AI SDR for Email Outreach Solution
Scaling personalized outreach is one of the biggest challenges for modern sales teams. The AI SDR Email Outreach Solution solves this by automating intelligent, tailored email conversations that align with each lead’s context—at scale. With just a few clicks, your team can select multiple leads or opportunities, build targeted campaigns directly within Salesforce, and let AI take over the conversation. The system works in the background—ensuring efficiency—while campaign drafts, email tracking, follow-ups, and CRM logging are handled automatically. It not only logs every interaction into the CRM but also tracks replies, assigns action items as tasks, and keeps all communications centralized—enabling a streamlined, well-coordinated sales process.
How it works
- Manual or Campaign-Based Emailing: Send personalized emails to selected Leads or Opportunities—or run campaigns through the AI SDR app using pre-set filters and criteria.
- AI-Personalized Messaging: Emails are dynamically generated using CRM data and engagement history—delivering contextually relevant messages every time.
- Automated Background Execution: All outreach runs in the background, allowing your team to stay focused on strategic tasks.
- CRM Activity Logging: Each sent and received email is automatically logged in the Activity section of the associated lead or opportunity for full visibility.
- Reply Detection & Threading: Replies are captured and linked in the same thread, keeping context intact and follow-ups seamless.
- Task Creation for Action Items: When a response requires action, tasks are automatically created and routed to the appropriate team member.
- Draft & Campaign Management: Save and edit email campaigns as drafts, or manage active ones from a central panel—giving you complete control over your outreach.
