Intent Data: What It Is and How to Use It in Sales

Intent Data: What It Is and How to Use It in Sales

What is intent data?


Intent data, simply put, is data collected to help predict someone’s intent, whether it’s intent to buy a product or service or do something else entirely. In business terms, it’s a way to generate promising leads. When you’re attempting to sell a product, you don’t just target anyone. You target those who have already displayed interest in the product through their web usage.


Using buyer intent data, you can narrow that field even more. If the data shows that a firm is researching anti-virus software, that “intent data” would be very valuable to companies that sell anti-virus software because it’s a sale waiting to happen. Likewise, if your company specializes in IT services, you’ll want to pitch to a company that’s specifically looking for IT services.


If you’re selling a product or service and you don’t have any leads, you’re forced to cast a very wide net. You’re then doomed to waste a lot of time pitching to clients that just aren’t interested. If you have leads, the net you have to cast shrinks. With highly qualified leads, it shrinks even more. That’s what intent data provides. It reduces the number of possible clients, leaving a bigger percentage of probable clients.


How to use Intent Data


Intent data works by giving you a peek into a potential client’s web usage. By looking at what someone does on the web, the companies that gather this data can learn about that person’s interest. They’ll take into consideration their content consumption, such as what websites they go to and what pages they read. From that point, it’s just a matter of putting that information together into a coherent picture.


If a web user frequently visits a certain website, it’s safe to assume that they’re interested in whatever topic that website covers. If they specifically read articles covering a niche aspect of that topic, then their interests become even clearer.


Researching the person is just as important as researching their interests. This is because if the person is employed by a certain company, their web usage could shed light on the company’s intentions. Once you identify someone’s employer, you could shift your focus to other employees and their usage. If multiple employees are showing interest in the same thing – accounting software, for interest – it could indicate that the company they work for is looking to adopt new accounting software.


You could make the argument that these people could find their way to you eventually. After all, you are selling the product that they’re interested in. However, solid intent data can help you identify buyer interest while they’re still in the research phase, giving you a definite advantage over the competition. It also allows you to swoop in there and close the deal before they decide to go in a different direction.


Another major benefit of intent data is it allows you to tailor your product or service to the potential client. Instead of them coming to you and you trying to modify your product to fit their needs, you’re coming to them with something that already addresses every need that they have.


Of course, any hard work outlined above doesn’t apply to you, because you’re simply purchasing the intentdata after someone else has already compiled all of it.


How is it gathered?


Mentioned briefly above, content consumption is at the heart of intent data. Third-party vendors, the ones you’ll be purchasing the data from, are constantly collecting and cataloging the online research done by a myriad of companies. That data is then compiled and a baseline is determined to show how often, on average, a company reads up on a certain subject. 


Thanks to the baseline, these vendors can now see when interest in a certain topic spikes. That spike likely indicates that a company is showing special interest in that topic, and if it’s a topic that relates to a certain product or service, it could indicate an intent to purchase.


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A lot of different metrics factor into these baselines, including how long is spent on a page, how many individual consumers visited the page, and even how quickly they scrolled through. The amount of content consumed, such as videos being watched, is also tracked.


There are other, more straightforward means of collecting intentdata, too. For example, if you have a social media ad in place, anyone who clicks on that ad is ostensibly interested in what you’re selling. Likewise, anyone who subscribes to a newsletter that you offer, or one that’s relevant to your product or service, is probably interested in what you’re selling. This lead data is just as valuable, though it’s not as proactive and is similar to waiting for the client to come to you.


What types of intent data are there?


There are two major types of intent data: first-party and third-party.


Whether you realize it or not, if you sell something through a website, you’ve likely already taken advantage of first-party intent data. You can collect this through any analytics tool that you use to track the activity on your website. Tracking the number of IPs coming in and clicking on different products is gathering intentdata: you’re seeing what’s garnering the most attention on your website to help predict what’s going to sell.


This sort of data is easy to come by, but it’s not the most effective. For starters, without the use of IP identification software, all of this data will be anonymous. It will tell you how many people are interested in a specific product, but not who those people are, so you wouldn’t be able to pursue that sale. This sort of research is better used to determine what products are the most popular, rather than the intent of individual buyers.


The other major drawback to first-party intent data is that you’re only collecting data from people who have already come to your website when there’s a much bigger pool of buyers that might not even know your website exists. 


Third-party intent data can provide you with a much bigger picture of a prospective client’s journey. Anyone who’s ever made a big purchase online likely did substantial research before finally going to the website that sells the product. If you’re researching 4K Blu-ray players, you’re going to comb through all of the tech sites and blogs before finally going to Amazon and making the purchase. With third-party intent data, all of this initial research is factored in.


The most effective way to apply intent data is to use both first-party and third-party data. There’s no reason to choose one over the other, especially when the data they provide is a bit like apples and oranges. They tell you different things, meaning you can take both and form a better profile of your buyer.


Different types of intent data


What are the best buyer intent data tools?


Leads are vital to effective sales marketing and intent data is an invaluable way to generate solid leads. That’s why it’s no surprise that several intent data tools have popped up across the Internet.




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The best thing about Leadfeeder is that the basic version is free. If you want the premium version, it’s still only $63 a month, which is very affordable. Leadfeeder tells you all about companies that visit your website. The service offers a range of filters that allow you to sort companies by all sorts of criteria so you can zero in on your ideal prospect. 




