B2B lead generation with AI agents: qualified leads and an up-to-date CRM
Yellow Tech builds AI agents for B2B lead generation for companies in Italy. The agent finds target companies, enriches and qualifies the leads, drafts the message sequence and updates the CRM.Yellow Tech builds AI agents for B2B lead generation for companies in Italy. The agent finds target companies, enriches and qualifies the leads, drafts the message sequence and updates the CRM.
What is an AI agent for B2B lead generation?
An AI agent for B2B lead generation identifies companies that match the ideal customer profile: industry, size, roles and buying signals.
For each one it gathers the data for the first contact, assesses it with the reason and drafts the messages.
Data enrichment of a lead, from profile to message
How B2B lead generation with AI works
The ideal customer
Industry, size, roles and buying signals.Industry, size, roles and buying signals.
The search
The business register, the web, LinkedIn and signals such as hiring and news.The business register, the web, LinkedIn and signals such as hiring and news.
Data enrichment
The decision-maker to contact and recent news, every fact with its source.The decision-maker to contact and recent news, every fact with its source.
The assessment
Each lead gets an assessment and the reason.Each lead gets an assessment and the reason.
The message sequence
First message and follow-ups, for email or LinkedIn.First message and follow-ups, for email or LinkedIn.
The CRM
Status and notes update on their own.Status and notes update on their own.
What an AI agent for lead generation can take on
Outbound on a segment
It finds companies and decision-makers in an industry or an area, assesses them and drafts the messages.It finds companies and decision-makers in an industry or an area, assesses them and drafts the messages.
Buying signals
It follows role changes, hiring and news at target companies and flags the ones to contact.It follows role changes, hiring and news at target companies and flags the ones to contact.
Contacts coming in from campaigns
It contacts them right away by voice or WhatsApp, qualifies them and books the call with the salesperson.It contacts them right away by voice or WhatsApp, qualifies them and books the call with the salesperson.
Contacts already on file
It enriches an existing base and finds the right profiles.It enriches an existing base and finds the right profiles.
CRM integration: HubSpot, Salesforce, Pipedrive
The agent connects to the CRM already in use, or brings one built inside the platform.The agent connects to the CRM already in use, or brings one built inside the platform.
HubSpot
Creates or updates the contact and notes, through the APIs.Creates or updates the contact and notes, through the APIs.
Salesforce
Creates or updates contacts and opportunities, through the APIs.Creates or updates contacts and opportunities, through the APIs.
Pipedrive
Creates or updates people, organizations and deals, through the APIs.Creates or updates people, organizations and deals, through the APIs.
A source of public signals and a channel for the messages.A source of public signals and a channel for the messages.
Custom CRM
Companies, contacts, pipeline and replies, inside the agent’s platform.Companies, contacts, pipeline and replies, inside the agent’s platform.
Sending platforms
They send the sequence: the agent prepares list and copy.They send the sequence: the agent prepares list and copy.
The agents look for companies from public signals, LinkedIn and the business register, find the right angle for each one and assess it, enriching the CRM.
Read the storyManagement consulting group and think tank based in Milan, with 330 professionals.
- Industry
- Management consulting
- People
- 201-500
Frequently asked questions about B2B lead generation with AI
It starts from the ideal customer profile and looks for similar companies in public sources: the business register, the web, LinkedIn. It enriches them with recent signals and assesses them with the company’s criteria.It starts from the ideal customer profile and looks for similar companies in public sources: the business register, the web, LinkedIn. It enriches them with recent signals and assesses them with the company’s criteria.
With HubSpot, Salesforce and Pipedrive, and with any CRM that has documented APIs. If the company has none, a simple one is built.With HubSpot, Salesforce and Pipedrive, and with any CRM that has documented APIs. If the company has none, a simple one is built.
Before saving a company the agent checks that it is not already in the CRM, among the customers or on an exclusion list.Before saving a company the agent checks that it is not already in the CRM, among the customers or on an exclusion list.
Cold outreach has grey areas: the company’s legal advisor assesses it. The agent uses public sources and the CRM, keeps the source of every data point and respects the exclusion lists. A DPA is signed for personal data.Cold outreach has grey areas: the company’s legal advisor assesses it. The agent uses public sources and the CRM, keeps the source of every data point and respects the exclusion lists. A DPA is signed for personal data.
Read the guide on GDPR and AIBy counting qualified leads, replies and opportunities opened, before and after the agent.By counting qualified leads, replies and opportunities opened, before and after the agent.
Yellow Tech is an Italian company that builds custom AI agents for sales and connects them to the company’s systems.Yellow Tech is an Italian company that builds custom AI agents for sales and connects them to the company’s systems.
It depends on how many markets and ideal customer profiles the agent follows and how many contacts it handles. The quote comes after a first analysis of the process.It depends on how many markets and ideal customer profiles the agent follows and how many contacts it handles. The quote comes after a first analysis of the process.
Is finding and qualifying leads by hand slowing down your sales team?
Yellow Tech builds the AI agent that finds the right companies, qualifies the leads and updates the CRM. We start from how you look for customers today and tell you where to begin.