Sales Copilot
Sales Copilot functionality within the RGI Platform turns account insights and buyer signals into actionable playbooks, helping sales efficiently engage and reduce sales cycles with AI daily guidance, account research, and outreach personalization.
Sales Automation Challenges
- Sales reps are spending time manually researching accounts and prepping calls instead of selling, slowing pipeline development.
- Critical buying signals go unseen, causing high-value accounts and buyers to slip through the cracks.
- Engagement not keeping pace with strong intent, missing high-propensity signals and delivering generic, low-impact messages.
- Fragmented AI tools are forcing reps to juggle between GTM systems, breaking focus and creating daily friction within CRM workflows.
Sales Copilot Delivers
- Enhanced sales productivity with deep firmographic, technographic, and spend insights, and your first-party data.
- Eliminate manual account research by consolidating first- and third-party account insights, leveraging tools like Salesforce and Gong.
- Improve meeting booking and sales engagement using account and buyer signals to identify and prioritize high-value prospects.
- Real-time buyer intent alerting and workflow triggering with complete buyer behavior context and action recommendations.
How to Make AI-Driven Selling Smart, Precise, and Efficient
Sales Copilot functionality delivers AI-driven sales assistance with daily briefs, automated account research, sales plays, and personalized outreach directly in their CRM and sales tools by combining account insights and first-party intent signals.
Sales Play Guide
AI Account Research
Buyer Signal Aggregation
Account and Contact Insight
AI Sales Automation
How Sales Copilot Augments Sales Productivity and Success
AI-assisted sales automation advances research, prioritization, engagement, and follow-up, so reps focus on high-intent buyers, driving faster cycles, higher win rates, and more predictable revenue. Equipped with Sales Copilot, RevOps and sales teams can:
- Book more meetings by auto-prioritizing top prospects with buyer signals.
- Eliminate manual research with AI-driven account briefs and sales plans.
- Get instant alerts that aggregate signals and reveal key buyer intent.
- Engage rapidly and consistently with signal-based playbook workflows.
- See AI insights and predictive scores right inside CRM and sales tools.
Explore Where Sales Copilot Can Increase Sales Performance
AI-Driven Sales Plays
Improve sales efficiency and effectiveness with AI-automated scoring, account research, custom playbooks, personalized outreach sequences, and signal-based engagement.
Signal-based Account Prioritization
- Prioritize accounts showing in-market buying signals to engage accounts more effectively.
Competitive Analysis and Takeout
- Identify your competitors’ weak spots, reach out to their customers at the best moment in the renewal cycle, and automate your takeout campaigns, all within the tools you already have.
Maximize ABM Performance
Elevate ABM performance by combining deep ICP and account insights with contextual buyer intent to focus campaigns and outreach on high value accounts likely to convert.
Customer Success Story
How Cockroach Labs Uses HG to Fish Where the Fish Are
Cockroach Labs provides a popular cloud-native distributed SQL database helping companies scale, thrive, and be resilient. They were using multiple tools attempting to increase pipeline, conversions, and efficiency. By connecting the HG Platform to their different data sources, they centralized intent signals, gained predictive account and MQL scoring, account alerts and persona-based sales plays which increased sales effectiveness and boosted ABM performance.
What Are Key Features of the Sales Copilot?
Real-Time Buyer Alerts
Stream intent and engagement spikes, and account-level insights into Sales Copilot so sales reps and marketers receive timely alerts when accounts move from cold to warm to hot. This enables teams to rapidly coordinate outbound sales plays, improving response times and conversion at each funnel stage.
Message Personalization
Craft messages that get responses right within your sales tool. Sales Copilot incorporates AI-driven account insights, buyer intent signals, contact behavior, and TrustRadius product insights to streamline the creation of impactful messages based on contact role and recommended sales play to increase connections, conversions, and sales productivity.
Account and Contact Research
Combine HG’s market, technographic, and buyer-intent signals with your first-party data to deliver robust summaries for each account and key contact. This allows sales, marketing, and success teams to work from the same shared insight of who the buyer is, what they care about, and which campaigns and sales motions will resonate.
Sales Copilot Chrome Extension
Give reps AI-powered intelligence wherever they prospect online, with a Chrome extension that overlays account, buying signal, and contact insights on key web pages such as Salesforce, Gong, and Outreach. Enable sales to qualify, personalize, and act in a few clicks, without switching tabs or rebuilding context across tools.
CRM and Sales Tool Integration
Dynamically sync account insights, intent signals, and scores into your CRM, sales tools, and other AI agents to equip SDRs, AEs, and CSMs allowing sales teams to understand priority accounts and buyers, key interests, and role-based guidance with enriched content in every view.
Our AI-Powered Revenue Growth Intelligence Solutions
FAQ: Sales Copilot
What is HG Sales Co-Pilot?
Sales Co-Pilot is a purpose-built solution from HG Insights designed to give sales professionals real-time access to strategic account insights directly within their existing workflows. It helps sales teams identify top opportunities, understand account context, and personalize outreach with data-driven precision.
Is the Sales Copilot a separate product or is it part of the Revenue Growth Intelligence Platform?
The Sales Copilot agent is a set of AI assistance functionality that is part of our Revenue Growth Intelligence Platform.
Does the Sales Copilot incorporate first-party data?
The Sales Copilot, as part of the RGI platform, does incorporate an organizations first-party data such as account data, win/loss data, lead data, and website visitor activity data.
What AI capabilities does the Sales Copilot apply to assist GTM teams to conduct market analysis?
The Sales Copilot functionality aggregates account insights and buyer engagement signals, automates account research, enables unified sales playbooks, expedites crafting personalized messages and much more – delivered within your existing sales tools.
Can Sales Co-Pilot integrate with my CRM or sales tools?
Yes, Sales Co-Pilot is designed to integrate seamlessly within your existing sales environment, including platforms like Salesforce. This ensures a smooth and efficient workflow without requiring users to toggle between tools.
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