Back to workMeeting prep
Pre-meeting research dossier
The moment a call is logged, an agent researches the prospect and their company and hands the rep a one-page brief before it starts.
SalesforceLinkedInPublic company news & filings
The challenge
Reps were walking into calls having skimmed a LinkedIn profile at best, with no consistent research process across the team.
What was built
- A trigger that fires automatically when a call is logged in Salesforce
- An agent that first reviews the full sent and received conversation history
- Research on the prospect: LinkedIn activity, recent posts, and public information
- Research on the company: current projects, challenges, and recent news
The outcome
A one-page brief, ready in minutes, with everything a rep needs on the person and the company before they pick up the call.
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