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ZoomInfo is a database that offers up all sorts of information on prospective clients. It also integrates with several tools and features a Google Chrome browser extension. At $4,900 a year, it’s not cheap, but there is a free trial that allows you to test the waters.




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This is another service that offers first-party intent data by tracking and identifying who visits your website. The downside, as discussed earlier, is that first-party data doesn’t help you bring clients to your website. That said, it’s still useful information, and KickFire provides a lot of it. There’s no set price for the service because it’s based on volume.




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Not only does DemandJump help you track potential customers across the Internet, but they also give you information on your competitors, so you can see exactly what you’re up against. The base plan is $99 a month and that lets you track 25 keywords and 3 competitors. The more you want to track, the more it’s going to cost you.


TechTarget Priority Engine


If you’re looking for third-party intent data, TechTarget’s Priority Engine can get you just that, as well as contact information for potential clients. Like KickFire, they don’t offer upfront prices, meaning customers need to call to get a quote. 


What Is B2B Intent Data?


Above we discussed the possibility of consumers searching for products on behalf of a business. This would generate B2B intent data, with B2B meaning “business-to-business.” Think of the relationship between a manufacturer and a retailer. Intent data can also help you market towards consumers, but for companies that sell to other businesses, B2B intent data is a crucial factor.


Serious about B2B sales? Learn the 5-step framework to effectively hyper-personalizing any cold email


This sort of data is plentiful if you know where to look, which is why there are so many companies popping up that specialize in analyzing the web usage of potential clients. Opening and engaging with emails, clicking on targeted advertisements, searching for and downloading informational content, and just browsing in general all translates to quality, effective intent data.


How To Leverage Intent Data?


Companies (and really anyone selling a product) can leverage intent data by prioritizing a market that’s already itching to buy what they’re selling. Without any leads, you’re effectively cold-calling potential clients, which can be a monumental waste of time. In most businesses, lost time equals lost money.


With intent data highlighting those who are very likely to want your product, you can focus on those clients and those clients alone, making the most of your time. There’s no such thing as a sure thing in sales, but with the leads generated from intent data, sellers can get as close as possible to already done deals.


Intent data doesn’t just show you who’s interested in your product, it also shows you who has no interest whatsoever. That data can be just as useful, as it reveals a section of consumers that you don’t need to bother engaging with. This can save you valuable time, which you can devote only to customers who are more likely to turn into clients.


What Are the Types of Intent Data?


In addition to first-party and third-party intent data, which we discussed above, you can also make a distinction between known and anonymous data. Known data is when the prospect knowingly gives their data, usually through an action like filling out an online form. If the form is located on your website, that’s known first-party data. If the form in question is filled out on a different website and the information is then picked up by an intent data company, that’s known third-party data.


However, if the prospect doesn’t intentionally hand over their data, and their data is instead gathered through their IP address, that constitutes anonymous data. The prospect at some point agreed to have data collected, but it’s not “known” intent data because they didn’t hand over the data themselves.


Then there’s second-hand intent data. This is simply first-hand intent data that you’ve purchased from somebody. It’s not like third-party data, where promising leads are scraped from web usage. This is when a prospect comes to a certain website, that website collects their data, and then you buy that data from them. It’s very limited in that all the information came from a single site and doesn’t tell you anything about the prospect’s behavior anywhere else on the web.

Scrape LinkedIn Sales Navigator

Scrape & personalize cold emails without the hard work Review and Pricing (2022 Update) Review and Pricing (2022 Update) Review: Everything You Need to Know


Read our review and see what other professionals have to say, learn about pricing, popular features, and discover all current integrations. Not sure if is the right fit for you? Read our other sales tools reviews.


All kinds of sales and marketing staff share one problem: messaging. This problem can come in multiple forms: sales leads reaching out to see what a product has to offer, email, and responses to social media ads. In our technologically advanced, always-connected world, the pressure to respond to inquiries promptly is ever present.


Even worse, a constant inflow and outflow of messages can seem overwhelming. It’s a well-known fact that a lot of professionals spend a large amount of time every day dealing with messages. And of course, people want to hear back at the earliest opportunity.


Fortunately, technology is beginning to catch up with the constant messaging problem. Auto-responders, for instance, are a common way to deal with a vacation. Email automations also send messages when triggered by certain events, and chatbots assist with simple customer service tasks.


With that said, the simple solutions don’t work well in all situations. Some uses of messaging require a greater combination of sending and receiving messages. Or, the constant messaging becomes so time consuming that it’s hard to do anything else. For that reason, there are tools like Reply. We hope that this review will help you understand what the tool is, and whether or not it is useful for your business. Review – Main value proposition


Reply is, simply put, a messaging automation tool. Here, messaging means a lot more than email. Rather, Reply helps sales and marketing professionals communicate with customers and sales leads just about anywhere that messaging happens. Both inbound and outbound messaging, including chatbots or automatic messengers. In addition, messaging can encompass both manual and automated messaging. As this Reply review will point out, the app is very versatile within the messaging space.


Who can benefit from Reply?


Although messaging and emails are a problem for busy management employees, Reply isn’t the tool for them. Reply is designed to help sales and marketing professionals reach out, and reply to, sales leads. Due to its social media and SMS capabilities, Reply is something that both B2B and B2C companies can benefit from. In B2B sales, email and lead generation aspects of this tool are more valuable. For B2C brands, social media and SMS are likely to be more efficient. 


