Contact usSupport
AI agent · Marketing and Sales

Smart Prospecting

See how sales prospecting is evolving in organizations with AI agents.

  • Prebuilt agent Ready to use, we do not start from scratch.We start from an agent prepared for this process and configure it with your rules, your systems and your way of working.
  • Best practices Built in from day one.The agent's instructions incorporate the process practices we have applied when automating it in different organizations.
  • Configured by experts Functional and technology consultants.Specialized consultants support the configuration, integration, testing and go-live of the agent in your operation.
  • Agent platform Workforce AI.The agent runs on Workforce AI, GIITIC's own platform that centralizes security, permissions, audit, usage and administration of all your agents.
  • Process experience Processes + technology + enterprise software.Behind every agent are years of experience implementing enterprise software and automating processes in companies across Latin America.
  • GIITIC software ecosystem The tools the agent needs.We integrate with your current systems and, if you are missing one, the GIITIC ecosystem provides the modules the agent needs to query and act.
Let's talk about your processSee how the process changes
The current challenge

How it is done today, and why it is no longer enough

Salespeople spend only about 25% of their time selling, according to Bain & Company; much of the rest goes to support tasks. In prospecting, that means hours spent researching accounts and searching for contacts instead of talking with customers.

  • Manual research
  • Hard-to-find decision makers
  • Data that goes stale
  • Duplicates in the CRM
  • Missed signals
  • Unfocused lists
Meet your agent

Smart Prospecting agent

Smart Prospecting agent, an artificial intelligence agent

I'm an artificial intelligence agent trained by experts, ready to use and built with best practices. I am here to build your account and contact lists based on your ideal customer, research each prospect, complete and verify their data in your CRM and point out the opportunities with the most potential, with a summary ready for outreach. Whatever I cannot confirm, I escalate to you with my proposal.

Prebuilt, but adaptable to each organization.

How I work

  1. I detectAccounts that fitI look for companies that match your ideal customer profile: industry, size, location and need.
  2. I researchContext for each accountI read websites, news and public sources to understand their business, their moment and their challenges.
  3. I identifyDecision makers and contactsI find the people who decide on or influence the purchase according to your buyer profiles.
  4. I verifyComplete, current dataI complete and validate emails, phone numbers and job titles, and discard what is duplicated or outdated.
  5. I analyzeSignals and opportunitiesI detect buying signals and prioritize the accounts with the most potential based on your criteria.
  6. I executeEntry in your CRMI create or update accounts and contacts with their source and a summary of the opportunity.
  7. I deliverAccount ready for outreachI assign the account to the owner and escalate what I could not confirm, with my proposal.
Results

Results you can achieve

of salespeople’s time is spent selling
≈ 25%Bain estimates that salespeople spend only about a quarter of their time selling; AI could double their time with customers.Source: Bain & Company, Technology Report 2025
less time on prospecting and preparation
> 50%Gartner projection for 2026 in B2B sales organizations that use sales technologies with built-in generative AI.Source: Gartner, Oct 24, 2023
of B2B buyers avoid irrelevant outreach
73%B2B buyers who actively avoid suppliers that send them irrelevant messages (survey of 632 buyers, 2024).Source: Gartner, Jun 25, 2025
fully trust the accuracy of their data
35%According to the vendor: sales professionals who fully trust the accuracy of their organization’s data (5,500 respondents, 2024).Source: Salesforce, State of Sales, 2024

Reference values based on benchmarks and comparable scenarios. Results depend on the characteristics of each operation and are not guaranteed results.

Greater speed, higher quality, lower costs

  • Greater speed

    Automate tasks and connect your information so your team responds sooner and your processes move forward without waiting.

    • Prepares accounts and contacts in minutes, not days of searching
    • Processes entire lists without depending on team capacity
    • Detects buying signals in time to reach prospects before others
    • Delivers each account with a summary ready for the first contact

  • Higher quality

    Standardize the work and control every step so your information is reliable and your results are consistent.

    • Focuses lists on the accounts that fit your ideal customer
    • Completes and verifies data before entering it in the CRM
    • Avoids duplicates and accounts that already have an owner
    • Keeps a trail for every data point: source, date and criteria applied

  • Lower costs

    Reduce rework, errors and manual work so your operation delivers more with the same resources.

