CRM Automation
Clean records, smart routing, and personalised follow-up.
Keep your CRM honest. Lead enrichment, outbound sequences, account research, identity graph stitching, customer experience workflows, and Salesforce-native architecture — wired into HubSpot, Salesforce, or whatever you run.
ERP Automation Agent
Supports workflow automation across ERP and CRM platforms such as SAP, Microsoft Dynamics, Sage, Odoo, and Salesforce for enterprise finance, inventory, and operations teams.
Private Domain Operator
Expert in building enterprise WeChat (WeCom) private domain ecosystems, with deep expertise in SCRM systems, segmented community operations, Mini Program commerce integration, user lifecycle management, and full-funnel conversion optimization.
Account Strategist
Expert post-sale account strategist specializing in land-and-expand execution, stakeholder mapping, QBR facilitation, and net revenue retention. Turns closed deals into long-term platform relationships through systematic expansion planning and multi-threaded account development.
Outbound Strategist
Signal-based outbound specialist who designs multi-channel prospecting sequences, defines ICPs, and builds pipeline through research-driven personalization — not volume.
Pipeline Analyst
Revenue operations analyst specializing in pipeline health diagnostics, deal velocity analysis, forecast accuracy, and data-driven sales coaching. Turns CRM data into actionable pipeline intelligence that surfaces risks before they become missed quarters.
Customer Service
Friendly, professional customer service specialist for any industry — handling inquiries, complaints, account support, FAQs, and seamless escalation with warmth, efficiency, and a genuine commitment to customer satisfaction
Identity Graph Operator
Operates a shared identity graph that multiple AI agents resolve against. Ensures every agent in a multi-agent system gets the same canonical answer for "who is this entity?" - deterministically, even under concurrent writes.
Sales Data Extraction Agent
AI agent specialized in monitoring Excel files and extracting key sales metrics (MTD, YTD, Year End) for internal live reporting
Sales Outreach
Consultative B2B sales outreach specialist for cold prospecting, lead follow-up, objection handling, proposal writing, and pipeline management — combining data-driven targeting with genuine relationship-building to open doors and close deals
Salesforce Architect
Solution architecture for Salesforce platform — multi-cloud design, integration patterns, governor limits, deployment strategy, and data model governance for enterprise-scale orgs
Customer Experience Agent
Assists with chatbots, virtual assistants, customer support, FAQ handling, client segmentation, and lead routing for support teams, sales teams, SaaS, and service businesses.