sales Automation
Sales teams lose selling time to research, CRM administration, qualification and follow-up.
PlanckCyber builds AI sales automation around specific sales workflows rather than generic “AI SDR” promises. A system can research accounts, prepare context, qualify inbound leads, draft controlled follow-up, update CRM fields or coordinate handoffs while preserving human judgment where it affects customer relationships.
Workflow Change
Before and after.
After
- Approved research sources are assembled automatically
- Lead data is normalized and routed
- Drafts or next actions are prepared with controls
- CRM updates follow defined rules and approvals
System Components
What the solution may include.
- Agent or workflow orchestrator
- CRM/API integrations
- Research and retrieval layer
- Rules, approvals and audit trail
- Evaluation and monitoring
Integrations
Connect to the systems that matter.
- CRM
- Email/calendar
- Data enrichment services
- Internal product or account data
Measure Success
Define evidence before scaling.
- Administrative time per opportunity
- Lead response time
- CRM completeness
- Exception/review rate
Constraints
What must be controlled.
- Outbound actions need permissions and brand controls
- Research sources and data rights must be appropriate
- Human approval may be required for customer-facing communication
FAQ
Specific buyer questions.
Will this replace salespeople?
The goal is to remove low-value administration and improve workflow consistency. Relationship, negotiation and judgment-heavy work can remain with people.
Can it update our CRM?
Yes when suitable APIs and permissions exist. Write actions should be bounded and validated before broad rollout.
Primary capability: AI Agents & Automation
Start with the problem
Have a problem AI might solve?
You do not need a specification. Tell us what you are trying to improve.