Master your discovery calls with automated AI preparation
Swiftask integrates with BetterContact to instantly compile key prospect insights. Show up to every meeting with deep, actionable knowledge.
Result:
Turn discovery calls into qualified opportunities with ultra-personalized preparation.
AI Agents
bettercontact
Connector bettercontact · Secure OAuth 2.0
Wasted time researching before every call
Sales reps spend hours navigating between LinkedIn, company websites, and CRMs. This manual research is time-consuming, fragmented, and often incomplete, which hurts the quality of initial conversations.
Main negative impacts:
Lack of personalization
Without a quick overview, calls become generic. Building genuine connection with the prospect is harder.
Declining sales productivity
Time spent manually preparing each call reduces the total number of calls a rep can handle per week.
Outdated or missing data
Relying on quick manual searches risks missing crucial information about the target company's latest developments.
Swiftask uses BetterContact to extract and synthesize relevant prospect data in seconds. Get a complete briefing directly in your workflow.
BEFORE / AFTER
What changes with Swiftask
The traditional method
Before every call, you open 5 different tabs, search for the latest prospect news, try to find common ground, and take notes on a notepad. The process is slow and you sometimes end up on the call without having found the key insight.
The Swiftask + BetterContact approach
As soon as a meeting is booked, your Swiftask agent queries BetterContact. It generates a structured summary: industry challenges, recent news, and potential pain points. You read the briefing in 2 minutes and are ready.
4 steps to automate your sales preparation
1
STEP 1 : Define your Swiftask agent
Configure an agent dedicated to meeting preparation. Provide instructions on the desired summary format.
2
STEP 2 : Enable the BetterContact connector
Connect your BetterContact API keys to Swiftask to enable access to enriched contact and company data.
3
STEP 3 : Configure the trigger
Link your calendar or CRM. The agent automatically triggers when a new 'Discovery Call' event is created.
4
STEP 4 : Review the generated briefing
Receive the preparation report automatically in your Teams, Slack channel, or email before the call starts.
Agent preparation capabilities
The agent analyzes data extracted by BetterContact to identify buying signals, management changes, or recent funding rounds.
- Target connector: The agent performs the right actions in bettercontact based on event context.
- Automated actions: Decision-maker information research. Company news synthesis. Industry pain point identification. Strategic opening question preparation.
- Native governance: Reports are stored in Swiftask, creating a valuable knowledge base for your future sales processes.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-bettercontact@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your sales
More impactful calls
Demonstrate immediate understanding of prospect challenges from the first few minutes.
Massive time savings
Reduce prep time from 30 minutes to 2 minutes per call.
Better qualification
Quickly identify if the prospect fits your ICP using BetterContact data.
Standardized pitch
Ensure all sales reps have the same level of information.
Operational agility
Adjust preparation questions in a few clicks without any coding knowledge.
Data privacy and ethics
Swiftask applies enterprise-grade security standards for your bettercontact automations.
- Secure BetterContact access: Your API keys are encrypted and used solely to enrich your own prospect data.
- GDPR friendly: Swiftask adheres to data protection standards for processing professional information.
- Full data control: You retain control over extracted data. No data is shared with unauthorized third parties.
- Audit and governance: Keep a record of all searches performed by your agents for total transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on performance
| Metric | Before | After |
|---|---|---|
| Preparation time | 30 min/prospect | 2 min/prospect |
| Call volume | Limited by research time | 40% increase in capacity |
| Interaction quality | Standard | Highly personalized |
| Conversion rate | Baseline | Improved through relevance |
Take action with bettercontact
Turn discovery calls into qualified opportunities with ultra-personalized preparation.