Sales Copilot
Daily plays, account briefs, and personalized
outreach that cut your sales cycles.
Sales Copilot functionality part of HG Copilots turns account insights and buyer signals into actionable plays, helping sales efficiently engage and reduce sales cycles with AI daily guidance, account briefs, contact intelligence, 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 buyer intent, missing high-propensity signals and sending generic, low-impact messages.
Fragmented AI tools are forcing reps to juggle between GTM systems, breaking focus and creating daily friction within CRM workflows.
Contact data lives in separate databases disconnected from account strategy, forcing reps to switch tools and rely on stale, generic contact lists.
Multi-product sales teams have no way to tailor account intelligence to each product they sell, leaving reps to manually figure out relevance and missing high-value opportunities specific to their motion.
Sales Copilot Delivers
Enhanced sales productivity with account intelligence scoped at the company level as well as to each product offering with deep firmographic, technographic, spend, and contact, with your first-party data.
Eliminate manual account research by consolidating first and third-party account insights, scored across every product offering in a single prioritized account list.
Improve sales engagement by using account and buyer signals to identify and prioritize high-value prospects.
Real-time alerts on buyer intent, workflow triggering with complete buyer behavior context, and action recommendations.
With built-in Contact Intelligence, surface, enrich, and activate the right contacts within prioritized accounts without leaving Sales Copilot.
Account intelligence tailored to each product offering and ICP, so multi-product teams can differentiate between overall company solutions and priorities specific to what they sell.
How to Make AI-Driven Selling Smart, Precise, and Efficient
Sales Copilot functionality delivers AI-driven contextual 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.
Define each product, ICP, buying personas, and competitors once. Agents extract a 95% draft from your website on day one. RevOps confirms.
Provides a pitch ready summary of the account based on automated research of online signals, third-party sources, and your first-party data.
Centralize buying signals instead of stitching together multiple data sources and building internal dashboards that don't get adopted by sellers.
Offers deep account and contact insights. Contact Intelligence to recommend, enrich, and activate the right contacts contextual to the account strategy.
AI-generated plays and triggered workflows that save RevOps time and improve sales execution consistency.
How Sales Copilot Powers Sales Productivity with Contextual Intelligence
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 sales plays.
- Get account intelligence tailored to each seller’s product offering and ICP.
- Move from account insight to contact outreach with Contact Intelligence embedded directly in the workflow.
Explore Where Sales Copilot Can Increase Sales Performance
Identify the right accounts for each selling motion and run RevOps-configured Plays with AI-generated briefs, personalized email drafts, and contact recommendations based on HG signals and offering context.
Learn More
Prioritize accounts showing in-market buying signals to engage accounts more effectively with a specific cited reason why each account deserves attention today.
Learn More
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.
Learn MoreElevate 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.
Learn MoreHow 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?
Contextual Account Signals
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 product insights from TrustRadius Software Review Platform 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. CRM is not required to start. Teams begin prospecting from an account list from HG’s full database of accounts filtered to their ICP from day one.
Contact Intelligence
Surface recommended contacts for each account using AI-driven analysis contextual to the revenue use case. Enrich with verified email and phone, view signals on existing CRM contacts, and activate directly into Salesforce, Gong, Outreach, Salesloft, or HubSpot all within Sales Copilot. The "Global Contacts" lets sellers search, bulk-select and enrich contacts across multiple accounts in a single session.
FAQ: Sales Copilot
What is HG Sales Copilot?
Does the Sales Copilot incorporate first-party data?
What AI capabilities does the Sales Copilot apply to assist GTM teams to conduct market analysis?
Can Sales Copilot integrate with my CRM or sales tools?
Yes, Sales Copilot 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.
However CRM is not required to start, teams begin prospecting from a prioritized account list filtered to their ICP on day one.
What is Contact Intelligence and how does it work within Sales Copilot?
Schedule a Custom Demo