Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Find new nearby businesses to contact about sales opportunities.
Get fresh local leads in your prospecting sheet every Monday, with available public contact details and Google Maps links for your team to review.
Show hiring companies and job links for outreach review.
Get a weekly spreadsheet of companies hiring for the roles and locations you track, with fresh LinkedIn job links ready for outreach review.
Add qualified prospects to the outreach register before first contact.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Find likely buyers at named accounts before starting outreach.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Find new accounts with timely reasons to start a conversation.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Send approved prospects a first email while their interest is fresh.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Get a follow-up list of new prospects without duplicate contacts.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Draft tailored first emails for reps to review.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Find businesses to contact without repeating current accounts.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Build reviewable outreach lists from exhibitor rosters.
Get a prospect list from exhibitor and member rosters, with company websites, public contact details, and source links ready for your review.