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Your AI assistant has got you covered

When it comes to engaging and qualifying leads, your AI assistant can easily handle the most common scenarios a human encounters.

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Engaging & qualifying

  • out-of-office-detection-02b@3x

    Automated Follow-up

    Your AI assistant first reaches out to your leads and gets conversations going. Leads that do not respond at any point after a certain number of days will be politely followed up with for as many touch-points as you deem necessary.

  • content-distribution-01b@3x

    Content Distribution

    When a lead requests for more information (e.g. pricing, product specs, whitepapers, eBooks etc.), your AI assistant will be able to determine which piece of content is being requested for, and respond with relevant attachments.

Navigating roadblocks

  • referral-handling-02a@3x

    Referral Handling

    If a lead turns out to be the wrong person to have a discussion with, your AI assistant is able to request to be referred to the right person. Once an introduction is made, she will be able to get the conversion going again.

  • out-of-office-detection-02b@3x

    Out-of-Office Detection

    When a lead happens to be on vacation or medical leave, and an out-of-office autoreply is detected, your AI assistant will be able to pick out the date he/she will be back at the office, and schedule a new follow up date then.

Closing the loop

  • interest-qualification-03a@3x

    Interest Qualification

    The moment a lead is interested to speak to a sales rep, your AI assistant will rope the sales rep straight into the email thread, make a round of introductions and hand it off.

  • dnc-detection-03b

    DNC Detection

    When a lead expresses disinterest in your product, or wishes never to be contacted again, your AI assistant will politely end the conversation and update your CRM accordingly.

  • data-collection-03c@3x

    Data Collection

    If new lead information surfaces during the conversation (e.g. new phone number, new address, rejection reasons etc.), your AI assistant will update your CRM accordingly.

Engaging & qualifying

Automated Follow-up

Your AI assistant first reaches out to your leads and gets conversations going. Leads that do not respond at any point after a certain number of days will be politely followed up with for as many touch-points as you deem necessary.

Content Distribution

When a lead requests for more information (e.g. pricing, product specs, whitepapers, eBooks etc.), your AI assistant will be able to determine which piece of content is being requested for, and respond with relevant attachments.

out-of-office-detection-02b@3x
content-distribution-01b@3x

Navigating roadblocks

Referral Handling

If a lead turns out to be the wrong person to have a discussion with, your AI assistant is able to request to be referred to the right person. Once an introduction is made, she will be able to get the conversion going again.

Out-of-Office Detection

When a lead happens to be on vacation or medical leave, and an out-of-office autoreply is detected, your AI assistant will be able to pick out the date he/she will be back at the office, and schedule a new follow up date then.

referral-handling-02a@3x
out-of-office-detection-02b@3x

Closing the loop

Interest Qualification

The moment a lead is interested to speak to a sales rep, your AI assistant will rope the sales rep straight into the email thread, make a round of introductions and hand it off.

DNC Detection

When a lead expresses disinterest in your product, or wishes never to be contacted again, your AI assistant will politely end the conversation and update your CRM accordingly.

Data Collection

If new lead information surfaces during the conversation (e.g. new phone number, new address, rejection reasons etc.), your AI assistant will update your CRM accordingly.

interest-qualification-03a@3x
dnc-detection-03b
data-collection-03c@3x

Unlock the superpowers of AI assistants

customer_unit4_elena

We have generated quite a number of quality business opportunities so far. 
The tool has an intuitive interface and the overall service and support from Saleswhale is superb.

Elena Sanchez
Head of Marketing Unit4 APAC
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