Sales prospecting automation with AI: the right list, tailored outreach and a full calendar
The SDR spends half the day looking for companies and contacts in a purchased spreadsheet that is already stale. The message is the same for everyone and almost nobody replies. The manager does not know which accounts were approached, by whom and with what result.
Prospecting with AI, step by step
Ideal profile defined together
During implementation, iTeam works with your sales team to define segment, size, job titles and buying signals. That becomes the yardstick the agent uses to choose accounts.
Research on each account
The agent gathers news, open jobs, expansion and the technology each company uses, finds the decision makers and records everything in the CRM before the first contact.
Outreach written for the person
The agent writes e-mails and LinkedIn messages that speak to that company's moment. The SDR reviews and approves the sends, or lets the cadence run on its own.
Replies handled at once
When someone replies, the agent classifies the interest, answers simple questions and books the meeting in the salesperson's calendar, with the account context ready.
Less repetitive work. More control.
- SDRs having conversations instead of researching
- Messages that show you studied the company
- A CRM with the full history of every account approached
- A manager who sees coverage of the target market
Systems used in this solution
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Questions about prospecting with AI
Will the AI send mass messages in the company's name?
No. Volume, tone and who approves the sends are decided by you. Many companies start with the SDR approving every message.
Where does the contact data come from?
From the databases the company already subscribes to, from LinkedIn and from public sources. The agent follows data-protection rules such as Brazil's LGPD, records the origin of each data point and offers an opt-out.
Does it integrate with our CRM?
Yes. HubSpot, Salesforce, Pipedrive and RD Station CRM. Accounts, contacts and activities are recorded there, not in a parallel system.
Is it suitable for complex sales with a long cycle?
Yes. The agent handles the research and the cadence for each account, and the salesperson steps in when the conversation calls for a relationship.
