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Smart Reach

Smart Reach

What is Smart Reach?

SmartReach uses AI to generate personalized outreach emails and call guides that are tailored to specific leads. SmartReach is a feature within the Sales Intelligence suite.

Benefits of Smart Reach for Sales Teams:

  • Brings Marketing and Sales in closer alignment by:

    • Ensuring on-time and effective follow-up on marketing leads by the Sales team

    • Ensuring sales follow-up using messaging that is consistent with marketing efforts

    • Reducing the effort it takes Sales to follow-up on a high volume of leads

    • Personalizing messaging and outreach strategy based on engagement data

    • Improving response rates as a result of the personalized, data-driven strategy

Stats On Benefits of personalizing emails

  • 72% of consumers exclusively engage with personalized messaging. (Source: SmarterHQ)

  • 70% of millennials experience frustration when brands send them irrelevant emails (Source: SmarterHQ).

  • Personalized calls to action demonstrate a 202% better conversion rate than standard calls to action (Source: Hubspot).

  • Emails featuring personalized subjects are 50% more likely to be opened (Source: Litmus)

  • Personalized emails achieve an open rate of 29% and a click-through rate of 41% (Source: Campaign Monitor)

Source: 15+ Must-Know Personalized Email Marketing Statistics 


Data Methodology

Smart Reach leverages the data or "knowledge" that Madison Logic collects about each lead to create highly personalized outreach materials.

This knowledge includes:

  • Contact Profile: Key details about the lead, such as their name, title, seniority and job function.

  • Asset Consumed: Contextual understanding of content the lead has interacted with.

  • Company Knowledge Graph: Firmographic knowledge of the company, such as name and industry.

  • Intent Insights: Data on the topics and products the lead is researching, providing clues about their organizational needs and priorities.

Madison Logic feeds all of this knowledge into a generative AI model. The AI model processes this information and generates personalize messages.

AI Inputs vs. Outputs

SR_ai_inputs_and_outputs.png

 


Examples of Personalized Outreach

Smart Reach provides a suite of outreach messages tailored to help sales teams engage leads effectively at different stages of the sales process. Here's a quick introduction to each:

Introductory Email

A personalized email designed to make a strong first impression. It introduces your company, highlights the lead's relevant pain points, and presents a compelling value proposition to spark interest and start the conversation.

Subject: Optimizing Your IT Infrastructure

Hi Erik,

I hope you're doing well. As you focus on advancing your organization’s IT infrastructure, I wanted to share how improving server performance, energy efficiency, and scalability can help streamline operations at the City of Example. Addressing these areas, along with enhanced security and automation, is key to supporting your digital transformation and adapting to evolving technology demands.

Company ABC is committed to offering solutions that meet the specialized needs of government IT environments, ensuring your systems remain efficient, resilient, and future-ready. I'd be happy to discuss how we can support your ongoing efforts.

Best regards,

<your name>

Follow-Up Email

A follow-up message that builds on previous interactions or touches on specific engagement triggers. It reinforces the value of your offering while encouraging the lead to take the next step, such as scheduling a meeting or accessing more resources.

Subject: Checking In on Your IT Priorities

Hi Erik,

I wanted to quickly follow up on my previous message regarding IT infrastructure improvements at the City of Example. Whether it’s optimizing server performance, ensuring energy efficiency, or scaling for future workloads, Company ABC has solutions tailored to meet your evolving needs.

If there’s a convenient time for a brief chat, I’d be happy to discuss how we can support your goals.

Best regards,

<your name>

Introductory Call Guide

A structured script to help sales reps navigate their initial phone conversation with a lead. It includes key talking points, personalized insights, and suggested questions to establish rapport, uncover needs, and drive the conversation forward.

Introduction

Hi Erik, this is [your name] calling from Company ABC. How are you doing today?

[Wait for a response.]

I won’t take much of your time. I work with teams like yours in the government sector to help streamline and optimize their IT infrastructure.

Reason for the Call

The reason I’m reaching out is that I wanted to talk with you about some of the challenges and opportunities IT teams are facing around digital transformation and infrastructure management, especially in the public sector.

