At Chartis, we've been helping our B2B clients leverage AI in practical ways that make sales teams more effective. Recently, we worked with one client to use HubSpot’s Breeze, a suite of AI tools designed to work within the HubSpot platform to make customer relationship management easier. Breeze has tools for most everything you can do in HubSpot including reporting, data enrichment, and even prospecting.
We used the Breeze Data Agent and Research AI features to provide the sales team with more detailed insights on incoming leads. The result? Less time spent researching and more time connecting with the right prospects.
Our client sells a highly specialized and technical product, which means sales needs strong context on each lead to start conversations effectively. While leads were coming in, the team spent too much time researching companies to gauge fit and tailor outreach. To streamline the process, they asked for richer company data upfront.
We created a workflow (available at HubSpot Professional subscription level and above) to follow up on web form submissions. Within this workflow, we enabled AI to enrich contact records in three key ways:
HubSpot Breeze analyzes the web domain of the company submitting the lead and summarizes its value proposition and Ideal Customer Profile (ICP). Sales reps immediately get context about the company without needing to dig through websites or reports.
Sample of value prop and ICP
The AI tool summarizes the contact record, including last outreach activity, when the contact entered the system, and other relevant details. This ensures the sales team can quickly understand prior engagement and next best steps. For instance, if the contact is an existing client or if they have reached out previously.
Sample of contact summary with identifying information removed.
Breeze AI can surface recent company news, such as funding announcements, grants, or press coverage. This gives sales reps valuable conversation starters and insights to personalize outreach.
Sample of company news with identifying information removed.
Once the record is enriched, an internal email notification is sent to the sales team with the AI-generated insights. We clearly indicate which parts of the email are AI-generated so the team can apply their judgment and expertise.
Note: the HubSpot Breeze AI features uses HubSpot Credits. See this guide for more information on HubSpot Credits.
Like most good AI platforms, this workflow gives the sales team a strong head start. Instead of manually researching each lead, they have relevant context at their fingertips, allowing them to focus on building relationships and closing deals. While HubSpot makes these tools accessible, setting them up in a way that aligns with your sales process and data strategy takes expertise. That’s where an agency partner like Chartis can help by designing workflows, training your team, and ensuring the tech drives results.
Want to Get Started with AI tools?
At Chartis, we help our clients harness tools like lead scoring, automation, and HubSpot Breeze to operate more efficiently and make data-driven decisions. If you're looking to give your sales team smarter, faster access to lead information, we can help.