Outbound Sales Agent
New prospects, dormant accounts, and seasonal buyers surface before the week gets crowded. Finds likely buyers and preps rep-ready follow-ups from reorder signals. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Trelium agent
Outbound Sales Agent
Works with the tools your team already uses
Start the workflow where the work begins
Scheduled
The Outbound Sales Agent runs on the cadence your team chooses, without anyone remembering to start it.
On demand
Ask for the work when you need it, and the Outbound Sales Agent starts from that request.
Salesforce data
The agent works across connected systems so the result is based on the same records your team uses.
New prospects, dormant accounts, and seasonal buyers surface before the week gets crowded.
How it works
How does the Outbound Sales Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
Scans your CRM and order history for buying signals
Reads order history and account activity for buying signals
Builds a ranked list of prospects and quiet accounts
Finds accounts due for a reorder or gone quiet
Drafts the outreach with account context included
Ranks the list by likelihood to buy
Hands the queue to a rep for tone and timing
Drafts outreach a rep can review and send
Key takeaways
Agent capabilities
Reads order history and account activity for buying signals: New prospects, dormant accounts, and seasonal buyers surface before the week gets crowded.
Finds accounts due for a reorder or gone quiet: New prospects, dormant accounts, and seasonal buyers surface before the week gets crowded.
Ranks the list by likelihood to buy: New prospects, dormant accounts, and seasonal buyers surface before the week gets crowded.
See the Outbound Sales Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.