Giving AEs their afternoons back
- 45 min
- returned to each AE daily
- 50 minutes → 5 minutes
- +60 pts
- in field compliance
- 38% → 98%
- 20 people
- using it across GTM
- from two pilot reps
Two Agent Skills cut daily Salesforce admin per AE from about 50 minutes to 5 and raised enterprise field compliance from 38% to 98%. Growth in booked meetings had left each AE carrying more than 35 open enterprise opportunities, so manual CRM work became a constraint on customer time. I built one skill that reviews a single account in depth and another that runs every open opportunity overnight.
Both skills read calls, email, calendar activity, and Salesforce, then produce evidence-backed proposed changes instead of writing autonomously. Four months, roughly 50 tracked issues, daily feedback with two pilot AEs, and 24 graded evaluations turned the working prototype into a trusted workflow. The system expanded from two pilots to the entire 20-person GTM team and now catches stale deals, duplicate contact roles, and missed next steps.


