How to Automate Pre-Call Research with Thunai AI

Sales calls are only as good as your prep work.

Making sure you understand your prospect, in terms of their interests and pain points, can make all the difference when it comes to closing a deal.

Good salespeople map their solutions to your client’s pain points and interests.

But on the other side of that, the number of deals you close depends a lot on the number of meetings you attend! So to help with this, we’ve automated this process for our sales team, and here’s how you can too!

How AI Sales Agents automate Pre-Call Research for Sales and Account Management Teams

Finding out how your services can add the most value to a company or individual should shape your full approach to the conversation.

In-depth research can often take 20-30 mins for each prospect. However, you can automate this process completely, getting:

• Suggestions about the prospect
• Discussion points about his company and what their likely pain points could be
• Key insights about your customer to start the conversation and set the context of the call easily.

How to Conduct Prospect Research on Thunai

Step 1: Open the Thunai App and navigate to the meeting agent and feed section.

Step 2: Navigate to the research assistant in the upper right corner.

Step 3: Enter the full name of the prospect you want to research and click the research button. Thunai will take 20-30 seconds to compile information from various sources. If you’re looking for a company that is not too popular, you may need to add the phrase ‘company’ as well.

Step 4: The full details with discussion points and insights will be summarized in the research history section of the application.

How AI Sales agents can automate activities during and post sales calls

1. Capture Key Details From Sales and Client Calls Without Manual Notes

Taking notes during calls can slow down conversations and lead to missed details. Enterprise AI sales software or agents record and transcribe discussions, extracting key points, follow-ups, and action items so sales teams can stay focused on engaging with clients.

Highlights commitments, objections, and next steps automatically and organizes insights for quick reference before follow-ups.

2. Generate Personalized Follow-Ups Instantly After Every Call

Timely follow-ups can make a huge difference between closing a deal and losing an opportunity. AI sales agents draft personalized emails based on call insights, summarizing discussions and reinforcing key selling points without extra work. 

Aside from this, it also adjusts tone and content based on the stage of the sales cycle and previous conversations you’ve had with clients.

3. Update CRM Records without manual data entry

Manually updating CRM records after every sales or client call can slow down workflows. AI sales agents extract relevant details from conversations and update customer profiles, saving time while keeping data accurate.

When you integrate it with Hubspot, LeadSquare, or any other sales or CRM software, AI sales agents update deal stages, contact information, and action items are automatically. Sales agents also keep customer history organized for better sales planning.

4. Score Sales Calls to track performance and Improve Outreach

Not all sales calls have the same impact. AI sales agents evaluate call quality, tracking engagement levels, responsiveness, and likelihood of conversion to help teams refine their sales approach.

• In doing so, it does things like flags high-potential leads for prioritized follow-up.
• And also provides insights on communication style and messaging effectiveness.

Speed-up Sales Closure with Thunai

Busy work is one aspect of sales that every SDR and pre-sales rep hates! And the fact is that the process does not NEED to be that hard. Based on our own experience, we’ve cut down how long it takes to research clients for multiple sales calls to 25% or even 10% of what it takes when you do it manually. Sound promising? Why not try it out for free and see just how it works for you!