Sales automation program: finding ready-to-buy customers using AI

"It was almost uncanny how relevant the communication and immediate follow-ups were in the buying process."

Max, CEO, B2B SaaS

Relevant information along the buyer's journey

"I was skeptical about new sales technologies. But then I experienced incredibly efficient and personal advice that was almost scarily precise."

Marc, VP Sales, Professional Services

Efficient sales process through AI & automation

We understand that the AI revolution is more than just technology - it is fundamentally changing how companies operate and create value.

Our core insight: only leaders that break down data silos and engage global talent will fully realize this competitive advantage.

What AI means for revenue teams

Closing more deals and increasing the efficiency of the sales funnel, the most cited priorities of technology entrepreneurs (n = 130):

Scarce resources are supplemented by remote revenue teams and standardized processes for the first time:

The three proven use cases

Imagine if you could incorporate knowledge from your industry directly and prioritized into your sales process. This is now possible:

Connect: create customer profiles, enrich them with 50+ AI data providers and send hyper-personalized messages.
Engage: reactivate contacts at scale, share valuable insights and utilize network effects.
Grow: Nurture leads until they are ready to buy, evaluate activities and statements and synchronize with HubSpot.

Discover how these use cases for AI and automation can transform your revenue team.

New AI tools appear every day and increase the complexity for tech companies.

This flood of possibilities promises innovation, but also creates confusion. Decision-makers are faced with the challenge of identifying the right solutions from this oversupply and integrating them seamlessly.

The key lies in a well thought-out AI strategy that focuses on the optimal balance between feasibility and impact.

It breaks down data silos, attracts global talent and automates growth intelligently. At the same time, it preserves valuable, personal customer contact. Only those who master this balance and prioritize projects according to their feasibility and impact will stay ahead in the age of AI and create real added value.

Inside Sales More resources

Sales professionals are efficient when they know exactly which leads are ready to buy and need to be contacted.

Trade Fairs More events

Trade fairs, conferences and events are a question of timing and depend on the right follow-up strategies.

Cold calling More campaigns

Mass mailings and cold calling burn up the leads and provide no added value - they annoy the target group due to high wastage.

The AI transformation

Before

Afterwards

Efficiency

Chaotic and manual effort

Structured, increased productivity

Customer Experience

Inconsistent communication and follow-ups

Consistent buyer journey

Lead conversion rates

Low lead conversion rates

10X lead conversion rates

Response Times

Delayed response times

Immediate response times

CRM Data Management

Manual, inconsistent data entry

Automated, centralized data entry

Competitive advantage

Internal expertise

Internal expertise & industry knowledge

Sales forecast

Inconsistent sales forecasts

Precise sales forecasts

Growth potential

limited

scalable

Resource efficiency

Inefficient use of resources

Optimized resource allocation

Customer loyalty

Lack of commitment, low customer loyalty

Right timing, high relevance

Conversation Starters

LinkedIn, website and AI data provider for data enrichment. Automate the contact process.

Follow-up automation

Automatically keep in touch and increase the engagement of your leads with relevant content until they are ready to buy.

Lead scoring

It's a match! Continuously evaluate lead activity to identify relevant intent signals and sales opportunities.

We are not an agency, but your partner for planning and implementation. We develop a customized AI strategy, implement it and transfer the functioning operation. If required, we provide a remote team to perfectly complement your existing resources.

Discover how to use AI effectively to break through data silos and automate growth.

We automate marketing and sales processes from prospecting to identifying qualified leads. We support you with professional onboarding and the right AI tools for your CRM. We use the tried-and-tested Automation Canvas for this.

The result: prioritized, relevant leads in your HubSpot, Pipedrive, Salesforce or your CRM - the familiar environment of your sales team - and maximize your chances of significant growth.

Connect

Gain new leads and reactivate existing contacts. Optimize your messages through A/B testing and increase attention through hyper-personalization.

Engage

Invite your contacts to share their expertise and provide them with relevant content. Encourage exchange, keep the leads warm and your company present.

Grow

Analyze the activities of your contacts and synchronize qualified leads with your CRM. Focus on the leads with the highest score - it's a match!

"Gain and reactivate leads through personalized communication & industry insights."

Marc Müller

Sales

"Stay memorable: constant customer interaction and higher sales opportunities."

Valentin Binnendijk

Founder

"Accelerate business growth: Recognize ready-to-buy leads."

Marc Gasser

Founder & CRO

What will you learn in the Discovery Call?

Dive into proven strategies and the art of turning unknown contacts into new, ready-to-buy customers - the foundations for a functioning buyer journey.

We'll show you suitable AI tools to automate prospecting, lead generation and the sustainable nurturing of your leads.

Your new AI platform identifies the top 1-3% of your leads, saves them with all relevant details in your CRM and enables your sales team to focus fully on the most promising contacts.

Book a Discovery Call

"Cotide has been instrumental in bringing United Security Providers' internal expertise to the outside world and enriching CRM data. The ability to not only reach our target group, but also to maintain a valuable dialog on an ongoing basis, has significantly strengthened our market presence."

Yves-Alain Gueggi

CEO, United Security Providers

"The collaboration with Marc and Valentin was highly professional at all times and was also a lot of fun. I can also recommend Cotide to other companies that are looking for innovative ways in B2B marketing."

Eberhardt Weber

Founder & CEO, Emporix

"With Cotide, we have found a way to get in touch with a large number of B2B companies. We can now proactively share our expertise and knowledge, position ourselves and lay the foundations for future business relationships."

Reto Baumgartner

CEO, MySign

"Marc Gasser regularly works for us and our clients. He shows them how to identify bottlenecks in the buyer journey, effectively build a qualified pipeline and recognize buying signals. His clear strategies and hands-on workshops have already helped many of our clients."

