Apla is an AI agent that conducts in-depth account research and transforms it into actionable account plans. It empowers sales teams by eliminating hours of manual research and enables leadership teams to segment accounts effectively with structured data.
Here’s an example of Apla producing a report on how Relevance might sell to Notion, that can be automatically added to our Hubspot for our AEs.
Apla is a template you can customize to fit your specific business needs. By tailoring it to your CRM and sales workflows, you can generate high-quality account notes, enrich data fields, and surface powerful conversation levers.
For example, at Relevance, we use Apla to analyze job postings to provide insights into a prospect's hiring strategy. These insights are then turned into personalized CRM notes and structured data fields that guide the sales team in pitching AI agents.
Start by cloning the base Apla template!
The package includes tools for research, contact discovery, and CRM updates. It also features tools and instructions for turning research into actionable account notes.
Apla is designed to work out of the box for Hubspot, but can be easily modified to work with other CRMs like Salesforce.
You can test Apla immediately by providing a sample company to research. For example, try asking it to research your company!