What is AI prospecting? A 101 guide for sales teams.

Defining AI prospecting and its significance in sales

AI prospecting involves using artificial intelligence technologies to identify, qualify, and engage with potential customers. By leveraging machine learning algorithms and natural language processing, AI tools can analyze large datasets to uncover valuable insights about prospects, such as their behaviors and likelihood to convert.

For example, an AI-powered prospecting tool might scan a company's website or social media profiles to determine whether they're a good fit for a particular product or service. This information can then be used to create targeted outreach campaigns that resonate with the prospect's specific needs and pain points.

‍Bardeen can help automate the process of lead scoring and engaging with LinkedIn prospects, saving you time and effort. Try these playbooks for the shortcut to quick prospecting:

Qualify LinkedIn Companies and Save to Salesforce

LinkedIn + Salesforce Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes company data, uses AI to qualify leads based on your criteria, and saves them to Salesforce – automating the process.

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Playbook Details

Qualify LinkedIn Companies and Save to Pipedrive

LinkedIn + Pipedrive Automation

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How does this playbook work?

Qualifying LinkedIn companies for sales is time-consuming. This playbook scrapes company data, qualifies it based on your criteria, and adds qualified companies to Pipedrive – automatically.

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Playbook Details

Qualify LinkedIn Companies from search and save to Google Sheets

Google Sheets + LinkedIn Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes company data from LinkedIn search results, classifies them using AI based on your criteria, and saves the results to Google Sheets.

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Playbook Details

Export qualified LinkedIn Company Data to CRM

HubSpot + LinkedIn Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes a company's LinkedIn data, uses AI to qualify it based on your criteria, and saves qualified companies to HubSpot – automating prospect research.

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Playbook Details

Key benefits of integrating AI in sales strategies

Integrating AI into your sales strategy can yield numerous benefits, including:

1. Increased efficiency: AI tools can automate time-consuming tasks, freeing up sales reps to focus on high-value activities like relationship-building and closing deals.

2. Improved accuracy: By analyzing vast amounts of data, AI tools can provide more accurate insights into prospects' needs, preferences, and buying behavior.

3. Personalized outreach: AI-powered personalization can help sales teams create targeted, relevant messaging that resonates with prospects and improves conversion rates.

Bardeen can help automate email drafting and classification to boost efficiency and personalization leading to improved sales. Try these playbooks:

Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Playbook Details

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Playbook Details

Create cold email sales draft from LinkedIn profile using OpenAI

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Summarize and save new emails to HubSpot using OpenAI

Google Mail + HubSpot Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook uses AI to automatically summarize new emails and create HubSpot tickets with key details, keeping you organized and responsive.

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Playbook Details

AI prospecting is a game-changer for modern sales teams. By avoiding manual tasks, enabling personalized outreach and automating prospect list building, AI tools can help businesses streamline their sales process and close more deals.

Basic AI prospecting prompts

Basic AI prospecting prompts lay the foundation for effective communication with potential clients. These prompts are straightforward but powerful, enabling sales teams to start their AI journey without feeling overwhelmed.

Example prompt: "Summarize a company's mission based on their website description."

Sample prompt: "Using the input, generate a sentence summarizing what a company does. This is the input: 'Company XYZ helps businesses streamline operations with innovative software solutions.' Keep the output under 10 words and use specific keywords from the input."

Sample response: "Company XYZ streamlines operations with software."

Next steps: Use the summary to personalize your outreach email, highlighting how your product can optimize their operations.

Advanced AI prospecting prompts

Advanced AI prompts require a deeper understanding and offer more tailored outputs. These prompts are perfect for generating creative ideas or handling complex datasets.

Example prompt: "Generate creative marketing ideas for a tech company."

Sample prompt: "Using the input, create three bullet points of creative ideas for a company to start using AI in their processes. This is the input: 'TechCo provides cloud-based solutions for data management.' Be specific and keep each bullet under 15 words."

Sample response:

1. "Automate data entry with AI tools."
2. "Use AI to predict data trends."
3. "Integrate AI for maximized data security."

Next Steps: Present these ideas in your pitch to demonstrate your understanding of their needs and how AI can provide solutions.

Sales prospecting AI prompt templates

Sales AI prompt templates provide a quick start for crafting effective messages. Here are five templates to try:

1. Company mission summary: "Using the input, summarize the company's mission in one sentence. This is the input: ''. Keep the output under 12 words."
2. Profile summary: "Using the input, summarize the profile in a couple of sentences. This is the input: ''. Focus on role history and current responsibilities."
3. Role-based messaging: "Using the input, write messaging tailored to a person's role. This is the input: ''. Highlight specific problems your product solves."
4. Podcast mention: "Using the input, complete a sentence about a podcast this person was on. This is the input: ''. Keep the output under 12 words."
5. Recent news tie-in: "Using the input, summarize a recent news article in one sentence. This is the input: ''. Complete each output with my prefix: 'I saw the recent article about'."

AI prompting best practices

To maximize the effectiveness of AI prompts, follow these best practices:

1. Be specific: Clearly define the output you want and provide detailed input to guide the AI.
2. Iterate and test: Continuously refine prompts based on the AI's output to improve accuracy and relevance.
3. Use constraints: Set limits on word count and tone to ensure the output aligns with your communication style.
4. Provide examples: Offer input-output pairs to train the AI on your desired outcomes.
5. Monitor and adjust: Regularly review AI outputs to ensure they meet your expectations and make necessary adjustments.

Enhance prospect targeting with predictive analytics

One of the most significant benefits of predictive analytics in AI prospecting is its ability to identify high-value prospects. By analyzing data points such as past purchases and social media activity, AI algorithms can create detailed customer profiles and predict which prospects are most likely to convert.

For example, a software company might use predictive analytics to identify businesses that have recently experienced rapid growth and are likely to need new IT solutions. By targeting these prospects with personalized emails, the company can increase its chances of closing deals and maximizing revenue.

Bardeen can help automate the process of qualifying and saving high-value LinkedIn companies to your CRM, ensuring you're always targeting the right leads:

Qualify LinkedIn Companies and Save to Salesforce

LinkedIn + Salesforce Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes company data, uses AI to qualify leads based on your criteria, and saves them to Salesforce – automating the process.

Try it

Playbook Details

Qualify LinkedIn Companies and Save to Pipedrive

LinkedIn + Pipedrive Automation

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How does this playbook work?

Qualifying LinkedIn companies for sales is time-consuming. This playbook scrapes company data, qualifies it based on your criteria, and adds qualified companies to Pipedrive – automatically.

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Playbook Details

Forecasting sales trends with AI-powered insights

Predictive analytics can also help businesses forecast sales trends and adjust their strategies accordingly. By analyzing historical sales data alongside market trends and economic indicators, AI tools can provide accurate predictions of future revenue streams.

This information can be invaluable for sales teams looking to stay ahead of the competition. For instance, if predictive analytics suggests that a particular product line is likely to experience a surge in demand, sales teams can focus their efforts on promoting that product and ensuring they have sufficient inventory to meet customer needs.

The importance of data quality in predictive analytics

The effectiveness of AI-driven automation for your sales prospecting, including predictive analytics, depends on the quality of the data being analyzed. Inaccurate or incomplete data can lead to flawed predictions and misguided strategies.

To ensure the accuracy of predictive analytics, you must prioritize data quality at every stage of the process. This means regularly cleaning and updating customer databases, integrating data from multiple sources, and implementing strict data governance policies to maintain consistency and reliability.

By investing in data quality this way, your predictive analytics strategies will earn you a competitive edge in today's data-driven sales landscape.

Common obstacles in AI implementation

One of the most common hurdles when implementing AI into your business is the lack of in-house expertise. Many companies struggle to find and retain talent with the necessary skills to develop and maintain AI systems. Additionally, integrating AI with legacy systems can be complex and time-consuming, requiring significant resources and planning.

Data quality is another major challenge. AI systems rely on large amounts of high-quality data to function effectively. Poor data quality, such as incomplete or biased data, can lead to inaccurate results and suboptimal performance. Ensuring data privacy and security is also a critical concern, as AI systems often handle sensitive information.

Bardeen uses natural language and clear interfaces to automate and simplify complex tasks. This reduces the need for specialized skills and makes it easier to integrate AI solutions. These playbooks are handy examples of how Bardeen can simplify your prospecting:

Create draft email for a Salesforce contact using OpenAI

OpenAI + Salesforce Automation

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How does this playbook work?

Writing personalized outreach emails is time-consuming. This playbook generates a tailored draft based on a Salesforce contact and your prompt, using OpenAI's language model to compose the message.

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Playbook Details

Generate a customer persona report in a Google Doc from Google Sheets using BardeenAI

Google Docs + Google Sheets Automation

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How does this playbook work?

Understanding customers is key for product and marketing, but analyzing data is time-consuming. This playbook generates a detailed buyer persona report in a new Google Doc by analyzing a Google Sheet with customer data using AI.

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Playbook Details

Create a new HubSpot deal using OpenAI when a label is added to an email

Google Mail + HubSpot Automation

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How does this playbook work?

Manually creating HubSpot deals from emails is tedious. This playbook generates a deal summary using OpenAI when you add a Gmail label, then creates the HubSpot deal for you.

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Playbook Details

Create a HubSpot Ticket using OpenAI when a label is added to an email

Google Mail + HubSpot Automation

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How does this playbook work?

Manually creating HubSpot tickets from emails is time-consuming. When you add a label to an email, this playbook uses OpenAI to summarize the content and creates a new HubSpot ticket with the generated title and summary.

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Playbook Details

Strategies for overcoming AI implementation challenges

To overcome these challenges, businesses can adopt several strategies. First, investing in employee training and development can help build in-house AI expertise. Secondly, collaborating with external AI experts or vendors to provide access to specialized knowledge and resources.

When integrating AI with existing systems, it's essential to start small and focus on high-impact use cases. This approach allows businesses to demonstrate the value of AI and gain approval from stakeholders before scaling up. Developing a clear data strategy, including data governance and quality control processes, can help ensure the reliability and integrity of AI systems.

Bardeen can assist in this by automating the enrichment of data and ensuring its quality, which can be a significant pain point. Here are some useful playbooks:

Enrich and update a Salesforce contact's record with new information

Bardeen Enrichment + LinkedIn Automation

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How does this playbook work?

Salesforce contacts often lack key info. This playbook finds a contact's LinkedIn profile from their email, scrapes the data, and updates their Salesforce record with the enriched details automatically.

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Playbook Details

Enrich company information from a website to Google Sheets using Apollo.io

Apollo.io + Google Sheets Automation

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How does this playbook work?

