Unify: an AI-powered GTM tool to efficiently analyze potential buyer data

General Introduction

Unify is a go-to-market (GTM) platform for sales and marketing teams that uses artificial intelligence (AI) and intent data to help organizations quickly find prospects ready to buy and optimize the sales process. It leverages artificial intelligence (AI) and intent data to help companies quickly find prospects ready to buy and optimize the sales process.At the core of Unify is "warm outreach," which analyzes customer behavioral signals, such as website visits or product searches, to connect with customers at the optimal time, avoiding the inefficiencies of traditional cold emails. Ineffective. The platform integrates a full suite of capabilities from customer discovery to personalized communications, and is already being adopted by high-growth companies like Justworks and Lattice, etc. Unify's goal is to use AI-driven automation to allow sales teams to focus more on building relationships with customers and less on repetitive manual tasks.

Function List

• Intent signal monitoring: Capture customer purchase intent in real-time using more than 10 data sources, such as website traffic or review behavior.
• Automatic contact search: AI automatically generates high-quality contact information based on target customer profiles.
• Personalized Email Generation: AI generates customized emails based on customer data to improve response rates.
• GTM workflow automation: Integrate customer screening, data collation and emailing into one seamless process.
• Data analysis support: Provide real-time dashboards that show email effectiveness and conversion data.
• CRM Integration: Synchronized with mainstream CRM systems to ensure real-time data updates.
• AI Research Agent: Analyze potential customers with AI to provide personalized communication recommendations.

Using Help

Unify is designed to be simple and intuitive for sales teams to get started quickly. Below is a detailed guide on how to use it:

How to get started

1. Register & Login
   Visit https://www.unifygtm.com/ and click on "Get Started" or "Book a Demo". Fill in your email and company information and submit your application. Trial users can contact to get an account. Log in at https://app.unifygtm.com/ and enter your registered email and password to gain access.
2. Setting up the data connection
   • On the Integrations page, connect your web analytics tool (such as Segment) or CRM (such as Salesforce).
   • Enter an API key or authorization login to ensure that Unify has access to website traffic and customer data.

Operational Core Functions

Intent signal monitoring

• On the Signals screen, select a key signal (e.g., "Search for competitor products").
• Click "Enable" to activate monitoring and Unify will automatically list eligible companies.

Automatic contact search

• Go to the "Plays" page and click "Create a Play".
• Enter the target customer profile (e.g. "Manager of a software company with an annual revenue of over $5 million").
• The AI generates a list of contacts that can be used directly after saving.

Personalized Email Generation and Delivery

• On the Sequences screen, create a new mail sequence.
• Select a list of contacts and AI generates a personalized template where you can adjust the content.
• Set up a delivery schedule (e.g., send 20 letters every Monday) and click "Start" to execute.

GTM workflow automation

• Design workflows in Plays, e.g., "Monitor Intentions→Generate Contacts→Send Email".
• When you save, Unify runs automatically, reducing the need to do things manually.

Data analysis support

• View email open rates and conversion rates in Analytics & Dashboards.
• Adjust your strategy based on the data, such as optimizing email content or target demographics.

AI Features

AI Research Agent

• On the "AI Agents" screen, enter the name of the client company.
• Click on "Research" and the AI analyzes publicly available data (e.g., LinkedIn) to generate communication recommendations.
• Use the suggestions directly for email or phone communication.

CRM Integration

• Confirm that CRM is connected at "Integrations".
• New contacts and email data are automatically synchronized to keep information consistent.

caveat

• Embed Unify's JavaScript code in the Settings to monitor website traffic.
• If the email is not working well, contact the support team to optimize the mailbox settings.
• Data analysis is updated daily and regular checking is recommended.

With these steps, Unify's AI and GTM capabilities can help you efficiently manage your sales process and increase lead conversions.

application scenario

1. Startups Expanding Markets
   A new software company used Unify to monitor businesses "searching for similar products," quickly generate contacts and send emails, and get 5 leads in 2 weeks.
2. Optimizing Sales Efficiency for Large Enterprises
   A tech company uses Unify to automate screening of high-intent customers, saving 30% of time as the sales team focuses on following up with quality leads.
3. Marketing team validates new markets
   Marketers use Unify to analyze companies that "visit industry websites" and test demand response from new markets.

QA

1. How Unify's AI is boosting GTM efficiency
   AI reduces manual work by analyzing intent data and generating personalized content, allowing sales teams to focus on high-value customers.
2. What CRM systems are supported?
   Unify supports Salesforce, HubSpot, and other major CRMs with seamless data synchronization.
3. How do you keep your data secure?
   Unify is SOC 2 Type II compliant, ensuring data privacy and security.