Build a prospect list you know how to approach.
Anivo helps sales representatives and B2B founders turn a defined offer into account research, qualification notes and relevant outreach in one Windows workspace.
“Find independent hotel groups in Spain. We sell reservation workflow software and want to review businesses operating several properties.”
A set of hotel accounts to review for product fit, with useful questions for the first conversation.
For sales representatives and founders who sell a defined B2B offer, use email or CRM daily and need a steady flow of accounts to review.
More accounts do not automatically create a better pipeline.
Sales teams lose time when account lists arrive without qualification context. Anivo keeps the target market, reason for selection and next action attached to the account as it moves into the pipeline.
Large lists reach the team without a clear order of priority.
Qualification notes vary between researchers and representatives.
Outreach starts without enough context to be relevant.
Move from a target market to an informed first call.
A practical workflow for b2b sales teams.
Describe your offer and intended buyer
Set out the account type, location and qualification criteria that matter to your sales process.
Review the research plan
Check the scope before the search starts. Refine the market if the proposed accounts would be too broad.
Choose the next action
Review the lead context and score, then record suitable businesses and qualification notes in CRM.
Prepare outreach from the research
Draft a relevant opening, review it and keep replies and follow-up connected to the business.
A small independent hotel group
You sell reservation workflow software. You need businesses whose operating model could fit the offer, rather than every company in a hospitality directory.
Why review this prospect?
- The business operates hotels rather than supplying hotel equipment.
- Its locations fit the market your product supports.
- The public booking journey gives you a specific process to ask about.
What to verifyConfirm the current software, buying responsibility and operational needs in conversation. A public website does not prove an active purchase project.
A clearer way to work the market.
Anivo keeps the reason for choosing a business connected to the next action you take.
Explainable account selection
Keep a clear reason for approaching each business in your prospecting workspace.
A focused pipeline
Prioritise reviewed businesses rather than treating every row as ready for outreach.
Useful context for sales
Carry research notes into drafts or export reviewed leads for your existing sales process.
Use the parts that support the job.
- Research plans
- Lead qualification
- Contact unlock
- CRM stages
- Campaigns
- Analytics
Before you try the workflow.
Straight answers for b2b sales teams.
Can Anivo work alongside an existing sales process?
Use Anivo for research, qualification and outreach preparation, then use CRM and export workflows as appropriate. This does not require replacing your company’s existing sales system.
Does the sales representative control the research?
Yes. Review and approve the Agent’s plan before the research begins, then decide which results are worth pursuing.
Is this a shared cloud CRM for the whole team?
The workflow described here is in an individual Windows workspace. Do not assume shared seats, a live team pipeline or automatic synchronisation with another CRM.
See another way to use Anivo.
Put a reason behind the next account.
Define your offer and target market. Keep the research, qualification notes and first message connected in your Windows workspace.
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