Enriching company data is time-consuming. This playbook grabs the URL of the current site, uses Apollo.io to find company details, and automatically adds the data to a Google Sheet.

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Playbook Details

Enrich and update leads from a Google Sheet, when new row is added [Beta]

Bardeen Enrichment + Google Sheets Automation

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How does this playbook work?

Enriching leads in a spreadsheet is time-consuming. This playbook monitors a Google Sheet for new rows, finds the lead's email, enriches their data, and updates the sheet automatically.

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Playbook Details

Enrich email contacts and save to Google Sheets

Bardeen Enrichment + Google Sheets Automation

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How does this playbook work?

Enriching contact data is time-consuming. This playbook finds email addresses in any text, retrieves key data points for each contact, and adds the enriched data to Google Sheets automatically.

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Playbook Details

The importance of continuous learning and adaptation

Continuous learning and adaptation are key to successfully integrating AI into your business. As AI technologies evolve rapidly, you must stay up-to-date with the latest developments and best practices. Regularly monitoring and evaluating AI systems can help identify areas for improvement and ensure they remain aligned with business goals.

Fostering a culture of experimentation and innovation will help your business adapt to changing AI landscapes. Encouraging employees to explore new AI applications and share their findings can drive continuous improvement and uncover new opportunities for growth.

Implementing AI solutions may present challenges, but with the right strategies and mindset, businesses can overcome any hurdles. By investing in talent, starting small, ensuring data quality, and embracing continuous learning, companies can successfully integrate AI and stay ahead of the curve.

1. Bardeen

Bardeen is a powerful AI prospecting tool that automates repetitive tasks, speeds up workflows, and helps sales teams move quickly through time-consuming activities. With its ability to control any browser tab and run 24/7 in the cloud, Bardeen is a must for sales professionals looking to improve their productivity.

Pricing

Bardeen’s pricing has been optimized for 2025 and includes the following plans:

• Free plan: Get 100 credits per month to build and test automations to transform your GTM motion.
• Starter plan: From $99/month for 15,000 annual credits, includes AI agents, AI playbook Builder, basic Integrations, and unlimited team members.
• Teams plan: From $500/month for 120,000 annual crexdits, includes everything on Starter and CRM + outreach integrations, waterfall enrichment, cloud workflows, dedicated Slack channel, and 2 custom-built AI playbooks built by Bardeen AIgency.
• Enterprise plan: From $1,500/month for over 500,000 annual credits, includes everything on Teams and custom contracts with unlimited credit options, dedicated GTM consultant, priority integrations, SSO, and 5+ custom-built AI playbooks built by dedicated AIgency.

Read why Bardeen is doubling down on AI + humans and how it can accelerate your sales cycle.

Ready to automate your workflows and maximize sales productivity? Sign up to Bardeen's free plan and experience the power of AI sales automation firsthand.

2. Gong.io

Gong.io is a leading AI prospecting tool that stands out for its ability to capture and analyze customer interactions across all channels. Ranked #1 in multiple categories by G2, Gong.io uses AI technology to enhance visibility, decision-making, and revenue growth. Its integration with various CRM systems enables real-time data insights and boosts team productivity through automated actions based on customer conversations.

Pricing

• The platform fee is based on number of users
• Pricing ranges from $5,000 to $50,000 depending on team size
• Specific pricing is available upon request

3. Seamless.ai

Seamless.ai is a powerful AI prospecting tool that provides real-time access to contact data, business intelligence, and sales insights. It offers an extensive database of over 1.7 billion contacts and 150 million company profiles to help you find leads' contact details, including phone numbers, emails, direct dials, and job titles. Its AI-powered engine identifies ideal prospects, tracks their online behavior, and generates highly targeted business leads, making it a top choice for AI prospecting tools.

Pricing

• Pricing is based on business size, starting around $147/month for the Basic plan when billed annually
• Enterprise plans for larger teams can range up to $91,900/month
• Key factors include number of credits, users, and access to premium features like intent data and automation
• Free trial with 50 credits available, no credit card required

Personalized call scripts

AI algorithms can sift through vast amounts of customer data stored in CRMs to identify patterns and preferences. This helps sales teams create personalized call scripts tailored to each prospect's interests, pain points, industry, and buying behaviors. For example, if a prospect has shown interest in a particular product feature, the AI can highlight that in the call script, increasing the likelihood of engagement.

Bardeen can help automate the creation of personalized call scripts and outreach emails, saving you time and effort:

Create draft email for a HubSpot contact using OpenAI

HubSpot + OpenAI Automation

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How does this playbook work?

Personalized sales emails take time to write. This playbook generates a tailored draft using OpenAI based on a HubSpot contact and your prompt, saving you time crafting the perfect message.

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Playbook Details

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Playbook Details

Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Playbook Details

Create personalized sales outreach emails drafts in Gmail from LinkedIn search

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook pulls LinkedIn profiles, finds emails and company info, and drafts tailored emails in Gmail, automating the process.

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Playbook Details

Sentiment analysis

Sentiment analysis tools integrated with CRMs can analyze the tone and emotion in prospect interactions at any step in the sales pipeline, such as sales emails or past call recordings. This provides valuable insights into a prospect’s receptiveness and helps sales reps adjust their approach accordingly. If a prospect seems hesitant or disengaged, the AI can suggest a different tactic to address their concerns

Bardeen can automate sentiment analysis and help you adjust your interactions. These playbooks show how easy it is to analyze past interactions with Bardeen:

Get sentiment analysis of AppSumo product reviews and save to Google Sheets

Appsumo + Google Sheets Automation

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How does this playbook work?

