CRM-Driven Sales Intelligence & Lead Research

The Solution:

Nutshell CRM integration with automated task creation in ClickUp (pipeline changes trigger tasks automatically) and AI-powered lead research (contact enrichment, company information, competitive landscape, buying signals, industry news, similar customers we've sold to).

Measurable Impact:

• Research time saved: 8-12 hours/week per rep → automated (Salesforce productivity benchmarks)
• Lead enrichment: +40-60% more data captured (ZoomInfo benchmarks)
• Task creation: 100% automated from CRM pipeline changes (zero manual task entry)
• Close rate improvement: +10-15% (Aberdeen sales enablement - better preparation)

Additional Benefits:

• Sales cycle time: 15-20% reduction (faster research, better-qualified leads)
• Junior rep performance: +25-30% (AI levels playing field vs. senior reps)

Competitive Advantage:

Our sales team walks into every call knowing more about the prospect than the prospect knows about themselves. Competitive intelligence. Buying signals. Similar customers. AI researches while sales reps sell." How AI Lead Research Works: CRM Trigger (New Lead or Deal Stage Change): 1. Lead enters CRM (Nutshell) 2. Webhook triggers AI research automation AI Research Process: 1. Contact Enrichment: Email → full name, title, phone, LinkedIn, social profiles (using data enrichment APIs: ZoomInfo, Clearbit, Hunter.io) 2. Company Intelligence: Website → revenue, employee count, locations, ownership, tech stack, recent news, financial health 3. Competitive Landscape: Industry research → who are their competitors? What technologies do competitors use? (identifies sales angles) 4. Similar Customers: TDY database → "We've sold to 5 similar companies (broadcast stations in mid-size markets)" (credibility builders) 5. Buying Signals: News monitoring → recent funding, expansion, new hires, technology investments (timing indicators) 6. Social Proof: Industry associations, awards, trade show exhibitors, LinkedIn connections (mutual connections) AI Research Output (delivered to sales rep): - Lead Dossier: Complete intelligence report (2-3 pages) - Talk Tracks: Suggested conversation starters ("I saw you're expanding to three new locations—congratulations...") - Credibility Builders: Similar customers, case studies, relevant experience - Objection Handling: Anticipated objections based on company profile, industry, size Automated Task Creation Examples: New Lead → Research task created (ClickUp): - Task: "Research complete for [Company Name] - review dossier before outreach" - Assignee: Account Executive - Due: Same day - Attachments: AI research dossier Deal Moves to "Proposal" → Proposal tasks created (ClickUp): - Task 1: "Generate technical quote for [Company Name]" - Task 2: "Draft proposal narrative and ROI analysis" - Task 3: "Coordinate delivery timeline with operations Deal Won → Fulfillment tasks created (ClickUp): - Task 1: "Create project in Planview for [Company Name] (Case Study #18 API integration)" - Task 2: "Procurement: Order equipment per quote" - Task 3: "Schedule installation with customer Deal Lost → Follow-up tasks created (ClickUp): - Task: "Re-engage [Company Name] in 90 days - check if initial purchase went well, expansion opportunities