AI-Agents for Sales working with Microsoft Excel
Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
12 toolsVerify prospect identities before reps use contact details.
Get a supported match decision for a people-search profile before anyone adds contact details to your lead sheet.
16 toolsBuild sourced prospect lists for local sales outreach.
Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.
9 toolsShow which approved prospect emails have confirmed send results.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
15 toolsPrepare first prospect emails with three subjects for rep approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
16 toolsShow quote creators the approved prices they need to use.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
9 toolsKeep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsAdd qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsBuild a sourced lead list for the team's next prospecting push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
11 toolsBuild prospect lists for new territories, excluding current customers.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
8 toolsAdd available job and company details to prospect research sheets.
Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.
8 toolsAdd qualified new prospects to the team's shared sales list.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
7 tools