Analyzing AppSumo reviews is time-consuming. This playbook scrapes reviews from the active tab, uses OpenAI to analyze sentiment, and saves results to Google Sheets automatically.

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Playbook Details

Get sentiment analysis from tweets and save to Notion

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Summarize and save new emails to HubSpot using OpenAI

Google Mail + HubSpot Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook uses AI to automatically summarize new emails and create HubSpot tickets with key details, keeping you organized and responsive.

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Playbook Details

Summarize and save new emails to Asana using OpenAI

Asana + Google Mail Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook auto-summarizes new emails using OpenAI, then saves the summaries, sender info, and email links as Asana tasks for easy tracking and follow-up.

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Playbook Details

Forecasting call outcomes

AI-powered tools and predictive analytics can predict the likelihood of successful AI video calls based on historical data and prospect behavior. AI can analyze past interactions and engagement levels, which helps sales teams prioritize their efforts and focus on prospects with the highest potential for conversion. 

Bardeen can automate data enrichment and analysis to provide you with the necessary insights to forecast call outcomes:

Enrich and update a Salesforce contact's record with new information

Bardeen Enrichment + LinkedIn Automation

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How does this playbook work?

Salesforce contacts often lack key info. This playbook finds a contact's LinkedIn profile from their email, scrapes the data, and updates their Salesforce record with the enriched details automatically.

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Playbook Details

Enrich company information from a website to Google Sheets using Apollo.io

Apollo.io + Google Sheets Automation

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How does this playbook work?

Enriching company data is time-consuming. This playbook grabs the URL of the current site, uses Apollo.io to find company details, and automatically adds the data to a Google Sheet.

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Playbook Details

Enrich and update leads from an Airtable, when new row is added [Beta]

Airtable + Bardeen Enrichment Automation

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How does this playbook work?

Enriching leads in Airtable is time-consuming. This playbook monitors an Airtable for new rows, finds the lead's email, enriches their data, and updates Airtable – automatically, even if your computer is off.

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Playbook Details

Enrich contacts using names and company information in Google Sheets

Bardeen Enrichment + Google Sheets Automation

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How does this playbook work?

Enriching contact data in Google Sheets is time-consuming. This playbook uses Apollo.io to find additional information for contacts based on their name and company, then updates the Google Sheet with the enriched data automatically.

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Playbook Details

Cues for informed conversations

AI can analyze a prospect's background, past interactions, and real-time responses to provide sales reps with valuable data and cues during calls. 

For example, if a prospect mentions a specific pain point, the AI can detect this and instantly display relevant product features or case studies that address that concern. Then reps can handle AI sales calls having more informed and personalized conversations that resonate with prospects.

Bardeen can help you streamline the process of gathering and presenting data from your CRM or sales tools during calls:

Qualify LinkedIn Companies and Save to Salesforce

LinkedIn + Salesforce Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes company data, uses AI to qualify leads based on your criteria, and saves them to Salesforce – automating the process.

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Playbook Details

Qualify leads from LinkedIn search and save to Google Sheets

Google Sheets + LinkedIn Automation

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How does this playbook work?

LinkedIn lead qual is time-consuming. This playbook scrapes profile data from a search, uses AI to qualify leads based on your criteria, and saves results to Google Sheets automatically.

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Playbook Details

Export qualified LinkedIn Company Data to CRM

HubSpot + LinkedIn Automation

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How does this playbook work?

Qualifying LinkedIn companies is time-consuming. This playbook scrapes a company's LinkedIn data, uses AI to qualify it based on your criteria, and saves qualified companies to HubSpot – automating prospect research.

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Playbook Details

Voice analytics

AI-driven voice analytics can assess a sales rep's communication style, tone, and pacing during calls. The AI tool can then provide real-time feedback to improve the quality of current and future calls. 

For example, if a rep is speaking too quickly or using too much industry jargon, the AI can prompt them to slow down or simplify their language. AI voice analytics tools can also analyze successful calls to identify best practices, such as active listening or asking open-ended questions during AI sales calls. This is useful for both current employees and future hires.

Bardeen can assist you in summarizing and analyzing communication data, allowing you to focus on areas that need improvement:

Summarize and save new emails to HubSpot using OpenAI

Google Mail + HubSpot Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook uses AI to automatically summarize new emails and create HubSpot tickets with key details, keeping you organized and responsive.

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Playbook Details

Summarize and save new emails to Google Sheets using OpenAI

Google Mail + Google Sheets Automation

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How does this playbook work?

Keeping up with new emails is time-consuming. This playbook automatically summarizes incoming emails using OpenAI, then saves the date, sender, link, and summary to a Google Sheet for easy reference and follow-up.

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Playbook Details

Streamlining post-call tasks

After a sales call, reps often face a mountain of follow-up tasks, from sending recap emails to updating CRM records. AI can automate these repetitive tasks, saving reps valuable time and effort. For example, AI-powered tools can automatically generate personalized follow-up emails based on call notes, ensuring timely and relevant communication with prospects.

Bardeen can help streamline post-call tasks and save you time with these playbooks:

Summarize and save new emails to Asana using OpenAI

Asana + Google Mail Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook auto-summarizes new emails using OpenAI, then saves the summaries, sender info, and email links as Asana tasks for easy tracking and follow-up.

