Closely simplifies sales prospecting with AI tools that automate LinkedIn and email outreach while maintaining a personal touch. It combines data enrichment, lead scoring, and multichannel campaigns into one platform, saving time and improving lead engagement. Key highlights:
- AI-Powered Personalization: Automatically crafts tailored messages using prospect data, increasing response rates by 35%.
- Lead Scoring: Ranks leads based on conversion potential, boosting lead-to-opportunity conversions by 38%.
- Multichannel Outreach: Manages LinkedIn, email, and phone campaigns from a single dashboard.
- LinkedIn Automation: Handles connection requests, follow-ups, and messaging, saving 15 hours per week.
- Unified Inbox: Centralizes LinkedIn and email replies for better communication management.
- CRM Integration: Syncs with Salesforce, HubSpot, and more for real-time updates.
Closely helps U.S. sales teams scale outreach, reduce manual tasks, and focus on connecting with high-value leads.
How I streamline sales prospecting with AI personalization (b2b marketing)
Machine Learning Features in Closely
Closely uses machine learning to streamline prospecting by analyzing massive datasets, enabling personalized outreach, identifying high-value leads, and tweaking campaign strategies in real time. Let’s explore how these tools elevate personalization, lead scoring, and campaign tracking.
AI-Powered Personalization and Outreach
Closely’s machine learning takes personalization to the next level by crafting tailored messages at scale. The platform’s AI dives into prospect profiles, company details, and contextual insights to create messages that feel handcrafted – even when sent to many recipients.
"Closely’s AI personalizes your LinkedIn and email outreach using profile and contextual data for tailored messaging." – Closely [1]
This automation doesn’t stop at messaging. Closely’s Sales AI Agents handle lead research and qualification, boosting personalization efforts and driving up response rates by 35% [1].
Lead Scoring and Data Enrichment
Closely’s algorithms are designed to pinpoint the prospects most likely to convert. Using predictive scoring models based on past successes, the platform assigns scores to prioritize leads with the highest potential.
Beyond scoring, Closely enriches lead data by filling in missing details like job titles, company names, phone numbers, and email addresses. Real-time behavioral data further sharpens lead qualification, ensuring teams focus on the right opportunities.
The results speak for themselves. Companies using data-driven lead scoring see a 38% increase in lead-to-opportunity conversions. Properly scored leads lead to marketing conversion boosts of 9%–20% and churn reductions of 13%–31% [2][3]. Businesses leveraging enriched data are 23 times more likely to acquire customers, 6 times more likely to retain them, and 19 times more likely to achieve profitability. On the flip side, poor data management costs U.S. businesses over $3.1 trillion annually [2]. These insights feed directly into campaign tracking, ensuring continuous improvement.
Campaign Performance Tracking
Closely’s machine learning doesn’t just stop at identifying leads – it keeps campaigns running smoothly by analyzing performance in real time. By tracking metrics like open rates, response rates, meeting bookings, and conversions, the platform helps teams fine-tune their outreach strategies.
The real-time performance tracking allows sales teams to quickly pivot when campaigns aren’t hitting the mark. An easy-to-use analytics dashboard provides insights across channels, team members, and prospect groups, giving sales managers the tools to identify what’s working and fix what’s not – before it impacts results.
LinkedIn Sales Automation with Closely
LinkedIn plays a crucial role in B2B sales, but managing connections, messages, and follow-ups manually can be a massive time drain. While machine learning improves prospecting strategies overall, LinkedIn automation takes it a step further by simplifying direct engagement. Closely’s automation tools transform these repetitive tasks into seamless processes that work around the clock.
Automating LinkedIn Engagement
Closely takes the hassle out of LinkedIn prospecting by automating time-consuming actions. Tasks like visiting profiles, sending connection requests, following up with leads, and even liking posts are all handled effortlessly. This means sales teams can engage with prospects at scale without lifting a finger. Plus, since it’s cloud-based, these campaigns can run 24/7.
