Segments, territories and research sources
09
Responsible prospecting
Every contact starts from a real signal, not a generic message.
The system takes an authorised company list, checks defined public sources and prepares a draft based on verifiable information. Your team approves, edits or discards it before any message is sent.
Demonstration
First, watch it work.
This area will show the real experience: a person starts the enquiry, the system responds and completes a visible action such as booking, routing or recording the request.
WORKFLOW DE B2B SALES PROSPECTINGHow an enquiry travels through the system
Flow simulation, not live executionTarget Account ListLista Autorizada B2B
Research B2BSeñales Públicas & Web
Sintetizador B2BContexto & Encaje Oferta
Filtro RelevanciaÁngulo Comercial & ICP
Generador BorradorSugerencia de Contacto
Revisión VendedorAprobación Humana
Dispatch & CRMRegistro en Secuencia B2B
PASO 1 · LISTA DE CUENTASTarget Account List
Ingreso de Cuentas ObjetivoCarga la nómina aprobada de empresas y perfiles a investigar.
- 1. Target Account ListLista Autorizada B2B
- 2. Research B2BSeñales Públicas & Web
- 3. Sintetizador B2BContexto & Encaje Oferta
- 4. Filtro RelevanciaÁngulo Comercial & ICP
- 5. Generador BorradorSugerencia de Contacto
- 6. Revisión VendedorAprobación Humana
- 7. Dispatch & CRMRegistro en Secuencia B2B
System
How it works from start to finish.
Available integrations
The agent works inside your tools.
The final combination is confirmed during discovery. These are common connections, not a promise of automatic compatibility.
Google SheetsCRMEmailWebsitesOllaman8nOpenAI GPT-4oAnthropic Claude 3.5WhatsApp BusinessGoogle WorkspaceMicrosoft 365HubSpotSalesforceSlackStripeShopifyNotionPipedriveAirtableTwilioJiraLinearMonday.comClickUpGitHubGitLabBitbucket
n8nOllamaWebsitesEmailCRMGoogle SheetsMakeZapierMercadoPagoTypeformGmailOutlookSupabasePostgreSQLZoho CRMIntercomMS TeamsActiveCampaignMercadoLibreAsanaZendeskFreshdeskServiceNowSAPOracleDocuSignCalendlyDropboxTrello
Priority integrations for this solution
Google SheetsCRMEmailWebsitesOllaman8n
Configuration
How it adapts to your operation.
The workflow is a foundation, not a closed product. During discovery we define these variables around your tools, permissions and way of working.
Offer, fit signals and priority rules
Language, tone and message structure
Approvals, exclusions and contact limits
Outcome
What changes once the system is running.
The final scope is defined during discovery, but these outcomes guide the design of the solution.
Less time researching each account
Messages linked to company context
Human control before contact
Status and next steps recorded in the pipeline
Use cases
Where this system fits into a real operation.
Twelve common situations and the operating outcome a well-configured automation can deliver.
Use case · 1/12
Someone makes an enquiry while the team is unavailable. The assistant answers with approved information, collects the essential details and prepares the conversation for follow-up.
Contact
Book a 30-minute diagnosis.
30-MIN B2B DIAGNOSIS
Tell me which process you want to automate.
We review where work repeats, which tools are involved, and which part makes sense to automate first.
In 30 minutes we define:
- ✓Which process to tackle first
- ✓Which tools should be connected
- ✓Which metrics to use to measure if it works
AWSAzureGoogle CloudHubSpotSalesforceAnthropicOpenAIn8n
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2Your Details
orkelya.comEnterprise AI · B2B Diagnostic
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