UBSdigiCloud is reshaping enterprise automation as a Salesforce powerhouse, moving far beyond conventional CRM deployments. Since its acquisition by Uneecops, the Pune-based firm has scaled rapidly, serving over 120 clients across more than 12 industries, backed by a 100+ member team and a portfolio of 20+ proprietary Salesforce accelerators. Its standout projects include a complete quote-to-cash automation rollout for a global forging OEM, integrating Salesforce CPQ and QlikView to drive top-line impact and forecasting accuracy. With revenue in the multi-crore range and active hiring across Pune, Noida, and international hubs, UBSdigiCloud is building deep vertical expertise and execution muscle in manufacturing, healthcare, and BFSI. As its accelerator suite gains traction and enterprise clients double down on process transformation, UBSdigiCloud is establishing itself as a mission-critical partner for scaling customer operations—and one of the most compelling firms redefining how Salesforce is delivered in high-stakes industries.
Companies with lean GTM teams often struggle to scale outbound without losing personalization or overloading limited resources. Identifying vetted accounts, crafting relevant outreach, and managing replies manually isn’t sustainable past a certain stage.
Teams want to know: Which accounts show buying signals? Which ones convert? Without a system, outbound becomes guesswork. That’s where GTM agents step in—automating this entire flow with clarity on what’s working and why.
UBSdigicloud had a lean GTM team and they wanted to build an acquisition system that must have everything in one place — access to 15+ custom account databases, signal-based TAM segmentation, automated enrichment, scoring, and qualification.
They needed fast list creation, 1:1 personalized icebreakers, campaign scheduling, contextual follow-ups, and automated routing of interested leads.
Email infrastructure, deliverability setup, and two-way CRM sync had to be included — no stitching tools together. What made it work wasn’t just the features, but the hands-on support.
UBSdigicloud was trying to identify companies that resemble their ideal customers — Salesforce-using organizations led by Directors, based in the USA, and with 100+ employees. These signals indicate direct access to decision-makers, readiness for process automation, and the scale that demands Salesforce customization. The challenge lies in filtering for companies that not only use Salesforce but also struggle to achieve sales and service efficiency. By narrowing down these signals, UBSdigicloud can focus their outreach on accounts where their solution is most urgent and impactful. This ensures faster sales cycles and better-qualified leads.
Target hot accounts with strong buying signals—those rapidly expanding in Customer Success, with both the budget and need for your product.
Act quickly to book meetings within the next 10 days, as these accounts are prime for conversion right now.
Signal 1: Lookalikes of existing customers — Salesforce-using companies led by Directors
Signal 2: Companies headquartered in the USA
Signal 3: Companies with 100+ employees (mid-sized or scaling teams)
Now, let’s take a look at how the GTM Agent put this into action.
The GTM Agent targeted accounts matching the above signals and turned high-intent leads into warm conversations—without any manual follow-ups from the founder. This gave the team bandwidth to focus on closing, while outbound ran on autopilot.
Challenge: The manual, time-intensive process of finding companies actively hiring.
Solution: An AI-powered workflow implemented to automate lead identification, research, and qualification.
Let’s take a look at the flow run by the AI Agent for UBSdigicloud
UBSdigicloud AiSDR Process and Steps:
The UBS DigiCloud AiSDR process starts with a simple input, much like what a human SDR would begin with — basic details about one or more companies. From there, the AI agent searches the public web to identify lookalike companies and enriches them with firmographic data such as location, size, and Salesforce usage.
Next, it identifies relevant decision-makers (Sr. Execs, Directors) and enriches their profiles with verified email addresses. Once the contacts are ready, the system automatically pushes this enriched data into your CRM or email sequencer (like Smartlead), setting the stage for targeted outbound campaigns.
This end-to-end automation helps SDR teams skip hours of manual research and focus only on high-probability conversations.
Human-in-the-Loop Campaign Management
While GTM Agents are autonomous, every campaign benefits from an expert-led human-in-the-loop (HITL) architecture that ensures precision, adaptability, and reliability—especially in complex SaaS and GTM environments where AI alone may fall short.
The campaign engine is supported by real humans with deep expertise in GTM systems, making the service resilient, customizable, and highly contextual.
What This Means for the UBSdigicloud Team:
No DIY configurations — Our team handles all technical setup, infrastructure, and sequencing logic.
