Contact Prioritization Agent
Analyzes your full contact database and suggests who to reach out to first, based on engagement history, behavioral signals, fit score, and propensity to buy — maximizing conversion rates.
Billing unit
Per contact prioritized
Pay only for the value delivered. No upfront cost.
The result
Every rep starts their day knowing exactly which contacts to prioritize. Outreach is focused on the highest-probability opportunities. Conversion rates and rep efficiency improve.
What happens without this agent.
Before
Sales reps decide who to contact based on gut feel, alphabetical order, or whoever emailed last. High-potential contacts go cold while low-priority ones get all the attention.
Step by step: how the Contact Prioritization Agent operates.
Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.
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Agent reads contact database from CRM: all contacts across accounts and territories
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Scores each contact on engagement recency, email opens, meeting history, and profile fit
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Applies behavioral signals: website visits, content downloads, event attendance
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Calculates a daily priority score for each contact in each rep's territory
- 5
Pushes ranked call and email lists to each rep's dashboard every morning
- 6
Updates scores in real time as new engagement signals arrive
Built for your Sales team.
The Contact Prioritization Agent is designed specifically for Sales processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.
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Zero upfront cost
Development is fully covered. You pay only per contact prioritized, starting from the first one the agent handles.
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Inside your perimeter
The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.
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Agreed metrics, transparent pricing
Before deployment, we agree what success looks like and how much each action costs. No surprises.
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Production-ready in weeks
We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.
Before vs. After
Without the agent
Sales reps decide who to contact based on gut feel, alphabetical order, or whoever emailed last. High-potential contacts go cold while low-priority ones get all the attention.
With the agent
Every rep starts their day knowing exactly which contacts to prioritize. Outreach is focused on the highest-probability opportunities. Conversion rates and rep efficiency improve.
Common questions about the Contact Prioritization Agent.
- What does the Contact Prioritization Agent do?
- Analyzes your full contact database and suggests who to reach out to first, based on engagement history, behavioral signals, fit score, and propensity to buy — maximizing conversion rates.
- What is the business impact of the Contact Prioritization Agent?
- Every rep starts their day knowing exactly which contacts to prioritize. Outreach is focused on the highest-probability opportunities. Conversion rates and rep efficiency improve.
- How is the Contact Prioritization Agent deployed?
- The Contact Prioritization Agent is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Sales systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per contact prioritized.
- How much does the Contact Prioritization Agent cost?
- The Contact Prioritization Agent follows theywork365's pay-per-action model: you pay only per contact prioritized, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Other Sales agents you can deploy.
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Sales Back-Office
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Forecast Agent
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Ready to deploy the Contact Prioritization Agent?
Talk to an expert. We'll scope the agent to your exact processes in one call — no commitment required.