AI-Agents for Sales Development Representatives in Exception Handling working with Podio
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
15 toolsSend approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsTurn fresh job postings into qualified employer leads.
Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.
8 toolsIdentify prospects' employers and flag uncertain account matches.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsMark assigned prospects ready for follow-up when details are complete.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
6 toolsPrepare assigned ad leads for first contact.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsVerify prospect roles before sending outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Log each sent prospect email against its approval and flag mismatches.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 tools