At the end of the day, Reply addresses two pain points for marketers. First, there’s the massive amount of time needed to reply to inquiries from customers, followers, and sales leads. Second, messaging on social media and by email is very labor intensive. Schedulers help with social media posts, but they don’t typically handle replying to people’s comments that well. Reply, on the other hand, facilitates two way communication in a manner that’s very efficient. Review – Main features


One of the great things about Reply is that it has a lot of features. And, for business users, everyone gets the same features. This frees us from needing to include service differences in this Reply review. As already mentioned, Reply facilitates communication between businesses and sales prospects. They break the features of this tool into four groups, called Discover, Execute, Engage, and Improve.

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Under the “discover” category, Reply puts features that help you find the email addresses and other contact information for potential sales leads. Then, users can follow up on these leads with other Reply features and the Chrome extension.


  • Email search: Leverages LinkedIn premium products to find emails.
  • Web crawl for emails and phone numbers: Looks everywhere, so you don’t have to, individually or in bulk. Extracts this information.
  • Automatically adds contact info to Reply tasks.
  • Validates phone numbers and email addresses to reduce duplicates and outdated information
  • Email warm up: prevents spam sanctions by making sure your contacts are ready for live emails.



Once Reply has zeroed in on the contact information you need, it’s time to engage with potential customers. It’s here that Reply’s multichannel capabilities become more evident and highly valuable.


  • Multichannel sequences: Reach out to contacts from multiple channels. Options include LinkedIn, email, social media messaging, Zapier collaborations, branded links, customized replies, video, A/B testing, and calendar integrations. Reach your contacts wherever they are.
  • Cloud calls: Call anyone through their powerful browser extension or direct from the Reply account. Dialer, local number, caller ID, incoming call transfer, and international calling. 
  • Instant messaging: Talk to people via WhatsApp and SMS. Reach people on other channels through Zapier and upcoming integrations.



Next, there’s the “execute” segment of Reply’s features. These help you go the next mile and convert your sales prospects into actual customers.


  • Add videos to email: Introduce yourself with a Vidyard-generated personalized email. Appointments can be booked through that email, and a notice sent to you when a prospect replies.
  • LinkedIn automation: Connection requests, messaging, InMail. Messages are personalized.
  • Appointment booking: Link Reply to Google Calendar, and give direct access for appointment scheduling.
  • AI email assistant: automatically send “human like” emails to prospects. Emails are optimized for maximum response.
  • Tasks flow: Gives individualized “to do” list and helps sales staff execute them. These include manual and semi-automated tasks. Keep track of progress.
  • Contact management: Helps keep contacts current, segments them by category, filters, track past activity.
  • Collaboration: Helps teams work better together by keeping track of everything in one place. 



Finally, there’s the “improve” family of Reply features. These help to keep track of results and improve further campaigns.


  • Analytics: Track the results of your efforts. Record calls and review for quality assurance.
  • Suggestions for improvement: What works, what doesn’t, helps hone strategies for next time. Review – Integrations


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Reply has some integrations available to make the job of sales easier. Most notable are Salesforce, HubSpot, Copper CRM, Pipedrive,, and Zendesk Sell. Email providers such as Gmail and Outlook, Chrome extension, API. For messaging, there’s LinkedIn, WhatsApp, and SMS. The company says that other messaging and social integrations are being developed.


For users that don’t code or need more options, there is a Zapier integration, allowing over 4000 app connections. Here is how Zapier describes their capabilities. Zapier Integrations Review - Integration with Zapier


And a look at the triggered actions available: Zapier Integration Review


Reply Integrations with Zapier Review – Pricing


No review would be complete without discussing Reply pricing. Reply has two basic types of payment plans: email search that combines with LinkedIn Sales Navigator, and a comprehensive sales engagement plan. Essentially, the difference is how much help you need. For email-only, Reply pricing is based on how many email searches you do each month. Comprehensive plans are per user, with rates varying based on the total number of seats you purchase.

Email search only


One of the pleasant surprises in Reply pricing is that they have the option to just buy email addresses. Everyone gets 200 email credits for free, which is enough to help even the smallest business. Subscribers can also purchase 5000 monthly credits for $49, and unlimited credits for $99 per month. However, unlimited email credits are included with annual sales engagement subscriptions.

Sales engagement


Next, there are the sales engagement plans. This Reply pricing is per seat and per month for business plans, and per seat with service level variations for individuals. Individual plans start at $70 per month and include 1000 monthly contacts; for $90, up to 2000 people; unlimited for $120.


Business sales engagement plan pricing is much simpler, as it’s based only on the number of seats. For three or four seats, it’s $70 each, 5-9 people at $60 each, and $50 for any larger number of seats. Finally, there’s agency pricing, but this requires a call to sales.


G2 Score


On G2, Reply is rated 4.6/5, which is drawn from 779 reviews. 


Positive reviews focus on the ease of use, powerful automations, and top notch customer service: G2 Testimonial G2 Testimonial


G2 Sales Automation Software Review


Meanwhile, negative reviews focused on the difficulty switching between Reply and an email client, Lack of pricing transparency, and reduced usefulness for large businesses. Negative Review on G2 for Enterprise Sales

Capterra Score


On Capterra, customers rate Reply at a 4.6, including 89 reviews. Positive reviews showcase the high-quality LinkedIn prospecting, email automations, and natural-looking AI emails.