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Playbook Details

Summarize and save new emails to Google Sheets using OpenAI

Google Mail + Google Sheets Automation

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How does this playbook work?

Keeping up with new emails is time-consuming. This playbook automatically summarizes incoming emails using OpenAI, then saves the date, sender, link, and summary to a Google Sheet for easy reference and follow-up.

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Playbook Details

Create draft email for a Salesforce contact using OpenAI

OpenAI + Salesforce Automation

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How does this playbook work?

Writing personalized outreach emails is time-consuming. This playbook generates a tailored draft based on a Salesforce contact and your prompt, using OpenAI's language model to compose the message.

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Playbook Details

Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Playbook Details

Optimizing follow-up timing and messaging

Timing is everything when it comes to follow-ups. Following up too soon can drive potential customers away, but waiting too long may cause any buyers to lose interest. AI algorithms can analyze past interactions to determine the best time to send follow-ups.

These AI-driven insights ensure that you reach out at the right moment when prospects are most likely to engage. Additionally, you can utilize generative AI for sales prospecting to craft compelling follow-up messages quickly, increasing the chances of a positive response.

Bardeen can help optimize your follow-up timing and messaging with these playbooks:

Generate Follow-up Items from currently open email in ClickUp

ClickUp + Google Mail Automation

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How does this playbook work?

Tracking email follow-ups is a chore. With one click, this playbook scans your open Gmail thread, identifies action items using OpenAI, and creates ClickUp tasks for each.

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Playbook Details

Generate tasks in HubSpot after a Zoom meeting

HubSpot + OpenAI Automation

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How does this playbook work?

Keeping track of Zoom meeting action items is a chore. This playbook automatically generates a HubSpot task with key to-dos extracted from your Zoom meeting transcript using AI, saving you time and ensuring nothing falls through the cracks.

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Playbook Details

Generate tasks in Google Sheets after Zoom meeting

Google Sheets + OpenAI Automation

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How does this playbook work?

Missed action items from Zoom calls slow down work. This playbook automatically extracts tasks from Zoom transcripts, then adds them with meeting details to a Google Sheet. You stay organized without effort.

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Playbook Details

Automated scheduling for call-backs

Coordinating call-backs and meetings can be time-consuming and tedious, requiring several back-and-forth interactions. AI-powered scheduling tools streamline this process by automatically proposing time slots that fit both your calendar and your prospect's availability.

This reduces manual coordination and makes it easier for prospects to book meetings at their convenience. By removing scheduling friction, AI helps you secure more appointments and keeps the sales process moving forward.

Bardeen can help automate your meeting scheduling with these playbooks:

Create a recurring Google Calendar meeting with a Zoom link

Google Calendar + Zoom Automation

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How does this playbook work?

Scheduling recurring meetings with Zoom links is a chore. This playbook creates a recurring Google Calendar event, generates a Zoom meeting, and adds the link to the event details automatically.

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Playbook Details

Create a Zoom call in Google Calendar with the recipients of the current email thread

Google Calendar + Google Mail Automation

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How does this playbook work?

Scheduling Zoom calls from email threads is a hassle. This playbook creates a Google Calendar event with a Zoom link and invites all email recipients in one step.

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Playbook Details

Join the next meeting

Google Calendar + Automation

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How does this playbook work?

Joining meetings should be simple, not a scramble. This playbook automatically opens the meeting link for your next Google Calendar event, so you're always on time and prepared.

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Playbook Details

Generate tasks in Notion after Zoom meetings

Notion + OpenAI Automation

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How does this playbook work?

Capturing action items from Zoom meetings is time-consuming. This playbook automatically generates tasks from Zoom transcripts, creates a Notion page with the meeting link and date, and adds the tasks – no manual effort required.

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Playbook Details

Engaging videos

The first step to successful videos is to identify your target audience and research different AI video creation solutions. Look for tools that can generate personalized videos at scale, like inserting each prospect's name or company. 

Additionally, consider the level of customization and integration capabilities with your existing tech stack. The right AI video tool will help you create compelling videos efficiently and easily, attracting more customers.

Bardeen can automate the integration of prospect data into your video creation tools, ensuring each video is tailored to the individual prospect:

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Playbook Details

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Playbook Details

Create personalized sales outreach emails drafts in Gmail from LinkedIn search

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook pulls LinkedIn profiles, finds emails and company info, and drafts tailored emails in Gmail, automating the process.

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Playbook Details

Draft a sales outreach email in Gmail from a company's website

Apollo.io + Google Mail Automation

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How does this playbook work?

Personalizing sales outreach is time-consuming. This playbook grabs company info from a website, then uses it to generate a tailored email draft in Gmail, ready to send.

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Playbook Details

Video planning

Plan your video content and experiment with AI video calls so that you can move prospects through the sales pipeline. Hook them with an attention-grabbing opener that speaks to their needs. Deliver value by sharing helpful insights and building trust. Close with a strong call-to-action (CTA), like booking a meeting, that makes it easy to take the next step. 

Remember, your goal is driving revenue, not just views, so you’ll need to direct your viewers to transactional pages where they can contact you, get quotes, or buy products. Your AI video tool should be a valuable sales prospecting tool in your arsenal.