Lutz Thalmann

Managing Director, Axel Springer Corporate Solutions

"Thanks to Cotide and their product for effective lead scoring and contact management, we have significantly improved our sales pipeline. Cotide is an excellent support for our sales department, full of enthusiasm and efficiency."

Torsten Sabel

COO, BlueReport (Cognita)

"Cotide has provided us with some great best practices and a compelling implementation framework. The combination of their expertise with internal implementation strength allows for faster and better scaling."

Benoît Henry

CEO, Certifaction

"Cotide helped us grow with best practices and an effective execution plan. Working with them had an ROI in less than 2 months! The biggest impact has been the increase in our team productivity and sales pipeline."

Adrian Kyburz

Head of Revenue, Xorlab

Identify the 1 - 3 % ready-to-buy contacts among all your existing and new leads.

Nurture all other leads automatically with valuable insights so that you stay top-of-mind with them.

Use artificial intelligence (AI) for more efficient sales and invest your time in the right contacts.

Frequently asked questions

This offer was specially developed for sales in B2B Software & Services. For entrepreneurs, CEOs and sales experts with a sales team.

This path requires a willingness to learn and direct communication at eye level. We assume that you act on your own responsibility and do not accept excuses. This offer is not for companies looking for a coach who promises 10-15 leads per day quickly or who only imparts theoretical knowledge without practical applicability.

This offer is aimed at entrepreneurs, CEOs and sales experts from software companies and professional services who

want to strategically win more customers and automate their sales process.
want to offer complex solutions with long sales cycles more efficiently.
want to deploy their sales resources more efficiently and optimize collaboration with marketing.

Our solution is not a short-term lead generation hack. Our solution focuses on building long-term relationships for companies with products and services with long buying cycles. Check outour prices

We take care of the automation, set up proven email sequences and find the best leads so you can focus on the 1-3% ready-to-buy contacts.

We conduct 2 workshops with you to define your target group, find a relevant survey topic and design the questions. We build your outbound machine and optimize it twice a month to increase engagement and close rates.

Yes, we serve B2B companies that sell high-quality products and services with long purchase cycles.

In the dashboard, you can see which contacts are ready to buy. This means that they are already looking or will soon start looking. When the timing is right, it's easy to get people to talk to you. All you have to do is ask. We provide you with a script that you can customize to your needs.

We focus on generating ready-to-buy leads, not on capturing a comprehensive marketing and scientific study or for product feedback and product-market-fit.

Start valuable conversations

Automate the initial contact and qualify leads with hyper-personalized, valuable content.

Prioritize ready-to-buy contacts

Identify the most promising contacts by evaluating survey responses and behavior.

Increase sales efficiency

Automate your sales process from prospecting to lead qualification with the help of AI & automation.

Professional AI sales workshops

Interactive 2.5h workshop aimed at understanding your target audience and developing a story that works.

Bi-weekly check-in & optimization

We plan a 1:1 meeting every two weeks to assess the planned activities and make optimizations.

Individual checklist and implementation plan

A checklist created especially for you, with clear steps to sales success, data-based insights and market dynamics. You will receive your personal implementation plan.

Enriched and validated contact lists

Your existing CRM contacts and new leads are researched, enriched and validated. The result is the perfect, merged lead list.

Get lookalikes, similar to your best customers

Leads that are similar to your customers, followers and subscribers are also enriched, validated and consolidated with your existing contacts.

Messaging A/B tests for benchmark positioning

Find out which topics and benchmarks resonate best with your target group.

Building your outbound engine

Get a scalable email infrastructure with sequences and CRM integration to optimize your sales process. Including support for the setup.

KI-Kategorisierung und Follow-up Automation

Kategorisiere alle Antworten von out of office Pausierung bis zu den Informationen, welche individuell angefordert werden mittels KI. Automatisiere deine Follow-ups und kommuniziere hyper-personalisiert.

LinkedIn & Webinar Engagement Strategien

Strategien und Tipps, um LinkedIn und Webinare zur Steigerung deiner Sichtbarkeit zu nutzen und deine Position als Meinungsführer zu festigen.

Analytics & Reporting

Detailliertes Feedback zur Performance, um Strategien zu verfeinern und zukünftige Salesbemühungen zu verbessern.

Datenpunkte und Funnel-Metriken

Sieh dir die Konversionsraten von Lead zu MQL, SQL und gewonnenen Deals in HubSpot oder deinem CRM an.

Kostenloses, signiertes Buch

Als Teilnehmer erhältst du kostenlos das signiertes Buch «Marketing & Sales Automation für B2B Unternehmer» (Springer Gabler 2022).

Industriereport mit Brancheninsights

Ein detaillierter Bericht, der dein Unternehmen als Autorität positioniert und wertvolle Brancheninsights bietet.

Unified Master Inbox

Der Master-Posteingang, der alle deine E-Mail-Konten in einem zentralen Dashboard verwaltet und einen 360-Grad-Blick auf alle Nachrichten deiner Kunden bietet.

HubSpot Integration

Integriert ins HubSpot Sales CRM für die effiziente Bearbeitung der qualifizierten Leads. Finde die Leads mit dem höchsten Score und deren Aktivitäten direkt in der Sales-Liste.

Pipedrive Integration

Integriert ins Pipedrive für die effiziente Bearbeitung der qualifizierten Leads. Integration via Zapier.

Zapier Integration

Integriert mit Zapier für die effiziente Bearbeitung der qualifizierten Leads und Integration in tausende andere Apps.

Salesforce Integration

Integriert ins Salesforce für die effiziente Bearbeitung der qualifizierten Leads. Integration via Zapier.

Revenue Operations (RevOps) meets AI: Marketing & Sales Automation

Suddenly relevant: AI brings dynamism to the buyer's journey