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, 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 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.
  • Contact data lives in separate databases disconnected from account strategy, forcing reps to switch tools and rely on stale, generic contact lists.

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.
  • Contact Intelligence built into the workflow. Surface, enrich, and activate the right contacts within prioritized accounts without leaving Sales Copilot.

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

Help sellers identify best-fit accounts and leads to focus on first with a recommended approach on what actions to apply with each prospect.

AI Account Research

Provides a pitch ready summary of the account based on automated research of online signals, third-party sources, and your first-party data.

Buyer Signal Aggregation

Centralize buying signals instead of stitching together multiple data sources and building internal dashboards that don't get adopted by sellers.

Account and Contact Insight

Offers deep account and contact insights. Contact Intelligence to recommend, enrich, and activate the right contacts contextual to the account strategy.

AI Sales Automation

AI-generated playbooks and triggered workflows that save RevOps time and improve sales execution consistency.

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.
  • Move from account insight to contact outreach with Contact Intelligence embedded directly in the workflow.

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.

  • 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.