Automate Salesflare workflows with AI Agents

Sales teams thrive when information flows freely and repetitive admin tasks are minimized. While Salesflare already makes CRM data easier to handle, integrating it with a Runbear AI agent turns your team chat into a smart command center. Teams can pull up sales insights, automate routine reports, and interact with Salesflare data—all using natural language in Slack, Teams, or Discord. Let’s explore how combining Salesflare with an AI agent powered by Runbear can supercharge your team’s sales operations.

About Salesflare

Salesflare is a modern, AI-powered CRM tailored for small and medium-sized B2B teams. Its standout feature is automated data collection—minimizing manual entry by sourcing contact and account details from email, social profiles, and calendars. Teams gain a real-time, collaborative pipeline view, easy email integration, and AI-driven follow-up reminders. This CRM is popular among lean sales teams looking for actionable insights, simple setup, and fast ramp-up times. By automating manual tasks and surfacing the right leads at the right time, Salesflare enables teams to focus on customer engagement—not admin work. Its competitive edge lies in usability and automation, which makes it a favorite among resource-constrained but ambitious B2B sales teams seeking productivity gains without the learning curve of legacy CRMs.

Use Cases in Practice

Here’s how real teams transform their workflows with a Runbear-powered AI agent connected to Salesflare:

1. Instead of chasing down CRM updates, team members simply ask the AI agent for the latest deal status, account ownership, or next steps. For example, a sales leader can type, "Show all open opportunities for Acme Corp" and get instant answers—with links, owner, and contact info—right in Slack.
2. Pipeline reviews no longer require hours prepping slides or exporting data. With scheduled jobs, the AI agent posts a summary every Monday at 9 am: deal progress, key wins, and visual charts rendered in-chat. This keeps the entire team aligned and ready for action.
3. Forget toggling between apps for data entry. Account execs can send messages like, "Log a call with ACME—discussed renewal" and the AI agent records it directly in Salesflare. This frictionless workflow streamlines updates and ensures the CRM stays accurate—see how it parallels the productivity boost in Save Time on Documentation: Turn Slack Conversations into Google Docs.
4. New team members or support staff often need a quick answer: “What’s our renewal process for key clients?” The AI agent, synced with Salesflare and internal docs, provides answers instantly—reducing onboarding time and helping the whole team deliver better support. If you’re interested in fully automating critical metrics, check out How to Automate KPI Reporting for related strategies.

The upshot: Whether it’s ad-hoc questions, reporting, or streamlining admin, the AI agent brings Salesflare into your team's natural workflow, making sales collaboration smarter and faster.

Salesflare vs Salesflare + AI Agent: Key Differences

When teams use Salesflare alone, CRM data is powerful but siloed in the Salesflare interface—often requiring context-switching, manual report prep, and repetitive admin work. Integrating Salesflare with a Runbear AI agent transforms these workflows: team members can chat with Salesflare data, automate reporting, and keep everyone informed—all from Slack or Teams. Manual CRM processes make way for conversational automation, boosting sales velocity and team productivity.

Implementation Considerations

When adopting the Runbear + Salesflare integration, teams need to assess several practical aspects for a smooth rollout. Start with a review of team readiness—ensure everyone is comfortable with chat-based workflows, as AI agent adoption can change routines. Set aside time for onboarding and training to show team members how to request Salesflare data or trigger updates via the AI agent.

There’s a moderate setup: connecting both tools, configuring permissions, and mapping key data fields. Factor in security and data governance—ensure only authorized users access sensitive CRM information via the AI agent. Budget for potential incremental costs if your workflow becomes more data-intensive. Finally, plan for continuous feedback, so any process gaps or usability issues are caught early. With upfront preparation and clear guidelines, your team can unlock next-level sales automation—while minimizing disruption.

Get Started Today

Bringing Salesflare and Runbear together lets your team work at the speed of conversation—unlocking CRM insights, automating reporting, and driving productivity from your favorite team chat. While there are practical considerations to plan for, the value is clear: smarter workflows, less manual admin, and greater team alignment. Try integrating your AI agent with Salesflare today, and see how your sales team’s collaboration and results can level up. Ready to create a smarter, more connected team? Start your Salesflare and Runbear integration journey now.