You can use Aomni to research leads and accounts as they come inbound.

Start this workflow by deciding what event should trigger the creation of new account and lead records in Aomni. You have two options:

  1. Use our CRM Integration Guide to automatically create accounts in Aomni when they are added to the first stage of your inbound sales pipeline.
  2. Link your calendar to Aomni via Email & Calendar integration and have Aomni automatically create accounts in Aomni when meetings are booked on your calendar.

When new inbound accounts are added to Aomni, review their opportunity score to qualify them. At the moment we don’t support custom opportunity scoring, but it will be a good first pass since your personalized AI has quite a deep understanding of your target ICP.

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Opportunity score is an AI-generated measure of how well an account fits your ICP given their needs and your value-add

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Inside an account, review the AI sales strategies recommended by your Aomni AI agent. Just because an account came inbound doesn’t mean it’s an automatic win. Effective pre-discovery research can be the difference between an excellent consultative call and a poor buyer experience.

If there are specific datapoints you’re looking for, such as recent announcements, hiring trends or strategic initiatives, we recommend setting up AI Automations to run inside of your accounts as well. These are a great way to repeatedly surface deal-critical insights.

Once you have a target sales strategy in mind, make sure to review Contacts research on your lead to understand their background and develop a hypothesis about why they came inbound.

If you’d like AI-assistance picking the best strategy and analyzing account research, ask AI Chat.

We suggest also using AI Chat and AI Automations to prepare for calls by: