AiSDR: AI's automated sales tool for contacting customers and booking meetings

General Introduction

AiSDR is an online tool that utilizes artificial intelligence to improve sales productivity. It was founded by Oleg Zaremba and Yuriy Zaremba in 2023 in San Francisco, California, and is part of the Y Combinator incubator, which has secured a $3 million seed round of funding.AiSDR helps businesses save time and expand sales opportunities by automating the process of sending personalized emails, uncovering leads, and scheduling meetings. It has a built-in database of over 7 million contacts and supports deep integration with HubSpot to generate customized content based on LinkedIn data. This tool is particularly suitable for SMBs, sales teams and marketers, especially those who need to expand their customer base quickly.

Function List

• Automatically send customized emails: Generate personalized emails based on customers' LinkedIn dynamics and HubSpot data.
• Tapping into potential customers: Provides a database of more than 7 million contacts that can be filtered by industry, region and other criteria.
• Rapid response and follow-up: Autoresponders within 10 minutes, supports email, LinkedIn, SMS in many ways.
• HubSpot synchronization: Automatically deposit customer data and communication records into HubSpot.
• Email warm-up and validation: Ensure mail delivery rates of 95% or more.
• Multi-language support: English, German, Chinese and other languages are supported.
• Analyzing Customer Intentions: Judge the likelihood of purchase through job postings and company dynamics.
• Automatic scheduling of meetings: Make appointments with clients and synchronize them to the calendar.

Using Help

AiSDR is an online tool that requires no installation and can be used by registering directly on the website. Here are the detailed steps to help you get started quickly.

Registration and preparation

1. Enter your email address and basic information, submit and check the confirmation email.
2. Login to the system and connect your mailbox (Gmail or Outlook supported). Authorize at "Connect your Gmail or Outlook".
3. Set the target customer type. Enter conditions such as industry, company size, and job title on the setup page, and AiSDR will filter accordingly.
4. Provide a link to a web page for your product or service (e.g., your company's official website) so that AI can learn about your business.

Create a contact program

1. After logging in, go to the "Campaign Builder" page and click "New Campaign".
2. Select the source of the customer:
   • Upload List: Click "Upload Leads" to import CSV file.
   • Sync with HubSpot: Click "Sync with HubSpot" and select the list.
   • Use the database: enter conditions (e.g., "education industry + China") and AI automatically finds people.
3. Set a goal, such as "Schedule a product demo". Add a calendar link (e.g. Calendly) and the AI will make an appointment automatically.
4. Select a contact method (email, LinkedIn, SMS) and tap "Next".
5. Check the email template generated by AI, adjust the content, confirm and click "Launch Campaign" to start.

Contacting and following up with clients

• Generate Mail: AI will write emails based on the client's last 3 LinkedIn updates and HubSpot data. For example, if the client is expanding, the email will mention the cost saving benefits.
• Quick Reply: After the customer replies, the AI will automatically respond within 10 minutes and complex questions will be forwarded to you.
• Multiple ways to follow up: Check "Enable Follow-ups" in the "Campaign Dashboard", set the frequency (e.g. send SMS after 3 days), and the AI will execute automatically.

Data Viewing and Management

• see the effect: In the Campaign Dashboard, check the open rate, response rate and number of meetings, e.g. "50 emails were sent, 20 people opened them, about 2 times".
• Save to HubSpot: Communication logs are automatically entered into HubSpot and can be viewed in "Contacts".
• Adjustment plan: According to the effect, click "Edit Campaign" to change the email or customer group.

Key Functions

• client finderIn "Lead Database", enter the criteria (e.g. "Technology company that has just raised funds"), filter and click "Add to Campaign".
• Prepare MailboxNew mailboxes need to be warmed up for 3-5 days. AI is automatically processed after connecting, the status can be checked in "Mailbox Settings".
• multilingual mail: Choose the language (e.g. Chinese) when creating a task, and AI writes emails in the corresponding language.

caveat

• Make sure the email domain is available, otherwise you need to wait for the warm-up.
• The basic package is 1000 emails per month, and you can upgrade your package at "Billing".
• Check the accuracy of customer information to avoid wasting resources.

These steps will allow you to quickly use AiSDR to automate customer contact and increase efficiency.

application scenario

1. SMEs looking for customers
   When manpower is low, AiSDR can automatically contact customers and help companies take more orders.
2. Marketing Team Pushing Events
   When running an online event, AiSDR can send out mass emails to invite people and follow up.
3. Sales team saves energy
   When busy with old clients, AiSDR is able to contact new clients first and screen for high intent.

QA

1. Do I need to install it?
   No need, sign up to use it directly on the website.
2. Is there a free trial?
   No free trial, you can ask for a demo to see the features, and you can cancel at any time after subscribing.
3. What about mail overruns?
   Starting at 1,000 letters per month, plus $7.50 for every 10 letters over the limit, adjusted at "Billing".
4. Does the mail go into the spam folder?
   AI will warm up the mailbox and deliver over 95%.