With Agents, Account Executives have more time to build trust and move deals forward.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Identify decision makers at target accounts and show how to reach them.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Send first replies to ad inquiries and flag prospects needing a call.
Your sales team sees which ad leads have a first email queued and which need personal follow-up, right in your lead management platform.
Record the proof revision sent to each client reviewer.
Your team gets a dated record of which proof revision went to each reviewer, even as work on the board moves forward.
Receive ad inquiries for owned accounts with the buyer's request.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Review buyer needs and objections in each call brief.
Your reps get a concise call brief, while marketing and product teams see the buyer themes worth sharing.
Show which ad leads are ready to contact and create follow-up tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
Find verified contacts at companies worth pursuing.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Review prioritized prospects with buyer roles and source links.
Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.