AI-Agents for Sales Development Representatives working with Microsoft Excel

Draft three subjects for each first prospect email.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools

Keep outreach prospects current as their roles or companies change.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools

Add qualified prospects to outreach and flag duplicates before contact.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools

Find new people to approach in the requested market gap.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools

Surface territory prospects with fit evidence and a person to approach.

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools

Check prospect profiles and flag links that need a closer look.

Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.

Works with8 tools

Find new buyers in the territory with profile links and fit notes.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools

Turn 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.

Works with8 tools

Create comparable prospect rows and flag profiles that need checking.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools

Build weekly lists of local businesses to contact.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools

Add qualified new prospects to the sheet with source links.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools

Find matching businesses with published contact details for outreach.

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools