Automate busywork with Auto-fill AI

Your sales efforts are only as good as the data you base your actions and messaging on. But we all know it: maintaining your CRM is time-consuming and tedious work. Not anymore. AI fields just got a whole lot better!

Not only can you leverage AI to find rich detail when you first build your list, now our Auto-fill AI Fields help find, clean, categorize, and extract insights. Continuously and autonomously. To show you the power of this new feature, we’ve drafted a list of prompts to get you started. Check out all the ways folk can do the heavy lifting.

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Example prompts by sales need

Find data

• Find the latest news article about the Company
• Find the latest blog article published by the Company
• Find the office locations of this Company

Clean data

• Clean job title so it’s in an easy to read format
• Clean First Name & Last Name to remove any unwanted characters or prefixes
• Clean Company name to remove any entity abbreviations like LLC, GmbH, or SARL

Categorize data

• Categorize companies by B2B or B2C
• Categorize leads based on personal or professional email
• Categorize companies on size like SMB, Mid-Market, or Enterprise

Extract data

• Extract the main topics discussed in your team interactions
• Fill in MEDDIC qualification framework based on notes
• Find Lost Deal Reason and Win Deal Reason based on call recording data

Explore our prompt template library to find even more ways our AI fields can help from sales to prospecting, and investment to events. The result: a CRM that’s truly a single source of truth.

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