AI USE CASES YOU CAN REUSE.English edition · Individuals, independents, small businesses
Spotted on the web

Preparing for merchants with a shared commercial agent

Use described publicly by Dust — Alma (30 June 2026), summarised by the desk. Not tested by iadujour.

The result to aim for

Alma, a French split payment solution in a dozen European markets, has built an agent linked to Salesforce who describes opportunities and prepares prospecting messages adapted to each merchant.

What was done

According to the case study published by Dust on June 30, 2026, the Alma Revenue team designed the agent @prospection, connected to Salesforce. It helps to prepare each approach: opportunity qualification, then emails, LinkedIn messages and personalized call frames according to the market, language and position of the contact person. According to Dust, about 90% of the sales team uses it, for more than 2,000 conversations per month. The agent is shared: feedback from one market improves responses for others, and team adjustments benefit everyone. The company-wide deployment started in September 2025, accompanied by a transversal "Dust Squad" with service-based references.

Before you start

Tool cited by the source: Dust. Fill in the bracketed items: [card entreprise, historique, notes]. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.

The method, in three steps.

  1. Gather the context

    Spot the bracketed items in the prompt ([card entreprise, historique, notes]) and prepare what they ask for.

  2. Adapt the prompt

    Copy the prompt below, replace the bracketed items, then paste it into Dust.

  3. Reread before using

    Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.

Your starting point.

Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.

The prompt to customise
You are preparing my next contact with a prospect, based on the CRM information I provide you: [card entreprise, historique, notes].

1. Summarizes in 5 lines what is known (activity, size, tools, market, past trade) and what is missing.
2. Say if the opportunity seems qualified, with your reasons.
3. Writes a short e-mail, a LinkedIn message and a 2-minute call frame, adapted to the language and position of the contact person.
Do not invent any fact on the prospect. I'll read it again before we send it.

What deserves your attention

A personalized message from CRM can resume outdated or misunderstood information: the commercial rereads before sending, and prospect data remains subject to RGPD.
Origin of the case. Use described publicly by Dust — Alma (30 June 2026).
Proof level: Statement by the tool’s publisher. Source checked on 10 November 2026. Use described by the source, not tested by the desk. Original summary written by iadujour.fr: figures and claims are the source’s; the prompt is a desk proposal, not a quotation.
TO GO FURTHER

Other ideas to put to work.

The whole Sales theme
DISCUSSION

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