"Automate profile visits, connection requests, follow-ups, and messaging on LinkedIn – at scale. Closely’s automated prospecting engine helps B2B teams engage more leads, faster – without manual effort." – Closely [4]
The platform uses smart AI sequences to mimic natural human actions, reducing the monotony of repetitive tasks. On average, sales professionals save 15 hours each week by automating outreach, all while boosting LinkedIn engagement by 52% [4]. Teams also report connecting with three times more qualified decision-makers [4].
Unified Inbox for Communication
Automation doesn’t stop at outreach – managing responses is just as important. Juggling LinkedIn conversations alongside email threads can quickly become overwhelming. Closely addresses this with its unified inbox, which centralizes all LinkedIn and email replies into one convenient workspace. This way, no message or lead gets lost in the shuffle, and sales professionals can respond quickly without jumping between platforms.
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D., Digital Strategist & Coach [4][1]
For U.S.-based sales teams working across different time zones, the unified inbox becomes a game-changer. It allows reps to review responses, prioritize key conversations, and maintain the high level of service that American B2B buyers expect.
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Multichannel Outreach and Lead Generation
Closely takes LinkedIn automation a step further by enabling outreach across multiple communication channels. In today’s B2B sales environment, success often depends on engaging prospects through a combination of LinkedIn, email, and phone calls. With buyers interacting across various platforms, sales teams need tools that streamline outreach while maintaining consistent messaging across every channel.
Managing Multichannel Campaigns
Disjointed campaigns can lead to mixed messages and missed opportunities. Closely solves this by allowing you to manage unified campaigns from a single dashboard. For instance, you can start with a LinkedIn connection request, follow it up with a tailored email, and schedule a phone call – all within one coordinated sequence. Its AI-powered sequencing ensures that each follow-up builds on the previous interaction, adding context to keep the conversation going. This method increases engagement by reaching prospects on their preferred channels without overwhelming them on any single platform.
Verified Email and Phone Finder Tools
Accurate contact information is at the heart of effective prospecting. Closely’s verified email and phone finder tools ensure that contact details are up-to-date and reliable. By cross-referencing multiple databases and verifying email addresses and phone numbers in real time, the platform helps reduce bounce rates and safeguards your sender reputation. This is especially important for U.S.-based teams aiming to comply with regulations like the CAN-SPAM Act and TCPA.
CRM Integration and Contact Import
The real strength of multichannel outreach lies in its ability to seamlessly integrate with your existing sales tools. Closely works natively with major CRMs like Salesforce, Pipedrive, HubSpot, and GoHighLevel, syncing all lead interactions in real time[1]. This eliminates the hassle of manual updates, ensuring your team always has the latest prospect information. For example, Salesforce workflows can automatically trigger follow-ups based on prospect behavior, while HubSpot updates in real time with contact details, messages, and engagement data. Pipedrive also tracks every LinkedIn interaction, linking it to the appropriate deal records.
In addition to CRM integration, Closely supports CSV imports for existing contact lists. This makes it easy to upload your prospects and launch multichannel campaigns right away. By combining scalability with personalization, the platform meets the expectations of U.S. B2B buyers while helping sales teams expand their reach effectively.
Practical Tips for U.S. Sales Teams
Sales professionals in the U.S. face a unique set of challenges in today’s competitive B2B market. By leveraging Closely’s advanced tools and features, sales teams can streamline their outreach efforts and see measurable improvements in results. Here’s how to make the most of these strategies.
Setting Up AI-Driven Campaigns
Take advantage of Closely’s AI capabilities to create personalized messages that feel authentic and connect with U.S. buyers. Start by defining your campaign goal – whether it’s scheduling demos, generating leads, or nurturing existing relationships.
Use a combination of LinkedIn and email for outreach. Research shows that LinkedIn messages have a 10.3% reply rate compared to cold emails at 5%, making LinkedIn an essential engagement tool[1][5]. Before launching your campaign, verify contact details through data enrichment settings to minimize bounce rates and ensure your messages reach the right people[1].
