TL;DR
If you’re an AE or an SDR, you know that researching prospects and opportunities before meetings is necessary in order to customize your pitch. However, most sales people spend more than 30 minutes researching prospects before meetings.
What if an AI agent could automate prospect research for you? In this blog, we have talked about how AI Agents can automate prospect research, thereby saving your sales team hours of manual research every week and letting them focus on what they do best: selling.
As an Account Executive (AE) or a Sales Development Representative (SDR), you know the importance of researching prospects before meetings. Personalizing your pitch can be the difference between a closed deal and a missed opportunity. However, this process takes time. In fact, most sales professionals spend more than 30 minutes on prospect research before every meeting.
Imagine if you could automate prospect research. That's where AI agents come in! AI agents will research everything about your prospect before the meeting and provide the details to you on Slack. Following are some of the details, AI agents can research about your prospect.
- Prospect Information:
- Seniority level and experience
- Department they belong to
- Tenure in the company
- LinkedIn activity, etc
- Company Information:
- Overall company size
- Team size
- Revenue
- Funding info
- Tech stack, etc.
- Their intent signals:
- How much of our content has been consumed
- How many times have they viewed our website
- Whether it’s a hot account or not
- How did they found about us, and a lot more.
How does the Prospect Research AI agent work?
- The Agent is designed to kick off a specified time before your scheduled meeting. This ensures that the sales rep gets up-to-date information right when they need it.
- It conducts thorough research by pulling data from platforms like ZoomInfo, Apollo, 6sense, Crunchbase, LinkedIn, Clearbit, and more.
- The agent will collect all the pre-specified information about the prospects and summarize it.
- Finally, these details are sent in an easy-to-read format to the sales rep over Slack. If the sales rep wants more info, they can ask the agent directly on the Slack thread and the agent will fetch more details.
- Lastly, an additional and very useful step is to push all of this info into your CRM so that this info are always accessible.
Using Locale.ai to automate prospect information before meeting
Locale.ai utilizes a user-friendly drag-and-drop interface that allows the creation of complex, multi-step workflows. Users can configure a series of actions to be performed by the AI agent. Not only prospect research, Locale.ai’s AI agents can be use to automate variety of sales processes such as post demo follow-up, auto-updating CRM, prospecting and personalized outreach, inbound lead qualification, etc.
The combination of AI agents and human expertise allows the team to automate the admin tasks, and also be the center of command of anything that happens. It brings everything within Slack, thus ensuring that your reps don't need to learn new tools.
Are you ready to transform your sales process and unlock your team's full potential? Schedule a call to learn more about how AI Agents can help your team.
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