11 Tips for Sales Workflow Automation

Think about all the time your sales team spends on repetitive tasks instead of building relationships and closing deals. Sales workflow automation helps reduce this time so teams can focus on what matters. 

This guide will explore how AI workflow management can help your business improve sales processes and boost revenue.

The right AI tools, like Otio's AI research and writing partner, help teams write and research efficiently so they can automate repetitive sales tasks and focus on closing deals. 

Table Of Contents

• Benefits of Sales Workflow Automation

• 13 Examples of Sales Workflow Automation

• 11 Tips for Sales Workflow Automation

• 15 Best Sales Workflow Automation Tools

• Supercharge Your Researching Ability With Otio — Try Otio for Free Today

Benefits of Sales Workflow Automation

Boosting Team Efficiency with Sales Workflow Automation

Sales workflow automation takes away dull yet necessary tasks from your sales reps, allowing them to focus on what they do best: closing deals. For instance, automation can help your team reduce time-consuming tasks like data entry, compiling reports, and sending out repetitive emails. With less busy work weighing them down, your sales team can concentrate on building valuable relationships with prospects and converting them into loyal customers. 

Zeroing In On Leads with Sales Workflow Automation

When it comes to business, knowledge is king. The more you know about your clients, the better it is for business. Sales automation helps you gather ample data about the customers. The automation algorithm performs an incredible job of keeping the data organized. It helps gather knowledge better than what can be done manually. The sales team can apply the filter criteria and extract the potential customers from the uninterested and non-genuine approaches. The whole automation benefit is that it helps to have successful conversions if your sales team follows only the genuine lot of customers.  

Streamlining Communication with Sales Workflow Automation

Sales workflow automation makes automating your communication process with prospects and customers easy. For instance, you can use the software to set up canned responses for your customer’s common queries and send them whenever a customer reaches out to you. Doing so ensures that your sales staff is not burdened with answering basic questions or common problems your customers face. One of the ways to automate your communication is by setting up sales cadences. You can create predetermined sequences of automated messages to engage your prospect at every touchpoint.  

Keeping Customers Happy with Sales Workflow Automation

One of the significant sales automation benefits is that it enables you to maintain healthy relationships with your customers. The sales process comprises the first interaction with potential customers, scheduling meetings, handling objections, and collecting payments. Customers value tailored experiences and want relevant details every single time. Additional tasks include sending emails, follow-ups, reminders, and downloads. You can set up automation software to do it all for you. With every single task automated, you can have happy customers without having awkward conversations with them about payment reminders. 

Simplifying Reporting and Tracking with Sales Workflow Automation

Reporting is a long and tedious task. Your managers and sales reps can use an automation platform to send automated emails and reports. Automation software helps to gather information much faster than when done manually. Thus, your sales team can save time and enhance sales engagement with automation. By automating your sales process, it also becomes easier to monitor how your efforts are performing. You get access to all the necessary analytics in a single dashboard, giving you insights to simplify your sales process further.  

Achieving Reliable Data with Sales Workflow Automation

Another one of the prominent benefits of sales automation is that it delivers accurate and reliable data. Dealing with the pricing of several products gets difficult. Automation helps to centralize the entire system of price computation. It simplifies the price modification process, which further helps to seal the deal with customers. With pricing and products at the fingertips of the sales reps, they can perform better to seal more deals. 

Creating Personalized Customer Journeys with Sales Workflow Automation

To convert a one-time client into a loyal customer is quite challenging for any business. One of the most convenient ways of doing this is to opt for personalized messages or social media content via automation. In a report, McKinsey states that businesses that opted for early adoption of sales automation witnessed high customer satisfaction results and increased sales efficiency by 10 - 15%. They also saw a boost in sales, up to a maximum of 10%. On top of that, as per video marketing statistics, over 70% of customers prefer original, exceptional, and targeted content. Sales automation tools help streamline the process of conveying apt content to customers via emails. More marketing automation benefits include data collection that allows qualified leads to be forwarded to the sales team. One of the most common ways to generate personalized email is to use AI to create email content that you can use instantaneously or save as a template for later use. 

Creating Professional Proposals with Sales Workflow Automation 

Do you wish to be thoroughly professional with your clients and customers? Sales automation is your answer. Sales automation enables you to create quotations and sales proposals in a snap of seconds. Furthermore, all this happened because of the mere entry of basic customer details. The proposals would be highly professional, and you could send documents quickly. 

