Lead Enrichment and Classification

Elli is an AI agent designed to automatically enrich and classify new leads as they enter a company's CRM system. The agent performs comprehensive research on each lead, gathering detailed information about both the individual and their company, while also making evaluative assessments such as determining whether they're from an agency or using a work email. The system processes incoming lead information including name, email, location, and company details, and automatically updates the CRM with enriched data and classifications. Beyond basic data enrichment, Elli can make qualitative assessments that would typically require human judgment, enabling sophisticated lead segmentation and targeting.

The system eliminates the need for manual lead enrichment, saving significant time for sales and marketing teams while ensuring consistent data quality. It enables immediate, automated classification of leads based on customizable criteria, allowing for faster and more accurate lead routing and prioritization. The agent's ability to make evaluative assessments (like determining if someone is an agency user) provides valuable insights that aren't typically available through standard enrichment services, enabling more sophisticated segmentation and personalization of marketing efforts. Additionally, the integration with marketing automation systems allows for immediate action on enriched lead data, improving the speed and relevance of follow-up communications.

The estimate assumes that the organization already has a CRM system in place (like Hubspot or Salesforce) and has defined their lead qualification and classification criteria. It assumes familiarity with the Relevance AI platform and basic understanding of API integrations. The estimate includes time for setting up the agent, customizing the enrichment tools, configuring CRM integration, and testing with sample leads. This also assumes that the organization has clear documentation of what data points they need to collect and what evaluative assessments they want to make for each lead.