Helping Sales Teams Stay Productive with AI Agents That Automate Admin Tasks and Surface Key Info

The pressure’s on for sales teams. Revenue targets keep climbing, and buyer expectations are soaring. Meanwhile, tech stacks and data management are growing more and more complex, leaving reps drowning in admin, toggling between systems, and waiting for approvals when they should be fostering relationships and closing deals.

That’s not speculation: According to a Salesforce study, sales reps reportedly spend over 70% of their time on activities that aren't selling. They're updating CRM fields, chasing down pricing approvals, searching for the right marketing collateral, and troubleshooting access issues, while deals stagnate and quotas loom.

But what if your sales team could focus on what they do best — building relationships and closing revenue — while artificial intelligence handles the busywork behind the scenes?

AI agents are becoming actual enablers for automating sales productivity, handling everything from CRM updates to quote assistance. Far from basic automations or simple search tools, these intelligent systems can understand context, make decisions, and take action across your entire sales tech stack.

What are AI agents for sales?

AI agents for sales use large language models and enterprise data to provide quick, relevant insights and streamline sales workflows, improving productivity and effectiveness for your sales team. 

Unlike traditional CRM automations that follow rigid rules, agentic AI is goal-oriented. It can reason, plan, and take autonomous action by leveraging large language models (LLMs), machine learning, and APIs to adapt dynamically across systems.

Think of these agents as virtual team members. They don’t just log data or follow scripts—they resolve tasks end-to-end. That means creating quotes, updating opportunity stages, and managing contacts without manual entry or endless app-switching.

What makes agentic AI different is its ability to operate at the level of intent. Instead of executing one-off steps, it understands the broader objective and determines the right sequence of actions to achieve it—resiliently and proactively.. This allows it to:

• Handle ambiguity: It can infer a user's intent from incomplete or conversational commands, not just from pre-defined inputs.
• Adapt to change: It can adjust its workflow in real-time if a system is down, a policy changes, or a new piece of information becomes available.
• Navigate complexity: It can orchestrate a sequence of actions across multiple, disparate systems to achieve a single, high-level objective, a capability far beyond the scope of a point solution.

A point-solution or traditional automation acts more like a digital clerk, executing a single, well-defined instruction. However, agentic AI acts are more like strategic partners, auto-logging CRM activity, assisting with quote creation, suggesting content based on deal stage, or responding to internal requests like, "Get me the latest pitch deck." 

These intelligent agents help to eliminate the admin tasks and operational drag holding your team back from what they do best – selling.

The high cost of sales busywork and rigid automations

The problem isn't necessarily the manual work itself. It’s the fact that traditional CRMs have limited, rigid automations that struggle to adapt, take independent action, or work across different applications. 

Without intelligent automation, your team ends up:

• Searching for customer insights across disconnected systems and outdated databases.
• Requesting custom slides or pricing through clunky email chains and approval workflows.
• Manually updating Salesforce or HubSpot with sales call notes, stage changes, and contact information.
• Chasing down internal resources from legal, marketing, finance, or sales ops during live deals.

Traditional CRM platforms act as repositories for customer data, so they rely mainly on manual input. While they provide a "single source of truth," they fall short of being a "system of action" that helps proactively move deals forward through your funnel.

Automated CRM platforms add efficiency through rule-based automation. Follow-up outreach, scheduling, and deal stages are all pushed forward based on predefined triggers. These "assistants" can help make your reps' jobs more efficient, so long as triggers are working properly – and situations don’t change.

Agentic sales platforms offer autonomous AI agents that can automate progress across the sales funnel as well as think, reason, and act independently to achieve user goals. 

Through integrations with the rest of your sales tech applications, AI agents can instantly:

• Automate routine sales activities
• Create or update quotes
• Log call notes
• Update opportunity stages
• Researching prospects and customers
• Summarizing customer feedback
• Drafting communications
• Manage contacts without toggling between systems

These agents use large language models, business context, and enterprise data to provide rapid, relevant insights and streamlined sales workflows, helping to improving sales effectiveness.

High-impact use cases for AI agents in sales

AI agents are much more than just productivity enhancers. They’re essentially virtual team members that actually complete tasks and workflows on behalf of your sales team. From data entry to quote creation, here are the workflows where AI agents can deliver the highest impact for your revenue operations.

Automating CRM hygiene and data entry

When it comes to maintaining up-to-date CRM records, manual sales data entry feels tedious and often takes a backseat to the primary goal of closing deals. But without sales reps’ notes and insights, you end up with poor data hygiene, which then leads to inaccurate forecasting and constant nudges from RevOps.

AI agents can help automate this process by logging call notes automatically after meetings, updating opportunity stages, and suggesting pipeline updates based on behavior — without sales team members ever having to open Salesforce or HubSpot.

With cleaner data and less manual input, your sales forecasts get more accurate, and your sales team can stay focused on those qualified leads.

Account insights and cross-functional support

During a sales call, every minute matters, but reps often lose valuable time trying to track down the right information from legal, finance, or ops teams.

AI agents enhance support by delivering instant answers and access to internal policies, contact details, deal specifics, or eligibility criteria in real time, through chat. When sales teams have immediate access to every customer's history, every interaction becomes more personalized, engaging, and high value.

