Sales & Lead Generation AI

Improve handling before increasing volume

Start by checking how an enquiry becomes an assigned task. Missing ownership, duplicate records and forgotten follow-up often matter more than generating more names. Keep one source of truth for the current status.

Where AI can help

AI can assist with summarising an enquiry, preparing a draft response from approved information or suggesting questions a salesperson should ask. A person should verify the summary and decide whether the suggested response is appropriate.

A practical record

• How and when the person contacted you.
• The specific need they described.
• The assigned owner and next action.
• The relevant communication permissions and preferences.
• The source of any important fact used in a reply.

Keep outreach relevant

Do not fabricate personal details or pretend a generated message reflects a relationship that does not exist. Before collecting contact data or sending marketing, check the rules that apply to your location, recipient and channel. Our guidance does not replace advice on those requirements.

Follow the lead follow-up workflow for an internal process with duplicate handling, approval and exception checks.