RealZips delivers personalized outreach 10x faster with AI.

RealZips is a GeoData platform on the Salesforce AppExchange that provides zipcode-based geographic, demographic, and deep market data to businesses.

Manual outreach slowed down the sales pipeline.

With a sales team of just two employees, RealZips’ couldn’t afford the time spent manually researching prospects and crafting individually tailored emails. It took each rep over an hour to research a new lead and 20 minutes to write a single outreach email. The company needed to free its reps from this manual work, allowing them to focus on selling.

Generative AI speeds up creating personalized outreach emails for reps by 10x.

RealZips transformed its sales process by integrating zipcode-based data with website behavioral insights in Sales Cloud, giving sellers a unified view of leads. This unified data enables sellers to use pre-built Einstein Prompt Builder templates, tailored to specific use cases and industries, instead of writing emails from scratch. Each email is enriched with personalized data, including persona, demographics, and industry. 

For example, when targeting healthcare groups, Einstein Copilot generates emails that highlight RealZips’ benefits like enhanced targeting and improved access to care, based on the demand of the lead’s location. This automation reduces the time to craft a personalized email from 20 minutes to 2 minutes, enabling reps to reach 40% more new customers and boosting website traffic by 30% due to higher open rates.

Next: AI will automate lead nurturing to convert more customers.

RealZips plans to implement Einstein for Flow to automatically route leads to the right sales representative based on industry and individual use cases. 

Einstein Next Best Action recommends next steps to help reps know exactly what next steps to take to close a deal, like who to follow up with to move deals forward faster. This will help generate more pipeline and ensure more leads become customers.

Unlike other AI tools that rely on publicly available data, RealZips was able to use Prompt Builder to develop new, custom AI capabilities that use RealZips’ own customer data and business context, allowing them to generate highly personalized outreach emails with ease. Integrated with Salesforce, Prompt Builder leverages the Einstein Trust Layer to ensure data security by not storing or training on sensitive information. This setup reduces the time sales reps spend on manual research and email crafting, allowing them to focus more on engaging with customers and closing deals.