Value Prop

At Company ABC, we’re focused on helping organizations like the City of Example enhance their compute performance, efficiency, and security. Whether it’s managing server workloads, ensuring energy efficiency, or tackling cooling challenges, we’ve seen a lot of ways to optimize and improve how government IT infrastructures operate.

Open-Ended Questions

How are you currently managing server performance and energy efficiency across your systems?

What’s the biggest challenge you’re facing with scaling your IT infrastructure to meet growing demands?

Have you had any initiatives around sustainability or cooling solutions to optimize your data centers?

Objection Handling

If they say they are not interested:

I completely understand. Out of curiosity, is it a matter of timing, or is your team already working with a solution that meets your needs? I’m happy to share a quick resource if that would be helpful for the future.

If they say they already have a vendor:

That’s great to hear! We often collaborate with teams that have existing vendors, especially when it comes to specialized needs like server automation, acceleration for AI/ML, or meeting new security standards.

Call to Action

I’d love to set up a quick 15-minute call to dive into this further and see if there are any ways Company ABC could support your current or future initiatives. Would next Tuesday or Thursday work better for you?

[Wait for response, then close.]

Thanks again, Erik, and I look forward to connecting soon!

Voicemail Message

A concise and engaging voicemail script designed to grab the lead’s attention. It communicates the purpose of the call and encourages the lead to follow up or engage with your team.

Voicemail Message

A concise and engaging voicemail script designed to grab the lead’s attention. It communicates the purpose of the call and encourages the lead to follow up or engage with your team.

Hi Erik, this is [your name] from Company ABC. I hope you’re doing well. I wanted to touch base as we’re working with government teams like the City of Example to optimize their IT infrastructure, especially around areas like compute performance, energy efficiency, and security features. I thought it might be helpful to connect briefly and explore if any of these areas are top of mind for your team.

If you’d like to discuss some tailored solutions, feel free to call me back at [your phone number], or I’ll follow up by email as well. Thanks, and I look forward to connecting soon!

 


User Workflow

 

smartreach.png

The primary method clients will use to leverage SmartReach will be through lead delivery. The SmartReach personalized messages will be an appendage to the client's leads in their lead delivery file. Please contact your CXM to ensure SmartReach is added to your lead delivery file.

The second way to access the SmartReach personalized messages is through ML Platform. Follow these simple steps to leverage SmartReach in ML Platfrom:

NOTE: To access ML Platform, users must be set up with an ML Platform account.

  1. Step 1: Navigate to the Sales Intelligence Page

    1. Log in to the ML Platform.

    2. From the side navigation menu, click on "Sales Intelligence" to open the feature.

    3.  

  2. Step 2: Enter the Lead’s Email Address

    1. Locate the input field for Lead Email Address.

    2. Type in or paste the email address of the lead you want to engage with.

    3. Once entered, the system will automatically retrieve data for the lead.

    4.  

  3. Step 3: Select an Asset

    1. A list of assets the lead has interacted with (e.g., whitepapers, webinars, case studies) will populate.

    2. Click on the asset that best aligns with your intended outreach or the lead’s demonstrated interests.

    3.  

  4. Step 4: Choose the Communication Type

    1. Select the type of communication you’d like to generate:

      1. Email: For personalized email messages.

      2. Call: For a structured call guide.

    2.  

  5. Step 5: Click the "Generate" Button

    1. Once you’ve selected the asset and communication type, click on the "Generate" button.

    2. The system will use the selected data to generate a personalized email message or call guide.

    3.  

  6. Step 6: Use the "Copy to Clipboard" Button

    1. After the message or guide is generated, you’ll see the content displayed in the output section.

    2. If you’re happy with the generated content, click the "Copy to Clipboard" button to copy it.

    3. Paste the content into your email client or use it during your call.

    4.  

Tips for Best Results:

  • Always double-check the generated content for accuracy and make slight tweaks to personalize further, if necessary.

  • Combine the call guide with personal touches to make your conversation more authentic.

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