Lead generation in B2B: find valuable new customers with AI agents

Header: AI in data management

In every sales team, there are target customers: Those who need exactly the product they want to sell. Which you would like to have on the reference list. And especially those with whom you can generate good sales — whether you want to reduce short-term sales targets or achieve strategic growth goals.

Let's be honest: How many such valuable customers do you have? How long do you have to rummage through websites and maintain data sets of prospects in preparation for acquisitions? How many leads are actually valuable in the end — for both sides?

Finding and winning new, good customers is not a matter of course even with AI, as many offers suggest: “Forget cold prospecting! Acquire new customers with AI and sign up immediately! ”

Yes, that's right: Our sales agent also promises a lot. Namely nothing less than the best product market fit and precise scouting for the most promising leads. Or: the perfect customers for your products.

What is the task of a sales agent and how does he solve it?

His task distinguishes our sales agent from many other AI solutions: He focuses on creating a valuable basis for the sales process.

Expiration:

  1. You describe your target market: Which are the customers who need your products? Depending on industry, company size, sales volume, location, buyer personas, region/country and product groups, any exclusion criteria can also be added — and let the agent get started.
  2. The agent formulates individual queries for the various sources.
  3. He independently and on a daily basis researches suitable companies, opens web browsers and examines corporate websites or accesses connected databases.
  4. Alternatively or in addition, he can also “work through” companies that you already have or had in mind and research possible new approaches.
  5. An in-depth analysis of the business model, market position, target groups, social media presence, LinkedIn contacts and current news provides a complete picture of customer potential.
  6. That's when things get exciting: He assesses the relevance of each individual company and prioritizes the most promising leads.
  7. For these best results, he issues structured reports with detailed details — such as contact persons, LinkedIn profiles and sales information — as well as a transparent explanation of why this company could be a particularly good fit.
  8. In the case of the less good hits, the agent explains the reasons for the exclusion from the top list (e.g. in regulated markets or in accordance with compliance requirements).

Up to 80 different steps run in the background, validated from various customer projects and requirements. This sales agent was created out of our daily practice and was made precisely for this purpose.

Benefits for the human sales team

The qualitative analysis based on a well-founded, verifiable database favors a focused sales start. It saves time and effort and is more flexible and in-depth (even than our own previous templates).

In this way, the sales agent increases the hit rate and makes it easier to work in personal customer contact.

Because that is important: The sales agent deliberately refrains from intervening where it has to “human”: In B2B, good personal discussions and proven competence count for the conclusion. Trust isn't built with an AI query.

The surprise effect is inevitable: “With 20 years of market experience, we discovered companies that were unknown to us — but were a perfect fit for us! “(Sales manager of a company in the paper industry)

A digital market and sales team — in line with the strategy

A sales agent is, of course, even better in a team. Especially when it comes to supporting market entry strategies, various departments such as R&D, marketing and sales work together with management.

This is exactly how we would set up a team of agents: A second agent researches details about an individual company (by URL or name), goes extremely deep and compiles a company profile.

Another agent could continue and compare the research with the target customers that you have already observed elsewhere or wanted to take a closer look at.

Exciting: Existing customers can also be examined for upselling potential in this way.

At some point, this is of course quite extensive. Then you can continue working with the chat in the AI Notebook, for example:

All research, which runs in the background, is stored there. Using the familiar, curious question-answer logic, you use the AI Notebook to work out what you are most interested in about the results:

  • What are the topics that currently concern the company?
  • Is it perhaps expanding, or does it have new products that you could hook into?
  • Is it looking for people in a very specific field?
  • Which sales strategy does the Notebook Chatbot recommend for this customer?

You could then have an offer presentation created directly for you.

Your entire AI strategy can be defined and mapped in our AI notebook. Several tools and agents — from trend radar, which monitors future trends and promotes innovations, to research agents who keep an eye on competitors — then work together seamlessly.

Looking for direct insights into our agents? Click here for a tour with the sales agent

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