Meet Your Assistant for Customer Research: The Inquiry Management & AI Research Template!

Every sales team aims to acquire more customers and achieve sales goals. Many are familiar with the concept of lead generation.

However, simply obtaining leads is not enough to continue effective sales activities. Not all leads are a good fit for your company, and they should not be approached in the same way.

So, what should you do with the leads you’ve acquired? The answer is sales prospecting, which involves analyzing potential customers.

💡 What This Article Covers

• Why prospecting is challenging

• Automating customer research with AI

• Waveon’s Inquiry & AI Research Template

• The future of sales strategies with AI

Sales Prospecting for Customer Analysis

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The key to prospecting is identifying the most valuable leads with the highest conversion potential. It involves analyzing "How likely is this customer to be interested in our product or service?"

Prospecting generally consists of two steps:

1. Defining the Ideal Customer Profile (ICP) – Industry, company size, job role, etc.

2. Research & Targeting – Analyzing websites, news, and social media.

However, having sales representatives manually research and evaluate every potential customer is unrealistic.

Why Is Prospecting So Difficult?

The most effective way to persuade a customer is through personalized engagement. Rather than just explaining product features, understanding the customer’s problems and providing tailored solutions is crucial.

While most sales professionals recognize this, the challenge lies in the huge amount of information needed to create a personalized strategy. This is why many salespeople consider prospecting the most difficult part of the sales process—it requires significant time and effort.

Traditional prospecting methods include manually searching for customer information, reading company reports and news articles, and analyzing social media activity. However, this process is time-consuming and struggles to keep up with constantly changing market conditions.

How AI Is Transforming Customer Research

As mentioned earlier, prospecting is a time-intensive process. For small teams with limited resources, creating an efficient workflow is even more challenging.

AI-driven automation is expected to solve this problem. According to a HubSpot report, 36% of sales professionals already use AI tools, including lead scoring systems.

Here are some AI-powered automation technologies that can enhance the early stages of the B2B sales process:

1. AI-Based Prospecting

AI automates the prospecting process by crawling websites, analyzing data, and extracting insights from social media and news articles. It can automatically generate lists of potential customers based on predefined criteria.

2. Automated Lead Scoring

Lead scoring evaluates potential customers and assigns priority levels based on their likelihood to convert. AI analyzes behavioral data (e.g., website visits, email clicks) and CRM information to help sales teams focus on the most promising leads.

AI excels at gathering and organizing vast amounts of data. As a result, modern sales strategies are shifting—sales representatives can now focus on strategy and customer relationships while AI handles time-consuming research tasks.

Waveon’s template was designed to help sales teams reduce the time spent on prospecting. Let’s take a closer look at its features.

Customer Inquiry Management & AI Research Template

How Can It Be Used?

The Inquiry Management & AI Research Template provides:

• Landing pages and forms for receving customer inquiries

• A structured system for managing inquiries

• AI-powered customer research automation

Who Can Use It?

Sales teams and marketing teams responsible for lead generation can both benefit from this tool.

Key Features of the Template

The template allows you to efficiently manage customer inquiries while automating customer research with AI. The user-friendly interface makes it easy for anyone to use.

1. Customizable Inquiry Form & Landing Page

💡 Easily Create Landing Pages & Inquiry Forms

Customize inquiry forms effortlessly with a simple drag-and-drop interface. Create branded, tailor-made landing pages without needing help from designers or developers.

You can link the URL of your 'Lead Landing Page' to your company website or embed the 'Lead Form' using an [iframe].

2. Customer Inquiry Management

💡 Automatically organize and view all inquiries in one place

Customer inquiries are automatically stored in the Lead Management tap, organized in a table format. There’s no need to search through email inboxes—everything is easily accessible in one location.

🔍 Smart Filtering & Search

Find the information you need instantly by searching for company names, requests, and more.

3. AI-Powered Customer Research

💡 Instantly gather customer insights with one click

Click the (▶) icon, and AI will analyze the inquiry details, automatically searching the web for relevant company information and organizing it for you.

Choose your preferred model: ChatGPT o3-mini or ChatGPT 4o-mini, and gain quick insights about your potential customers.

• Run Sequentially: The AI searches for information based on the inquiry details and previously gathered data.

• Run Parallel : The AI searches for all items simultaneously, delivering results faster.

  • You can also search for specific items (e.g., company website, revenue) using parallel execution.

• If you're not satisfied with the results, click the (▶) icon next to the cell to re-run the search.

📊 Default fields: Company name, size, website, revenue, key products, competitors, industry, headquarters location, social media, and more.

Need additional information? Easily add custom fields to suit your needs.

By leveraging AI-driven automation, sales teams can significantly reduce the time spent on customer research and focus on high-potential leads.

By leveraging AI-driven automation, sales teams can significantly reduce the time spent on customer research and focus on high-potential leads.

The Future of Sales Strategies with AI

Automation has already transformed marketing. AI-powered ad targeting, automated email campaigns, and data-driven personalization are becoming industry standards.

Now, sales teams are experiencing a similar shift. As AI technology advances, sales processes that were once labor-intensive is becoming more automated.

No more spending hours manually researching customers. Let AI handle data collection so you can focus on selecting the right leads and refining your sales strategy.

Start leveraging Waveon’s Inquiry Management & AI Research Template to build a customer-centric sales approach.

👉 Try it for free now!

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