“I liked the fact that you can create different zaps for specific things to happen or when they happen, this program helps you stay on top of things and looks real to the person receiving your email.”


“Handles CSV upload well, and solves a need that’s important to me.”


“It is easy to search and discover prospects from Linkedin using this tool. Ready templates for your outreach emails.”


Negative reviews focus on difficult setup, poor CRM integrations, and bad customer service.


“It takes hours to set up and if you do not complete every step, your work is lost forever.”


“Perhaps the worst support I’ve ever seen from a paid web service.”


“CRM Integrations and reports are a bit difficult.” Review – Main competitors


Reply is a new entrant into a relatively large field of CRMs and sales automation software. Here are some of its bigger competitors


  • Salesforce. Another legacy CRM with LinkedIn and social media integrations that help you reach customers faster and better.
  • Salesflare. A newer competitor that primarily focuses on email marketing and CRM tasks. Its upside is automatic updating.
  • Hubspot. With Hubspot, you install individual hubs that help you keep track of potential clients and reach out in an efficient way. They have a huge number of native integrations, so Zapier is rarely necessary. Review – Conclusion


As we’ve seen in this Reply review, this tool is still a work in progress. It has promising features for prospecting on LinkedIn and using email marketing. At the same time, the Zapier integration allows for many more applications to “talk” to Reply. 


However, Reply fails to live up to its promises overall. Their website pitches the tool as a great all in one messaging service. And while that might be their plan, Reply doesn’t yet live up to this standard. If you are a smaller B2B business, you can probably get significant value out of it. But as your business grows, if Reply doesn’t evolve as promised then it will stop being as valuable.

Top 5 Sales Engagement Platforms You Need To Consider In 2022

Top 5 Sales Engagement Platforms You Need To Consider In 2022

Sales engagement platforms, commonly referred to as SEPs, are powerful tools designed to help your sales team achieve success. The best SEPs will integrate with your existing CRM and communication tools, allowing you to automate several of the more tedious tasks that take up valuable selling time.


These powerful automation and integration tools help to streamline the sales process, enabling your team to spend more of their time with customers. Sales engagement platforms can significantly help with lead generation, prospecting, and closing deals. 


As a sales leader, you’ll have access to a robust set of analytics, providing you with valuable insight into the performance and productivity of your staff.


How to Choose Your Sales Engagement Platform


Sales engagement platforms are designed to help your sales team reach its goals faster. With so many options available, it can be challenging to decide which platform is right for you. To help you make your decision, we’ve created a list of the top 5 SEPs to consider based on the following criteria:


Innovation. To stay ahead of your competition, you want your sales team to use the most cutting-edge software available. The sales engagement platform you choose should demonstrate a commitment to launching innovative updates with new and exciting features for their customers.


Uniqueness. With so many SEPs available on the market, our top 5 needed to include unique and valuable features that set them apart from their competition.


Ease of use. Sales engagement platforms should be easy to use, with a simple, intuitive interface for salespeople of all experience levels. They should also integrate seamlessly with existing sales and customer interaction tools to ensure that they improve workflow.


Our Top 5 Sales Engagement Platforms


Here are the top five sales engagement platforms you need to consider in 2022.


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Considered the fastest-growing and largest SEP available, Outreach excels in streamlining lead generation, customer relationship management, and campaign management. 


The platform helps to track customer touchpoints throughout the sales cycle. Using automation tools, sales reps can map out email sequences, schedule phone calls, and use various effective email templates to improve workflow and increase sales.


Established Player


Outreach was established in 2014 and has since been a long-time leader in the SaaS sales engagement platform space. They’ve been listed on Forbes 100 best cloud companies every year since 2018 and are backed by Salesforce as well. They are the trusted SEP for 19 of the 25 fastest-growing public software companies, including Zoom, Microsoft, and DocuSign.


Constantly Innovating


Manny Medina, CEO, stated that innovation is at the heart of the mission. He said this as he accepted the Tech Impact innovation award from Seattle Business Magazine in 2017. In their fierce commitment to innovation, Outreach continues to acquire new companies to create an even more robust offering to their customers.


Best Sales Engagement Platforms: review


Apollo is a data-first sales platform that integrates with your existing tech stack to make it even more powerful. Sales teams can leverage precise targeting and filtering capabilities with data-based prospecting to develop the perfect list of companies and prospects. The extensive prospecting tools make outreach more efficient and effective, improving results.


Phenomenal Value


Based on their competition and robust offerings, Apollo offers some of the most attractive pricing plans in the space. There is even a Free option for users looking to experiment with the tool without ever needing to make a full commitment.


Rich in Prospecting Tools and Data


Apollo’s Chrome Extension gives sales teams the ability to not only scrape LinkedIn but any company website on the internet for verified email addresses and contact information. 


This machine learning platform studies activity patterns and can intelligently suggest leads to pursue using effective hyper-targeted segmentation to improve open and response rates. Sales teams can even split tests their outreach efforts and make necessary changes to their messaging based on a broad set of analytics.


All-in-One Solution


Apollo is a powerful and affordable all-in-one solution. This data-driven platform offers:


  • Precise targeting capabilities;
  • Email and calling automation;
  • Data-backed analytics tools for more effective prospecting;
  • CRM enrichment tools.