    • Reduces the hours of manual research per prospect
    • Dedicates salespeople to talking with customers, not searching for data
    • Cuts the effort wasted on outdated contacts or contacts that do not fit
    • Makes better use of the data sources your company already has
Before and now

Artificial intelligence in account and contact prospecting

Before

  1. 3:00 p.m.MilestoneThe manager assigns a new target account
  2. 3:00 p.m.Lost timeCustomer meetings, end of the workday and the morning’s pending items18 h
  3. 9:00 a.m. · day 2PersonResearches the company: website, news, size and industry30 min
  4. 9:30 a.m.Lost timeCalls and follow-ups on other accounts3 h
  5. 12:30 p.m.PersonSearches professional networks for likely decision makers and their titles20 min
  6. 12:50 p.m.Lost timeLunch and afternoon visits4 h
  7. 4:50 p.m.PersonFinds emails and phone numbers and verifies which ones are still current20 min
  8. 5:10 p.m.Lost timeEnd of the workday16 h
  9. 9:10 a.m. · day 3PersonChecks in the CRM whether the account already exists and finds a previous contact10 min
  10. 9:20 a.m.Lost timeWaits for a reply from the salesperson who handled the account before5 h
  11. 2:20 p.m.PersonEnters the account and contacts in the CRM and writes the opportunity summary20 min
  12. 2:40 p.m. · day 3MilestoneAccount ready for outreach

Now

  1. 3:00 p.m.MilestoneThe manager assigns a new target account
  2. 3:00 p.m.AgentResearches the company in public sources: size, industry, news and buying signals< 1 min
  3. 3:01 p.m.AgentIdentifies decision makers based on your buyer profiles and verifies their contact details< 1 min
  4. 3:02 p.m.AgentFinds a previous contact with the account in the CRM and escalates it with a summary< 1 min
  5. 3:03 p.m.Lost timeThe executive finishes their current call30 min
  6. 3:33 p.m.PersonReviews the agent’s summary and confirms the account can be worked5 min
  7. 3:38 p.m.AgentEnters the account and contacts in the CRM with the opportunity summary< 1 min
  8. 3:39 p.m.MilestoneAccount ready for outreach the same day

Tangible results in your operation

IndicatorBeforeNowFactor
End-to-end cycle time≈ 48 h≈ 40 min×73
Human work time1 h 40 min5 min×20
Waiting time46 h30 min×92
Human intervention100%≈ 40%÷2.5
Team capacity1×≈ 2.5××2.5

Illustrative reference scenario. Times depend on each operation and are validated with your data.

How work evolves

Your team moves from operating to deciding

The capacity the agent frees up goes to analysis, decisions, relationships, exceptions, improvement and innovation.

  1. No more low-value manual tasks

    • Researching each account by hand on websites and news
    • Searching professional networks for decision makers and titles
    • Finding and verifying emails and phone numbers one by one
    • Cleaning up duplicates and outdated data in the CRM
    • Building lists in spreadsheets

  2. The team adds value to the operation

    • Talking with the prospects that fit best, with the context the agent prepares
    • Refining the ideal customer profile and the prioritization criteria
    • Preparing better first contacts based on the signals detected
    • Coordinating segments and messages for each campaign with marketing
    • Analyzing which accounts advance and why, to improve prospecting

  3. Your team's professional growth

    • Prospecting strategistDefines the ideal customer, the segments and the signals the agent should look for and prioritize.
    • Agent supervisorReviews the quality of lists and data, adjusts rules and governs the agent’s knowledge.
    • Sales data analystLooks after CRM quality and measures which sources and segments generate opportunities.
Enterprise knowledge

Agents are only as good as the knowledge and context they handle

It is one of the great challenges of enterprise artificial intelligence (AI): an agent without clear rules, reliable data and business context makes mistakes or stops. That is why knowledge is prepared, governed and improved as part of the project.

  • Ideal customer profile: target industries, sizes and locations
  • Buyer profiles: titles that decide and influence
  • Prioritization criteria and relevant buying signals
  • Portfolio, value proposition and use cases by segment

The knowledge this agent handles

  • Account and territory assignment rules
  • Excluded accounts, current customers and competitors
  • Authorized data sources and their terms of use

60%

of AI projects without AI-ready data will be abandoned through 2026, according to Gartner. Gartner, “Lack of AI-Ready Data Puts AI Projects at Risk,” February 2025

Workforce AI helps you prepare, govern and improve it

  • Instructions prebuilt by experts
  • Process best practices
  • Tools to create and capture knowledge
  • Knowledge management
  • Integration with your current sources
  • Enrichment of existing knowledge
  • Ongoing updates
  • Knowledge governance
  • Continuous learning and improvement
Integration

We integrate with your environment

We connect the agent with virtually any application, API, service or data source in your company, whether GIITIC or third-party systems.

