Too many teams waste hours switching between spreadsheets, search tools, and email clients—just to contact 50 leads.
It doesn’t have to be that way.
WithSaleAI, you can run a full lead generation + outreach cycle—automated from discovery to delivery.
Here’s the 5-step system B2B sales teams are using to scale faster, with less effort.
Step 1: 🎯 Define Your Target with Keywords + Filters
Start inAutomated Business DataorAutomated Social Data.
Enter:
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Keywords (e.g. solar controller, metal parts, LED display)
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Choose platform (customs, company, LinkedIn, FB)
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Apply filters: country, industry, size, language
✅ Tip: Save your filters as a template for next time
Step 2: 🧲 Start the Task and Let the System Collect Data
Click“Create Task”and let the crawler + data engine do the work.
In minutes, you’ll get:
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Verified company names
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Emails + phone numbers
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Social media links
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Job roles or key contacts
All structured and viewable in one place.
Step 3: 🧠 Segment & Prioritize
Before blasting everyone, run a quick check:
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Filter by region or product match
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Prioritize by company size or email validity
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Use tags (e.g. “High Potential”, “Need Manual Check”)
This makes your outreachmore targeted, which drives better replies.
Use CRM tagging insideEnterpriseScope
Step 4: 📬 Launch Email or WhatsApp Outreach
OpenEmail SmartReach:
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Choose your verified sender domain
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Pick or auto-generate message content
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Schedule send time per region
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Add signature, CTA, or reply triggers
Then hit“Start Campaign”—it runs automatically, and you can monitor delivery, opens, and clicks.
Step 5: 📊 Track, Adjust, and Reuse
Every task in SaleAI:
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Logs outreach performance
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Tracks who opened / clicked / replied
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Lets you pause, edit, or duplicate campaigns
Plus, you can reuse the task + filters next week, or hand it off to a teammate—no rebuild needed.
Final Workflow Snapshot:
[Keyword] → [Task Setup] → [Lead Data] → [Message Launch] → [Result Tracking]
That’s the full loop—without a spreadsheet in sight.
👉 Want to run this for your product and region?Request a free demoand launch your first workflow in under 10 minutes.
