B2B sales automation
B2B sales automation for research, qualification and follow-up
Better sales operations, not just more automated emails. We automate the work around a B2B sale: researching accounts, filtering them against your ICP, enriching contacts, keeping the CRM current, following up and sorting replies. That leaves your team's time for the conversations.
Automate or keep
What to automate, and what should stay human
The research and admin around a sale scale well. The relationship doesn't.
Worth automating
- Researching accounts and filtering them against your ICP
- Finding contacts and enriching records from several sources
- Logging activity and keeping CRM fields current
- Follow-up timing, and sorting replies by what they ask for
Stays with your team
- Deciding which markets and accounts are worth pursuing
- The message, the offer and the positioning behind them
- Every live conversation once a prospect replies with interest
- Pricing, negotiation and anything that commits the business
Use cases
Where sales automation pays
The repetitive steps between a target list and a real conversation.
- Account research: gather what is publicly known about each target account before anyone writes to it.
- ICP filtering: drop the accounts that don't match your criteria before they cost anyone time.
- Contact finding and enrichment: identify the right people at each account and fill in the details your team needs.
- Qualification and scoring: rank accounts and inbound leads against rules you set, so reps start with the strongest.
- CRM updates: keep records, stages and activity current without reps typing it in after every call.
- Follow-up: schedule the next touch on time, written for the account rather than from a single template.
- Reply classification: sort every reply (interested, not now, wrong person, unsubscribe) before anyone opens the inbox.
- Structured lead processing: turn form fills, enquiries and lists into clean, deduplicated records routed to the right rep.
How we build the workflow
The free AI Ops Audit maps your sales process as it actually runs, from target list to first conversation. We pick the steps that cost the most time, agree where a person stays in the loop, and build in your own CRM and mailboxes. Scope and price are fixed before anything is built.
30 minutes on your sales process. You keep the written plan either way.
Safeguards
Data quality, approvals and sending limits
Automation that damages your domain or your reputation is worse than none.
Rate-limited sending
Messages go out within normal mailbox and provider limits. No bulk blasting.
Opt-outs respected
Unsubscribes and suppression lists are honoured on every run.
Data you may use
We work only with data you are permitted to use, and we do not sell purchased lists.
Approval where it matters
Approval gates can be built in where appropriate, especially before a sensitive message or an action that is hard to undo.
Evidence
Relevant systems experience
Research and enrichment at volume, reply handling, and coordination across a sales team are all things we have built before.
Built at Koenig Solutions
Prior professional experience. Our founder built these systems as an employee at Koenig Solutions, who own them.
Account research and outreach at volume
5,000+ accounts researched and enriched, with outreach written for each account individually and every reply classified before anyone opened the inbox.
Sales coordination across a distributed team
Inbound requests drafted into quotes, followed up automatically and routed to the right rep. A fixed-scope build that replaced spreadsheet collation done by hand.
Built and run by Ergara
The Networking Contact Finder
A free public tool on this domain, built for job seekers rather than sales teams, though the mechanics are prospecting ones. From a job posting it identifies the company, finds relevant people and scores each match, returning fewer results rather than padding weak ones. Email addresses are guessed from common naming patterns, and a mail-server check confirms only that the domain accepts mail, not that a particular address exists.
What you own
What you are actually buying
It won't break quietly
Error handling, retries and alerting on every workflow. When an upstream API changes, we know before you do — not when someone notices the invoices stopped going out on Tuesday.
You'll own it
Built in your accounts, on your credentials, documented. If you stop working with us, nothing stops working.
Related
Related services and tools
Recurring, rules-based operations outside sales: reporting, reconciliation and collation.
When a step needs bounded decisions across several tools rather than a fixed sequence.
Broader custom AI: generation at volume and systems built into daily operations.
The tool described above, free and with no sign-up.
Questions
About B2B sales automation
Will this replace our SDRs?
No, and we would not build it to. It takes the research, data entry and inbox sorting off your team, so their time goes on the conversations that need a person. Who you pursue, what you offer and every live negotiation stay with your people.
Can you promise meetings or pipeline?
No. Results depend on your market, your offer and your list, and no automation controls those. What we commit to is the system: scoped in writing, running correctly, and documented.
Does it work with our CRM?
We build in the CRM and mailboxes you already use, on your own accounts. The audit confirms what your CRM allows before anything is scoped.
Will it send email from our domain?
Where you want it to, at a pace your mailboxes and provider allow, with opt-outs and suppression lists honoured. Some teams prefer automation that drafts and a person who sends. The audit sets out which suits you.
Where does the contact data come from?
From sources you are permitted to use: your CRM, your own lists, public information and data providers you subscribe to. We do not sell purchased lists.
Find out what you shouldn't be doing.
30 minutes, no pitch, and a written plan you keep either way.
Get your free AI Ops Audit