Genesy AI Howto

Genesy AI is a comprehensive B2B sales platform that combines real-time data aggregation from 30+ sources with AI-powered personalized outreach automation to streamline and optimize the sales process.
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How to Use Genesy AI

Step 1: Data Import: Import leads and company data from multiple sources into the Genesy AI platform. You can aggregate data from over 30 different sources and enrichment tools.
Step 2: Data Enrichment: Use the platform's waterfall enrichment system with 20+ enrichment tools to verify and enhance your contact and company data. The AI can also extract additional data from websites and Google.
Step 3: CRM Synchronization: Synchronize the enriched data with your preferred CRM tools like Hubspot or Salesforce to maintain a unified database.
Step 4: Target Audience Definition: Define your ideal customer profile (ICP) and target audience parameters within the platform.
Step 5: AI Message Generation: Use the AI to generate personalized message sequences for your outreach campaigns across LinkedIn and email channels.
Step 6: Campaign Launch: Deploy the AI sales agent to automatically execute outreach campaigns at scale across LinkedIn and email platforms.
Step 7: Conversation Management: Monitor and manage all automated conversations and follow-ups through a centralized inbox that combines LinkedIn and email communications.
Step 8: Performance Tracking: Track campaign performance metrics including contact detail accuracy (80% found ratio), pipeline increase (+50%), reply rates (+20%), and time savings (2+ hours/day).

Genesy AI FAQs

Genesy AI is a B2B sales software platform that aggregates real-time B2B data from 30+ sources and enrichment tools. It enables users to aggregate and enrich data, synchronize with CRMs, and scale personalized outreach using AI sales agents across LinkedIn and email.

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