Challenge
Sales teams collecting leads through their website often receive little more than a name and email address. Without context on a prospect’s professional background, company, and potential needs, representatives spend valuable time researching each lead manually before they can have an informed conversation.
Solution
84EM built a solution that automatically analyzes incoming leads using AI the moment they submit a form. Sales teams see an instant profile of each prospect – professional background, company context, and likely needs – directly alongside the form submission, with no extra steps.
For businesses with different types of inquiries, the system supports customization by form type, so a demo request receives different analysis than a partnership inquiry or a general contact submission.
Key Capabilities
- Automatic lead analysis that profiles each prospect’s professional background, company details, and potential needs the moment they submit a form, without manual research.
- Form-specific customization that tailors the analysis to different inquiry types, so each lead receives insights relevant to that particular sales workflow.
- One-click formatted reports for easy viewing and sharing of lead analysis results directly within the site administration.
Results
Sales teams that previously spent time researching each lead manually now receive an instant profile with every form submission. Professional background, company context, and potential business needs are surfaced immediately, enabling faster and more informed outreach.
The automated analysis enabled the team to engage qualified leads faster with personalized context. Instead of sending generic follow-ups while researching the prospect separately, sales representatives can reference specific details in their very first response.
The form-specific customization meant the analysis could be tailored to different inquiry types. Contact forms, demo requests, and partnership inquiries each receive analysis focused on the information most relevant to that conversation.
View the source code on GitHub
