How HubSpot's Prospecting Agent Can Transform Your Sales Strategy

In the competitive world of sales, efficiency and personalization are essential to convert prospects into customers. HubSpot, leader in CRM platforms, has understood this and offers a revolutionary new tool: the prospecting agent. This intelligent agent automates the search and communication with prospects, allowing sales teams to focus on what matters most: closing deals.

What is a prospecting agent?

The prospecting agent is a feature of HubSpot that automates prospecting by conducting research and executing personalized communication strategies for prospects within the CRM. Designed for sales teams that lack prospecting resources, this tool dramatically reduces manual work.

Breeze: AI at the service of your prospecting

Breeze, the prospecting agent powered by AI from HubSpot, automates the search for prospects and personalizes your communications. Integrated with intelligent CRM, it qualifies your sales pipeline by analyzing the recent interactions of your contacts (forms, page views, emails, calls, etc. from the last 7 or 60 days).

Why is it important?

The prospecting agent allows sales teams to enroll businesses and contacts in an automated process that:

• Looking for information: Analyzes the commercial activity, industry and recent news of each prospect.
• Detects intent signals: Identifies buy signals and sell activity.
• Write and schedule personalized emails: Create unique emails using CRM data and external research.
• Communicate at the right time: Optimizes the timing of communications for increased engagement.

Examples of use

• Automate communication for segments with low value or low resources.
• Automatically register contacts based on incoming activity (forms, page views).
• Reengage inactive or cold contacts that are already present in the CRM.

How does a prospecting agent work?

1. Agent configuration: Set sales preferences, select inboxes for sending emails, and define the communication strategy.
2. Contact and business registration: The agent analyzes the history of the CRM (emails, meetings, notes) and researches company news and industry trends.
3. Personalized communication: The agent generates personalized emails based on AI for each contact (up to 3 emails per contact).
   • Choice of operating mode: Semi-autonomous: The user reviews and approves each email before sending.
   • Fully autonomous: The agent searches, writes and sends without manual intervention.
4. Performance monitoring: Follow upcoming emails and analyze the results in the “Overview” and “Analyze” tabs

Additional Information

• The user interface is available in English, French, German, German, German, Japanese, Japanese, Portuguese, and Spanish, but emails are written in English only.
• The agent relies on HubSpot email sequences and templates. It is important not to manually register contacts or change sequences outside of the prospecting agent application.

Availability and access

Before the annual HubSpot INBOUND 2024 event, a limited test phase was conducted with 50 clients. Following this event, the platform extended its access to an additional 500 users for more extensive testing. The prospecting agent is currently in limited private beta.

To request access to the beta version, you can apply directly through your HubSpot portal via Product Updates.

The advantages of the prospecting agent

• Time and efficiency savings: Automating prospecting frees up valuable time for sales teams.
• Improving lead quality: The agent identifies the most promising prospects through in-depth analysis.
• Personalization of communication: Unique and relevant emails increase the engagement of prospects.
• Increase in conversion rates: Targeted and personalized prospecting improves the chances of conversion.
• Best customer experience: Prospects receive relevant information adapted to their needs.

Key data

• According to HubSpot, businesses that use marketing automation increase their earnings by an average of 451%.
• 78% of marketers  say that marketing automation improves customer engagement.
• Personalized emails generate transaction rates 6 times higher. When recipients see content that matches their past interests and behaviors, they're more likely to make a purchase or follow the email's call to action.

To summarize

HubSpot's prospecting agent is a powerful tool that is revolutionizing prospecting by automating repetitive tasks and personalizing communication. By adopting it, sales teams can become more efficient, improve the quality of their leads, and increase their conversion rates.

Need help implementing or optimizing HubSpot for sales? Contact one of our advisors at Lakhos now for a discovery meeting.