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Where AI actually helps in B2B prospecting

Channa Waje
18 hours ago
3 min read

AI can make prospecting better but not by replacing the salesperson


Illustration of AI supporting research and preparation in B2B prospecting

AI has quickly become part of the sales conversation. Research, prospect lists, emails, meeting preparation and follow-up can all be automated or supported by AI. That creates a tempting idea: if technology can do more of the work, perhaps the answer is simply to automate more. That's however not necessarily what makes prospecting better.


The more useful question is:


Where can AI remove repetitive work or improve the information available to a salesperson and where does a person still add more value?


Start with the work before the conversation


A surprising amount of prospecting happens before anyone contacts a potential customer. Someone needs to identify companies, understand what they do, find the right people, gather relevant information and decide whether there is actually a reason to approach them. Traditionally, much of this has been manual. This is one of the areas where AI in B2B prospecting can be genuinely useful.


AI can help research larger numbers of companies, structure information from different sources, identify relevant signals and prepare useful context before outreach begins.

The salesperson can then spend less time collecting information and more time deciding what to do with it.


Better research, not just more research


The value isn't simply that AI can research 500 companies faster than a person can.

If 400 of those companies aren't particularly relevant, speed hasn't solved the real problem.


The opportunity is to combine better targeting with better research. For example, AI can help assess companies against specific criteria, look for evidence of a potential need and highlight accounts that deserve closer attention. A person can then review the information, make a judgement and decide whether there is a worthwhile reason to start a conversation.


That's very different from simply generating a bigger prospect list.


AI can help prepare outreach


AI can also make the preparation behind outreach much faster. It can summarise company information, surface relevant context, help prepare messaging and give a salesperson a useful starting point for an email or conversation. There is however an important difference between helping prepare an email and automatically sending hundreds of supposedly personalised emails.


When everyone has access to the same technology, producing more messages becomes easy. Being relevant becomes more important, not less. The objective should therefore be to use AI to help the salesperson understand why this company, why this person and why now, rather than simply generating more words.


Automation should remove work that doesn't need a person


There are also plenty of tasks around prospecting that don't benefit much from human attention. Moving information between systems. Enriching records. Organising research. Preparing account summaries. Flagging changes. Prioritising tasks. These are good candidates for automation.


The point isn't to automate everything that can technically be automated. It's to remove work that doesn't need a salesperson so that more of their time can go towards judgement, conversations and building relationships.


Keep people where people matter


Sales is still a human process. A salesperson needs to understand nuance, ask questions, react to what another person says and recognise when the conversation should go somewhere different.


AI can provide better information before that conversation and reduce a lot of the work surrounding it. It shouldn't make the interaction feel less human.


The strongest setup is usually not people or AI. It's people supported by better information, better processes and technology that takes care of the work it can genuinely do better.


The goal isn't more automation


It's easy to measure how many emails were generated, how many accounts were researched or how many tasks were automated. Those numbers can be useful operationally, but they're not the real objective.


The objective is still the same:


Find the right companies, reach the right people and create more conversations that have a realistic chance of becoming new business.


AI is useful when it helps you do that better.

 
 
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