Jeeva 2.0

Product Introduction

1. Jeeva 2.0 is an agentic AI sales automation platform designed to manage the entire sales lifecycle, from lead discovery and enrichment to personalized outreach and post-call follow-ups. It integrates with existing tools like CRMs, email clients, and calendars to automate repetitive tasks while maintaining human-like engagement.
2. The core value lies in its ability to reduce manual sales workload by 72%, enabling sales teams to prioritize relationship-building and closing deals rather than administrative tasks. It operates as a 24/7 AI sales team, combining real-time data aggregation with adaptive learning to optimize outreach and pipeline efficiency.

Main Features

1. Automated Lead Discovery & Enrichment: Jeeva scans 100+ real-time sources, including web databases, social profiles, and intent signals, to identify high-potential leads while verifying contact details to eliminate bounce rates. It enriches incomplete data with firmographics, direct dials, and buyer signals, improving conversion rates by 2×.
2. AI-Personalized Outreach: The platform crafts hyper-personalized messages across email, LinkedIn, and other channels by analyzing a lead’s role, pain points, and communication history. Dynamic scripting adapts to recipient behavior, ensuring tone consistency and relevance without manual input.
3. Smart Follow-Up Automation: Jeeva triggers context-aware follow-ups based on urgency, sales stage, and engagement metrics (e.g., email opens, link clicks). It autonomously adjusts cadences and retires inactive leads, maintaining pipeline momentum.
4. Inbox & Calendar Management: The AI labels emails (e.g., “Warm Lead,” “Follow-Up Today”), drafts replies, books meetings using real-time availability, and generates pre-call briefing documents with prospect insights. Post-call summaries are auto-synced to CRMs.
5. Real-Time Objection Handling: Using machine learning, Jeeva analyzes historical outcomes to counter common objections with tailored responses. It iteratively improves scripts based on success rates, mimicking seasoned sales reps.

Problems Solved

1. Manual Task Overload: Sales teams waste 72% of their time on non-revenue activities like data entry, follow-ups, and CRM updates. Jeeva eliminates this inefficiency by automating workflows end-to-end.
2. Target Users: Ideal for SMBs, startups, and enterprise sales teams seeking to scale operations without increasing headcount. It also benefits solopreneurs and fractional executives managing multiple pipelines.
3. Use Cases: Automating cold outreach for tech startups, enriching lead databases for financial services, managing high-volume inbound inquiries for healthcare, and reducing follow-up delays in B2B SaaS.

Unique Advantages

1. Proactive Automation vs. Passive Tools: Unlike CRMs or email sequencers requiring manual input, Jeeva operates autonomously—prospecting, enriching, and engaging leads without constant oversight.
2. Waterfall Enrichment Technology: Patented multi-source verification pulls data from 50+ live databases to fill gaps in lead records, achieving 35-50% more usable contacts than single-source tools.
3. Seamless Integration: Works natively with Gmail, Outlook, Salesforce, HubSpot, and LinkedIn, avoiding workflow disruption. Its AI adapts to company-specific terminology and sales playbooks.

Frequently Asked Questions (FAQ)

1. How does Jeeva differ from traditional sales tools? Traditional tools require manual task management, while Jeeva acts as an autonomous agent handling lead discovery, outreach, and follow-ups. It uses real-time data and adaptive learning instead of static workflows.
2. Can Jeeva integrate with our existing CRM? Yes, it syncs automatically with Salesforce, HubSpot, Pipedrive, and other CRMs, updating records and logging interactions without requiring API customization.
3. Will Jeeva replace our sales team? No, it augments human efforts by handling repetitive tasks, allowing reps to focus on high-value activities like negotiations and closing. Teams using Jeeva report 40% faster pipeline growth.
4. Is daily management required? Jeeva operates independently after initial setup. Users review AI-generated actions (e.g., email drafts) but spend 90% less time micromanaging than with conventional tools.
5. What industries benefit most? Technology, financial services, healthcare, and retail see the highest ROI due to Jeeva’s ability to process complex firmographics and intent signals in regulated markets.