copy.ai USE CASES

Powering Operations

Automate critical sales processes like lead enrichment, opportunity analysis, CRM hygiene, and more - freeing up sales teams to focus on closing deals instead of busywork. By integrating with your CRM and intelligently recommending next steps, Copy.ai works around the clock to streamline your sales workflows, eliminate GTM Bloat, and accelerate revenue growth.
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Features

Close more deals with less

AI Sales OS automates lead enrichment, opportunity analysis, CRM hygiene and more. It integrates with your CRM, recommending next steps to advance deals effectively. The OS works 24/7 in the background to execute workflows, freeing up your team to concentrate on closing deals, not busywork.

CRM Hygiene

This AI-powered workflow eliminates CRM bloat, ensuring your customer data is always accurate, relevant, and actionable. After automating data maintenance tasks like deduplication and contact updates, busy marketing teams can accelerate GTM efforts, focusing on high-impact initiatives rather than tedious database upkeep. It's a must-have for any GTM strategy aiming to drive peak performance and efficiency.

Improve customer data accuracy and relevancy
Automate CRM maintenance tasks
Dedicate more time to high-value GTM initiatives

Lead Scoring

Instantly identify your highest-quality leads with AI-powered scoring, so your GTM teams can focus their efforts on the prospects most likely to convert. This automated workflow accelerates sales cycles and drives more revenue. It's the ultimate tool for any GTM team looking to optimize their funnel and crush their quota.

Streamline lead prioritization with AI-driven scoring
Prioritize high-potential prospects for focused efforts
Speed up sales cycles and increase revenue

AI Lead Enrichment

Automatically gather key insights about your leads from across the web, empowering your sales team with rich data to hyper-personalize outreach at scale. Eliminate manual research and data entry, stop your team can work smarter, not harder, to engage and convert their most valuable prospects. The ultimate solution for organizations looking to cut through GTM bloat and accelerate pipeline growth.

Automate the collection of comprehensive lead insights
Eliminate time-consuming research and data compilation
Optimize GTM strategies with enhanced data

Account Research

Harness the power of GTM AI to automate account research, uncovering deep insights in minutes instead of hours. Offload manual research tasks to our GTM AI Platform, so your team can focus on developing hyper-targeted strategies that drive engagement and conversions. Ideal for sales teams looking to eliminate GTM bloat and accelerate pipeline growth.

Leverage GTM AI for in-depth account research
Shift from manual research to strategy development and engagement
Ideal for sales teams striving to refine GTM tactics

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Input copy examples that reflect your brand's unique voice

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The Benefits of Automating How You Power Operations

1. CRM Hygiene

This workflow automates the essential but cumbersome tasks of maintaining clean and accurate customer data within the CRM system.

This clean data environment reduces errors in targeting, improves segmentation accuracy, and enhances the overall effectiveness of marketing and sales efforts.

The automation of CRM hygiene tasks frees up marketing teams to focus on strategic initiatives rather than getting bogged down by the manual upkeep of databases.

That translates to faster execution of GTM strategies and more time dedicated to creative and impact-driven tasks.

2. Lead Scoring

Leveraging AI-powered lead scoring allows GTM teams to automatically identify the most promising leads.

Now, sales teams can optimize their engagement strategies, leading to accelerated sales cycles and an increase in conversion rates.

Automating the lead scoring process relieves sales personnel from the manual task of sifting through leads to determine their potential value. This ensures that sales efforts are concentrated on nurturing high-quality leads, thereby enhancing overall sales productivity and efficiency.

3. AI Lead Enrichment

AI lead enrichment workflows automatically gather comprehensive insights about leads from across the web. This workflow provides sales teams with a wealth of data for personalizing outreach strategies.

Rich, up-to-date lead profiles enable sales personnel to craft messages that resonate more effectively with potential customers, significantly boosting engagement rates.

This means that GTM teams eliminate the need for time-consuming manual research and data entry.

As a result, your sales cycles will speed up and you can rest assured that sales strategies are based on the most current and comprehensive information available, increasing the chances of successful conversions.

4. Account Research

The automation of account research through AI capabilities enables GTM teams to quickly uncover valuable insights about potential accounts.

This includes industry trends, company news, and strategic priorities that can inform hyper-targeted engagement strategies.

With manual research tasks offloaded to AI-powered workflows, sales teams can concentrate on developing and executing strategic approaches tailored to each account's unique context.

This focus on crafting personalized strategies rather than on gathering data not only speeds up the GTM process but also leads to more effective engagement and higher conversion rates.

Final Thoughts

The application of AI-powered workflows, as outlined in the context of CRM hygiene, lead scoring, AI lead enrichment, and account research, provides GTM teams with powerful tools for automating critical operations.

This automation leads to cleaner data, optimized lead prioritization, enriched lead insights, and efficient account research—each contributing to increased efficiency, productivity, and ultimately, a more successful go-to-market strategy.

By freeing up time and resources previously spent on manual tasks, GTM teams can focus on strategic initiatives that drive growth and enhance competitive advantage.

See the Copy.ai platform in action 

Get a demo and discover how sales and marketing teams use Copy.ai to add an AI superpower to their revenue engine.