CB Insights
Automated Outbound Implementation using Custom AI Agent + Lemlist & HubSpot
Overview
CB Insights is a renowned market intelligence platform that provides data-driven insights to businesses, investors, and entrepreneurs. Operating in the B2B tech industry, CB Insights is a leading provider of market research and analysis. CB Insights has received substantial funding, which has enabled the company to expand its operations and enhance its services. CB Insights has a workforce of approximately 275 employees.
Problem
CB Insights faced challenges in optimizing their outbound sales process, which hindered their ability to efficiently reach potential clients. The manual effort involved in personalizing outreach emails and managing leads was time-consuming and prone to errors. To overcome this, CB Insights sought to automate their outbound sales process using a custom AI agent integrated with Lemlist and HubSpot. The goal was to streamline their sales outreach, improve personalization, and enhance lead management.
Key Project Milestones
Key Project Milestones
To achieve the desired automation, LeanScale worked closely with CB Insights to deliver the following key milestones:
Custom AI Agent Development
Custom AI Agent Development
Designed and developed a custom AI agent capable of analyzing data and generating personalized email content for outreach campaigns.
Lemlist Integration
Lemlist Integration
Integrated the custom AI agent with Lemlist to leverage its email outreach capabilities and automate the process of sending personalized emails to leads.
HubSpot Integration
HubSpot Integration
Integrated the AI agent with HubSpot to streamline lead management, ensuring seamless data flow between the two platforms.
Workflow Automation
Workflow Automation
Automated workflows to trigger email campaigns, follow-ups, and lead updates, reducing manual effort and increasing efficiency.
Testing and Optimization
Testing and Optimization
Conducted thorough testing and optimization of the automated outbound process to ensure its effectiveness and identify areas for further improvement.
Outcome
By partnering with LeanScale, CB Insights successfully implemented an automated outbound sales process using a custom AI agent, Lemlist, and HubSpot. This solution significantly enhanced their sales outreach efforts, allowing for more personalized and efficient engagement with potential clients. The automation of workflows and lead management processes resulted in reduced manual effort, improved productivity, and increased sales pipeline visibility. The outcome was a more streamlined and effective sales process, enabling CB Insights to focus on high-value activities and drive business growth.