Bardeen can help you automate the creation of compelling video content and follow-up actions, maintaining consistency and ensuring each video has a strong CTA:

Create an outreach email based on a YouTube video transcript

Google Mail + OpenAI Automation

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How does this playbook work?

Personalized outreach is time-consuming. This playbook generates an email draft tailored to a YouTube video's content. It transcribes the video, summarizes key points, and composes a message in Gmail – automatically.

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Get answers for a YouTube video and save to Coda

Coda + OpenAI Automation

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How does this playbook work?

Extracting insights from YouTube videos is time-consuming. This playbook uses OpenAI to generate question-answer pairs from a video, then automatically saves the results to a Coda table for easy reference.

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Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Irresistible hooks & CTAs

Grab your reader’s attention from the off with an intriguing question, surprising stat, or relatable challenge that resonates with your target audience. This is video prospecting 101 and goes a long way to attracting new customers.

For example, “Did you know that personalized videos can boost click-through rates by 200%?” Then, close with a specific call-to-action like “Book your demo today to see how AI videos can skyrocket your response rates.” 

Bookending your video with powerful hooks and CTAs keeps viewers engaged and guides them to take the next step. Place your CTA both in the video content itself and in the description or link to make converting frictionless.

Bardeen can help you generate summaries and key takeaways from your videos to craft compelling hooks and CTAs more efficiently. Try these playbooks:

Get key takeaways from a YouTube video using OpenAI and save it to Microsoft Excel

Microsoft Excel + OpenAI Automation

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How does this playbook work?

Watching long YouTube videos to extract key points is time-consuming. This playbook uses OpenAI to summarize a video's main takeaways and automatically saves them to an Excel spreadsheet for easy reference.

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Get a summary from the currently opened Youtube video using OpenAI and save to Airtable

Airtable + OpenAI Automation

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How does this playbook work?

Summarizing YouTube videos is time-consuming. This playbook generates a summary of the open YouTube video using OpenAI, then saves it to Airtable with the video URL.

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Get a summary from the currently opened Youtube video using OpenAI and save to Notion

Notion + OpenAI Automation

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How does this playbook work?

Summarizing YouTube videos is time-consuming. This playbook generates an AI summary of the open video using OpenAI, then saves it to a new Notion page for easy reference and sharing.

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Playbook Details

Get a summary from the currently opened Youtube video using OpenAI and save to Coda

Coda + OpenAI Automation

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How does this playbook work?

Summarizing YouTube videos is time-consuming. This playbook generates an AI summary of the open video using OpenAI, then saves it to a Coda table for easy reference and sharing.

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Intelligent engagement 

To turn passive watching into active participation, you should build intelligent and interactive features like polls, quizzes, and branching into your videos. Asking for the viewer's input sustains attention and provides valuable data on their needs and interests.

For instance, including a poll like "What's your biggest challenge with prospecting?" enables you to tailor the rest of the video content and any follow-up messages to their specific response. Personalization through interactivity is a powerful way to boost engagement and conversions.

Bardeen can help automate the creation of interactive content like polls or quizzes to boost viewer engagement. Try these playbooks:

Get answers for a YouTube video and save to Coda

Coda + OpenAI Automation

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How does this playbook work?

Extracting insights from YouTube videos is time-consuming. This playbook uses OpenAI to generate question-answer pairs from a video, then automatically saves the results to a Coda table for easy reference.

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Playbook Details

Get answers for a YouTube video and save to Google Sheets

Google Sheets + OpenAI Automation

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How does this playbook work?

Extracting insights from YouTube videos is time-consuming. This playbook generates Q&A from the video using OpenAI, fetches the URL, and saves it to Google Sheets – automating research and content repurposing.

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Get answers for a YouTube video and save to Airtable

Airtable + OpenAI Automation

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How does this playbook work?

Extracting insights from YouTube videos is time-consuming. This playbook uses OpenAI to generate question-answer pairs from a video, then saves the results to Airtable for easy reference and analysis.

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Playbook Details

Get answers for a YouTube video and save to Notion

Notion + OpenAI Automation

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How does this playbook work?

Extracting insights from YouTube videos is time-consuming. This playbook uses OpenAI to generate question-answer pairs from a video, then automatically saves them to a Notion database for easy reference.

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Playbook Details

Personalize content 

You can also use AI tools to personalize your videos from the start. Artificial intelligence can examine viewer data to dynamically adapt video content. Personalization can be as simple as addressing the viewer by name or as sophisticated as individually customized videos based on the viewer's role, company, or past customer behavior.

For example, if a viewer has shown interest in a particular product or topic, feature that in the video. If they clicked a CTA in a previous video, build on that in the next one. Tailoring content demonstrates relevance and accelerates the buying journey.

Bardeen offers several playbooks to help you personalize your outreach and follow-up based on viewer behavior. Try these:

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Create personalized sales outreach emails drafts in Gmail from LinkedIn search

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook pulls LinkedIn profiles, finds emails and company info, and drafts tailored emails in Gmail, automating the process.

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Create a personalized sales outreach email in Microsoft Outlook from a LinkedIn post

Bardeen Enrichment + LinkedIn Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook drafts tailored emails in Outlook referencing a LinkedIn post and enriched with Apollo.io data – automatically.

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Create sales outreach emails using LinkedIn profile links in Google Sheets

Bardeen Enrichment + Google Sheets Automation

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How does this playbook work?

