Sales Automation

LinkedIn Sales Automation for Modern Teams

Your sales team shouldn't be spending half their day on repetitive LinkedIn tasks. LeadGeni automates prospecting, outreach, and follow-ups — giving reps more time to have real conversations and close deals.

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Key Features

📊

Sales-Ready Pipeline View

Track every LinkedIn prospect through deal stages — from first touch to closed-won. See pipeline value, velocity, and bottlenecks in one view.

👤

Rep Performance Dashboard

See each rep's activity, response rates, and meetings booked. Identify top performers and coach underperformers with data, not guesswork.

📅

Automated Prospecting Cadences

Build standard cadences your entire team uses. Connection request, day-2 follow-up, day-5 value message, day-10 final touch. AI personalizes each step.

📆

Meeting Booking Triggers

When a prospect expresses interest, LeadGeni can suggest calendar links, track booking status, and attribute the meeting back to the originating campaign.

🔗

CRM Sync

Push leads, conversations, and deal stages to your CRM through MCP connectors. Your CRM stays current without manual data entry.

📚

Shared Template Library

Build a library of proven outreach templates that the whole team can use. Track which templates drive the most replies and meetings.

How It Works

1

Assign Territories and Targets

Define target accounts and assign them to reps. Each rep sees only their territory with pre-built prospect lists ready for outreach.

2

Reps Launch Cadences

Reps select prospects and start standardized cadences. AI personalizes each message — reps can review and adjust, or let it send automatically.

3

Manage Conversations Centrally

Replies flow into the unified inbox. Reps handle their conversations while managers have visibility across the entire team's pipeline.

4

Sync and Report

Data flows to your CRM automatically. Weekly reports show pipeline created, meetings booked, and revenue influenced per rep and per campaign.

Why Choose LeadGeni

Reps spend more time selling, less time on manual LinkedIn tasks
Standardized cadences ensure consistent outreach quality across the team
Manager dashboards provide visibility without micromanagement
AI personalization at scale maintains a human touch
CRM sync eliminates duplicate data entry
Template library codifies best practices from top performers
Pipeline view connects LinkedIn activity to revenue outcomes
Meeting attribution links booked calls to specific campaigns

Use Cases

SDR Teams at Scale

Equip 5-50 SDRs with standardized LinkedIn cadences while giving each rep room to personalize. Managers track team performance in real time.

Account Executives

AEs running their own outreach use LeadGeni to prospect decision-makers at target accounts and nurture them through multi-touch sequences.

Sales Managers

Managers get team-wide analytics, template performance data, and pipeline visibility — all without asking reps to update a spreadsheet.

RevOps Teams

RevOps uses LeadGeni data to measure outreach effectiveness, optimize cadence structures, and ensure LinkedIn activities map to CRM stages.

Frequently Asked Questions

Related

LinkedIn AutomationLinkedIn OutreachLinkedIn Outreach ToolLinkedIn Lead GenerationLinkedIn ProspectingLinkedIn Follow-Up AutomationLinkedIn Messaging Automation

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