AI-Driven Sales Plays
Improve sales efficiency and effectiveness with AI-automated account research, custom playbooks, personalized outreach sequences, and signal-based engagement.
Overcome Common Sales Engagement Challenges
Challenges
- Competitor Deployment Analysis. Sellers spend excessive time gathering contact details and account insights across multiple tools.
- Lack of Competitor Visibility. Follow-ups rely on manual reminders, leading to slow responses and missed signals.
- Fragmented Data Sources. Outbound slows when reps cannot manage large lead lists or run timely follow-ups.
- Operationalizing Market Data. Manual updates create duplicate records, missing fields, and degraded CRM accuracy.
- Siloed Tools and Disconnected Workflows. Generic messaging ignores buying triggers and fails to capture buyer interest.
Solutions
- Deep Competitor Data. Continuously tracks tech stack, news, and engagement to surface relevant account insights in one place.
- Up-to-Date Competitive Targeting. AI triggers Slack or email alerts when prospects visit key pages or increase intent.
- AI-Assisted Research. Connects the right sales sequence to each signal, like demo requests or install changes.
- AI Agent Assistance. All account and sequence data auto-syncs between HG Insights, Salesforce, and engagement tools.
- AI-Assisted Workflows. Personalize outreach sequences by persona, technology footprint, and recent engagement to align messaging with buyer intent.
Why Choose AI-Driven Sales Plays?
HG Insights AI-Driven Sales Plays transform raw intent signals into guided actions. It tells reps which accounts to engage, why now, and how to approach each one thereby reducing manual work, improving personalization, and driving faster, higher-quality pipeline creation.
Real-Time Signal Alerts
AI-Generated Playbooks
Account Summaries
Seamless Workflow Integration
Dynamic Prioritization
What Are the Key Steps for Effective AI-Driven Sales Plays?
HG Insights simplifies guided selling into four key actions, from signal setup to personalized outreach, helping reps focus only on the right accounts at the right time.
Integrate Salesforce and first-party data to load each rep’s full book of business.
- Connect Salesforce to read the rep's book of business.
- Integrate first-party data like website visits or marketing engagement.
- Bring all first-party signals into one unified view.
Turn on optional signals like LinkedIn engagement to expand account visibility.
- Monitor LinkedIn post interactions.
- Add product and marketing activity signals.
- Feed all detected activity into account-level monitoring.
Tune recommended playbooks or create a new one based on sales strategy and signal types.
- Select which signals should trigger alerts.
- Adjust the recommended playbooks to fit your process.
- Align all alert logic with sales priorities.
Reps review daily alerts to prioritize outreach and act on recommendations.
- On a daily basis, the rep logs in and goes through their alerts.
- They review specific account activity, like a pricing page visit.
- The rep adds the prospect to a sequence with messaging that matches their intent.
Explore Other Use Cases
FAQ: AI-Driven Sales Plays
How do AI-Driven Sales Plays tell reps who to engage, why now, and what to do next?
HG Insights AI-Driven Sales Plays continuously monitor real-time buyer signals across CRM activity, web engagement, intent data, and account-level intelligence. When meaningful activity is detected, the system explains why an account is heating up and what action a rep should take.
Each alert includes account context such as technology footprint, competitive presence, spend signals, and recent engagement. This allows reps to immediately understand why the account matters now and execute the recommended next step without manual research or guesswork.
How does automation improve sales productivity without overwhelming reps?
HG Insights removes manual work by automating account research, prioritization, and playbook execution. AI agents generate daily prioritized action lists, surface the most relevant signals, and recommend the right outreach sequence for each situation.
Instead of sorting through dashboards or lead lists, reps focus only on accounts that require action. Automation ensures consistency and speed while allowing sellers to personalize outreach based on real buyer context, increasing productivity without increasing noise.
What signals does HG Insights use to trigger sales plays?
HG Insights uses a combination of first-party, second-party, and third-party signals to trigger sales engagement. These include CRM activity, website behavior, marketing interactions, buyer research activity, technographic changes, competitive installs, and intent signals.
Signals are evaluated at the account and buyer level, not in isolation. This ensures sales plays are triggered by meaningful buying behavior rather than one-off actions, improving timing, relevance, and conversion.
How do AI-Driven Sales Plays work inside existing sales tools and workflows?
HG Insights is designed to operate natively within the tools sales teams already use. AI-Driven Sales Plays integrate directly with CRM systems like Salesforce and sales engagement platforms such as Outreach, while also supporting API-based integrations for custom workflows.
Account insights, alerts, and recommended actions surface inside existing workflows so reps don’t need to switch tools. Sequences, tasks, and follow-ups can be automatically triggered, ensuring sales plays are executed seamlessly and at scale.
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