Plan your day
Prepare your call list
Pull callbacks, due follow-ups and fresh prospects into your dialer.
Brief yourself before a call
Get who’s who, what changed and what happened last time, in under a minute.
Follow up after your calls
Turn today’s conversations into drafted emails, follow-up tasks and CRM notes.
Build lists
Build an account list
Describe your ideal company and get a table of accounts to work.
Find accounts from signals
Companies that are hiring for a role, running a technology, or showing buying intent.
Build a look-alike list
Turn your best customers into a list of companies that look just like them.
Find contacts at target accounts
Reach three to five people per account, add phone numbers, and send them to the dialer.
Work your book and your CRM
Score your accounts
Rank a list by your own history, CRM relationship and fit, then tune the weights.
Check who is already in your CRM
Mark which rows exist in HubSpot or Salesforce and bring the owner alongside.
Re-engage closed-lost accounts
Load lost deals with their loss reasons, find the right people, and dial.
Track job changes
Find who is new in seat and get told when your contacts move.
Make it repeatable
Save winning plays as skills
Ready-made skills for the plays that work, so the whole team runs them the same way.
Before your first list
1
Open Ari
Click the round Ari button in the corner of any page. Lists you build appear as tables on
the canvas next to the chat, one for companies and one for people. They stay there between
sessions.
2
Connect what you have
Ari only uses sources your team has connected under Settings › Connections ›
Integrations. A CRM (HubSpot or Salesforce) unlocks the CRM use cases. Data providers you
connect there widen where new accounts and contacts come from. Salesfinity’s own data network
is always available.
3
Know what costs credits
Phone and email lookups use your enrichment credits: 1
credit for each contact where something is found. They always wait for you. Ari tells you how
many rows it will look up and shows an approval card first. Other lookups that run once per
row, such as company signals on a list you already have, wait for your approval the same way.
When a search has more matches than the first page, Ari tells you how many more exist and asks
before it pulls them. Scoring, CRM matching, CRM columns and trimming a table are free.
How a list gets built
Every list follows the same loop, whether you ask for it or not:- Plan. Ari works out whether you want companies or people, which titles and places you named, and where to look.
- Find. It runs the search, keeps everything it found for you to review, and tells you how many rows look on target. If too few do, it searches again before it hands you a thin list.
- Fill in. Rows arrive with what was already known, such as industry and size. Ari offers to fill the gaps, and runs paid lookups only when you approve.
- Rank. Company lists can be scored against your own history and ideal customer. People lists rank themselves moments after they land.
- Send to the dialer. When you say so, a people list becomes a contact list in the dialer, ready to call.
Three habits that make every list better
- Name the level, not just the role. “SDR managers, directors of sales development and VPs of sales” gets you three people per account. “SDR manager” gets you one.
- Say where. Location is a real filter. Leave it out and you get the world.
- Ask why before you trust a number. Every score keeps its evidence. “Why is Acme 84?” gets you the math, not a guess.
Next steps
Prepare your call list
The fastest way to see Ari save you time today.
Ask Ari for real work
More prompts by job, and what Ari gives back.