B2B sales automation
A more organized sales workflow from research to follow-up.
Bring prospect research, data verification, outreach preparation, and CRM follow-up into one controlled system.Who it is for
- Export teams entering new markets
- B2B sales development teams
- Businesses with fragmented research and CRM workflows
The problem it addresses
Teams often research the same companies more than once, keep data in separate files, and update follow-up manually. That reduces data quality and coordination as much as speed.
One company record. Human control at every step.
For export and B2B sales teams: explore the inputs, the preparation, and the deliverables through one illustrative example.
Your team makes the decisions.The system supports preparation. Your business retains source review, communication decisions, and permission to send.
Tell us about your sales processEXAMPLE / 001No action performed
Define the target first.
Research starts with the company and market criteria you choose.
- Target market
- Germany · illustrative
- Company profile
- Industrial product distributor
- Research sources
- Sources permitted by your business
Deliverable: Research criteria and scope.
Evidence and a draft together.
Source notes, missing information, and a communication draft are prepared for review.
- Company record
- Example Company A · fictional
- Source status
- Awaiting verification
- Prepared content
- Research note + communication draft
Missing or unverified information is not presented as fact.
You review. Sending waits.
An authorized team member reviews sources, relevance, and the draft, then revises it if needed.
- Decision owner
- Authorized team member
- Review status
- Awaiting approval · illustrative
Example draft: “Hello, we would like to explore a potential partnership for your industrial product distribution.”
Approval alone does not send a message. Sending scope and required checks are defined separately.
An output you can follow up.
Approved information and the next action are prepared for the agreed CRM workflow.
- Record
- Example Company A + research note
- Communication status
- Not sent · illustrative
- Next action
- Follow-up set by the authorized owner
CRM access and the fields to write are technically verified during discovery.
Fictional company and content, not real customer data. Tabs explain the process only; they do not run AI, send messages, or write to a CRM.
Scope
- Target-account research
- Data verification and enrichment
- Message drafting and approval
- CRM records and follow-up automation
About B2B sales automation
Does the system send email automatically?
A sending step is added only when your business requests it and defines the necessary legal and operational controls. Human approval is the default.
Can it work with our CRM?
We review your CRM's access options and data structure during discovery. Integration scope is set after technical validation.