AI-Powered Web Research for Sales Teams

1. The Problem: Why This Matters

Sales teams need accurate and up-to-date information on target accounts to personalise outreach and qualify leads effectively. However, manually searching Google, visiting company websites, and extracting relevant data is time-consuming and inefficient. Without automation, sales teams risk missing critical insights or spending too much time on research instead of selling.

2. The Solution: How It Works

This workflow automates sales account research by:

• Fetching company details from Google using SerpAPI.
• Visiting company websites to extract relevant content.
• Using AI to analyse and structure key business data.
• Returning critical sales intelligence, such as pricing plans, free trial availability, and market category.
• Updating a Google Sheet with the researched data for easy access by the sales team.

3. Key Benefits

• Automates lead and account research, saving hours of manual effort.
• Delivers structured, accurate insights directly into a sales database.
• Ensures sales reps have the latest company information before reaching out.
• Customisable to extract specific data points relevant to your sales strategy.
• Scales effortlessly, allowing continuous research across multiple accounts.

4. Workflow in Action

1. A manual trigger or schedule initiates the workflow every two hours.
2. Google Sheets fetches a list of company names or domains that need research.
3. The workflow loops through each entry, processing one company at a time.
4. SerpAPI searches Google for relevant company information.
5. A website scraper retrieves additional content from the company’s site.
6. AI structures and analyses the data to extract key business properties.
7. The enriched company data is merged and updated in Google Sheets.

5. Example Use Case: Real-World Scenario

A SaaS sales team needs to qualify inbound leads and gather data on target companies. Instead of manually searching for company details, they use this workflow to:

• Automatically research company domains and LinkedIn profiles.
• Identify whether the company offers a free trial, enterprise plan, or API.
• Classify whether the company operates in B2B or B2C markets.
• Populate the CRM with enriched company data to enhance outreach.

By automating account research, the sales team spends more time closing deals and less time manually searching for company details.

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