No risk of failure — If the AI agent cannot process a domain, extract signals, or validate contacts, our human experts step in immediately.
In this sprint we could identify 50+ accounts that are in fits show signal level hot and fits ICP fit.
With a 1% conversion rate, and ACV of 25K, this totals to X amount of identified pipeline in one week
This section uses a container element to ensure the content looks right on every device. It’s centered with the class “Centered Container.”
Convert!If you're targeting customer service managers, than you'll need a pitch that completely resonates with them.
But how do you write emails that strike are a perfect balance between promoting your business but not being too self-centered?
In this article, Sacha, CEO of Growth Room, shows how social proof helps you transform a cold email into a powerful tool that books meetings!
Here's an example of a cold email that targets customer service (CS) managers in e-commerce to sell an AI-powered CS platform 👇
Here are Sacha’s insights on what needs to be improved to get more replies:
Mistake #1 → Too promotional subject line
Avoid using popular marketing and sales keywords such as “boost”, “customer service”, and “AI” which won’t make your cold email stand out in prospects’ inboxes.
Mistake #2 → Self-centered intro line
The intro line should catch prospects’ attention by talking about them and what you can do for them. Talking about yourself won’t bring them value and interest them in reading the rest of your email.
Mistake #3 → Not-visible CTA
Because your prospects usually scan emails before reading them, adding a space line before the ending line will make their next step more clear.
Mistake #4 → Spam words
If you want to ensure your messaging gets through, avoid using spam words like “free”. Those words trigger the spam filters and land your emails in the spam folder where your target audience can’t read them.
Here is how Sacha would rewrite the previous cold email and his tips for booking more meetings!
Tip #1 → Focus on your prospect
If you want to get replies to your cold emails - talk about their company, compliment them, and ensure the majority of your email is focused on them and how to achieve their goals.
Tip #2 → Give a glimpse of the value you bring
By leveraging social proof, you can showcase prospects’ desired outcomes and tease them into replying. Mention clients and their results from relevant industries to build trust and credibility.
Tip #3 → Position yourself as an expert
Position yourself as a problem solver. Once you show your leads that you understand their pain point and know how to solve it, it will make your product/service more relevant.
Tip #4 → Non-intrusive CTA
Instead of talking about demos, ask for less effort and talk about catching up over a call/meeting. It will sound less salesy and push your prospects to reply.
Here are Sacha’s tips for effective cold emailing to sell AI-powered platforms to e-commerce CS managers:
-> Focus on the recipient, highlighting their company and goals
-> Utilize social proof relevant to their industry to establish trust
-> Position yourself as a solution to their specific challenges
-> Use a non-intrusive call-to-action, like suggesting a casual call or meeting instead of demo
Cold emails work effectively when they are targeted, personalized, clear, and part of a well-thought sales strategy.
Here are 5 best practices that will make your cold outreach effective and help you get results:
Cold emails can be effective when they are highly targeted. This means understanding the recipient's industry, role, and potential needs, and then crafting an email that speaks directly to those factors.
A key element of successful cold emails is personalization. This goes beyond just using the recipient's name; it involves tailoring the message to address their specific challenges or interests.
The effectiveness of a cold email is often tied to its clarity. As the majority of recipients first scan cold emails, they are more likely to engage with the ones that get to the point quickly and offer a clear value proposition.
Persistence in cold outreach pays off! Follow-up emails, when done respectfully and increasing the value, can boost the chances of getting a reply.
The success of cold emails should be measured not just by open or response rates, but also by the quality of the interactions they initiate (e.g., established connections, closed deals)
Salesloft can be used in Large Enterprises, Mid Size Business, Non Profit, Public Administrations, and Small Businesses.
It was built for the entire revenue teams to optimize customer journey:
UBSdigiCloud is reshaping enterprise automation as a Salesforce powerhouse, moving far beyond conventional CRM deployments. Since its acquisition by Uneecops, the Pune-based firm has scaled rapidly, serving over 120 clients across more than 12 industries, backed by a 100+ member team and a portfolio of 20+ proprietary Salesforce accelerators. Its standout projects include a complete quote-to-cash automation rollout for a global forging OEM, integrating Salesforce CPQ and QlikView to drive top-line impact and forecasting accuracy. With revenue in the multi-crore range and active hiring across Pune, Noida, and international hubs, UBSdigiCloud is building deep vertical expertise and execution muscle in manufacturing, healthcare, and BFSI. As its accelerator suite gains traction and enterprise clients double down on process transformation, UBSdigiCloud is establishing itself as a mission-critical partner for scaling customer operations—and one of the most compelling firms redefining how Salesforce is delivered in high-stakes industries.
