Connect
3 min read

Find, Connect, Close: How to Find and Engage with Your Leads to Close More Deals!

Learn how to use Seamless.AI’s Find, Connect, Close framework to streamline prospecting, personalize outreach, and close more deals with ease.

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Note

Seamless.AI Connect Beta Feature

The features and information outlined in this article are part of Seamless.AI Connect, which is currently in BETA testing. Access is limited to users participating in the beta trial. These features will become available to all users after the BETA period concludes.

Interested in joining the Seamless.AI Connect BETA testing waitlist? Join here!

Getting Started

Success starts with the right process—Find the best leads, Connect with them effectively, and Close more deals efficiently. With Seamless.AI, you can automate prospecting, streamline outreach, and optimize conversions with powerful engagement tools.

Find

To start closing more deals, you first need to identify your target market or Total Addressable Market (TAM). Seamless.AI makes it easy to search for leads through the platform or by using the Chrome Extension.

  1. Find Contacts – Research leads based on target filters specific to your market and automatically save them to the My Contacts tab.
  2. Create Lead Lists – Organize your leads into segments and groups to streamline your outreach strategy.
  3. Organize Your Companies – Any company you find will be saved in My Companies for easy access. You can also create Company Lists. Organize by Segments like geography, industry, size, etc.
Find key contacts with Seamless.AI search.

Connect

Once you’ve gathered your leads, it’s time to reach out!

Create Templates – Create email and call templates with dynamic variables that automatically personalize each message.

Learn more here: Creating and Managing Call and Email Templates

Connect with Contacts through customized emails templates

Start Connecting – Start emailing and calling as soon as you find a lead. Access the contact’s details directly in their profile.

Learn more here: Email Engagement or Call Engagement

Engage with contacts by email or call directly in Seamless.AI Connect

Scale Your Outreach – Send one-off emails and calls or engage with multiple leads at once using our Connect view, perfect for bulk emails and call execution.

Task Management – Track engagements and manage your workflow in one place.

Learn more here: Creating and Managing Tasks

track and manage your tasks

Automate with Campaigns – Drop leads into sales sequences that automatically create tasks and organize your outreach for maximum efficiency.

Learn more here: Creating and Launching a Seamless.AI Campaign

Create multi step engagement sequences through automated campaigns

Close

Seamless.AI provides powerful tools to help you close deals faster:

  • ROI Dashboard – Monitor revenue, usage, and goal progress.
  • AI Writing Tools – Instantly craft the perfect email for any lead and situation.
  • Lead Tracking – Keep tabs on contact status, engagement history, and next steps to ensure no opportunity slips through the cracks.

With Seamless.AI, you’ll always know who to reach, when to follow up, and how to convert leads into customers.

Ready to scale your sales process? Start using Find, Connect, Close today!

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