AI agent · Revenue
Sales Research & Outreach Agent
Researches target accounts and drafts personalized outreach for your reps to approve.
Overview
What is the Sales Research & Outreach Agent?
Takes a list of target accounts, researches each company and contact, finds a relevant reason to reach out, and drafts a personalized sequence. Reps review and approve before anything is sent, so they get the personalization without the hours of research.
The workflow
How the Sales Research & Outreach Agent runs.
Each step, from what starts it to what gets logged.
- Trigger
- AI agent
- Human review
- Action
- Result
Trigger
Target account list
- ICP from your CRM or NPLUS data
AI agent
Research agent
- Account brief
- Buying committee
- Draft sequence
- AI model
- Knowledge
- Tools
Human review
Rep approves
- Edit or approve drafts
Approved
Action
Send sequence
- Email & LinkedIn
- Deliverability checks
Result
Replies sorted
- Interested → meeting
- CRM updated
Connects to
- NPLUS B2B IQ, Tech IQ and Channel IQ
- Salesforce or HubSpot
- Outreach, Apollo or Instantly
- Gmail or Outlook
Where people stay in control
- Reps approve every first message by default
- Unsubscribes are honored automatically
- CAN-SPAM and GDPR rules built into sequences
How we measure it
- Research time per account
- Reply rate
- Meetings per 100 accounts
- Sequence deliverability
Revenue
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Let's talk about what NPLUS Global can do for you.
Tell us about your goals. A specialist will get back to you with practical next steps.