More opportunities. Less sales administration.
Salespeople should be selling. The research, the data entry and the chasing can be handled around them.
Who it's for
Salespeople spend a large part of their week on work that isn't selling: researching prospects, updating the CRM, chasing people who haven't replied, and going back and forth to book meetings.
3xRMD Sales hands that work to AI agents that operate inside your existing sales process. New leads are researched and qualified against your criteria, follow-up happens on schedule, meetings land in the right calendar, and the CRM is updated as work happens — so your team spends more of its time in the conversations that need a person.
What it handles
- Prospect research
- Lead enrichment
- Qualification
- Outreach
- Follow-up
- CRM activity
- Appointment booking
- Stale opportunity follow-up
What it looks like in practice
Illustrative examples of how this works day to day.
Inbound lead qualification
A web enquiry arrives. The agent researches the company, checks it against your ideal-customer criteria, writes a summary into the CRM, and either books a meeting or routes it to the right salesperson.
Stale opportunity follow-up
Opportunities with no activity for a set period are followed up in your tone and within the rules you set. Anyone who responds is handed straight back to the opportunity owner.
CRM hygiene
Calls, emails and meetings are logged against the right records with next steps attached, so pipeline reports reflect what has actually happened.
Designed around your business
Every sales agent works within rules you approve: who can be contacted, through which channel, how often, and what is said. Outreach is designed around Australian spam and Do Not Call requirements from the start, and anything that needs judgement is passed to a person.
How it gets built
The same six stages apply whichever area you start with. See how it works.
- 01
Discover
Find where time is being lost.
- 02
Design
Build the improved process.
- 03
Connect
Integrate the systems and information required.
- 04
Build & Test
Develop the agent or automation and test real-world scenarios.
- 05
Launch
Deploy through a controlled rollout.
- 06
Improve
Measure, optimise and continuously improve.
3xRMD Sales: common questions
Does it work with our CRM?
We integrate with CRMs including Salesforce, HubSpot and Close, and with others that offer an API. Calls, notes and next steps are written back automatically, so the CRM reflects what actually happened.
Will AI contact prospects on its own?
Only within rules you approve: who can be contacted, through which channel, how often, and the point at which a salesperson takes over. Outreach is designed to comply with Australian spam and Do Not Call rules.
Does this replace our sales team?
No. The aim is to take research, data entry and chasing off your salespeople, so more of their time goes on the conversations that need a person.
What could your business do more of?
Tell us where your team is spending time on repetitive work. We'll explore whether AI and automation can do it differently.