Autoklose sales engagement review


Autoklose is an all-in-one sales engagement platform and verified B2B database all in one. It is trusted by prominent market leaders, including IBM, VMware, and PayPal. The integrated outreach tools and massive database make it easier for sales teams to scale their prospecting efforts and close deals much faster.


Rich in Features


Autoklose integrates a comprehensive set of features and tools to make the sales team’s lives easier. Sales reps can quickly find potential customers through the outreach platform, improve their messaging with the email-automation tool, and better manage their email campaigns using highly targeted email sequences. 


The comprehensive dashboard gives sales leaders the ability to monitor the performance of their teams, both at a high level and an individual level.


Helpful Tools to Make Life Easier


In addition to the rich set of features, there are also built-in tools to help sales professionals work more effectively. These tools include but are not limited to built-in email verification, spam checkers, email volume throttling, and message writing assistance.


Affordable Pricing


Autoklose is affordable and trusted by sales teams of all sizes. Sales reps can get started right away with a $59.99 monthly plan, which includes unlimited contact uploads, campaign creation, tracking, and follow-ups. For those looking to test the tool, no credit card is required for the 14-day trial.




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Woodpecker is an intuitive cold email tool that facilitates client outreach and business partner relationship nurturing for B2B companies. Email campaign sequences can be tailored to the recipients’ responses and behavior, using basic script templates and elements of personalization. 


Email Deliverability


Woodpecker uses a unique algorithm that ensures maximum deliverability to the intended prospect’s primary inbox. Email addresses are verified in real-time, reducing bouncebacks.


Advanced Campaign Features


Woodpecker’s software learns from past email sends and can intelligently suggest the correct recipients to pitch by understanding which companies are most likely to respond. Sales professionals can create an outreach campaign in just a few minutes, customizing it with their own messaging and integrations along the way.


Great Agency Features


Woodpecker provides a number of lead generation agency features, including one-click logins to each of your different client accounts and an easy-to-use client dashboard. Woodpecker’s email management and sequence capabilities make it possible to manage various email campaigns for several different agency clients at once, with ease.




Outplayhq best sales engagement platform


Outplayhq is a sales engagement platform that enables multi-channel sales engagement across various platforms, including LinkedIn, chat, SMS, Email, Phone, and even Twitter. Using smart sales sequences, the sales team can constantly stay connected with their leads, improving their ability to book meetings and increase sales. This best-in-class platform has won awards for Best Support, Easiest to do Business With and High Performer in the Small and Mid-Market business sectors.


Advanced Personalization Options for Email Campaigns


With a mix of automation and personalization, sales reps can customize email templates with customer information to increase their likelihood of engagement. The platform also sends customizable follow-ups that are triggered by the prospect’s behavior, giving sales teams an edge when it comes to reaching leads at scale.


Magic Outbound Chat


Sales teams will receive an instant notification the moment one of their outbound sequence prospects lands on your company website. Sales reps can then engage the prospect via a real-time chat while the prospect is the most interested.


Advanced-Data & Insights Into Campaigns


Sales reps can make informed business decisions based on the real-time data of each of their outbound campaigns. The reporting and analytics provide clear insight into what moves the sales needle forward and the recommended next steps to drive revenue growth.


Bonus: Salesgear


Salesgear is a multi-channel sales engagement platform that helps SDRs engage prospects via email, LinkedIn and phone calls. Sales teams can create highly personalized playbooks and execute them without having to leave the Salesgear platform. With strong integrations across CRM solutions and also with Gmail, Outlook and Slack, Salesgear lives where your team lives.


AI based Writing Assistant


The Salesgear Writing Assistant helps users create compelling email content and subject lines. It helps create multiple versions of the copy automatically, which can then be used in A/B testing
campaigns to arrive at the best working content.


Multiple inboxes


The biggest challenge for outbound campaigns is scale. With multiple inboxes, your outbound email campaigns can be scaled exponentially. With auto, smart assignment of inboxes, sequences are executed at great speed without impacting the email deliverability and domain reputation.


Email deliverability


Even when you create the greatest content, it matters only if the email gets delivered to the inbox. When you send 100 emails and only 25 land in the inbox, you lose 75% of the business right there. Salesgear’s algorithms ensure that you get more than 90% emails delivered to your prospects’ inboxes.



Best Sales Engagement Platforms: the Conclusion


Sales engagement platforms are becoming an integral part of sales teams’ ongoing success. With so many options to choose from, it’s important to consider the features and functionality that will be most helpful for your own business needs. When evaluating each platform, focus on what makes them unique and how they can help improve your team’s ability to drive revenue growth.

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Scrape & personalize cold emails without the hard work

How to Sell Leads to Your Clients Using Cold Emails

How to Sell Leads to Your Clients Using Cold Emails

Selling leads to clients can be a very lucrative revenue stream for your digital marketing agency. In order to offer this service to your clients, you’ll need to adopt a lead generation strategy that is easily scalable while delivering high-quality leads.


Cold emails are arguably the most effective way to generate warm leads. The problem is that, for many agencies, the majority of time and effort spent on cold emails can be tedious and ineffective.


Today, we’ll show you how cold emails can help you generate more leads and how automating the process can enable you to sell a more robust offering to your clients.


What is a cold email?


