How The Integration Works
A seamless workflow from intelligence to engagement to conversion
OpportunityGrid analyzes your ICP and identifies high-value prospects using AI-powered intelligence
Agentic AI Voice Services automatically initiates personalized outreach with decision makers
Conversation data flows back to OpportunityGrid for lead scoring and next-action recommendations
Sales teams focus only on qualified, engaged prospects ready for human conversation
Integration Benefits
Achieve results that neither product could deliver alone
By combining intelligent targeting with immediate voice engagement, customers see double the conversion rates compared to traditional outbound methods.
Automate 90% of manual research and outreach tasks, freeing your sales team to focus on high-value conversations and relationship building.
Single dashboard showing the complete journey from prospect identification to voice engagement to conversion, with full attribution tracking.
No manual data transfer or context switching. Prospects identified in OpportunityGrid automatically flow into Agentic AI Voice Services campaigns.
Real-World Example
See how a typical B2B company uses the integrated platform
Monday Morning: Define ICP
Sales team uses OpportunityGrid to define their ideal customer profile: mid-market manufacturing companies in North America with 100-500 employees, using legacy ERP systems.
Monday Afternoon: AI Identifies 500 Prospects
OpportunityGrid's AI scans millions of companies and identifies 500 perfect matches, complete with decision maker contacts, tech stack data, and buying signals.
Tuesday: Agentic AI Voice Services Initiates Outreach
Agentic AI Voice Services automatically calls all 500 prospects with personalized messaging, qualifying leads and booking meetings with interested decision makers.
Wednesday: Conversation Data Enriches CRM
All conversation data (sentiment, pain points, timeline, budget) flows back to OpportunityGrid and syncs with Salesforce, enriching lead records.
Thursday-Friday: Sales Team Closes Deals
Sales reps focus only on the 50 highly qualified, engaged prospects who expressed strong interest. Result: 10 demos scheduled, 3 deals closed by end of week.
HSE Integration Scenarios
Extend your platform with industrial safety monitoring that connects to your B2B operations
Identify industrial prospects with OpportunityGrid while monitoring their safety compliance and operational readiness through HSE.
HSE detects incidents and triggers Agentic AI Voice Services to automatically notify stakeholders with context-aware voice alerts.
The ultimate platform combining sales intelligence, voice automation, and industrial safety for comprehensive enterprise operations.
Incident Detection
HSE identifies safety violation at industrial client site
Automated Notification
Agentic AI Voice Services contacts stakeholders identified via OpportunityGrid
Proactive Upsell
OpportunityGrid suggests additional safety products based on incident patterns