Analyzing Calls with Sales Workflow Automation 

Practice makes a man perfect, as is the case with sales calls. For running a good business, you must spot the 'good' and 'bad' of a sales call. With the help of automation and by implementing sales process automation, you can analyze every sales call through transcription. The automation software would record sales calls and analyze them profoundly using conversion intelligence tools. 

Customizing Contracts and Documents with Sales Workflow Automation 

With sales automation software in your stack, you will never have to generate the proper contracts and documents. Sales automation aids in generating agreements and contracts. All the terms and conditions will be available to customers immediately. For further ease and convenience, you can also have the provision of electronic signatures added to contracts. Timely reminders and quick information can be easily generated to send customer reminders. With this automation, you save a lot of your time and energy. 

Reducing Costs with Sales Workflow Automation 

As per a survey, 44% of AI firms report reduced business costs. Software automation saves you time and offers you resources to get more work done. Plus, the bonus is that everything is done accurately. If you invest in the right automation software, you have one software that accomplishes the task of what 50 employees manually perform. All required is lead generation, nurturing, and marketing campaigns that can begin work side by side. In merely a few months of implementing automated marketing campaigns, you get leads to shooting thousands of emails using autopilot software.

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13 Examples of Sales Workflow Automation

1. Kickstarting New Deals Workflow  

Every sale starts with making a new deal, and getting that right is crucial. Automating this process ensures that every new lead is immediately captured and added to your CRM system, with a deal value and a follow-up deadline. Your team doesn’t have to worry about manually entering data or keeping track of every new lead; it’s all done for them.   

Example

Triggered when a new lead reaches out through your website's contact form: A new deal automatically gets created in your CRM for the right salesperson with an overnight follow-up task set up.  

2. Delegating Tasks Workflows  

Once you’ve got a new deal, the next step is to assign specific tasks to your team members to keep the momentum going. Each deal involves a series of actions—making a follow-up call, sending over a proposal, or scheduling a demo. Automating this task assignment process ensures that everyone knows exactly what they need to do and when they need to do it.  

Example

Trigger the deal stage update, create a specific task based on the deal stage, and assign it to a particular team member.  

3. Deal Approval Workflow  

Some deals are more complex and require more oversight; the pricing may be unique, or the terms need special consideration. Manager approval is often necessary before the deal can move forward. Without an efficient process, this step can become a bottleneck, causing unnecessary delays and potentially slowing down the entire sales process.  

Example

Triggered when a deal hits a specific dollar amount: The relevant manager gets an immediate alert for approval; if it’s green-lit, it moves forward; if not, it goes back for further review.  

4. Streamlining Deal Stages Workflow  

Sales often involve multiple steps, from qualifying leads to closing deals, and each stage is crucial to the overall success of the process. But with so many moving parts, it's easy for deals to get stuck or forgotten along the way. This is where automation shines.  

Example

Triggered when a salesperson changes status on an agreement: Notify appropriate team members, update the pipeline automatically & advance to the next stage.  

5. Automating Lead Assignment Workflow  

Assigning leads is one of the most crucial steps in the sales process. It ensures that each lead gets the attention they deserve from the right salesperson, whether based on location, industry, or any other criteria you’ve set. When done manually, this process can be slow, and there’s always a risk of leads slipping through the cracks or getting assigned to the wrong person.  

Example

When a new lead enters the CRM, the lead is automatically assigned based on guidelines you set (like industry type or geographical area).  

6. Nurturing Sales Qualified Leads (SQLs) Workflow  

Not all leads are ready to buy right away. With tailored content & communication aimed at Sales Qualified Leads (SQLs), you can encourage them to purchase. An automated nurturing workflow helps ensure that SQLs get info at just the right moment.  

Example

Triggered when "Sales Qualified" status is applied to a lead: Automatically enroll them into an email sequence providing relevant content over time.  

7. Lifecycle Stage Progression Workflow  

As leads move through many stages, from being just interested to becoming customers, automating this progression means taking proper actions at each stage while constantly updating your CRM.  

Example

Triggered when someone becomes a customer: Let customer success teams know; kick off follow-up actions; update lifecycle stage in the CRM automatically.  

8. Customer Success and Onboarding Workflow  

Once a deal closes, it's time to onboard customers and ensure they’re happy! An automated onboarding workflow ensures everything runs smoothly so customers stay longer after signing up.  

Example

Triggered when declaring a deal won: assign an onboarding specialist, set key onboarding tasks, and automatically send out a welcome email!  

