Sales opportunity agent

Made by Jose Zapata @ Columbia Road Oy

Sales Opportunity Agent

AI-powered CRM intelligence that turns messy Salesforce data into actionable sales insights

380Accounts
11,709Contacts
1,565Opportunities

Why

  • It's hard to interpret large amounts of corporate data
  • Inconsistent data across records and fields
  • Complex CRM tooling — aka Salesforce

Leaving the team with more questions than answers

How We Prepare Your Data

From raw CRM export to an AI-ready database in four steps.

Analyze
Inspecting raw CRM data with AI
Clean
Removing noise and unused attributes
Discover
Finding hidden structures and relationships
Enhance
Structuring and enriching the dataset

Data Enhancement

4 strategies to always find the right contact — even from messy HTML fields and missing IDs.

Real examples showing how raw Salesforce data becomes clean, structured contact records.

This deal had a direct contact link in Salesforce — no detective work needed.

ContactId
Available
×
Decision Makers
Not filled in
—
Contact Purpose
Not needed
Impact: 37% of deals (578) — $39.6M pipeline
Enhanced Output
Craig Federighiexact
Decision Makervia contact id field
Once data is loaded, the AI agent answers questions in real time

System Architecture

How data flows from your question to an actionable answer. Hover over components for technical details.

Question
Frontend
SSE stream
Cloud Provider — Google Cloud Run
delegates contact queries to
Sequential Agent PipelineAgentTool
Verification queries
External Data Sources

Features

Multi-agent AI
Built on Google ADK framework with Gemini 2.5 Flash
Dynamic SQL
Read-only queries generated on the fly against live data
Contact Resolution
Finds the best contact for each deal via sequential agent pipeline
Real-time Verification
Validates contact roles via Google Search in real time

Try it out

Ask about accounts, deals, contacts, and pipeline risks