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Using AI to to improve your sales process

Updated: Apr 16

I wanted to share this quick video I spun up for one of the companies we are delivering a webinar to next week.

I always speak with the company beforehand to learn a little about their sales and marketing process. Then I try to find any cool AI tools that could help them scale or alleviate some of their more tedious tasks.

I try to roll anything I find into the webinar to make it more relevant and engaging for their team.

For my upcoming webinar, when describing their outbound sales process, they told me that their reps currently open google maps, pick a location, then pick a search query and start looking up businesses manually.

There are other tools and methods they use, but they found that Google Maps was the most recent and up to date source of data for new companies. Specifically in retail which is who they target.

This sounded like something that AI could help with and sure enough, I found a great prebuilt scraper for google maps in one of the AI tools that helps me build workflows for lead generation.

Here is a quick demo on how it works but it is built on a backend of AI models and integrations along with API integrations into other platforms for data enrichment.

The platform I used to build this out is called Clay and it really is an amazing tool for anyone looking to do marketing at scale or to build out lead lists for their teams.

What is cool about it is that you can stack one platform onto another in a waterfall method and also use AI and logic to build in sequences and conditions on which to run the enrichments against.

Let’s look at building a new list from a new set of criteria.

Let's start with a new Table.

Then we will look at how we want to fill this table. As you can see we have a lot of choices on how to find data.

Now bear I mind that there are costs associated with a lot of these and you should know exactly what you are looking for before building out lists.

You can start looking at how much data or companies are located in a particular search, but once you start pulling details like contacts and contact methods, there are costs involved but you can use your own API keys to save on costs.

For this example let’s look at building a list from companies looking to hire on LinkedIn.

We can focus on roles related to Business Development or Sales etc and then see if we can qualify further by using the word Hunter in the description.

This tells me they might see some value in working with a company like mine or trying out one of our subscriptions to help their reps scale their outreach.

So now that we have our list I want to qualify it but I want to make sure to be particular about which ones I target.

I chose to filter based on posting that were over 2 weeks old and contains “business” so I could focus on business development manager roles.

On those I ran an enrichment to give us the following information.

Industry, company size, company name and description of what they do.

This search gives us a good starting point as we can see, I usually like a much bigger list to start with but for the sake of this demo we can be very specific.

The final results give us a few companies we can hyper target as they should be an Ideal match to our client profile.

There really are limitless possibilities for finding and engaging with companies at scale if that is what you are looking to achieve.

If you have a particular pain point you are trying to solve for or are having a hard time finding more of your Ideal Clients, don’t hesitate to reach out.

I am sure we can help.


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