Build Better Lists with Prospecting Agent
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Prospecting Agent makes building relevant, data-driven lists easy.
- Identify the core features of Prospecting Agent.
Level Up Your Lists with Prospecting
Sales is all about connecting the right prospect with the right product at the right time. But timing? That can be a chore to manage. Your sales reps likely spend massive chunks of their days on nonselling tasks like building lists. In fact, a leading challenge for BDRs and AEs is consistently identifying the best accounts and contacts to pursue. It often means hours of pouring over key data sources split across different silos.
- Internal CRM data: Past emails, old MQLs, and historical conversation data
- The web: 10-Ks, earnings calls, job postings, and real-time news signals
- Intent and third-party data vendors: From sources like ZoomInfo and Gong
While reps usually find great prospects this way, the manual research leaves them with little time to engage with those prospects. Your reps shouldn’t have to pay to search; they should be focused on selling.
That’s where Prospecting Agent comes in. The solution is simple: Let an autonomous digital helper take on the tedious research so your reps can focus on critical accounts and high-touch relationships. The Prospecting Agent is their always-on prospecting partner, autonomously scanning data around the clock to surface prioritized prospects with enriched, verified data signals.
Your Autonomous Advantage
Prospecting Agent automates research to tee up a prioritized list of the best accounts and contacts, ready and waiting right inside Salesforce. The autonomy here is key. As an autonomous agent, it runs 24/7 in the background without the need for a rep to manually build a complex process or babysit it with constant prompting.
Prospecting Agent isn’t just a generic bot making static lists, either. It uses intelligent prioritization and embedded reasoning to out-search manual methods, ensuring that web and intent signals translate directly to seller confidence.
With Prospecting Agent, your reps can reclaim hours each week from the tedious side of the job and focus 100% of their time on high-value, relationship-driven engagement with leads most likely to turn into revenue.
How It Works
- Set up with plain language: You instruct the agent using natural language to describe your sales team’s Ideal Customer Profile (ICP), target accounts, and engagement preferences.
- Autonomous scanning and enrichment: The agent works around the clock to autonomously enrich CRM data and scan web signals and third-party sources like ZoomInfo and Gong.
- Intelligent prioritization: Using advanced reasoning, the agent analyzes these inputs to generate a ranked list of accounts based on enriched, verified data signals.
- Real-time delivery: Reps receive an updated, prioritized list of accounts and contacts actively showing buying intent.
- High-value engagement: Your sales teams stop searching and start selling, focusing 100% of their time on building relationship-driven connections.
Customer Story: Perk
No hassle. Full insight. Seamless, prioritized, ready-to-buy prospects. With Prospecting Agent, reps spend their time leveraging prospect lists–not building them. To see just how much of an impact that can make, take a look at Perk.
Perk, an AI-native travel and spend management platform serving over 12,000 companies globally, faced significant bottlenecks within its Sales Development Representative (SDR) team. Reps were buried in “shadow work,” constantly juggling multiple browser tabs and research tools to source and manually qualify prospects. This friction slowed down their outbound momentum and restricted their ability to engage in meaningful conversations with potential clients.
To overcome these manual hurdles, Perk deployed Prospecting Agent, effectively automating the front end of their sales funnel. Operating autonomously, Prospecting Agent researches leads and books meetings in a fraction of the time, achieving a week-long time-to-value for scheduled meetings. By offloading time-consuming prospecting tasks to the agent, Perk’s reps shifted from researchers to high-impact closers, leading to a 3x increase in call volumes, a 2x email reply rate, and an incredible 60% of their North American pipeline built autonomously.
Top of the List: Trust
By putting the full power of your data behind every list, Prospecting Agent frees reps up to focus on what matters most: crafting trusted relationships with customers. Agentforce is the only solution that combines 24/7 autonomous enrichment, CRM-native prioritization, and full-cycle sales coverage in a single platform–powered by ZoomInfo and Demandbase data, wrapped in enterprise-grade trust and governance.
With Prospecting Agent autonomously surfacing the highest-value accounts around the clock, you can finally ditch the tedious manual research. It’s the ultimate way to shift your team’s focus from spending all their time building lists to closing deals with confidence.