Transforming sales prospect research with automated AI workflows

Identifying AI Opportunity 

Our client, an enterprise sales team, spent extensive hours manually researching prospects, assembling detailed qualitative company profiles, and then turning these profiles into targeted sales messages and enablement materials.

After analysing their manual processes, we identified clear opportunities for automation through AI, dramatically improving their productivity, accuracy, and speed of outreach.

Implementing AI Workflow 

We created a custom AI tool replicating the sales team’s research methodology. The tool automatically sourced and compiled relevant prospect information, translating qualitative insights into structured company fact files.

It then used these datasets to generate highly tailored sales messages and supporting sales enablement content. The entire workflow integrated seamlessly into the team's existing CRM and outreach platforms.

Outcome

• Reduced the time required for prospect research and message creation by 800%

• Increased outreach effectiveness through more accurate, personalised messaging.

• Enabled the sales team to focus more on relationship-building and closing deals, significantly improving overall productivity and performance.