A cold email is an outreach strategy used to contact potential prospects that are not currently doing business with you. The goal is to use this initial contact to convince the prospect that they should engage in further communication to find out more about the products or services that you’re offering.


Cold emails are similar to cold calling. However, they do have many added benefits:


  • They are less disruptive to your prospect’s workflow and are a more modern form of sales communication.
  • Where you can only make one sales call at a time, cold emails can be sent out on a massive scale with the click of a button.
  • The process of finding contacts, writing catchy subject lines and emails, and sending your cold emails can all be automated. You can even automate your follow-up emails to continue re-engaging prospects with ease.

Is sending a cold email illegal?


While sending cold emails to prospects and businesses is entirely legal, there is an outlined list of rules that must be followed to remain in compliance with the Federal Trade Commission’s (FTC) CAN-SPAM act.


  1. Don’t use misleading headers in your email. The “To,” “From,” and “Reply-To” must accurately identify the person or business that sent the cold email.
  2. Don’t deceive your prospects with misleading subject lines. Subject lines must be an accurate representation of the contents of the email.
  3. Clearly state that the message is an ad. While there is a lot of leeway in how you choose to disclose it, you must clearly disclose that your email is an advertisement.
  4. Include your location in your message. You must provide the recipient with the physical postal address of your business. A street address, private mailbox with a receiving agency, or post office box registered with USPS are all acceptable options.
  5. Provide recipients with a straightforward way to opt out of future emails. Your email must include messaging that explains how recipients can opt-out of future emails from you. Provide a way for prospects to communicate their choice to you, such as an email address or another simple Internet-based option like an unsubscribe link.
  6. Honor any opt-out requests. You must honor the recipient’s opt-out request within 10 business days of receiving it.
  7. You are responsible for any emails sent on behalf of your company. In the event that a business was to hire an agency to handle their cold email marketing, they are still legally responsible for any messages that are sent on their behalf. Businesses must monitor their actions and ensure that they are in compliance with the requirements above.

How quickly can you expect to see results with cold email?


Cold email can produce results quite fast depending on your company’s industry and product or service type. It isn’t uncommon to see conversions in as little as a week of sending your first message.

Why should an agency offer cold email lead generation as a service?


Cold email is a tremendous value-add for your agency. Businesses from every industry are in need of quality leads. In many cases, they would prefer to pay for them rather than invest in creating a lead generation strategy for themselves. 


Offering lead generation services can benefit your agency in several ways:


Create a recurring revenue stream


As businesses are always in need of leads, this service enables you to create a recurring revenue stream for your agency.


Set yourself apart from the competition


Most digital marketing agencies offer the same standard PPC and SEO services, so it can be challenging to remain competitive. By offering lead generation services, you’re providing a value-add that also helps your agency stand out.


Low effort upcharge


Unlike other digital marketing services requiring heavy investments of time and resources, an automated cold email strategy requires minimal effort while bringing in an impressive amount of revenue.


Customer Retention


The greater your offering and results, the longer you will retain your clients.


Encourage agency growth


By expanding your services, you’ll be able to generate more revenue with existing clients and attract new ones as well.


Attract a broader audience


All businesses require leads, so adding lead generation to your existing list of services will enable you to engage with a greater variety of potential clients.


Improves your sales pitch


SEO and content marketing are long-term strategies that can take quite a bit of time before they can yield the desired results. On the other hand, cold email lead generation can often deliver almost instant results with impressive concrete data, making it easier to pitch to prospects.


How to sell cold email lead generation services to agency clients?


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When pitching cold email lead generation to your clients, it’s best to lead with these two main advantages:

Rapid results


Cold emails deliver results almost instantly, so you can typically provide your clients with warm leads within a week.

Easy to use


Unlike other marketing services, a cold email generation campaign is almost entirely hands-off for your clients. Once they’ve provided you with an email account to send the emails from, all they’ll need to do is approve your contact list and email sequence.

Tips for success with cold email lead generation


Here are some agency-tested tips to ensure that your cold email lead generation campaigns are successful in attaining the desired results:


Avoid sounding like a template


We recommend writing your emails in a friendly tone that you’d use to communicate with a friend or colleague. While templates are an effective way to send an optimized message to hundreds of potential customers, you want to make sure that your email doesn’t sound like all of the other cold emails sitting in the prospect’s inbox.


Personalization is key


When it comes to cold email lead generation, personalization is king. Businesses can handle a certain degree of mass lead generation, but if you send out mass emails without any real personalization, your messages may end up in the spam folder.


Take the time to add some degrees of personalization to your emails beyond using a {{first_name}} custom snippet. This will help the recipient feel like they aren’t 1 out of 100 people to have received the same email.


Improve open rates with catchy subject lines


Generating a strong open rate is key to successfully converting leads from cold email campaigns. Avoid lengthy or vague subject lines that don’t convey what you’re offering and come off as spammy. Instead, use an eye-catching subject line that’s around 41 characters or 7 words to increase your open rate.


Have a clear purpose


Your cold email should have a clear purpose that is apparent to the recipient upon opening it.


To create a compelling email message, consider answering the following questions:


  • Why are you reaching out?
  • What is the purpose of your email?
  • What problem are you looking to solve?
  • What do you need your prospect to do next (call you on the phone or email back for more info)?


