Use case · SaaS
Outbound prospecting for B2B SaaS companies
Most SaaS teams know who they sell to. What they lack is when: the moment an account has a concrete reason to look at a new tool.
Updated 2026-10-05
In short
The Sales Engine helps B2B SaaS companies reach accounts when they have a reason to switch tools: hiring in the function you serve, a funding round, a new leader, a post about the problem you solve. Prospects are approved before sending, contacted by email and LinkedIn with an opener drawn from the signal, and replies and meetings sync to your CRM.
Who this page is for
Software vendors selling to businesses, from founder-led sales to small sales teams that need a steadier flow of meetings. The target is known, often by function: finance, HR, procurement, marketing, IT.
The usual problem
Most accounts in your target aren't buying. They have a tool, or a spreadsheet, that does the job. Campaigns sent to the whole list get few replies, and those that arrive often land at the wrong point in the cycle.
Yet accounts that are ready to move leave traces: they hire for the role your software supports, they've just raised, a new leader arrives, someone asks publicly for feedback on a competing tool. The job is to read those traces every day and write to the right person with the right sentence, without dedicating a whole team to it.
How The Sales Engine handles it
Targeting
You describe your ideal accounts and the personas who buy or use your product. The platform counts the reachable market and scores each prospect on fit.
Signals
It watches hiring, funding, role changes and LinkedIn posts, and ties each signal to the person who decides, not just the account.
Approval
You remove customers, open trials and accounts already owned by a rep before anything is sent.
Sequence
Email first, LinkedIn in support, in one thread. The opener starts from the signal; a personalised landing page can accompany the message on plans that include it.
Meetings
Replies are classified and meetings land on your booking page. Approved prospects, replies and meetings sync to HubSpot, Salesforce, Zoho or the other connectors.
Sample target (ICP)
For an expense management tool:
| Criterion | Example |
|---|---|
| Industries | B2B services, wholesale, multi-site companies |
| Size | 50 to 1,000 employees |
| Decision-makers | CFO, head of accounting, financial controller |
| Geography | France and other European markets you serve |
| Exclusions | Customers, open trials, accounts owned by a rep |
| Triggers | Accounts-payable job posting, funding round, new CFO |
Illustrative only. See the guide Define your ICP.
Signals worth watching
Hiring
A job post describing the work your software supports shows exactly where it hurts.
Fundraising
After a round, teams grow and tools get reviewed.
New decision-maker
A new leader often picks their stack in the first months.
LinkedIn posts
“We're switching tools this autumn, any feedback?” is about as explicit as it gets.
Growth and expansion
A new country or site means processes have to follow.
Sample sequence
A faster pace than for consulting, a precise tone. Variables in braces are filled for each prospect.
Day 0 · Email 1, signal-based opener
“Hi {first name}, {company} is hiring an accounts-payable specialist. That's often when expense reports start to weigh on the team. Is that the case for you?”
Day 1 · LinkedIn profile visit
So your name is familiar when the email is opened.
Day 2 · LinkedIn invitation
No note.
Day 5 · Email 2, short proof
One line on a comparable case, no attachment, and an open question.
Day 8 · LinkedIn message
If the invitation was accepted: a single question about their current setup.
Day 12 · Email 3, polite break-up
“I won't follow up again; if the topic comes back, here's my calendar.” with the booking link.
It's for you if
- You sell software to businesses and know which functions buy it.
- You'd rather reach accounts when they move than email the whole list.
- You have a CRM and want prospects, replies and meetings in it with no retyping.
- Your team would rather spend time in demos than building lists.
It's not for you if
- Your product is pure self-serve for consumers or micro-businesses, with no sales cycle.
- You want to send thousands of identical emails a week.
- Your users can't be reached by business email or on LinkedIn.
Frequently asked questions
Can it connect to our CRM?
Yes: HubSpot, Salesforce, Zoho and the platform's other connectors. Approved prospects, replies and meetings are pushed without retyping.
How do we avoid contacting accounts already in a deal?
You exclude customers and open accounts in the target, and every prospect goes through your approval before the first message. Duplicates against your history are removed.
Can we run prospecting from an AI assistant?
Yes. The AI connector links your workspace to Claude, ChatGPT or any MCP client: you ask in plain language, the platform searches, enrols and reports back. It's included in the plans.
Which plan fits a sales team?
Growth usually fits once you target several personas or reps; Enterprise is scoped with you for larger volumes. See pricing.
Are messages written by AI?
The opener is drafted per prospect from their signal, in your style. You review it, and an automatic check covers variables, links and unsubscribe before launch.
Read next
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