An AI agent might provide:

• Account renewal information during contract discussions
• Opportunity details pulled from across your tech stack
• Internal policies or the right NDA template 

This means faster responses to prospect questions and smoother deal progression without running into internal bottlenecks.

Handling sales enablement content delivery

Without AI, reps spend time digging through portals and outdated decks to find sales collateral — time that could be spent delivering an outstanding customer experience and closing deals.

AI sales agents work to cut down the scavenger hunt by automatically surfacing the most relevant sales enablement assets based on who the prospect is, what stage the deal is in, and the tools that your team already uses. They can empower your sales team with:

• Meeting summaries pulled from conversation intelligence platforms
• File searches across Google Drive or SharePoint
• Sales enablement content from platforms like Highspot
• Next steps extracted from recent customer conversations to keep everyone up-to-date and on track

They consider Salesforce notes, CRM tags, and calendar context to get your reps exactly what they need, right when it’s needed. Plus, you get the added benefits of version control, with AI agents delivering the most current, approved materials.

Supporting quote-to-cash workflows

Slow quote-to-cash (QTC) processes, like pricing approvals, contract routing, and CPQ handoffs, can delay deals and reduce win rates. These traditional workflows often create bottlenecks that frustrate both reps and prospects.

AI agents help remove these bottlenecks by automatically kicking off approvals, escalating pricing exceptions, and routing requests to the right person or system, slashing the need for lengthy manual ticket creation, review, and approval processes. 

The added speed and flexibility are invaluable for enterprise sales teams that are trying to optimize processes and meet ambitious quarterly targets on time. 

And since agents work across existing tools like CPQ platforms, email, and Slack, it doesn't even require a full overhaul of these QTC systems. With the right integrations, AI agents can support:

• Creating new sales opportunities when prospects show interest
• Quote creation with proper pricing and terms
• Adding line items to quotes as deals evolve
• Deal discount approvals routed automatically to managers

This means fewer bottlenecks, faster quote turnaround, and smoother sales cycles, especially for fast-paced or global teams.

Key features every sales AI tool should have

If you want your sales team to adopt and use AI at scale, a complete, high-quality, enterprise-grade platform is a must. The problem is that a lot of AI tools fall short when it comes to managing the complexities of sales workflows.

To choose the right platform, focus on these three key features:

1. Integrations with your tech stack

Sellers shouldn't need to switch tools or re-enter data in multiple places, so look for a platform that offers integrations with both sales-specific tools and cross-functional systems. AI agents should work where your team does and connect to all your relevant data sources.

Key integrations for your team might include:

• Sales tech stack: Salesforce, Gong, Zoom, Highspot, Mindtickle, HubSpot
• Cross-functional systems: Google Calendar, Outlook, SharePoint, Notion, Confluence, Google Drive, Dropbox

Without deep integrations, you could create more silos instead of reducing friction and enabling more sales.

2. Agentic capabilities for complex automations

You need more than just basic automation. Agentic AI intelligently reasons, plans, and executes tasks across systems. From retrieving renewal data in Salesforce and escalating pricing approvals to booking meetings and automatically updating CRM fields, agentic AI streamlines complex processes with precision and efficiency.

This level of intelligence can cut way down on manual work, but it also makes your system more adaptable. Instead of following rigid "if-then" rules that only work when every single rule is met, it can dynamically respond to the complexity of real-world sales processes.

3. Scalability and customization

Your AI support should grow with your sales organization, not create new limits. So look for platforms that use machine learning and agentic AI to allow you to create and expand across teams, geographies, and workflows, with support for building new use cases and integrating with evolving business needs.

The ability to create new connections helps ensure that your investment continues delivering value as your business grows (ideally, along with your sales wins).

Give your sales team their time back with AI-powered support

Sales teams need fewer blockers. AI agents help deliver on this through intelligently automating sales workflows from beginning to end.

Moveworks AI Assistant platform helps sales teams to remove the operational friction. By handling internal requests instantly, whether it's finding your latest pricing policy, pulling customer context from Salesforce, or auto-filling CRM fields, Moveworks empowers your sales reps to spend less time on admin – and more time closing deals.

Here's how Moveworks’ agentic AI  can help:

• Accelerate every deal: Provide your reps with instant access to important resources, information, and approvals — all integrated right into Slack, email, web browser, and Microsoft Teams. No more toggling between platforms or frustrating delays.
• Reduce RevOps bottlenecks: Automate common sales support tasks, so enablement and operations teams can focus on lead generation initiatives instead of repetitive requests.
• Support a global salesforce 24/7: Moveworks' AI agents are able to scale with your team, learning from context and working around the world to keep your deals moving forward.
• Drive measurable impact: With faster ramp-up, updated pipeline data, and shorter sales cycles, your team can focus on closing — not chasing down answers.

Moveworks integrates with your existing sales tools and works where your team already collaborates, taking sales support from reactive to proactive without a system overhaul. Your reps can get the resources they need at a moment's notice, while your operations teams gain visibility into data-driven sales trends to improve conversion rates.

Explore Moveworks' AI Agent Builder to discover what's possible for your sales team.