Experiment with split testing


When developing your email sequences and templates, you’re going to have a lot of great copy ideas to choose from. With a/b split testing, you can experiment with a variety of different copy tactics to see which subject lines get better open rates and which variations of your email copy result in more click-throughs and conversions. You can use this data to continue making slight variations to your sequences and templates until you find the best copy to achieve the optimal results.


Why automating your cold email strategy is so powerful


Throughout this article, we’ve shared just how beneficial the use of cold email lead generation can be for agencies and their clients. It’s an effective tool that can yield even more outstanding results when you leverage the power of AI to automate the more consuming tasks.


Through automation, you can take the hours spent doing the following tasks and turn them around in a matter of minutes:


  • Uncovering detailed prospecting data.
  • Mass email personalization.
  • Email sequence and template creation.
  • Discover the best time to send your sequences.
  • Creating engaging icebreakers that help you connect with your prospect.
  • Send hundreds of emails to your contact list.


Automation and AI can help you streamline and optimize your workflow, so your lead generation efforts are not only scalable but also more effective.




Cold email lead generation is a hugely impactful sales tool for your agency. You can use it to increase your list of services and drive recurring revenue to your business. By fine-tuning your approach and leveraging the power of AI, you can generate more leads and conversions for your business and your clients. With the help of the latest sales technology you can run an almost fully automated lead generation agency in no-time.

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Full Lemlist Review: Is Lemlist Worth the Hype?

Full Lemlist Review: Is Lemlist Worth the Hype?

Read our Lemlist review and see what other professionals have to say, learn about pricing, popular features, and discover all current integrations. Not sure if Lemlist is the right fit for you? Read our other sales tools reviews to learn more about what’s out there.


Writing cold emails has always been a dreadful task. The idea that the receiver does not open the email, or worse, the email goes into spam, scares many people. But, what if we tell you that there is a solution to this age-old problem?


Lemlist is the ultimate answer to all your cold email-related queries. This platform helps you create personalized cold emails in no time. No wonder why every sales team and lead gen agency is using Lemlist today. In this post, we will investigate if Lemlist is worth the hype or not.


Lemlist Review: Customized Automation is the Future


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Whenever you hear the word “automation,” what is the first thing that comes to your mind? A standardized mechanical procedure, void of any personal touch? It makes sense if that’s your answer, but what if we tell you there is a way to customize automated content.


Lemlist allows its users to send automated customized cold emails. These automated emails are tailored specifically to each receiver, therefore, decreasing the chances of the email ending up in spam. 


Don’t have the time to reply to emails? Not to worry! Lemlist has got you covered. Through Lemlist, you can automate follow-ups catering specifically to any given email. From email marketing to sales campaigns, Lemlist aims to provide you with the necessary tools and services to be successful in your sales and telemarketing campaigns.


Lemlist Review – Main Features


  • Lemwarm: Increase the reach of your email marketing through personalized emails generated automatically. Lemwarm allows you to interact with other Lemlist users through customized emails and automatically replies to them for you.
  • Personalized Content: Create a stronger bond with your audience with the help of customized content. Lemlist allows you to personalize pictures, videos, and even landing pages to make your audience feel special.
  • Automated Follow-up: Automatically reply to clients without losing any human touch. The follow-up messages can be personalized as to what is written in them to the delay between each text displayed to the client.
  • Liquid Syntax: Segment your targeted audience into different groups and send customized content accordingly. This feature will help you in creating a better connection with your audience.
  • CRM Integration: Optimize your CRM software and improve existing relationships. Lemlist allows you to easily integrate with the leading CRM software such as Salesforce, Hubspot, and Axonaut. 
  • Web extension: Want to integrate Lemlist into your LinkedIn account? No problem! You can install Lemlist’s Google Chrome Extension and let Lemlist handle the rest for you.


Lemlist Review – Integrations


Lemlist smoothly integrates with these business tools:


  • CRM’S: Salesforce, Hubspot, Pipedrive, and Axonaut.
  • B2B Lead Generation Tools: Drop Contract, Uplead, LeadFuze, Bouncer, DeBounce, and Leadcamp.
  • Growth Tools: Phantombuster, Albacross, Aircall, Droyd, Pabbly Connect, and Salesmsg.
  • Business Communication Tool: Slack.
  • Automation Tool: Zapier.


You can connect Lemlist with Slack, Google Drive, Facebook Ads, LinkedIn Ads, ClickFunnels, Asana, Trello, and many more apps via Zapier. 


There are two supported triggers and twelve supported actions listed on Zapier. These supported triggers and actions revolve around activity tracking; therefore, keeping you up to date with the latest activity revolving around your targeted audience.


Lemlist Zapier Integration


Lemlist Review and Integrations




  • New Activity: This trigger will inform you about any recent activity that has occurred. It can either be a notification that an email has been sent or that someone has viewed your LinkedIn recently.
  • Unsubscribed Recipient: Informs you about any recipient who unsubscribes from your email subscription list. This information can help you understand how effective your email marketing is in retaining existing clients.