Companies with lean GTM teams often struggle to scale outbound without losing personalization or overloading limited resources. Identifying vetted accounts, crafting relevant outreach, and managing replies manually isn’t sustainable past a certain stage.
Teams want to know: Which accounts show buying signals? Which ones convert? Without a system, outbound becomes guesswork. That’s where GTM agents step in—automating this entire flow with clarity on what’s working and why.
UBSdigicloud had a lean GTM team and they wanted to build an acquisition system that must have everything in one place — access to 15+ custom account databases, signal-based TAM segmentation, automated enrichment, scoring, and qualification.
They needed fast list creation, 1:1 personalized icebreakers, campaign scheduling, contextual follow-ups, and automated routing of interested leads.
Email infrastructure, deliverability setup, and two-way CRM sync had to be included — no stitching tools together. What made it work wasn’t just the features, but the hands-on support.
UBSdigicloud was trying to identify companies that resemble their ideal customers — Salesforce-using organizations led by Directors, based in the USA, and with 100+ employees. These signals indicate direct access to decision-makers, readiness for process automation, and the scale that demands Salesforce customization. The challenge lies in filtering for companies that not only use Salesforce but also struggle to achieve sales and service efficiency. By narrowing down these signals, UBSdigicloud can focus their outreach on accounts where their solution is most urgent and impactful. This ensures faster sales cycles and better-qualified leads.
Target hot accounts with strong buying signals—those rapidly expanding in Customer Success, with both the budget and need for your product.
Act quickly to book meetings within the next 10 days, as these accounts are prime for conversion right now.
Signal 1: Lookalikes of existing customers — Salesforce-using companies led by Directors
Signal 2: Companies headquartered in the USA
Signal 3: Companies with 100+ employees (mid-sized or scaling teams)
Now, let’s take a look at how the GTM Agent put this into action.
The GTM Agent targeted accounts matching the above signals and turned high-intent leads into warm conversations—without any manual follow-ups from the founder. This gave the team bandwidth to focus on closing, while outbound ran on autopilot.
Challenge: The manual, time-intensive process of finding companies actively hiring.
Solution: An AI-powered workflow implemented to automate lead identification, research, and qualification.
Let’s take a look at the flow run by the AI Agent for UBSdigicloud
UBSdigicloud AiSDR Process and Steps:
The UBS DigiCloud AiSDR process starts with a simple input, much like what a human SDR would begin with — basic details about one or more companies. From there, the AI agent searches the public web to identify lookalike companies and enriches them with firmographic data such as location, size, and Salesforce usage.
Next, it identifies relevant decision-makers (Sr. Execs, Directors) and enriches their profiles with verified email addresses. Once the contacts are ready, the system automatically pushes this enriched data into your CRM or email sequencer (like Smartlead), setting the stage for targeted outbound campaigns.
This end-to-end automation helps SDR teams skip hours of manual research and focus only on high-probability conversations.
Human-in-the-Loop Campaign Management
While GTM Agents are autonomous, every campaign benefits from an expert-led human-in-the-loop (HITL) architecture that ensures precision, adaptability, and reliability—especially in complex SaaS and GTM environments where AI alone may fall short.
The campaign engine is supported by real humans with deep expertise in GTM systems, making the service resilient, customizable, and highly contextual.
What This Means for the UBSdigicloud Team:
No DIY configurations — Our team handles all technical setup, infrastructure, and sequencing logic.
No risk of failure — If the AI agent cannot process a domain, extract signals, or validate contacts, our human experts step in immediately.
In this sprint we could identify 50+ accounts that are in fits show signal level hot and fits ICP fit.
With a 1% conversion rate, and ACV of 25K, this totals to X amount of identified pipeline in one week
This section uses a container element to ensure the content looks right on every device. It’s centered with the class “Centered Container.”