Integrations this agent requires

  • CRM and ERPYour CRM or ERP (Salesforce, SAP or other) or GIITIC CRM: accounts, contacts, history and prospect records.
  • Public and web sourcesWebsites, news, business registries and professional networks, according to their terms of use.
  • B2B data providersCompany and contact databases your organization already subscribes to, to complete and verify information.
Artificial intelligence (AI) chip

Your agent, connected to your operation

Base systems for agents

If you do not have the base system, we provide reduced versions of GIITIC modules with the capabilities the agent needs to work.

  • CRM for agentsA reduced version of GIITIC CRM: accounts, contacts, prospects and opportunities where the agent records its work.
  • Applications and ERP
  • APIs and web services
  • Databases and files
  • MCP (Model Context Protocol), when applicable

An agent needs software tools to query information and carry out actions. Without them, it stays a conversation. That is why we cover both paths: connecting to what you already have or giving you what you are missing.

See GIITIC integrations

95%

of organizations struggle to integrate AI into their existing processes. MuleSoft (Salesforce), Connectivity Benchmark Report 2025, study sponsored with Vanson Bourne and Deloitte Digital

Workforce AI · Central governance platform

Today it is one agent, tomorrow dozens

Every area will add agents working at the same time. Workforce AI is the control center of your digital workforce, not an isolated script.

Explore Workforce AI
  • Agent creation and management
  • Security, identities and permissions
  • Policies and human oversight
  • Traceability and audit
  • Observability, quality and results
  • Models, tokens, usage and costs
  • Continuous updates to new AI models and features
Map of the Americas with the United States, Mexico, Guatemala, El Salvador, Costa Rica, Panama, Dominican Republic, Colombia, Venezuela, Ecuador, Peru, Bolivia, Chile and Argentina connected from Colombia
Our track record

Global experience at your service

Years of experience
15+
Companies in Latin America
850+
Countries
10+
Integrations
100+
ERP and ERP+ modules
40
AI agents
20+
Learn more about usWhy is GIITIC the ideal partner?

Companies that trust GIITIC

Frequently asked questions

Questions about Smart Prospecting

What sources does the artificial intelligence agent use to research prospects?
Public sources such as websites, news and business registries, your CRM and the data providers your company already has under contract, respecting their terms of use. The specific sources are confirmed when the project is scoped.
Does the agent contact the prospects?
No. It prepares the account: it researches it, completes its data, prioritizes it and leaves a summary in your CRM. Outreach, conversation and scheduling are handled by the Smart Lead Qualification agent or your sales team.
What happens with questionable data or accounts that already exist?
Nothing is recorded outside your rules. If a data point cannot be verified, the account already has an owner or there were previous contacts, the agent escalates the case to the responsible person with its proposal and the evidence found; that person decides and the agent completes the entry.
Do I need GIITIC CRM or GIITIC ERP?
No. The agent integrates with your current CRM or ERP through APIs, services, files or MCP where applicable. If you do not have the base system, we provide agent modules with the capabilities it needs.
How does it adapt to my ideal customer and my sales policies?
The agent is prebuilt, but our consultants configure it with your ideal customer profile, your buyer profiles, your prioritization criteria and your assignment rules, and test it with your accounts before putting it to work. That is the knowledge it needs; we help you maintain it with the Workforce AI tools.
Who controls what the agent does?
Workforce AI centralizes permissions per agent, human approvals, decision traceability, statuses and errors, auditing and consumption control. You define what it records on its own and what requires approval.
How long does implementation take and how much does it cost?
It depends on your data sources, systems, volume and rules. Starting from a prebuilt agent avoids developing from scratch. First we talk and scope the project with you; then we prepare the proposal. We do not publish prices.
What happens to my sales team?
It stops researching accounts and searching for contacts by hand, and spends its time talking with the prospects that fit best, refining the ideal customer and improving prospecting. The agent expands its capacity; it does not leave it without control.
Next step

Ready to see your agent work in your process?

Let's talk about your operation. A consultant will review your process, your systems and your knowledge, and show you how the agent would work with your rules.

  • Demo of the agent with cases from your process.
  • Review of your systems and the available knowledge.
  • Estimate of the scope and the next step.

Let's talk about your process

Fill in your details and a consultant will get in touch with you.

Fields marked with * are required.

Open in a new tab