  • Mark a lead from all campaigns as interested: This action will allow you to mark the target audience for all the selected campaigns. It will enable you to send emails and interact with the desired audience, resulting in a more effective sales campaign.
  • Mark a lead from one campaign as interested: Results are the same as the one stated before; the only difference is that this action allows you to select a target audience for one selected campaign.
  • Add a lead to a campaign: This action enables you to add a target audience to any campaign. 
  • Pause lead from all campaigns: This feature allows you to pause interactions with the target audience in all campaigns.
  • Resume a lead from all campaigns: Results in undoing the action stated previously.
  • Remove a lead from a campaign: This feature allows you to remove any target audience from a campaign. This action gives you the chance to fix any error made while previously selecting a target audience.
  • Remove a lead from unsubscribe: Helps in bringing back a lead that was previously placed in the unsubscribed list.
  • Stop emailing a lead in a campaign: This gives you the right to stop sending emails to any given target audience in a campaign.
  • Add recipient to unsubscribe list: This action helps you place unresponsive recipients to the unsubscribed list.
  • Update lead from a campaign: It will allow you to make additions to any campaign’s previously selected target audience.
  • Search lead: This action gives you the liberty of searching up any target audience of a campaign.
  • Find or create a lead: Helps in identifying the target audience of any given campaign.


You can always visit the Lemlist Zapier listing page to get additional information about the supported triggers and actions.


Lemlist Review – Pricing


Lemlist offers monthly and yearly installments. If you are confused about whether you should invest in Lemlist or not, you can always try out their 14-day free trial.


Lemlist Pricing


If you decide to invest in Lemlist, here are the following options you can choose from:


Email Warm-up


  • Monthly payment: $29/ per month
  • Annual payment: $25/ per month
  • Features: Automated customized cold emails to all Lemlist users. The customization ensures that the email is relevant to the receiver and decreases the email’s chances of ending up in spam.


Email Outreach


  • Monthly payment: $59/ per user per month
  • Annual payment: $50/ per user per month
  • Features: This allows you to run large-scale personalized cold email campaigns and offers all features mentioned in the “Email Warm-up.”


Sales Engagement


  • Monthly payment: $99/ per user per month
  • Annual payment: $83/ per user per month
  • Features: Helps you to run successful sales campaigns through cold emails, cold calls, and an integrated LinkedIn workflow. It also offers all features mentioned in “Email Outreach.”


The price of the services offered by Lemlist shows how they are willing to cater to any business, from small-scale businesses to large corporations. If you are a small-scale business looking to increase your customer base, the “Email Warm-up” option is the best option for you.


However, if you are running a large corporation, you should look into the “Sales Engagement” option, as that will help you in optimizing your next sales campaign.


G2 Score


Lemlist has a 4.5-star rating on, from 85 reviews. The Lemlist User Rating breakdown is like this:


  • Ease of Use: 8.9
  • Quality of Support: 8.7
  • Ease of Setup: 9.9
  • Ease of Admin:9.5
  • Quality of Support: 6.7
  • Ease of Doing Business With: 9.5


Let’s see what some people at G2 have to say about Lemlist.


Positive Lemlist Review

“Top of the List Email Marketing Solution”

“Lemlist helped me to send cold emails and generate leads.”

“Best cheap alternative to HubSpot”


Negative Lemlist Review

“Terrible Customer Service, Extremely Unprofessional”

“Buggy software, poor UI, worse customer support”

“Awful customer service, clunky UI.”


Capterra Score

The star rating for Lemlist on Capterra is 4.6 from 326 user reviews. The reviews breakdown is as follows:


  • Overall: 4.6
  • Ease of Use: 4.5
  • Customer Service: 4.7
  • Features: 4.0
  • Value for Money: 4.0


Here’s what Capterra had to say about Lemlist.


Positive Lemlist Review

“Lemlist is a super powerful SAAS application which can skyrocket our overall cold emailing and outreach.”

“Fantastic outreach tool with the power of personalized images”

“Perfect tool to make a personalized drip campaign that is sent from your email address”


Negative Lemlist Review

“Decent product, horrible customer service”

“Poor customer service, UI clunky and unintuitive”

“The fee for their basic version is now $49/person, not $29. Poor customer service – However, I’ve had several experiences with customer service that was not ideal.”


Alternatives to Lemlist


It would be wrong to say that Lemlist is the only software with such features. Alternatives to Lemlist offer more or less the same features at different price points. 


But why should one know about these options? Simple! One needs to know about the other options to make the best decision. Here are some good alternatives to Lemlist


  • Reply: A sales engagement platform that automates sales conversation at every level of the sales process.
  • Mixmax: An email tracking and marketing tool used to monitor the performance of an email marketing campaign.
  • Outreach: A user-friendly sales automation software.
  • Yesware: Another email tracking tool with a CRM integration to the top CRM software such as Salesforce.
  • Salesloft: One of the leading sales engagement platforms to help you develop the best sales strategy.
  • A database that helps entrepreneurs and business teams analyse and improve their growth-based strategies.
  • ActiveCampaign: Marketing automation software aimed at small to mid-sized businesses.
  • Zoho CRM: A CRM software that brings sales, marketing, and customer support activity under one roof.


In Summary


Is Lemlist worth the hype? The answer to this question depends on you.


Most of the praise surrounding Lemlist revolves around how the software allows its users to send customized cold emails in bulk with the help of automation. The software also allows its users to create effective email marketing and sales campaigns in no time.


However, the downside of the software is its customer service. It seems to be the common theme in all of the negative reviews given to Lemlist. 


If good customer service is something that you prioritize on, then maybe Lemlist is not the best fit for you. But, if you are ready to look past this minor flaw, Lemlist seems to be one of the best cold email outreach software available in the market today.

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