Analyzing Campaign Performance
Once your campaign is live, track its effectiveness using Closely’s analytics dashboard. This unified tool provides a clear overview of all your campaigns and team activities[1]. Focus on metrics that directly impact your sales pipeline, such as response rates, connection acceptances, meeting bookings, and new pipeline opportunities. Many users report a 35% boost in response rates after implementing these strategies[1].
Evaluate how each channel performs within your multichannel campaigns – some industries may respond better to LinkedIn, while others prefer email. Additionally, track the time savings from using Closely, as it reduces manual prospecting by an average of 10 hours per week[1]. Integrating with CRMs like Salesforce, Pipedrive, or HubSpot provides a full view of how AI-generated leads move through your sales funnel.
Best Practices for Maximum Results
Scaling personalization is a major advantage in sales. While Closely’s AI handles much of the work, adding personal touches – like referencing recent company achievements or industry trends – can make your messages stand out to U.S. prospects, who often appreciate direct and benefit-focused communication.
Use the unified inbox to keep conversations seamless across LinkedIn and email, ensuring no opportunity slips through the cracks.
Stay compliant by including opt-out options in your email sequences and respecting prospect preferences. CRM integrations can help maintain accurate do-not-contact lists, ensuring your outreach remains both effective and respectful.
Regularly review your campaign performance and refine your approach based on response trends. Closely users often see a 45% increase in pipeline opportunities[1], while AI-driven personalization can boost lead engagement by up to 25%[5]. The key is blending technology with thoughtful, genuine engagement to build meaningful connections.
Conclusion: Transforming Sales Prospecting with Closely
In today’s B2B sales landscape, relying on manual prospecting methods just isn’t practical anymore. AI-powered tools like Closely are stepping in to tackle the repetitive and time-consuming tasks that often slow sales teams down. By integrating machine learning into the process, Closely offers a solution that addresses challenges like endless research and inconsistent outreach.
Closely’s standout feature is its ability to automate personalization while keeping outreach authentic across multiple channels, including LinkedIn and email. It simplifies the entire prospecting process, letting sales professionals focus on building real connections instead of getting bogged down in the details.
What makes Closely unique is its all-in-one approach to sales automation. Instead of juggling several tools, teams can rely on a single platform to handle research, outreach, and personalization. This efficiency means more time spent fostering relationships while the AI takes care of the heavy lifting.
The results are hard to ignore – users have reported higher response rates, stronger pipelines, and significant time savings. These benefits highlight how AI can reshape and improve sales automation.
FAQs
How does Closely’s AI personalization boost response rates in sales prospecting?
Closely uses AI-driven personalization to craft messages that genuinely align with each prospect’s needs and interests. By analyzing important data points, the AI generates outreach that feels relevant and engaging, increasing the likelihood of a response.
Personalized outreach has a proven track record of boosting engagement. In fact, Closely’s tools have been shown to increase reply rates by as much as 35%. This focused approach ensures your communication cuts through the noise, helping your sales messages stand out and deliver stronger results.
How does lead scoring in Closely help improve lead conversion rates?
Lead scoring in Closely leverages machine learning to assess and rank leads based on how likely they are to convert. This means sales teams can zero in on the most promising prospects, making the best use of their time and resources.
By focusing on high-potential leads, the platform simplifies outreach, enhances efficiency, and drives stronger sales performance. It’s a more strategic way to approach prospecting, helping professionals achieve more with less effort.
How does Closely use machine learning to track and improve campaign performance in real time?
AI-driven machine learning tools keep a close eye on campaign performance, tracking key metrics as they change in real time. By spotting trends and pinpointing what strategies work best, these tools deliver actionable insights that help sales teams fine-tune their outreach efforts.
With built-in AI features, the system automatically tweaks messaging, timing, and other variables to boost engagement and response rates. This flexible approach keeps campaigns running at their best, saving time while delivering stronger results for teams and professionals alike.