The challenge of modern sales

As a sales professional, your commission and sales targets depend directly on your pipeline volume and speed. Yet you spend countless hours creating personalized messages - reading prospect profiles, researching their companies, thinking of relevant talking points - only for many of them to never respond. Each message requires careful crafting, but this painstaking process severely limits how many prospects you can reach daily. What if AI could automatically read these profiles for you and instantly suggest personalized content that resonates with each prospect? What if you could triple your outreach volume without sacrificing the personalization that drives conversions?

Ventrilo is designed to solve these exact pain points. In this guide, we'll walk through these sales specific workflows and show you exactly how Ventrilo can transform them:

• Workflow 1: Comparing Sales Prospects

• Workflow 2: Accelerating Personalized Outreach with Autocomplete

• Workflow 3: Generating Custom Outreach Templates

Real-world sales workflows transformed

Workflow 1: Comparing sales prospects

The Challenge
When researching multiple prospects or accounts, you typically need to:

• Reference prospect profiles, company websites, and CRM data simultaneously

• Extract specific information about company size, industry, and recent news, then put this information into your CRM or some internal tracking system

• Compare multiple prospects to prioritize outreach

How Ventrilo Helps
Ventrilo allows you to work in your CRM while accessing information from all your open sources without switching contexts.

Step-by-Step Guide

1. Ensure the tabs you need are open

   1. Open prospect company websites, profiles, and news articles in separate browser tabs

   2. Open your CRM or tracking document in another tab

2. Ensure Ventrilo is enabled

   1. Click on the Gear icon on the context bar and ensure “enable auto-complete” and “enable auto-context” are enabled 

3. Use the sidepanel as your research assistant

   1. While in your CRM, or from any tab, click the Chat Icon on the context bar to expand the sidebar

   2. Ask questions like "Compare the growth trajectories of the companies in my open tabs" or "What recent news or achievements should I mention in my outreach to these prospects?"

   3. Ventrilo will synthesize information across all tabs, helping you identify personalization opportunities and prioritize prospects

4. Take action directly in your CRM

   1. Update prospect information, add notes, or create tasks based on the insights without ever leaving your CRM tab, completing your sentences with autocomplete. For instance, if you start typing “Acme Corp is headquartered in,” Ventrilo autocomplete will fill in the rest with the full company address.
      
      

Workflow 2: Scaling personalized outreach with smart autocomplete

The challenge
When crafting personalized emails, LinkedIn messages, or messages en masse on your sales outreach platform, you may need to:

• Accurately reference specific details about the prospect's background or company

• Scale personalization across dozens, even hundreds, of prospects daily

• Avoid sounding generic or template-driven

How Ventrilo Helps
Ventrilo's autocomplete suggests relevant, personalized content based on the prospect information in your open tabs.

Step-by-step guide:

1. Open your outreach platform

   1. Have the prospect's profile, company website, or relevant news articles open in other tabs

   2. Open your email, LinkedIn, or outreach platform in another tab

2. Begin writing your message

   1. Start with a standard greeting or opening line

   2. When you need to add personalized elements, type a leading phrase like "I noticed that your company recently..."

3. Let Ventrilo suggest personalized completions

   1. Ventrilo will suggest continuations based on actual information from your open tabs

   2. Press Tab to accept suggestions or continue typing to get new suggestions

   3. Example: "I noticed that your company recently [TAB] announced a Series B funding round of $25M to expand your European operations."

4. Refine and send

   1. Review the completed message, make any necessary edits

   2. Send your perfectly personalized outreach in a fraction of the time"
      
      

Workflow 3: Generating custom templates

The Challenge
When developing new outreach campaigns, you need to:

• Create templates that can be personalized at scale

• The need to quickly determine which offering is most relevant for each prospect

• Constantly adapting messaging across diverse industries and company types

• Potentially siloed information where sales lacks deep product or engineering insights

• Ensure messaging aligns with prospect pain points and company values

How Ventrilo Helps 
Ventrilo's sidebar chat helps you generate custom templates based on prospect or account information in your open tabs.

Step-by-Step Guide

1. Research your target segment

   1. Open tabs with information about your target industry, role, or specific accounts, or your sales playbook if you have one

   2. Open your outreach platform or document where you'll create templates

2. Access the Ventrilo sidebar

   1. Click the Chat icon on the context bar to expand the sidebar

3. Generate custom templates

   1. Ask Ventrilo to create targeted templates based on the open information:

      1. "Create an email template for tech startups based on the pain points mentioned in these tabs"

      2. “Based on the sales playbook, give me the email template to use for this account”

4. Save and implement

   1. Save the generated templates to your outreach platform

   2. Use these as starting points for your personalized messaging

Key Benefits for Sales Teams

• Maintain Flow State: Eliminate context switching that disrupts your selling rhythm

• Effortless Context Management: No need to manually gather and reference prospect information - Ventrilo automatically uses the context from your open tabs

• Save Time: Complete prospect research and outreach in a fraction of the time

• Improve Personalization: Create genuinely personalized messages that reference specific, accurate details

• Scale Your Efforts: Maintain high-quality personalization while increasing your outreach volume

• Boost Conversion Rates: Transform your sales process from generic to genuinely engaging
  

The future of sales is context-aware

Ventrilo represents a fundamental shift in how sales professionals conduct outreach. No more being slowed down by mechanical tasks - copying prospect details, switching between tabs, or manually personalizing templates - that interrupt your flow and drain your selling energy.

Bring your sales process to life with Ventrilo—where your browser finally keeps up with you, right where you are.

Share your feedback and ideas to help us improve Ventrilo for sales teams!