USE CASE
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Automate Sales Prospecting

When reaching out to your prospective customers, speed and consistency matter. We show you how to drive both using Bardeen's AI Agent in this guide.

Why automate sales prospecting with Bardeen?

BUILD MORE PIPELINE

Extract hundreds of leads from any website in one click

Create new opportunities in your CRM with in-flow or batch lead-creation automations

Monitor forums, social platforms, and product review sites to automatically create leads with triggered automations

Enrich, qualify, and contact leads, all in one click

SCALE MANUAL RESEARCH

Delegate manual lead research to a team of AI Agents

Find information on any website using web scrapers and AI Agents

Extract tables, snippets, or summarize with AI

Integrate seamlessly with enrichment tools, outreach platforms, and CRMs

IMPROVE CONSISTENCY

Complex automations run reliably and predictablly, every time

Bardeen's AI Agent plans it's actions before executing

Automatons can be triggered manually on demand, or set on a schedule

Modify or create automations using natural language

Overview

We're Bardeen, we build an AI Agent that does your repetitive work tasks. Companies like Honk Mobile and Casafari, use Bardeen to build more sales pipeline. We share some of these automation templates, called playbooks, with you in this article below.

Not all leads are made equal. Since your time is limited, you'll want to spend it with the right prospects.

In this guide we'll automate your prospecting workflows with these Bardeen actions:

You should download Bardeen before continuing.

Why do you need automation for prospecting?

The more narrow your target account list, the sharper your messaging can speak to their specific pains. Say your company provides web design services to software companies.

You'll want to know if your prospect just raised capital, launched in a new market, or posted a job ad on Upwork for a web developer. Each represents a different pain with web design - imagine if you reached out speaking to that pain!

It might look like this.

Researching a new lead... does this look familiar? Here's a playbook that automates research
Automation Tip: Sending the best emails require research, like what you see above. This Bardeen playbook can find, extract, and summarize info from any webpage with the AI Browser Agent.

Like others, you can start with a sales intelligence tool like Apollo or Zoominfo. These platforms won't have all the info you'll need and they are notorious for having out-of-date information.

So, where you'll get the most return is going further than your competitors to find details they'll miss. This is incredibly manual, so lets take a look at how AI and automation can help you.

Here's your toolkit to automate prospecting

Did you know a third of sales people say social media offers the best leads? That's great, except social media platforms aren't built to be you personal lead bank.

So, they're cumbersome to use as sales channels. The tools and tactics we cover below make it easy.

Simplify multi-step prospecting tasks with "in-flow" automations

Context switching is the bane of productivity. It's not efficient to move between tools, that's why most sales activities are done in batches.

This automation from Bardeen saves post commenters into a Google Sheet.

That shouldn't be the case with finding leads.

These automations give you a 1-click way to perform common workflows across multiple apps. See a lead you like on LinkedIn? Find their email, store them in your CRM, enrich the profile, then add them to an outreach sequence with 1 click.

What's next?

With your leadlist loaded, you'll want to find more information before sending your first email.

This is done to qualify if they are truly fit to be a customer, and to ensure you can write the most personalized email possible.

Head on to Enrich & Qualify next.

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Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

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