Scenario

A Sales Manager from a Swiss SME approaches the AI Specialist with two Excel lists:

• XLS List A: Contract numbers, customer names, contact details (phone, email, language), purchased products, and contract expiration dates.
• XLS List B: Customer websites, location names, and customer numbers.
  

Objective

• Help the sales team achieve two concrete goals:
• Reactivate soon-to-expire customers, identify contracts ending soon and target them with a tailored promotional campaign.
• Identify new website sales opportunities.
• For the remaining customers, analyze the digital potential of their current website and determine which ones are strong candidates for a new professional website.
  

How the AI Sales Specialist Helps
The AI Sales Agent intelligently merges and enriches the two datasets, then:

• Automatically flags customers whose contracts are nearing expiration.
• Performs digital analysis on each customer’s existing website (e.g. design quality, mobile-friendliness, SEO performance, loading speed, content freshness, etc.).
• Prioritizes high-potential prospects for new website sales.
• Generates personalized outreach messages, email sequences, or call scripts for both reactivation and new website offers.
  

This Use Case [German] demonstrates the AI Sales Agent’s ability to turn raw Excel data from CRM and public sources into actionable sales intelligence, saving time, increasing relevance, and driving revenue through smarter outreach.

Download the Use Case for your reference [German]

     

Contact:
Telegram: @marculix
Discord: marcul1x
E-Mail: marc.gloor@u.nus.edu

Tech Stack / Requirements:
Linux Desktop or Windows
Hermes Agent v0.16.0 (2026.6.5) or higher
Model: gpt-5.4 or equivalent agentic tool capacity

$Id: agentic-use-case-example.html,v 1.1 2026/06/17 11:51:34 gloor Exp $
Author: marc_dot_gloor_at_u_dot_nus_dot_edu