# Surfacing untapped sales opportunities in the CRM automatically

> Sales opportunities instead of data noise

- **Year:** 2025
- **URL:** https://fse-group.de/en/unsere-arbeit/senec-sales-agent

With the Sales Agent, SENEC’s sales team receives concrete, prioritised opportunities – generated from CRM data, customer behaviour and product patterns. The suggestions land directly in Microsoft CRM and unlocked six-figure revenue potential within days.

Sales teams today sit on a treasure of data – and at the same time face a problem. CRM, buying behaviour, customer communication: it is all there, but hardly usable.

Together with SENEC we built the Sales Agent – a hybrid human-agent solution that identifies and scores sales opportunities and feeds them straight into Microsoft CRM. To do that the agent analyses customer behaviour, product patterns, revenue trends and field reports – and derives concrete offer ideas from them.

What makes it special: the suggestions are not generic but contextual – and immediately actionable. Within a few days the agent identified potential in the six-figure revenue range.

Technically this was demanding. Different data sources, different levels of granularity, partly contradictory signals – the challenge was in combining them meaningfully.

But that is exactly where our strength lies: combining sales know-how with data expertise. The result is an agent that delivers usable ideas to the team rather than data.

### System landscape & integrations

  Security layer

  Oversight

  Virtual
  colleague
  AI agent

  Value
  Proactive steering
  of the sales team
  Prioritising sales activities

  LLMs
  Language models

  Knowledge of
  Customers
  CRM · ERP

  Monitoring
  Prompt Logging

  Knowledge of
  products
  Confluence · SharePoint

  Feedback
  MS Teams

  Human
  colleague
  Monitors activities
  Acts on sales opportunities

### Sales Agent – live demo

Animation: the Sales Agent reads 12,384 data points from CRM and ERP, scans three customers (Solar Mayer GmbH – churn risk, Sonnenkraft GmbH – product interest, EnergiePlus AG – maintenance due), runs pattern recognition and writes three prioritised activities into the CRM: a retention call at Solar Mayer (A, urgent), a battery storage upsell at Sonnenkraft (A) and a maintenance offer at EnergiePlus (B).

Result: more revenue opportunities, better ground for conversations, higher motivation in the team – because gut feeling now rests on data.

**Tags:** #AIinSales #CRMIntegration #DataStrategy #SalesEnablement #SalesAutomation