Sales Enablement Automation
Enabling Sales Operations to Seamlessly Scale
Overview
Streamlined Operations
Our Sales Enablement Automation milestone streamlines your sales operations through advanced technology, automation, and tailored workflows.
Modern Technology
By combining a modern tech stack, custom AI tools, and sophisticated research capabilities, we empower your team to operate with maximum efficiency and insight.
Leadership
Led by Willz Tolbert, Co-founder & COO, this initiative is crafted to provide your business with an efficient, scalable, and data-driven sales enablement system.
Milestone Highlights

1

Modern Tech Stack
  • Implementation of modern tools, API connections & no-code automation configuration to ensure data flows smoothly across applications.
  • Each technology is thoughtfully selected to ensure seamless compatibility

2

Custom AI Workflows
  • Custom AI workflows are purpose-built to meet your needs & preferences.
  • Automation of repetitive tasks and delivery of critical insights directly to your sales team.
  • AI-driven lead scoring, data enrichment, and lead routing.

3

Account & Prospect Research
  • AI-Powered Research Agents & APIs: We leverage advanced AI research agents and APIs to gather any imaginable piece of information about your target accounts and prospects.
  • Contextual Understanding: The research is enhanced by an API that contextualizes findings according to your company's product, value proposition, use cases, and more.
  • Sophisticated Research Reports: This data is fed into another large language model (LLM), generating detailed and insightful Account and Prospect Reports.
  • Human-in-the-Loop: Before the reports are delivered to your Sales Development Representatives (SDRs), we place a "human-in-the-loop" to review, adjust, and verify all information to ensure accuracy and relevance, providing a final layer of precision.

4

Custom Analytics Dashboard
  • Integrated analytics for real-time insights on lead engagement, pipeline health, and campaign performance.
  • Data-driven decision-making is enabled by comprehensive reporting on key metrics, optimizing strategies and improving responsiveness.
  • Custom reports provide visibility and actionable insights that empower continuous improvement and agile adjustments.
Example Reports

Expected Outcomes
Automated Workflows
End-to-end automation of sales enablement tasks that enhance productivity and responsiveness.
Customized Lead Scoring
A lead scoring system unique to your needs, enabling your team to prioritize high-potential leads.
Data Enrichment
Comprehensive and enriched data on prospects, allowing for precise, tailored outreach.
Enhanced Account & Prospect Insights
In-depth Account and Prospect Reports created from AI-powered research and enriched with contextual information specific to your offerings.
Deliverables

1

Custom Lead Scoring
Prioritize leads based on potential value and alignment with your business. Our scoring model is customized to your criteria, enabling your sales team to focus on high-value opportunities.

2

Data Enrichment
Automatically enhance contact and account data with relevant insights, providing a full picture of each lead and account for better targeting and relationship building.

3

Automated Email & Report Generation
Streamline communication and reporting with tools that generate personalized emails and detailed reports, freeing your team to focus on high-impact activities.

4

Account & Prospect Research Reports
Harness the power of AI to uncover deep insights about your target accounts and prospects, enhancing the depth and precision of your outreach.