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.
The research delay pushed outreach back by hours. Outreach that did go out early had to open cold – no reference to the prospect’s role, industry, or likely use case. First contact that reads as generic rarely builds momentum.
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. Each prospect’s professional background, company details, and potential needs are profiled the moment they submit a form, without manual research.
- Form-specific customization. Analysis is tailored to different inquiry types, so each lead receives insights relevant to that particular sales workflow.
- One-click formatted reports. Lead analysis results are viewable and shareable 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.
Demo requests and partnership inquiries receive different analysis rather than the same profile applied to every lead. Each inquiry type surfaces the context most useful for that conversation, so representatives can reference what actually matters for that specific sales motion.
View the source code on GitHub
