Case Study · AI Sales Agent

From a noisy funnel to qualified pipeline.

Custom AI sales agent for an e-commerce and digital printing company

ServicesAI strategy, agent build, CRM integration

IndustryE-commerce & digital print

ClientConfidential, early-stage

Engagement~3 weeks to deploy

Four ICPs, one shared rubric.

Four ideal customer profiles gave the team one standard for scoring targets, sharpened by real sales feedback.

A sales agent inside the CRM.

The agent finds and vets buyers right where the team already works, with no new tools or added busywork.

Cleaner CRM, by design.

Records land structured, deduplicated, and sourced, so pipeline data stays trustworthy as it grows.

Challenge

An e-commerce and digital printing company had experimented with AI but never built it into daily operations. Its sharpest pain was in sales, where leadership struggled to find good prospects and qualify them at the top and middle of the funnel.

With no shared definition of a strong buyer, effort was spread across poor-fit targets, leaving a sales motion that stayed busy but inefficient.

Approach

Skylite found the highest-value opportunity with the company's leaders, then built a custom AI sales agent to address it.

Mapped where AI could create value with leaders across business development and IT, focusing on the funnel's top and middle

Defined four ideal customer profiles in partnership with the business development lead — one rubric, clearly defined for scoring every target

Built an agent that finds relevant buyers and qualifies them against the rubric, with a fit score and short rationale for each

Recommended CRM hygiene practices: structured fields, deduplication, and a clear split between data the agent surfaced and the next steps the sales reps own

Outcome

The company moved from gut feel to a shared definition of a good buyer. The agent now surfaces and qualifies prospects against four agreed profiles inside the CRM the team already uses, so better-fit targets reach reps with no added manual work.

The feedback loop refines the targeting criteria, enhancing the agent's ability to surface quality leads: when the team corrects a fit score, the rules defining a good buyer get sharper. Combined with cleaner CRM data, the engagement leaves more than just a sales tool — it provides a sharper sales practice and a pipeline that improves with every run, an asset the company can extend across the rest of the funnel.

Curious where an AI agent could sharpen your pipeline?

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