Omni Sales Agent
Our flagship solution that consistently drives revenue and saves time. Discover how it can transform your sales process.
Lead Research & Qualification
- Research new leads and identify decision-makers
- Segment leads based on engagement and potential value
- Score leads using internal lead scoring methods
- Conduct personalized outreach to high-value leads
- Research competitors and refine messaging
- Identify potential companies and decision-makers to target
Outreach & Engagement
- Plan daily outreach strategies (e.g., email, calls)
- Send follow-up emails to interested leads
- Re-engage cold leads with tailored messaging based on historical data
- Schedule appointments or demos for qualified leads using tools like Calendly or Google Calendar
- Send meeting prep notes prior to sales calls, summarizing key information about the lead
Lead Nurturing
- Perform daily scans of CRM records to identify leads that haven't been contacted in a specified timeframe
- Generate context-aware follow-up emails using content like case studies, blog posts, or newsletters
- Tailor emails based on the lead's previous interactions and position in the sales pipeline
Personalized Follow-Ups
- Analyze email threads, meeting notes, and sales call transcripts to generate highly relevant follow-up emails
- Adapt follow-ups to specific pipeline stages (e.g., post-demo or during negotiations)
- Ensure no lead falls through the cracks by scheduling automatic follow-ups
Dynamic FAQ Handling & Meeting Coordination
- Analyze email threads to determine next steps in ongoing conversations
- Respond to FAQs (e.g., pricing, product details) by pulling answers from a central knowledge base or integrated databases
- Book meetings directly in Google Calendar or Outlook, ensuring no scheduling conflicts
- Attach relevant marketing materials (e.g., brochures, PDFs) to support conversations
Calendar Management
- Manage event creation, updates, and cancellations in platforms like Google Calendar or Outlook
- Add detailed meeting descriptions, including links to Zoom or Microsoft Teams and follow-up action items
- Automatically notify leads or sales reps if a meeting is canceled or rescheduled and propose new times
CRM Management
- Update CRM systems (e.g., HubSpot, Salesforce) with enriched contact records, email history, and meeting notes
- Automatically update pipeline stages as deals progress
- Log tasks and action items for the sales team after meetings or calls
Proposal & Contract Generation
- Use templates to draft proposals, quotes, or contracts by pulling in custom data (e.g., client name, pricing)
- Send completed documents via email or integrate with tools like DocuSign or PandaDoc for e-signatures
Post-Meeting Summaries & Notes
- Generate summaries of key insights after every meeting (e.g., action items, client concerns)
- Log these notes in the CRM and share them with the sales team for easy reference
Lead Re-engagement
- Identify dormant leads in the CRM and send personalized messages to re-establish communication
- Leverage historical data to highlight past discussions or updates that may interest the lead
Reporting & Analytics
- Generate weekly sales performance reports highlighting key metrics
- Share reports directly with sales managers via email or Slack