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Self-source your best opportunities faster

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Demo Danny

AE @Cognism

37% of companies expect AEs to generate between 41% and 50% of their sales pipeline. Use this for:
Making the most of limited time as an AE
Using signals to know which accounts to prioritise
Keep pipeline topped up with self-gen

Let's jump in 👇🏻

 

🧙 Your quest

More and more companies want their AEs to do self-gen.

You're the owner of your territory, so you want to maximise your chance of success and not just be reliant on others.

But how do you balance prospecting with all the other tasks on your to-do list?

Consistency and prioritisation are key.

This cheat code shows how you can focus on key signals so when you are prospecting your spending time on best-fit accounts with a higher likelihood of moving in-market.

🎮 Tutorial

Step 1: Check out your Companion 

Every day, your companion will identify the contacts from your accounts that you should reach out to today. 

It does this by taking into account previous activity, signals and intent data to know exactly who to reach out to in your limited time to get the best results.

So instead of spending hours researching your prospects, you can spend your limited time on valuable, timely outreach

Step 2: Make the most of the signals where you win most 

Different companies and reps find different signals more valuable. They can all work, but you have to tailor your outreach accordingly.

You can get a lot of these signals through manula research, but by using Sales Companion I get all of these at my fingertips, personalised to me

Here's some of the different signals you have at your disposal with sales companion:

  • Intent scores for topics you want to monitor (for example I'll get alerts for when companies start searching for B2B data) - more on this play here
  • Technographics so you can see companies who have a software you integrate well with, or monitor how long they have been with a competitor so you know they may be coming up for renewal. This play works great when you combine with intent scores as well - more here
  • New-joiners and champion changes so you can see when a new decision maker has joined and if they've used your software before - more here
  • Hiring, funding and news alerts

Check out the power ups below for some examples of how I action these signals that you can try out.

Step 3: Start connecting with the right decision-makers 

In your Companion browser extension click into the account and scroll down to  'Recommended Contacts'. 

This is an AI-driven list of highly recommended contacts within the account, ready for you to prospect.

Each contact record includes the correct mobile and email for that individual and can be easily exported into your CRM or sales engagement tool.

This means you know exactly who to reach out to, powered by relevant signals to make the conversation meaningful.

💰 Power-ups

Now it's time to turn these technographic signals into results.

In this first example, I'm leveraging the fact that this manager has just hired two new reps. From conversations with other managers, I know that bad data can really impact ramp, so this is a great time to reach out.

Why it works: 

  • Attention grabbing subject line
  • Ramp is such an important period for dictating the success of a team. We know that this can be a sticking point for sales leaders so it's a good pain to go into
  • The email is short, relevant and timely

If you're reaching out to someone new to the company or if Sales Companion has identified a previous champion moving to a new account, here are two alternative approaches you can use.

 

✅ It's time to level up

🎉 You did it—Cheat Code unlocked!

Here’s the recap: Use contextual intent data and job join signals to spot your warmest accounts and connect with the right people with relevant driven outreach to land a meeting.

Ready to put it into action?

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