9. Nurturing Unqualified Leads Workflow  

Not every lead fits perfectly into your offer, but that doesn’t mean you should forget them! An unqualified lead nurturing workflow keeps these folks engaged with regular updates until maybe they become qualified later on.  

Example

Triggered when indicating an unqualified lead because of using a competitor: Automatically enter them into an ongoing nurturing campaign with consistent updates!  

10. Follow-Up Reminders Workflow  

Good timing matters in sales! Following up correctly increases the chances of landing deals big time. By setting reminders automatically, you'll ensure no prospects fall through the cracks because someone forgot.  

Example

Triggered when any deal stalls in one stage for too long: Set automated reminders for reps to reach out again!  

11. Deal Stage Task Generation Workflow  

Different stages in the sales process call for various actions. For example, early on, you might need to research a prospect or set up an introductory call, while later stages involve drafting contracts or scheduling a demo. Keeping track of all these tasks manually can be a real challenge, and it’s easy for something to slip through the cracks.  

Example 

Triggered when reaching another phase in the sales pipeline. Actions include setting up relevant tasks such as sending proposals or organizing demos automatically assigned!  

12. Customer Feedback Requests Workflow  

Getting input from customers is super helpful for improving what you offer! With an automated feedback request workflow, you allow every client to share thoughts, which also helps gather data points for future changes!  

Example

After closing the deal or project wrap-up? Send out automatic requests for feedback along with possible follow-ups!  

13. Payment Reminders Workflow  

Being timely about payments matters! Informing clients ahead keeps cash flow strong, improves chances of getting less late fees, builds stress along the way, and keeps money flowing better overall!  

Example

Once a customer receives an invoice, set conditions around automatic reminders leading upward interval packets–like seven days before the due date announced, then again seven-day mark after-time, if payment hasn’t yet come through either way, noted too (just in case!). Today, knowledge workers, researchers, and students suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with a button, this problem will only worsen. Otio solves this problem by providing researchers with one AI-native workspace. It helps them: 

• Collect many data sources, from bookmarks, tweets, and extensive books to YouTube videos. 

• Extract key takeaways with detailed AI-generated notes and source-grounded Q&A chat. 

• Create draft outputs using the sources you’ve collected. Otio helps you to go from the reading list to the first draft faster. 

Along with this, Otio also helps you write research papers/essays faster. Here are our top features that researchers love: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI-assisted writing. 

Let Otio be your AI research and writing partner — try Otio for free today!

11 Tips for Sales Workflow Automation

1. Use Otio

Otio is an AI-driven workspace designed to manage research. As any researcher will tell you, modern research projects involve various sources and types of content, all of which must be organized, analyzed, and synthesized to produce a coherent final output. Otio helps automate this process with tools that improve productivity at every stage. With Otio, you can collect data from across the web, generate AI notes summarizing your collected data, and chat with your research to create new content. Let Otio be your AI research and writing partner — try Otio for free today!

2. Define Your Sales Cycle

Mapping out your sales cycle is a key step in workflow automation. First, it helps you outline your company’s workflow and processes, which creates a roadmap for your next steps. Second, it ensures that each automated task aligns with your vision, goals, and resources. Start by mapping out each step of your sales cycle, from initial interaction with a prospect to closing the deal. For each stage, plan important assignments that need to be completed, the responsible team members, and the desired outcomes. This detailed understanding allows you to pinpoint which tasks are repetitive and time-consuming and should be automated. Additionally, it ensures a unified approach across your team, which is crucial for maintaining top customer service and maximizing efficiency. Finally, by clearly documenting your operations, you can detect potential bottlenecks and areas for product optimization.

3. Automate Prospecting and Lead Generation

Sales prospecting automation involves using software to identify leads, gather information about them, and initiate contact without manual intervention. It scrapes marketing data from online sources, like business directories or social media platforms. With this data, you can build a comprehensive list of prospects that match your ideal customer profile. For LinkedIn prospect hunters, Snov.io offers another valuable solution – the LI Prospect Finder extension. It gathers contact information on LinkedIn and immediately brings them to your list. Further, you can segment potential customers based on criteria like industry, company size, or behavior, allowing for more targeted outreach.

