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Build pipeline

More qualified meetings, without more cold calls

Find the accounts showing buying signals, reach them with the research already done and book meetings your reps want to take.

Sales Hub's Q4 new business pipeline: 86 open deals, $4.8M in pipeline and a 31% win rate, beside a Prospecting Agent suggestion to reach out to Lumenrift Software.

The pipeline playbook

Four steps from signal to booked meeting

Signals, research, outreach and booking, all on the account record.

  1. Spot the signals

    Website visits, product usage and replies, in one feed. Accounts ranked by fit and intent.

  2. Let the agent do the research

    The Prospecting Agent briefs each account. It drafts the first message for review.

  3. Reach out in sequence

    Timed emails and calls that stop on a reply. Every touch logged on its own.

  4. Book the meeting

    Booking links that check calendars. A one-page brief before the first call.

A meeting prep brief from the Prospecting Agent for a call with Lumenrift Software: why now, who will be there and what to ask.

What changes

What reps notice in the first month

A deal card for Corrimore Industrial: a call logged, the proposal opened by three people and the next step due, with a Log a call button.

What your sales team notices

Reps spend their mornings talking to accounts that showed interest, not building lists. The research and first drafts are waiting for them.

Managers see which signals turn into meetings and which don’t, and the team adjusts its targeting each week.

Learn more about Sales Hub

TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE

Illustrative customers for this demo.

  • Mercantile Bank
  • KeepCup
  • Suzuki
  • Arduino
  • Allica Bank
  • Panoramic Doors
  • Konica Minolta
  • Threekit
  • Alacrity Solutions
  • MVC Group
  • Viessmann
  • Eventus

Customer stories

Remarkable results, in every industry

Banks, retailers, manufacturers and software companies grow with Hourglass.

Illustrative stories for this demo.

See customer stories

“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”

Daniel Okafor

Head of Relationship Banking, Allica Bank

  • 27%

    more cross-sell conversations per relationship manager

  • 6 weeks

    from kickoff to the first team live

Tell us what you’re working on, and we’ll show you how Hourglass fits