How Elips turns your CRM into a revenue engine

As a Sales Director, you are largely constrained by the capacity of your team:

• usually, your sales representatives can only actively manage 15 to 50 accounts each

• while your CRM hosts 1,000+ leads, often 10,000+, sometimes 100k+

The ratio between your active pipeline and your potential pipeline reveals a harsh reality: more than 95% of your CRM leads (valuable prospects that were simply not ready to buy yet) are left unsupervised and forgotten in your CRM.

This is a massive gap in your revenue potential as you invest heavily in lead generation, only to see the vast majority of leads disappear in the CRM.

The solution is not to hire more reps or to layer on more generic email automation, newsletters or other targeted marketing campaigns. The solution is to leverage autonomous AI agents, your new AI sales teammates, to handle the volume, complexity, and memory needed to nurture individually every lead at the right time.

Welcome to the rise of the AI Sales Executive: the tactical execution engine designed to manage the chaos of the modern buyer’s journey and turn your CRM into a consistent revenue-generating machine.

1. Elips: Your AI nurturing agent

Elips solution works like a dedicated teammate. It works alongside your team to do the complex, tedious and boring work.

By connecting directly to your CRM, the agent reads every lead, reviews the data, and initiates smart, personalised follow-ups at the optimal moment. 

It has been designed not as a simple tool or feature, but to deliver results. Here are the critical features our AI agents execute to transform your pipeline:

A. CRM Audit and Cleaning

First, the AI agent must assess and clean all available data to identify the most valuable opportunities:

• Intelligent CRM summary: The agent compiles all CRM data to provide a clean, factual overview that includes deal status, related records, engagement history, and context. This process is a prerequisite for all advanced actions.

• CRM Cleanup: The AI reviews every lead to identify what matters, filtering outdated or irrelevant contacts.

• Segmentation, qualification and prioritisation: The system segments opportunities by relevance and potential. It can classify leads to separate "dead opportunities" to those ready for re-engagement. 

The goal is to move from a messy CRM to clear and actionable priorities.

B. Prospect Enrichment

The most powerful sales decisions come from a full and contextual understanding of the prospect. Our AI agents enrich your leads with web data and critical insights, giving your sales an instant actionable view:

• External Data: The AI enriches profiles with external data (via web scrapping) completing all missing information.

• Buying Signals: The AI seeks new and buying signals to alert your team of any changes that .

• Personalised Value Proposition: A truly unique feature, the agent provides a recommended "value proposition" tailored specifically to the prospect profile, context and history. This ensures every follow-up is relevant and compelling.

• Missing data highlight: The AI identifies gaps in key information to let your sales know what data is missing (budget, decision makers…) to confidently qualify and move the prospect forward.

• Intelligent summary: The agent provides an executive summary, news, contact insights, and a clear view of risks and opportunities.

• Updating CRM: The agent autonomously updates CRM fields with all the new data from cleaning and sales intelligence.

With this AI assistant, your team has all the relevant and up-to-date information at a glance and can confidently send follow-ups or walk into meetings.

C. Next Best Action

The AI agent acts as a co-pilot, providing clear and actionable guidelines for your sales team, ensuring every lead has a clear next action.

• Lead Scoring: The agent creates a score (based on engagement, ICP and strategic fit), classify leads by funnel stage, and delivers clear and traceable reasoning for the score.

• Nurturing Strategy: The system builds a personalised follow-up plan for each contact. It suggests nurturing strategies based on lead maturity, timing, and context. It also updates priorities as new information is added.

• Next Best Action (with timing): The agent recommends the next best action and optimal timing (e.g., when to re-engage) based on its continuous analysis of all interactions. This reduces the mental load on your reps, ensuring they focus only on the most critical, high-potential leads.

All this information is neatly recorded in dashboards that allow your sales to efficiently follow instructions and prioritise their actions.

This ensures that your sales team maximises their impact, as they have a clear list of tasks (from sending follow-ups to calls) and focus first on the most important leads.

D. Hyper-Personalised Messaging

This is where the AI agent transcends traditional email automation. The goal is to avoid generic sequences to prefer hyper-personalised messages that feel like they were crafted with special intent.

• Contextual Messaging: Elips drafts messaging, automatically aligning with a consistent brand voice, the language detected, and the prospect context and value proposition.
  Multi-Channel Execution: Execution capacity is not limited to email. The agent can draft any other type of message, including WhatsApp, LinkedIn (LK), or Insta. It can even produce a call script outline before engaging with a lead.

• Smart Follow-ups: The AI tracks every signal and touchpoint to decide when, how, and why to re-engage, ensuring the message arrives at the best possible moment.

E. Nurturing Content Distribution

Nurturing is fueled by valuable content, and the relevance and consistency of that content are critical. The AI ensures the right content is delivered based on where the prospect stands in its buying journey.

• Intelligent Content Indexation: The system is integrated with your multi-source content library or CMS. It automatically indexes content based on critical data points:
  persona, industry, use case, date...

• Relevance-Driven Allocation: The AI acts as the ultimate content expert, automatically associating the most relevant marketing content to each lead by determining which asset best fits i) the lead's enriched profile and ii) the lead current buying stage.

• Optimising Content Performance: beyond prospect personalisation, content allocation can also dynamically distribute your top performing content (blog, webinars, retargetting…) depending on your objectives (open rates, CTR…). 

This agent ensures you are constantly using your best marketing assets to build trust and conviction with your prospects.

2. Tangible Benefits for Nurturing

The Elips AI agent transforms your sales process from a reactive system trying to keep up with a chaotic market to a proactive, autonomous engine for revenue.

3. Convert Dormant Potential into Qualified Pipeline

If your team spends more time managing data than selling, if your CRM feels like a black hole rather than a revenue machine, Elips can change that.

Elips is the execution engine for your go-to-market strategy, focusing on the fundamentals:

• Clean data

• Relevant insights

• Clear priorities

• Consistent execution

You are just a few clicks away from a tremendous jump in your sales productivity.

Book a demo today to turn your CRM into a revenue engine.

Author: Etienne Variot

Etienne is the CEO of Elips, and a serial entrepreneur. He believes modern B2B Buying Journeys are no longer linear, and creating a strong relationship with prospects is more crucial than ever. That’s why he founded Elips to manage complex nurturing to enable sales teams to focus their time on what they do best: build relationships.