4. Streamline Lead Enrichment

Automated data enrichment enhances the quality of your prospects’ database by automatically gathering additional important information about them. This information can include the prospect’s company size, job title, social media activity, and more. Later, you’ll use this marketing data to understand the prospect’s needs better and personalize your communication. What’s more, automated data enrichment ensures that your database is always up-to-date with accurate information. By reducing the risk of working with outdated or incomplete data, you maximize the relevance of your outreach. Satisfied prospects move through the funnel more smoothly but undoubtedly. Choose a sales process CRM system to process the data and move your leads further through the funnel. For example, you can find and collect the following data with the Snov.io email finder: First name, Last name, Full name, Prospect’s social profile, Job position, Locality, Company name, Company URL, Company’s social profile, Company size, Company’s locality, Country, State, City, Industry.

5. Create a Lead Scoring System

Creating a lead scoring system is a crucial step in prioritizing essential prospects. It involves evaluating various attributes and behaviors of your contacts and assigning scores for each parameter. These can include demographics, engagement with marketing content, and interactions with your team. Contact scoring apps will collect and analyze this data, providing a dynamic and real-time assessment of prospects’ quality. High-scoring contacts can be prioritized for immediate follow-up while lower-scoring contacts can be nurtured with automated marketing campaigns. This way, your team will always work with the most relevant and valuable leads.

6. Set Lead Rotation Triggers

Set triggers to efficiently and fairly distribute contacts among your team. Manual contact distribution can be time-consuming and prone to bias. However, contact rotation tools (standalone or integrated into your sales process CRM) can automatically assign prospects based on predefined criteria. These can include markers such as availability, expertise, or workload. You can set triggers to reassign contacts if they are not contacted within a specific timeframe, ensuring prompt follow-up. It helps maintain a steady workflow and reduces the chances that some of your prospects are overlooked. Setting triggers for automated contact rotation ensures their balanced distribution and effective management. This prevents inefficient resource allocation and makes your team work more productively.

7. Manage Leads with CRM Tools

Effective lead management is another crucial aspect you can automate in your sales process. CRM systems are your best go-to solutions in this regard. They can automate lead assignments, follow-up reminders, tracking interactions, etc. You’ll keep your contacts’ information centralized in one place and accessible to your entire team. Furthermore, a good customer management solution ensures no contact is neglected. 

Each lead is smoothly nurtured throughout the sales cycle so that you can see their stage. For example, has your prospect expressed interest in a product demo and hence should be moved to the next stage? A CRM like Snov.io can handle that. And that’s not only about automated sales process workflows. CRM’s automated analytics and reporting mechanisms may become your everlasting important insight suppliers. By analyzing prospect data, you can grasp which strategies are working and which need improvement.

8. Accelerate Your Outreach

With automated sales process systems, you can also handle initial contact through email or other channels. We recommend incorporating omnichannel campaigns into your outreach strategy to ensure you use every opportunity to engage your prospects.

9. Set Up Call Scheduling

Automatic call scheduling boosts team productivity and improves customer interactions. Scheduling apps and CRM-integrated calendar systems allow prospects and customers to book appointments directly based on your team’s availability. This eliminates the back-and-forth often associated with setting up calls and ensures that appointments are conveniently timed for both parties. Besides, these apps can automatically send call reminders and confirmations to reduce no-shows. By integrating scheduling tools in your sales process CRM, you can get call outcomes recorded for a smoother workflow. This way, you free up your reps from managing calendars so they can focus on preparing for the calls.

10. Adopt Regular Call Recording

Automating this part of your workflow increases productivity and improves the quality of your sales and marketing efforts. The call recording system will provide a complete history of your interactions with each contact. You can review and analyze business interactions to identify common questions, objections, and areas for improvement. Later, you’ll use these critical insights to train your team, manage leads, and refine your product pitching.

11. Boost Proposal and Document Creation

Sales documentation can be challenging to navigate. Automating proposal creation based on predefined templates and prospect data is a good solution. Automated document creation tools can collect specific details about the prospect to ensure each document is personalized and relevant. These products can also include electronic signature capabilities, making it easy for prospects to sign and return documents quickly. This ensures that each document contains all necessary information and is error-free. Additionally, such tools can track the status of proposals and essential contracts, providing real-time updates and follow-up reminders. Ultimately, they’ll speed up your deals and increase the likelihood of their successful closing.

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15 Best Sales Workflow Automation Tools

1. Otio: The AI-Powered Workspace for Researchers  

Today, knowledge workers, researchers, and students suffer from content overload and are left to deal with it using fragmented, complex, and manual tooling. Too many settle for stitching together complicated bookmarking, read-it-later, and note-taking apps to get through their workflows. Now that anyone can create content with a button, this problem will only worsen. Otio solves this problem by providing researchers with one AI-native workspace. It helps them: 

• Collect many data sources, from bookmarks, tweets, and extensive books to YouTube videos. 

