What is the primary goal of Delegate?

Delegate focuses on increasing Net Revenue Retention (NRR) and sales capacity by using AI agents to handle the administrative and repetitive tasks typically managed by AEs and RevOps.

How are Delegate's AI agents different from standard chatbots?

Delegate uses 'agentic AI' which follows an Observe-Think-Act loop. These agents are autonomous, can reason through complex objectives, and execute multi-step workflows across your CRM and communication tools.

Does it integrate with my existing CRM?

Yes, Delegate is designed to embed within standard B2B tech stacks, primarily integrating with CRMs like Salesforce and HubSpot to automate data entry and deal tracking.

What kind of assets can Delegate generate?

It can generate one-click templated assets including 'Today' status reports, 'Why Now' business cases, 'What Changes' impact summaries, and 'Next 30 Days' implementation plans.

How long does it take to see results?

Delegate claims to unlock up to 10 hours per week per AE at full rollout by handling the 'rest' of the work so AEs can focus strictly on selling.

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CRM

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Delegate

Autonomous AI agents for B2B teams that drive Net Revenue Retention by automating CRM updates, deal documentation, and routine follow-ups to increase sales capacity.

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3 months ago

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CRM

RevOps

Sales Enablement

AI Agents

B2B SaaS

Net Revenue Retention

Sales Automation

Account Management

Tool information

Provider

Delegate

Platforms

Web

Salesforce

HubSpot

Languages

English

Added to directory

3 months ago

Last updated

about 1 month ago

Rating

Not available

Pricing

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About Delegate

What the tool does and who it's for

Delegate is an agentic AI platform designed specifically for B2B revenue teams to drive Net Revenue Retention (NRR) and increase quota capacity. Unlike traditional chatbots, Delegate uses autonomous AI agents—referred to as "Experts"—that embed within your team's existing workflows to handle the heavy lifting of post-sale and mid-deal operations. These agents are encoded with your team's specific business reasoning to generate templated assets, manage CRM hygiene, and handle routine follow-ups. By automating the administrative burden of Account Executives (AEs) and RevOps professionals, the platform aims to unlock up to 10 hours of capacity per rep per week, allowing teams to focus on strategic relationship building and closing deals without increasing headcount.

Key capabilities

Custom AI Experts: Agents encoded with your specific team reasoning and sales motion.

One-Click Asset Generation: Instantly create templated deal documents such as 'Why Now' and 'Next 30 Days' plans.

CRM Hygiene Automation: Automatically updates fields and stages in Salesforce or HubSpot based on deal progress.

Embedded Workflow Integration: Agents sit with your team and learn from real deals to refine their performance.

Quota Capacity Expansion: Designed to unlock significant hours per week for Account Executives.

NRR Optimization: Focuses on post-sale activities to drive expansion and reduce churn.

Observe-Think-Act Loop: Agents operate autonomously to handle multi-step business processes.

Real-Time Deal Tracking: Monitors touchpoints across the sales cycle to ensure no follow-up is missed.

Pricing

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