Advanced Prospecting module — B2B CRM

B2B prospecting: multichannel sequences, scoring and call playbooks

eyeot's advanced prospecting equips your sales teams to build targeted lists, run multichannel sequences and qualify leads automatically. A CRM sub-module yet standalone, it links every prospecting action to your accounts, opportunities and targets, without switching tools.

For B2B small and mid-sized businesses and their sales or SDR teams who cold-prospect by email, phone and LinkedIn, and who want to structure their follow-ups, prioritize hot leads and track target attainment from their ERP.

What you can do

Automated multichannel sequences

Build multi-step sequences (email, call, LinkedIn) spaced by a configurable delay, with a subject and template content per step. Each sequence can be paused, resumed or stopped on the fly.

Targeted prospect lists

Group your prospects into dedicated lists, import them from a CSV file and track their status (contacted, qualified). The 'next prospect to contact' feature gives each rep their call queue.

Lead scoring and intent signals

A score is computed per lead and recalculated automatically whenever the account record changes. When a threshold is crossed, the lead is qualified, a notification is sent and the opportunity can be advanced in the CRM.

Call playbooks and scripts

Create call scripts structured into steps (questions, answer choices, required fields) and record the answers gathered during the conversation to standardize your sales pitch.

Enrollment and follow-up cadence

Enroll a customer in a sequence, move them step by step or stop their journey. Enrollment can be triggered automatically when a new customer is created, if configured.

Sales targets and leaderboard

Set targets per rep and per period, track their progress and display a leaderboard. Current values are recalculated on demand.

Prospecting dashboard

Track on a single screen your prospects, contacted and qualified, the conversion rate, active sequences, calls over the last 7 days and the breakdown of call outcomes.

Compliance & trust

B2B prospecting and GDPR

Prospected accounts and contacts are partitioned by organization (multi-tenant isolation). Prospecting data processing is covered by eyeot's GDPR tooling: processing registry, and rights of access, rectification, objection and erasure.

Works with your other modules

  • CRM — targeted accounts and contacts, qualified leads into opportunities
  • Intelligence — sales metrics (active sequences, enrollments)
  • Notifications — qualified-lead and sales-target alerts
  • Integrations — sending campaign emails (SMTP)
  • Mail merge — synergy with mass mailing campaigns

Frequently asked questions

What is eyeot's B2B prospecting module for?
It helps you structure sales prospecting: create prospect lists, run multichannel sequences (email, call, LinkedIn), script calls through playbooks, score leads and track sales targets. The module is integrated with the CRM: prospects are the ERP's accounts and contacts.
How do multichannel sequences work?
A sequence is a template made of successive steps of type email, call or LinkedIn, each triggered after a delay in days. You enroll a customer in the sequence, which progresses step by step; the sequence can be paused, resumed or stopped at any time.
What is lead scoring?
Each lead receives a score computed from its attributes. The score is recalculated automatically when the account record is updated. When it crosses a threshold, the lead is marked qualified: a notification is sent and the matching opportunity can be advanced in the CRM.
Is prospecting connected to the rest of the ERP?
Yes. The target of sequences and scoring is the CRM customer. A qualified lead feeds the opportunity pipeline, targets trigger notifications, and prospecting metrics (active sequences, enrollments) flow into the Intelligence module.
Can I send mass campaign emails?
Yes. Sequence emails are sent through the Integrations building block (SMTP), with possible synergy with the Mail merge module. Launching campaigns is protected by a dedicated permission, separate from simple read or write access.
Is the module GDPR-compliant?
Prospecting data is partitioned by organization and benefits from eyeot's GDPR tooling: processing registry and management of data-subject rights (access, rectification, objection, erasure). B2B prospecting remains subject to the GDPR framework that applies to professional contacts.

Go further

CRMCross-module intelligenceIntegrationsERP

Try eyeot for free

eyeot is a French all-in-one ERP for small and mid-sized businesses, hosted in France and GDPR-compliant. Free for individuals (1 user, every module); simple team packs for companies.

Create my free accountSee pricing