• Extract key takeaways with detailed AI-generated notes and source-grounded Q&A chat. 

• Create draft outputs using the sources you’ve collected. Otio helps you to go from the reading list to the first draft faster. 

Along with this, Otio also helps you write research papers/essays faster. Here are our top features that researchers love: AI-generated notes on all bookmarks (Youtube videos, PDFs, articles, etc.), Otio enables you to chat with individual links or entire knowledge bases, just like you chat with ChatGPT, as well as AI-assisted writing. 

Let Otio be your AI research and writing partner — try Otio for free today!

2. SalesBlink: The App to Shorten the Sales Cycle  

In the fast-paced sales world, finding the right tools to help you close deals more efficiently is crucial. SalesBlink is one of the top sales automation platforms that delivers on this promise. Designed to streamline every part of your sales process, from reaching out to new prospects to scheduling meetings and tracking interactions, SalesBlink takes a lot of the manual labor out of your hands, so you can focus on what matters—building relationships and closing deals.   

3. Outreach.io: The Sales Workflow Automation Platform for Reps  

You can count Outreach.io as one of the best sales engagement platforms available. It automates sales processes that help free up sales reps' time, which they can use to nurture leads and close sales. It lets users view the main metrics and details from a single dashboard. Along with scheduling email sequences, the platform offers email tracking, a meeting scheduler, and an auto-dialer.   

4. Growlabs 

Growlabs is an excellent lead-generation platform for your business if you want to turn data into sales. This sales automation software offers numerous features to help you get to know and reach your audience more effectively. With Growlabs’ contact data feature, you can define your ideal customer profile and match it to the millions of verified contacts on Growlabs’ website. This allows you to get high-quality leads who are likely interested in your business. Growlabs also offers sales automation. You can use their automated email platform to send computerized sales emails from your sales reps. Once you send the emails, Growlabs helps you follow up with potential leads based on their interactions with your email, including actions like opens, clicks, and replies. When your emails find prospects, Growlabs will analyze the replies to help you determine which candidates are sales-ready. This feature lets your sales team focus on hot leads with high conversion potential.   

5. Aritic: The Marketing Automation Platform for Sales Teams  

Aritic PinPoint is a unified marketing automation software platform for marketing operations teams or SMEs. It helps you build relationships with leads, automate marketing campaigns, and convert leads into paying customers.   

6. MarketingCloudFX: The Sales Management Software for Understanding Leads  

Powered by IBM Watson, MarketingCloudFX is the best sales management software to help you understand your leads and better engage with them at every stage of the buying funnel. This tool comes with numerous features to help you manage your online campaigns.   

7. LeadSquared: The Sales and Marketing Automation Tool for Improving Productivity 

LeadSquared is a sales and marketing automation tool designed to improve sales productivity and increase ROI. It helps the sales teams to streamline their processes target and close deals quickly. It also helps build custom workflows, set timely reminders, monitor lead scoring, and more.   

8. AgileCRM: The Sales Automation CRM  

Agile CRM is a customer relationship management (CRM) platform that automates workflows across all sales channels. This sales automation software can automate processes from phone calls to email marketing campaigns. This sales automation platform collects data that helps you create better campaigns for your business. Agile CRM collects information from website activity, social media engagement, and calls. You can even see when and why people interact with your business. This can help your business when it comes to creating targeted and relevant website content, as well as researching your current audience. Agile CRM also allows you to automate events. Whether phone calls, meetings, or demos, you can create a cohesive schedule that helps your sales team stay organized. This tool offers dozens of other features to help your business automate sales.   

9. Mailshake: The Email Automation Tool for Sales Pros  

Mailshake is a well-known sales email automation platform that helps sales teams achieve their goals. It is the best automated cold outreach tool, and you can easily personalize emails at scale and schedule follow-ups. It is also simple to engage with prospects through other channels, namely, social media platforms and phones. The tool enables you to handle the tasks from one dashboard so that everything looks organized. In addition, it helps with task management, email tracking, automation, content, and workflow management. Furthermore, integrations are easy with Mailshake as you can integrate with several other platforms, including Salesforce, Pipedrive, Hubspot, and many more.   