Personalized sales outreach is time-consuming. This playbook uses LinkedIn profile links in a Google Sheet to enrich contact data, generate customized emails, and update the sheet – automating the process.

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Update company and contacts

Data enrichment best practices involve regular updates to your company and contact data. You must keep an updated CRM to optimize your outreach and ensure you reach the right people. Sales teams can leverage AI tools to automatically gather data from the internet and update contact info and company details in your CRM.

Bardeen can help you enrich your CRM records efficiently using data from various sources:

Enrich and update a Salesforce contact's record with new information

Bardeen Enrichment + LinkedIn Automation

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How does this playbook work?

Salesforce contacts often lack key info. This playbook finds a contact's LinkedIn profile from their email, scrapes the data, and updates their Salesforce record with the enriched details automatically.

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Enrich company information from a website to Google Sheets using Apollo.io

Apollo.io + Google Sheets Automation

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How does this playbook work?

Enriching company data is time-consuming. This playbook grabs the URL of the current site, uses Apollo.io to find company details, and automatically adds the data to a Google Sheet.

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Enrich and update leads from an Airtable, when new row is added [Beta]

Airtable + Bardeen Enrichment Automation

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How does this playbook work?

Enriching leads in Airtable is time-consuming. This playbook monitors an Airtable for new rows, finds the lead's email, enriches their data, and updates Airtable – automatically, even if your computer is off.

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Enrich email contacts and save to Google Sheets

Bardeen Enrichment + Google Sheets Automation

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How does this playbook work?

Enriching contact data is time-consuming. This playbook finds email addresses in any text, retrieves key data points for each contact, and adds the enriched data to Google Sheets automatically.

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Key performance indicators for AI in sales

To effectively measure the impact of AI on sales performance, it's essential to identify and track key performance indicators (KPIs). These KPIs should align with your organization's goals and provide a clear picture of how AI is influencing your sales outcomes.

Some critical KPIs to consider include conversion rates, average deal size, sales cycle length, and customer lifetime value. Monitoring these metrics before and after implementing AI solutions will help you quantify the improvements and identify areas for further optimization.

Bardeen can help automate and streamline your KPI tracking, ensuring you gather accurate and timely data with the following playbooks:

Copy all Salesforce opportunities to Google Sheets

Google Sheets + Salesforce Automation

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How does this playbook work?

Exporting Salesforce opportunities to spreadsheets is time-consuming. This playbook connects Salesforce and Google Sheets, automatically copying all opportunities into a spreadsheet with a single click.

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Export Leads from LinkedIn sales navigator people search to HubSpot

HubSpot + LinkedIn Automation

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How does this playbook work?

Prospecting on LinkedIn Sales Navigator is time-consuming. This playbook scrapes lead data from a search results page, splits the full names, and automatically creates new contacts in HubSpot.

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Evaluating ROI for AI investments in sales

Measuring the return on investment (ROI) of sales AI tools is crucial for justifying costs and ensuring long-term success. To calculate ROI, consider factors such as the initial investment in AI tools, the cost savings generated through increased efficiency, and the additional revenue generated by improved sales performance.

It's important to note that ROI may not be immediately apparent, as AI systems often require time to learn and adapt to your specific sales environment. However, by setting clear benchmarks and tracking progress over time, the value of your AI investments will become clear to you and your stakeholders. This, in turn, helps you make informed decisions about future initiatives.

Bardeen can automate ROI tracking and reporting, ensuring you have the data needed to justify AI investments:

Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Playbook Details

Generate a customer persona report in a Google Doc from Google Sheets using BardeenAI

Google Docs + Google Sheets Automation

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How does this playbook work?

Understanding customers is key for product and marketing, but analyzing data is time-consuming. This playbook generates a detailed buyer persona report in a new Google Doc by analyzing a Google Sheet with customer data using AI.

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Playbook Details

Create personalized sales outreach emails drafts in Gmail from LinkedIn search

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook pulls LinkedIn profiles, finds emails and company info, and drafts tailored emails in Gmail, automating the process.

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Groundbreaking AI innovations revolutionizing sales prospecting

In the near future of sales, we can expect to see a range of cutting-edge AI innovations that will transform the sales prospecting landscape. For example, we may see AI-powered virtual sales assistants capable of engaging in natural, human-like conversations with prospects. 

These virtual assistants will be able to quickly assess a prospect's needs, provide tailored solutions, and even handle objections in real-time, greatly enhancing the efficiency and effectiveness of sales teams and freeing up agents more higher-value tasks.

Another potential innovation is the integration of AI with augmented reality (AR) and virtual reality (VR) technologies. Imagine a scenario where sales representatives can use AI-powered AR glasses to access real-time data about a prospect during a face-to-face meeting. This would allow them to make more informed decisions and personalize AI prospecting messages on the fly.

Create a sales outreach email from the current LinkedIn profile

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Crafting personalized sales emails is time-consuming. This playbook generates a tailored outreach email from a LinkedIn profile, pulling in enriched data about the person and their company, and saves it as a Gmail draft.

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Playbook Details

Create draft email for a HubSpot contact using OpenAI

HubSpot + OpenAI Automation

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How does this playbook work?

Personalized sales emails take time to write. This playbook generates a tailored draft using OpenAI based on a HubSpot contact and your prompt, saving you time crafting the perfect message.

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Playbook Details

Create a draft email in Gmail for a Salesforce contact using OpenAI

Google Mail + OpenAI Automation

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How does this playbook work?

