Full-link customer development automation program
Take advantage of Suna's API integration and task planning capabilities:
- Customer discovery phase::
1. Configure the LinkedIn API connection parameters:
- Setting up industry/region/company size filters
- Exporting decision maker contact information
2. Integrate Zillow commercial real estate data to locate office addresses - Lead nurturing phase::
1. Use document templates to batch generate personalized emails
2. Automate mail delivery through the browser
3. Setting up timed tasks to follow up on unanswered customers - Sales support phase::
1. Automatically collect competitive intelligence to create a comparison table
2. Generate customer profiles PDF documents
3. Deployment of the microproduct demonstration site
Efficiency Improvement Tips::
Sales funnel Kanban boards can be created:
1. Use todo.md to tag clients at all stages
2. Setting up automatic reminders of critical time points
3. Regular output of conversion rate analysis reports
This answer comes from the articleSuna (Kortix AI): Intelligent Agents Integrating Browser Operations and Data AnalyticsThe
May not be reproduced without permission:AI productivity tools " How to optimize Suna's lead generation process for B2B sales?
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