10. Winmo: The Sales Automation Tool for Prospecting  

Winmo is one of the many sales automation tools for helping with prospecting. It enables you to focus on the most valuable prospects, which will likely be conversions for your business. This tool offers a targeted contact search that helps you isolate the qualities that your leads share. You can use filters to target specific people and create your list of prospects, allowing you to narrow down any niche audience you wish to target. Winmo also offers sales prediction features that help beat your competition and forecast sales. You’ll get a daily rundown of lead opportunities months in advance so you can close the deal faster than your competitors. Lastly, Winmo helps you prevent leads from slipping through the cracks. Their software offers alerts and recommendations to ensure you stay vigilant about hot leads for your business. If you’re looking for a simple tool to help you manage your leads better, Winmo is an excellent solution.   

11. HubSpot sales: The Sales Automation Tool for Every Part of the Sales Process  

HubSpot Sales is another cloud-based sales automation software tool. It also offers real-time engagement updates and is quite helpful for the sales team. The tool works for every stage of the sales funnel, right from lead generation to nurturing and deal closing. The user-friendly tool also has email templates, automated follow-ups and scheduling, automated data entry, and behavior tracking. In addition, it comes with a click-to-call dialer to make tasks easier for sales reps. It helps close more deals in less time. Additionally, it has a CRM tool that helps manage prospects' engagement history. This provides a better idea of the interests of the prospects.   

12. Groove: The End-to-End Sales Workflow Automation Tool  

Groove is an end-to-end campaign automation tool that enables you to improve efficiency and drive revenue for your company. With all your data in one place, you can help your sales team work more effectively and stay organized. With Groove, you can compile all your data and make data-driven decisions to help your company grow. This sales automation software enables you to be efficient at every stage of the sales process so your sales reps can get more leads to convert.   

13. Lemlist: The Sales Email Automation Tool for Personalization  

Lemlist is one of the many sales email automation tools that let you create highly personalized email templates, videos, and images. It has an email warm-up feature that automatically warms up your email account so your deliverability experiences a boost and your emails land in the recipient's inboxes. You can automate most of the repetitive tasks of the sales team and send personalized emails at scale.     

14. Hatchbuck: The Sales Management Tool for Small Businesses  

Hatchbuck is the best sales management tool for companies of all sizes looking to put their customer relationships first. This software offers tools for capturing leads, automating emails, and managing contacts. You will convert more inbound traffic into leads by investing in this tool. Sales reps can spend more time nurturing these prospects into sales for your business. With features like drop campaigns and autoresponders, your sales reps have more time to build customer relationships. Your sales team will spend less time cold calling and more time engaging with leads who want your products. It allows your sales team to focus on sending emails and calling prospects who want to hear from your business. Additionally, you can measure the results of your campaign and gain insight into what works for your campaign. It’s a great way to help you continuously evolve your campaign to help your sales reps engage more clients.   

15. Woodpecker: The AI-Powered Outbound Sales Automation Tool  

Woodpecker is an AI-powered, best outbound automation and a valuable tool for sales teams. You can save time on repetitive tasks and use it to build a relationship with prospects and clients. The tool verifies email addresses and lets you adjust email-sending parameters. It uses an algorithm to ensure that your email deliverability stays intact. You can personalize your emails quickly and on a scale using this tool. It also has an A/B testing feature to improve performance further.   

Supercharge Your Researching Ability With Otio — Try Otio for Free Today

Otio gives researchers a powerful workspace to collect and organize data. You can collect various data types from multiple sources to start your research quickly. Instead of getting stuck on collecting data for your research project, you can hit the ground running with Otio. The AI research assistant allows you to gather bookmarks, tweets, videos, PDFs, and more. With Otio, you won’t need to worry about how to organize all of this information. The AI research assistant automatically creates detailed notes to help you make sense of your findings.

Extract Key Takeaways with AI-Generated Notes and Q&A

Once you’ve collected enough data, Otio helps you understand it so you can get to writing faster. The tool generates detailed AI notes on all of your collected sources. You don’t have to read every article, watch every video, or sift through PDF pages to find what you need. You can start here and extract key takeaways with these AI-generated notes. You can even ask Otio specific questions about your notes so you can find exactly what you need to help you write your research paper. 

Create Drafts Using AI to Write Research Papers Faster

Once you’ve collected data and extracted key takeaways, Otio helps you get to writing faster. The tool enables you to create research papers and essay drafts using your collected sources. Instead of starting with a blank page, you can use Otio to open a new document and begin writing your research paper. 

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