In this guide, I'll share the exact workflow I used to find a qualified enterprise client for CrowdStrike in under five minutes by using Fective AI.

We'll go through how to discover opportunities from the Fective Agent, build sales cases, and collect everything you need to reach out and close the deal.

You can either watch my 6-minute walkthrough or go through the text guide below.

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Video walkthrough:

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Step-by-step guide:

Step 1: Discover new opportunities

I input my services as “AI-native cybersecurity” in Fective AI, and then I go to the dashboard.

The Fective Agent has identified 5 opportunities over the past 3 days. This is major enterprise accounts that mentions the need for AI-native cybersecurity solutions in their latest filing.

So, let's dive deeper into opportunity number one, Cencora, Inc.

I click Discover Opportunity:

Step 2: Evaluate opportunity

The opportunity clearly states the need for a cybersecurity partner or platform, as a result of the increasing threat from cyberattacks due to AI.

The opportunity preview tells me:

• Time-frame

• Quick overview (why)

• Decision maker recommendations

• Key insights from the filing

Which is everything I need to decide that this opportunity is highly relevant for CrowdStrike.

Let's get to case building.

Step 3: Build a sales case

To build my strategy for winning this account, I use Fective AI’s case builder. I describe the offer that I want to present for Cencora, Inc., and wait a minute.

Fective AI is spending a minute to read through the 500,000 to 700,000 characters that these filings often include, to surface the insights relevant for our exact offer.

The case is done, and I start by evaluating the Executive Summary provided by Fective AI, to quickly determine if there’s enough for me to reach out to this account.

I'm quickly aware of their problem awareness and determination to spend money solving their stated issues. Let's move on with this case.

After I’ve decided to move forward with this case, I start reading the executive quotes that Fective AI has highlighted for me.

It clearly states, in the Key Pressure section, that they are aware of the increasing risks, which shows a high degree of problem awareness:

They also mention that cybersecurity is essential for them at this point, and that they have recognized the need for substantial investment in cybersecurity:

…and, that they need to do something about their current vulnerabilities:

With these insights, I've quickly concluded that they are:

• Problem aware

• Solution aware

• Ready to invest

This is everything I need to build a solid business case.

I feel confident reaching out to Concero, Inc. I know why they need a solution, I know why they need it now, and I have a clear value proposition to tell them why they need it from CrowdStrike.

All that is left is to go back and find the right person to talk to:

All of this was done in five minutes using Fective AI. If you are in B2B sales, looking to close more enterprise deals, feel free to book a demo by clicking here.