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Sales & Lead Generation Services

Build a Connected System for Generating and Managing Sales Opportunities

AIUNIFY Sales & Lead Generation Services combines data, digital campaigns, AI, automation and CRM infrastructure to help organizations build consistent prospecting and opportunity-generation processes.

More Than a List of Leads

Effective lead generation requires a complete process for identifying prospects, capturing interest, qualifying opportunities, following up and delivering qualified prospects to the appropriate salesperson.

AIUNIFY can build and manage that process using multiple systems across the Agentic Suite.

Services Can Include

  • Target market and audience development
  • Prospect database development
  • Lead capture infrastructure
  • Landing pages and funnels
  • Email outreach
  • AI voice outreach
  • Website chat qualification
  • Automated prospect nurturing
  • Appointment-setting workflows
  • CRM lead routing
  • Sales representative assignment
  • Lead and campaign performance analytics

A Connected Lead Journey

Prospects can move from acquisition into qualification, nurturing, appointment setting, CRM assignment and ongoing follow-up without forcing sales representatives to manually manage every stage.

Systems May Include

AIUNIFY Data, Leads, Funnels, CRM, Email, Assistant, Call Center, Chat, Push, Analytics and related business systems can be combined based on the campaign.

Ideal For

Insurance organizations, real estate teams, financial service professionals, solar sales organizations, agencies, call centers, home service companies, B2B organizations and other businesses dependent on consistent sales opportunities.

The Result

A repeatable lead-generation infrastructure designed to create more opportunities while giving management visibility into how prospects move through the sales process.

Frequently Asked Questions

Common questions about AIUNIFY lead generation and sales opportunity development.

This professional service can include prospecting infrastructure, data workflows, campaigns, qualification, appointment-setting automation and lead delivery in addition to the underlying AIUNIFY technology.

Yes. CRM routing workflows can be designed to assign leads according to team, territory, availability, campaign or other defined business rules.

Yes. AI chat, voice and automated workflows can be used to collect information and determine whether prospects meet defined qualification criteria.

Yes. Appointment-setting workflows can be incorporated into the lead-generation process where appropriate.

Yes. Tracking and analytics can be configured to help management understand lead sources, campaign activity and movement through the sales pipeline.

Service Includes

  • Audience Development
  • Prospect Data
  • Lead Capture
  • Outbound Campaigns
  • AI Qualification
  • Appointment Setting
  • CRM Lead Routing
  • Campaign Analytics