You’ve got email.
You’ve got CRM.
You’ve got LinkedIn.
But your leads? They don’t care how many tools you use—they just want relevant follow-up that feels natural.
Here’s how to make it happen, without driving your team crazy.
a. Stop Sending the Same Message Everywhere
Problem:
You send the same intro on LinkedIn, email, and then again through CRM. The lead tunes out.
What to do:
→ Use channel-specific context.
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Email: Detailed offer + attachment
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LinkedIn: Short intro or value hook
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CRM task: Internal note or follow-up reminder
WithSaleAI:
Each message is auto-tailored based onplatform+lead stage.
b. Let Behavior Drive Your Channel Choice
Problem:
You always email first. If no reply, you wait 3 days and try LinkedIn. It’s static.
What to do:
→ React tolead behavior, not time.
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If they opened email but didn’t click: follow up with value-driven content
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If no email engagement: switch to LinkedIn intro
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If they clicked pricing page: schedule direct sales call or WhatsApp touchpoint
WithSaleAI:
Behavior tracking across channels triggers next actionautomatically.
c. Keep the Message Threaded (Even Across Channels)
Problem:
Your SDRs don’t know what was said on LinkedIn vs CRM vs Email. Leads get duplicate intros.
What to do:
→ Sync interaction logs into a unified timeline.
With SaleAI:
Every message, open, reply, or click is recorded under one lead profile—no matter where it happened.
d. Don’t Over-Automate. Just Pre-Structure.
Problem:
Fully automated campaigns feel robotic. But manual work doesn’t scale.
What to do:
→ Pre-build channel templates by intent:
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"Cold intro email"
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"LinkedIn warmup"
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"Post-click PDF follow-up"
Thenlet the system choosewhich one to send based on live data.
WithSaleAI:
You create the rules. The AI decides when and where to act.
e. Prioritize by Cross-Channel Engagement Score
Problem:
You don’t know which lead is worth the next call.
What to do:
→ Use a blended score:
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Opened email = +10
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Clicked CTA = +15
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Replied on LinkedIn = +20
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Ignored 3 times = -30
WithSaleAI:
Scoring logic is built-in and visible in your CRM.
The Result?
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No more channel collisions
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No more wasted follow-ups
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No more wondering who’s worth it
Just a clear, data-driven flow fromfirst touch → interest → deal—no matter what channel your leads live on.
