FAQ

Sales Automation’s app helps B2B organizations streamline their outreach process. It allows you to:
Build and refine target audiences by filtering companies and roles
Generate personalized outreach messages using AI guidance
Run, monitor, and manage sales campaigns, automatic or manual.
Research companies and contacts directly within the platform
Track campaign performance and get actionable insights to optimize results.

Absolutely. You can schedule a live demo here or book directly on our Get Started page. We will show you the app, discuss your goals, and answer any questions. After the demo, we can help you get started step by step.

If you’ve never done email outreach before, we’ve got you covered. There’s a lot to get right before scaling—like improving deliverability, managing your sending reputation, and keeping your domain healthy. We’ll guide you through it so you can start off on the right foot.

Just sign up on our website, fill in your details, and connect your email account.
For now, you'll need to contact us directly to set up your subscription—once that's done, we’ll add credits to your account so you can start building and launching campaigns right away.

Our Set-Up Service helps you hit the ground running. Instead of figuring everything out yourself, we guide you through your first outreach campaign — from defining your audience to crafting messages and getting your campaign live. It’s built to remove friction early on, so you can start seeing results faster and become confident using the platform on your own. Want to know how it could work for your team? Contact us and we’ll walk you through it.

Yes. Any reply (except out-of-office notices) automatically unenrolls a prospect from that campaign so you will not send further follow-up messages.

Not entirely. The app handles campaign execution, but you guide the process. You choose whom to target, write or tweak your message, and set daily send limits, then let the app run and report back. For manual campaigns, you select specific contacts at each company to include in your email outreach.

Yes! We allow for unlimited exports. If you need to export your CRM - contact us and we will set up you.

Yes. When building your audience in the app, you can enter a company’s LinkedIn ID or website URL to exclude it from your audience.

In the message builder you provide details such as your role, value proposition, tone preferences and target audience context; the AI uses these inputs to draft customized outreach messages that align with your goals and resonate with recipients.

When you supply information about your position and value proposition, the AI applies your message preferences and personalizes each message for the recipient and their company based on details typically found on LinkedIn; only the information you provide is used, so being thorough and explicit ensures the AI can generate messages that meet your expectations.

Yes. During your app demo, we discuss strategies to build your sender reputation and keep your campaigns out of spam folders. We usually recommend doing this before running an email campaign, length is depending on the freshness of your email account and domain reputation. Usually, this is around 3-4 weeks minimum.

Improving email deliverability starts with verifying your DNS records:
confirm SPF, DKIM and DMARC are correctly set up. Check your sending domain and IP reputation by monitoring blacklists and feedback loops.
Keep your list clean by removing invalid or inactive addresses and always honor unsubscribes. Segment based on real engagement and personalize content to encourage genuine interactions. Avoid spam triggers like misleading subject lines or overly promotional wording.
Ramp up send volume gradually and use a warm-up feature if available. Focus on reliable engagement metrics such as click-through and reply rates rather than open rates alone.
Test campaigns with seed lists and regularly review bounce and complaint statistics. Every case is different, so contact us for a tailored consultation on deliverability.

The Company Researcher helps you prep smarter for outreach. You can prompt the AI to find the exact info you care about—like market focus, value prop, or founding year—and get it back in the format you prefer. Whether that’s a quick summary or detailed bullet points, it’s your call.
No more skimming websites or copy-pasting generic blurbs. Just fast, tailored insights that match your style.

Credits are how usage is measured in the Sales Automation platform. You only spend credits when you perform an action. Here is how credits are used: - Search for employees: 1 credit per employee - Search for companies: 1 credit per company - Live enrichment of employees: 5 credits per employee - Live enrichment of companies: 5 credits per company - Generate a message with AI: 5 credits - Run in-depth company research: 5 credits - AI ranking to identify best-matching leads: 10 credits - Unlock an email address: 40 credits - Unlock a phone number: 200 credits Lighter actions like searching use fewer credits, while data enrichment, AI processing, and unlocking contact details use more.

Yes. You can cancel, upgrade, or downgrade your subscription at any time. Changes take effect immediately, and your credit balance is reset to match the new plan.

Yes. Unused credits roll over each month, up to a limit. Your total credit balance can reach up to 2x the monthly credits included in your active subscription. For example, if your plan includes 60,000 credits per month, you can hold up to 120,000 credits in total.

Yes. All subscriptions include access to all product features. Plans only differ in how many credits you receive each month, so you can decide how to spend them based on your priorities.

Yes. If you run out of credits, you can purchase an additional top-up. Contact us at contact@salesautomation.io with the email address of your account and how many credits you would like to buy. We will add the credits to your account and charge a prorated amount based on your current plan.

If you have an active subscription, you can earn extra credits by referring new customers. Credits are added only when your referral becomes a paying customer. The number of credits depends on the outcome of the referral. Contact us if you would like to learn more.

Yes, this is allowed for in all subscriptions. Though, remember that you risk harming your email sending reputaiton and domain health if you go overboard. Or that you’ll very quickly run out of credits on lower subscription.

Yes! Sales Automation follows GDPR requirements for data protection and privacy. We process personal data only with lawful bases, store it securely, and allow data subjects to exercise their rights. Please refer to our Data Processing Agreement for more information.

Choose self‑service or work with our consulting team for a done‑with‑you approach.

Yes, but it depends on how and where you do it. Under GDPR (which applies in the EU and EEA), B2B cold emailing is generally allowed as long as you have a lawful basis—like “legitimate interest”—and follow best practices. You must keep outreach relevant to recipients’ professional roles. Regulations differ by region, so check local laws in your target markets.