Project overview

Challenge: B2B sales teams were spending over 30% of their time manually researching prospects and companies before client meetings. This led to rushed preparation, unprepared sales calls, and ultimately lower conversion rates and missed revenue opportunities.

Goal: Create an AI-powered research copilot that would automate prospect research, generate strategic pre-call reports in minutes, and provide actionable insights to maximize sales success rates.

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Execution

Solution implementation:

• Automated prospect research: AI system pulls comprehensive data about prospects and their companies from multiple sources‍
• Strategic report generation: Pre-call reports with key insights, pain points, and conversation starters delivered automatically
• ‍Actionable intelligence: Platform provides specific talking points and strategic recommendations for each prospect
• ‍Time optimization: Research that previously took hours now completed in minutes
• ‍Integration capabilities: Seamless workflow integration with existing CRM and sales tool

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Project results

• 75% reduction in time spent on pre-call research and preparation
• Instant comprehensive reports replacing hours of manual research
• Significantly higher meeting quality with better-prepared sales conversations
• Doubled meeting success rates through strategic insights and targeted approaches
• Increased sales productivity allowing teams to focus on selling instead of researching
• Scalable research process enabling sales teams to handle more prospects without additional workload