Saleswhale

Getting started with Saleswhale.

Saleswhale is an AI-driven platform that automates lead engagement, qualification, and nurturing through human-like, two-way email conversations. It helps businesses convert underserved marketing leads into sales meetings, thereby creating sales-ready opportunities for sales teams.

Key Features:

AI Assistant: Engages leads in personalized email conversations, answers questions, handles objections, and captures data for your CRM.

Conversational Nurturing: Identifies a lead’s position in the journey and nurtures them accordingly, automating follow-ups to guide leads through the funnel.

Meeting Scheduler: Efficiently schedules meetings with leads, eliminating back-and-forth communications and allowing sales reps to focus on closing deals.

Getting Started:

For new users, the Saleswhale Help Center provides comprehensive guides to kickstart your journey:

Overview of Saleswhale: Learn how Saleswhale can scale up your two-way conversations and ensure no marketing lead goes to waste.

Setting Up Saleswhale: Step-by-step instructions on designing your AI Assistant's persona, connecting email inboxes, and customizing settings.

Launching Campaigns: Create campaigns for your AI assistant to qualify leads, book meetings, and manage email conversations until prospects are sales-ready.

Account Settings:

Manage various aspects of your Saleswhale account:

Sales Reps Management: Assign sales reps to qualified leads for seamless handovers.

Team Members: Add and manage team members within the platform.

Custom Fields: Add lead and account custom fields to tailor the platform to your business needs.

Integrations:

Saleswhale integrates with various marketing and sales platforms to automate workflows:

Email Integration: Connect your AI Assistant's email inbox to Saleswhale to engage with leads.

Calendar Integration: Sync your calendar to allow the AI Assistant to schedule meetings directly.