What’s the best full sales pipeline setup to use?
So, this is what I currently have. We’re doing enterprise sales with a very niche target group.
This means I don’t need to blast 1,000 emails and LinkedIn messages a day. I’m looking for a more tailored, AI-driven automation setup.
Ideally, the setup would work something like this:
A tool or AI agent understands our ICP, our solution and our market. We then create different personas, and these personas can be targeted based on different rules, such as buying signals or manual entry by the sales team.
Once someone matches the criteria, they should be added to a flow. For example, a flow could include a LinkedIn connection request/InMail and a cold email, with each message being deeply personalised by AI based on the individual, company and context.
All of this data should then be synced back to HubSpot, so the activity and relevant information are visible in the company/contact records.
In other words, I’m looking for something that works almost like a sales automation agent.
I’m currently testing a few tools, including Lemlist, Gojiberry, Surfe, FirstTouch and Expandi. So far, Lemlist seems like one of the strongest options for the multichannel approach, especially because of its HubSpot integration.
Unfortunately, Gojiberry doesn’t have a native HubSpot connection, which is a bit of a dealbreaker for us.
What would you recommend for this kind of multichannel, AI-driven sales agent approach?
Especially interested in setups that work well with HubSpot and focus on highly targeted, personalised enterprise outreach rather than high-volume outbound.