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Sales & CRM
Trinity
Trinity logo
Sales & CRM

Trinity

Trinity is an AI-powered lead generation and sales intelligence platform designed to help B2B sales and marketing teams identify, qualify, and engage with potential customers more effectively. It leverages artificial intelligence to automate the process of finding and researching companies and key decision-makers, moving beyond simple list-building to provide actionable insights. The tool analyzes vast amounts of public data to build detailed company profiles, identify buying signals, and suggest the most promising leads based on a user's ideal customer profile (ICP). It is positioned as a solution to reduce manual prospecting time, improve lead quality, and increase sales team productivity by focusing efforts on high-intent targets. Users typically include sales development representatives (SDRs), account executives, and marketing operations professionals who need to fill their pipelines with qualified opportunities. By integrating AI directly into the lead generation workflow, Trinity aims to transform outbound sales from a numbers game into a targeted, insight-driven process.

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πŸ“Š At a Glance

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Sales & CRM
Sales & CRM

Key Features

AI-Powered Lead Discovery

Automatically finds companies and contacts matching your Ideal Customer Profile by analyzing billions of data points from public sources, including websites, news, and job postings.

Enriched Company & Contact Profiles

Builds comprehensive profiles for each lead, aggregating data on firmographics, technographics, funding events, recent news, and organizational hierarchy with direct contact details.

Intent-Based Lead Scoring

Assigns a predictive score to each lead based on analyzed signals like technology adoption, hiring for relevant roles, or mentions of key initiatives, indicating their likelihood to engage or purchase.

Integrated Outreach Automation

Allows users to create and execute multi-touch email and LinkedIn outreach sequences directly within the platform or through connected sales engagement tools.

CRM Sync & Pipeline Analytics

Bi-directionally syncs lead data and engagement activities with popular CRMs like Salesforce and HubSpot, and provides dashboards to track campaign performance and ROI.

Pricing

Starter

contact sales
  • βœ“Basic lead search and filtering
  • βœ“Limited company profiles and contact details
  • βœ“CRM integration (e.g., Salesforce, HubSpot)
  • βœ“Basic email outreach capabilities
  • βœ“Support for a limited number of users or seats

Professional

contact sales
  • βœ“Advanced AI lead scoring and prioritization
  • βœ“Unlimited or higher-volume lead searches and exports
  • βœ“Advanced intent data and buying signals
  • βœ“Multi-channel outreach sequences (email, LinkedIn)
  • βœ“Enhanced analytics and reporting dashboard
  • βœ“Priority customer support

Enterprise

custom
  • βœ“Custom AI model training on your data
  • βœ“Dedicated account manager and onboarding
  • βœ“Enterprise-grade security and compliance (SOC 2, GDPR)
  • βœ“Single Sign-On (SSO) and advanced user management
  • βœ“API access for custom integrations
  • βœ“Service Level Agreements (SLAs) and custom deployment options

Use Cases

1

Outbound Sales Prospecting for SDR Teams

Sales Development Representatives use Trinity to break out of generic cold emailing. By defining their ICP, they receive a daily stream of AI-qualified leads with intent signals. They can then launch targeted, personalized email sequences to these warm leads, resulting in higher reply rates and more booked meetings. This transforms outbound from a low-response spray-and-pray into a efficient, high-conversion activity.

2

Account-Based Marketing (ABM) Campaigns

Marketing teams employ Trinity to identify and research target accounts for ABM programs. The platform helps build a unified view of each account, including key players and recent triggers. Marketers use these insights to create highly relevant content and orchestrate multi-channel touchpoints across sales and marketing, leading to better engagement with strategic accounts and shorter sales cycles.

3

Market Expansion and New Territory Planning

Sales leaders and business development managers use Trinity to research new geographic markets or verticals. By analyzing company density, growth signals, and technographics in a new region, they can build a prioritized list of potential customers before entering the market. This data-driven approach reduces the risk of expansion and helps in allocating sales resources effectively.

4

Competitive Intelligence and Replacement Sales

Sales teams targeting competitors' customers use Trinity to find companies using specific competing technologies. The AI monitors for signals like job postings seeking alternative solutions or negative reviews, indicating dissatisfaction. Sales reps can then reach out with a tailored value proposition at the right moment, increasing win rates for competitive displacement deals.

5

Recruiting and Talent Acquisition for Startups

While primarily for sales, recruiters at high-growth tech companies use Trinity's data to find companies that might be experiencing layoffs or restructuring, identifying pools of available talent. They can also target companies using specific tech stacks to find engineers with relevant experience, applying a sales-like prospecting methodology to talent sourcing.

How to Use

  1. Step 1: Sign up for an account on the Trinity website, typically by providing an email address and creating a password. Some plans may offer a free trial or demo.
  2. Step 2: Define your Ideal Customer Profile (ICP) within the platform by specifying criteria such as industry, company size, location, technologies used, and key job titles you are targeting.
  3. Step 3: Connect your CRM (e.g., Salesforce, HubSpot) and communication tools (e.g., email, LinkedIn Sales Navigator) to enable seamless data syncing and outreach execution.
  4. Step 4: Use the AI search and filtering tools to discover companies and contacts that match your ICP. The platform will surface leads with intent signals, such as recent funding, hiring, or technology adoption.
  5. Step 5: Review the enriched lead profiles provided by Trinity, which include company details, contact information, and insights like trigger events. Select leads to add to your campaign or CRM.
  6. Step 6: Create and launch automated outreach sequences directly within Trinity or via connected platforms. The tool may suggest messaging templates based on the lead's context.
  7. Step 7: Monitor campaign performance through the analytics dashboard, tracking metrics like open rates, reply rates, and meetings booked to refine your ICP and outreach strategy.
  8. Step 8: Continuously use the platform's AI to receive new lead recommendations and alerts based on changing market data, embedding it into your daily sales workflow.

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At a Glance

Pricing Model
Paid
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