From five tools to one query: an AI sales agent in five weeks

Combo's sales team juggled five tools for every prospect: Google Maps, Instagram, business registries, Salesforce, Looker. Each lead meant starting from scratch. Want to find "restaurants in Lyon with strong Instagram and multiple locations"? That required opening five tabs and cross-referencing manually.

• Five tools per prospect. Every time.
• Basic questions like 'how many restaurants does this owner have?' required digging through disconnected sources.
• No territory coordination. Reps duplicated work and stepped on each other's prospects.

Built a French-language chat that returns structured restaurant cards: location, metrics, establishment count, social signals, Google Maps links. No free-form AI rambling.

Search works the way reps think: by brand name and territory, not legal entity IDs. The underlying data still links to registries for deduplication.

“There's no silver bullet to reconcile data from various sources. Combining determinist queries and AI accross multiple sources allows for higher matching and output the sales team can act on.”

Iterated on prompts until tool selection hit 92% (up from 65%) and multi-step workflows reached 85% (up from 40%). Added territory filters so reps stay in their lane.

Why it worked

• Structured cards, not free-form text. Reps can verify data at a glance.
• Search matched existing habits: brand name, territory, owner groupings.
• Three-person pilot before wider rollout.
• Five weeks because scope stayed tight: find and qualify prospects, nothing else.