Crafting personalized outreach emails is time-consuming. This playbook generates a tailored draft email in Gmail for a Salesforce contact using OpenAI's language model, based on the contact's info and your prompt.

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Playbook Details

Create personalized sales outreach emails drafts in Gmail from LinkedIn search

Bardeen Enrichment + Google Mail Automation

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How does this playbook work?

Personalized outreach is key but time-consuming. This playbook pulls LinkedIn profiles, finds emails and company info, and drafts tailored emails in Gmail, automating the process.

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Playbook Details

The growing importance of ethical AI in sales

AI is becoming increasingly embedded in sales processes. This means companies will need to consider the ethical implications of AI. They must prioritize transparency, fairness, and accountability in their AI-driven sales prospecting efforts to maintain trust with their customers and avoid potential legal and reputational risks.

To address these concerns, we can expect to see the development of industry-wide standards and guidelines for the ethical use of AI in sales. This may include measures such as regular audits of AI systems to detect and mitigate bias, clear communication with prospects about the use of AI in the sales process, and robust data privacy and security practices. 

By proactively addressing these issues, companies can harness the power of AI in sales prospecting while maintaining the trust and confidence of their customers.

Bardeen can help you address the ethical use of AI in sales by automating the summarization and classification of emails. These playbooks can help you maintain clear communication and robust data practices:

Summarize and save new emails to HubSpot using OpenAI

Google Mail + HubSpot Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook uses AI to automatically summarize new emails and create HubSpot tickets with key details, keeping you organized and responsive.

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Summarize and save new emails to Google Sheets using OpenAI

Google Mail + Google Sheets Automation

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How does this playbook work?

Keeping up with new emails is time-consuming. This playbook automatically summarizes incoming emails using OpenAI, then saves the date, sender, link, and summary to a Google Sheet for easy reference and follow-up.

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Summarize and save new emails to Notion using OpenAI

Google Mail + Notion Automation

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How does this playbook work?

Staying on top of important emails is challenging. This playbook automatically summarizes new Gmail messages using OpenAI, then saves the key details and a link to a Notion database for easy reference and organization.

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Summarize and save new emails to Asana using OpenAI

Asana + Google Mail Automation

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How does this playbook work?

Staying on top of emails is time-consuming. This playbook auto-summarizes new emails using OpenAI, then saves the summaries, sender info, and email links as Asana tasks for easy tracking and follow-up.

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Emerging markets and industries transformed by AI prospecting 

We have no doubt that AI will create new opportunities for sales prospecting in previously untapped markets and industries. For example, the rise of smart cities and the Internet of Things (IoT) will create vast new networks of connected devices and systems, each representing a potential prospect for companies offering relevant products and services.

AI prospecting tools will be essential for navigating these complex, data-rich environments and identifying the most promising opportunities.

Similarly, the growing demand for personalized healthcare solutions will create new avenues for AI-driven sales prospecting in the medical and pharmaceutical industries. AI can analyze vast amounts of patient data, enabling sales teams to identify individuals who are most likely to benefit from specific treatments or therapies.

Ca’Foscari University

Vilane G. Sales used Bardeen to collect and analyze thousands of data entries from the internet. A researcher at Ca’Foscari University in Italy, her research involved the large-scale analysis of the hospitality industry.

To gather relevant data, she created automations using Bardeen and sourced the right information within 30 minutes. The Bardeen AI tool saves her around three hours of research each day!

Using the same shortcuts, you can save time finding contact data for sales prospecting. Simply let Bardeen scrape web data from LinkedIn or company sites to produce an extensive list of valuable contact information that you can then use to contact potential leads.

ClientBoom.ai

ClientBoom.ai used Bardeen to automate his outreach via social media. He was able to use Bardeen’s shortcuts to generate personalized messages and generate leads. He could then filter out the low-quality leads using AI-powered analytics.

Like Kais, you can use Bardeen to automate your outreach to maximize your sales prospecting efforts. Let the AI tool write customized emails and perform lead scoring tasks to get better data.

What is the cost of AI prospecting software?

AI prospecting tools vary in price depending on the capabilities and services offered. Some high-end AI softwares cost several thousand dollars to implement, while others offer free trials. Bardeen is a free-to-use Google Chrome extension that can automate your sales prospecting processes at no cost.

What is the ROI of AI prospecting tools?

Naturally, that depends how much you spend. Using a more expensive tool does not necessarily equate to greater results. Use free AI prospecting tools to generate the biggest ROI. For example, Bardeen’s free Chrome extension lets you collect prospect data and automate your outreach for free.

What are AI prospecting response rates?

A typical prospecting response rate is around 5%. Using AI tools can increase response rates by around 10%, as they ensure you can personalize AI prospecting messages and reach the right audience.

How to avoid spam with AI prospecting?

You can avoid your prospecting emails going to the spam bin with AI tools. These smart tools can analyze frequency rates and customer behavior, signaling the perfect timings and frequencies to send emails. This ensures you avoid bulk emailing, which most inboxes flag as spam.

Is AI sales prospecting legal?

Using AI tools for sales prospecting is legal, provided the data you collect for outreach is obtained ethically and used with the owner’s permission. Only use AI to scrape publicly available contact information, and always delete numbers when asked to by the owner.

The best sales prospecting tools

How to build a sales prospect list

What is cold outreach?