Convert!UBSdigiCloud is reshaping enterprise automation as a Salesforce powerhouse, moving far beyond conventional CRM deployments. Since its acquisition by Uneecops, the Pune-based firm has scaled rapidly, serving over 120 clients across more than 12 industries, backed by a 100+ member team and a portfolio of 20+ proprietary Salesforce accelerators. Its standout projects include a complete quote-to-cash automation rollout for a global forging OEM, integrating Salesforce CPQ and QlikView to drive top-line impact and forecasting accuracy. With revenue in the multi-crore range and active hiring across Pune, Noida, and international hubs, UBSdigiCloud is building deep vertical expertise and execution muscle in manufacturing, healthcare, and BFSI. As its accelerator suite gains traction and enterprise clients double down on process transformation, UBSdigiCloud is establishing itself as a mission-critical partner for scaling customer operations—and one of the most compelling firms redefining how Salesforce is delivered in high-stakes industries.
Companies with lean GTM teams often struggle to scale outbound without losing personalization or overloading limited resources. Identifying vetted accounts, crafting relevant outreach, and managing replies manually isn’t sustainable past a certain stage.
Teams want to know: Which accounts show buying signals? Which ones convert? Without a system, outbound becomes guesswork. That’s where GTM agents step in—automating this entire flow with clarity on what’s working and why.
UBSdigicloud had a lean GTM team and they wanted to build an acquisition system that must have everything in one place — access to 15+ custom account databases, signal-based TAM segmentation, automated enrichment, scoring, and qualification.
They needed fast list creation, 1:1 personalized icebreakers, campaign scheduling, contextual follow-ups, and automated routing of interested leads.
Email infrastructure, deliverability setup, and two-way CRM sync had to be included — no stitching tools together. What made it work wasn’t just the features, but the hands-on support.
UBSdigicloud was trying to identify companies that resemble their ideal customers — Salesforce-using organizations led by Directors, based in the USA, and with 100+ employees. These signals indicate direct access to decision-makers, readiness for process automation, and the scale that demands Salesforce customization. The challenge lies in filtering for companies that not only use Salesforce but also struggle to achieve sales and service efficiency. By narrowing down these signals, UBSdigicloud can focus their outreach on accounts where their solution is most urgent and impactful. This ensures faster sales cycles and better-qualified leads.
Target hot accounts with strong buying signals—those rapidly expanding in Customer Success, with both the budget and need for your product.
Act quickly to book meetings within the next 10 days, as these accounts are prime for conversion right now.
Signal 1: Lookalikes of existing customers — Salesforce-using companies led by Directors
Signal 2: Companies headquartered in the USA
Signal 3: Companies with 100+ employees (mid-sized or scaling teams)
Now, let’s take a look at how the GTM Agent put this into action.
The GTM Agent targeted accounts matching the above signals and turned high-intent leads into warm conversations—without any manual follow-ups from the founder. This gave the team bandwidth to focus on closing, while outbound ran on autopilot.
Challenge: The manual, time-intensive process of finding companies actively hiring.
Solution: An AI-powered workflow implemented to automate lead identification, research, and qualification.
Let’s take a look at the flow run by the AI Agent for UBSdigicloud
UBSdigicloud AiSDR Process and Steps:
The UBS DigiCloud AiSDR process starts with a simple input, much like what a human SDR would begin with — basic details about one or more companies. From there, the AI agent searches the public web to identify lookalike companies and enriches them with firmographic data such as location, size, and Salesforce usage.
Next, it identifies relevant decision-makers (Sr. Execs, Directors) and enriches their profiles with verified email addresses. Once the contacts are ready, the system automatically pushes this enriched data into your CRM or email sequencer (like Smartlead), setting the stage for targeted outbound campaigns.
This end-to-end automation helps SDR teams skip hours of manual research and focus only on high-probability conversations.
Human-in-the-Loop Campaign Management
While GTM Agents are autonomous, every campaign benefits from an expert-led human-in-the-loop (HITL) architecture that ensures precision, adaptability, and reliability—especially in complex SaaS and GTM environments where AI alone may fall short.
The campaign engine is supported by real humans with deep expertise in GTM systems, making the service resilient, customizable, and highly contextual.
What This Means for the UBSdigicloud Team:
No DIY configurations — Our team handles all technical setup, infrastructure, and sequencing logic.
No risk of failure — If the AI agent cannot process a domain, extract signals, or validate contacts, our human experts step in immediately.
In this sprint we could identify 50+ accounts that are in fits show signal level hot and fits ICP fit.
With a 1% conversion rate, and ACV of 25K, this totals to X amount of identified pipeline in one week
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