Supercharge Your Sales with AI-Powered Playbooks
Stop juggling manual tasks and start closing deals. Squig automates your entire sales lifecycle, from lead generation to deal closing, so your team can focus on what they do best: selling.
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Why Sales Teams Love Squig
Connect Any App
Seamlessly integrate Squig with your existing sales stack – CRM, email marketing tools, data enrichment services, and more. No complex coding required.
Query Your Data
Use plain English to ask questions about your sales data across connected apps. Get instant insights to inform your playbook strategies.
Run 24/7 & Loop You In
Your sales playbooks run tirelessly in the background. Squig intelligently loops in your sales team for critical decisions, approvals, or personalized interactions.
AI-Powered & Customizable
Leverage AI to build and optimize playbooks. Start with templates or create from scratch, tailoring every step to your unique sales process.
Explore Our Sales Playbook Library
Lead Generation & Prospecting
ICP-Based Lead Sourcing
Define your Ideal Customer Profile (ICP) and automatically source leads from LinkedIn Sales Navigator, Apollo.io, and other databases that match your criteria.
Key Benefits:
- High-quality lead pipeline
- Save hours of manual research
- Focus on best-fit prospects
Website Visitor De-anonymization
Identify companies visiting your website using tools like Clearbit, then find and qualify relevant contacts within those organizations to add to your outreach list.
Key Benefits:
- Capture warm interest
- Proactive outreach to visitors
- Turn anonymous traffic into leads
Competitor Customer Monitoring
Get alerts when companies show signals of using a competitor's product (e.g., job postings mentioning a competitor) and add them to a targeted campaign.
Key Benefits:
- Identify timely opportunities
- Craft competitive messaging
- Gain market intelligence
Lead Enrichment & Qualification
Automated Data Enrichment
Once a new lead enters your CRM, automatically enrich their profile with firmographics, contact details, and social profiles from multiple data sources.
Key Benefits:
- Complete lead profiles
- Enable deep personalization
- Ensure data accuracy from the start
Dynamic Lead Scoring
Score leads based on demographic fit, firmographic data, and real-time engagement signals (website visits, email opens) to prioritize the hottest leads.
Key Benefits:
- Focus sales on ready-to-buy leads
- Increase conversion rates
- Align sales and marketing efforts
Meeting Scheduler Assistant
After a lead reaches a certain score, automatically send a personalized email with a link to book a discovery call, handling the initial scheduling outreach.
Key Benefits:
- Book more meetings on autopilot
- Reduce scheduling friction
- Faster speed-to-lead
Sales Outreach & Engagement
AI-Personalized Email Sequences
Generate and send hyper-personalized multi-touch email sequences using AI, referencing the lead's industry, role, and recent company news.
Key Benefits:
- Dramatically higher reply rates
- Scale one-to-one personalization
- Maintain consistent follow-up
Event-Triggered Outreach
Automatically trigger outreach when a lead takes a key action, such as visiting your pricing page, downloading a whitepaper, or their company receiving new funding.
Key Benefits:
- Timely and relevant communication
- Capitalize on buying signals
- Engage prospects at peak interest
Deal Management & Closing
Automated Proposal & Quote Generation
Instantly generate customized proposals or quotes by pulling data from your CRM and product catalog. Send for e-signature and track progress.
Key Benefits:
- Create proposals in seconds
- Eliminate manual errors
- Standardize sales documents
Mutual Action Plan (MAP) Automation
Create and manage a shared plan with your prospect, automating reminders for key milestones and tasks to keep the deal moving forward.
Key Benefits:
- Improve deal velocity
- Increase forecast accuracy
- Enhance buyer collaboration
Demo & Follow-up Coordination
Automate the logistics of scheduling demos, sending prep materials, and logging follow-up tasks in the CRM post-call to ensure no opportunity is missed.
Key Benefits:
- Streamline demo process
- Ensure consistent follow-up
- Improve team coordination
Post-Sale & Account Management
Customer Onboarding Kick-off
Once a deal is marked 'Closed-Won', automatically trigger the customer onboarding process, from sending welcome emails to creating project boards.
Key Benefits:
- Seamless sales-to-success handover
- Improve customer experience
- Reduce time-to-value
Upsell & Cross-sell Opportunity Finder
Monitor customer usage data and account history to automatically identify and flag opportunities for upselling or cross-selling to the account manager.
Key Benefits:
- Increase customer lifetime value
- Proactive revenue expansion
- Data-driven account growth
Sales Operations & Analytics
CRM Data Hygiene & Standardization
Continuously monitor, clean, and standardize data in your CRM. Merge duplicates, format fields, and ensure data integrity for reliable reporting.
Key Benefits:
- Trustworthy CRM data
- Improve forecast accuracy
- Increase user adoption
Sales Performance Dashboard Automation
Automate the aggregation of data from multiple tools (CRM, sales engagement, finance) into a unified performance dashboard and send weekly summaries.
Key Benefits:
- Real-time visibility into KPIs
- Save hours on manual reporting
- Empower data-driven coaching
Contract & Renewal Management
Track contract end dates and automatically create renewal opportunities and tasks in your CRM 90 days before expiration, ensuring no renewal is missed.
Key Benefits:
- Maximize customer retention
- Improve renewal forecasting
- Proactive renewal management
Ready to Automate Your Sales Success?
Choose or Build Playbooks
Select from our library or use AI to create custom sales playbooks tailored to your needs.
Connect Your Apps
Link your CRM, email, and other sales tools to Squig in minutes with our intuitive interface.
Run on Autopilot
Activate your playbooks and watch Squig handle the repetitive tasks, freeing up your team.
AI Loops You In
Squig intelligently involves your team for key decisions, approvals, or personalized interactions.
Join the Squig Sales Playbook Beta
Be among the first to experience the future of sales automation. Get early access, exclusive updates, and help shape the platform.
