How to Perform Sales Research Efficiently Using folk CRM AI!

Sales research takes time. Finding the right prospects, collecting insights, and preparing personalized outreach often turns into hours of manual work and endless tabs. Without the right system, it is easy to miss valuable information or waste energy chasing the wrong leads.

With folk CRM's AI, you can cut through the noise and get answers instantly. The AI scans your saved contacts, notes, and links to extract the most relevant insights. It summarizes what matters, organizes the information for you, and gives you a clear view of each prospect.

Instead of juggling spreadsheets and switching between tools, you stay focused on building connections and moving deals forward! 🔥

What Sales Research Really Means?

👉 Sales research is the process of collecting and analyzing information about your prospects to understand who they are, what they need, and how to approach them effectively. It goes beyond basic contact details and digs into the context that drives better conversations.

This includes learning about a prospect’s role, company, challenges, recent updates, and relevant triggers. With the right insights in hand, your outreach becomes more personal and your chances of getting a response increase significantly.

How Effective Sales Research Drives Better Results?

The more you know about your prospects, the better your chances of closing deals. Sales research gives you the context you need to focus on the right opportunities and build stronger relationships.

It helps you:

✔️ Understand what motivates your prospects and tailor your approach

✔️ Identify high-potential leads and avoid wasting time on unqualified ones

✔️ Personalize your outreach with insights that make conversations more relevant

✔️ Anticipate objections and prepare better responses

✔️ Prioritize the deals most likely to move forward

When sales teams work with accurate and well-organized information, outreach becomes faster, more targeted, and far more effective.

💡 Expert Tip: Focus on quality over quantity. A smaller, well-researched list of prospects often delivers better conversion rates than casting a wide net with generic outreach.

Using folk AI CRM to Perform Sales Research?

Doing sales research manually takes time and often leads to scattered or incomplete insights. With folk CRM, you centralize everything in one place and let AI handle the heavy lifting. It processes your saved contacts, notes, and links, extracts the most relevant information, and delivers clear, actionable insights instantly.

How to use it step by step

Step 1. Start your free trial‍

Sign up for a free trial (no credit card) and set up your workspace in minutes. Once inside folk, you can start adding prospects and organizing your database right away.

Step 2. Capture prospect data‍

Use the folkX Chrome extension or add contacts manually. Save essential information such as job titles, company names, LinkedIn profiles, websites, and recent activity. Everything stays organized in one place for easier analysis.

Step 3. Add raw research context‍

Create a custom field called Research raw inside your contact or company view. Paste any relevant information you’ve gathered about the prospect: notes from calls, LinkedIn posts, website excerpts, or news mentions. This gives the AI all the context it needs.

Step 4. Generate a Research Summary with AI‍

Add a Magic Field called Research brief. Instruct the AI to summarize the raw data into a concise, actionable brief. The summary highlights key insights about each prospect, including their role, pain points, and potential opportunities.

Step 5. Enrich and update insights automatically‍

As you add new information, folk AI enriches your prospect data and refreshes your research briefs in real time. This ensures your insights stay accurate, complete, and always up-to-date.

Step 6. Personalize your outreach‍

Use the AI-generated research briefs to craft tailored emails, LinkedIn messages, and talking points. You instantly know what to say, how to position your offer, and when to reach out, making your communication more relevant and effective.

Conclusion

Sales research used to be slow and messy. Finding the right prospects, gathering insights, and preparing personalized outreach often meant juggling multiple tools and endless tabs. That process left too much room for missed opportunities and wasted time.

With folk CRM, research becomes faster and smarter. Magic Fields summarize context automatically, enrich prospect data in real time, and highlight the insights that actually matter. Instead of spending hours collecting information, you instantly know who to contact, what to say, and when to act.