How to Use Targetron AI Assistant for Faster B2B Lead Generation

Table of Contents

AI is becoming a standard part of sales prospecting. A recent survey from ON24, 87% of B2B marketers say they are either using or testing AI, with 53% reporting significant use. Many teams rely on AI to shorten the time spent reviewing categories, checking industries, or sorting possible accounts.

These patterns show that people want a faster way to start prospecting while working with clear and reliable information. AI tools help users share early ideas before looking at verified data.

Generate High-Quality B2B Leads Faster with Targetron AI
Use Targetron’s AI assistant to quickly identify industries, refine categories, and generate verified lead lists.

ChatGPT, the most popular AI right now, gives direction on angles, segments, and messages. It helps teams understand who they want to reach before checking a directory or database. This makes early prospecting simpler because the AI filters the options and points users toward industries or locations worth checking.

Targetron adds structure to this process. The AI assistant helps users in selecting industries and business categories. It also helps users describe their offer, save targeting inputs, and shape the criteria needed for a solid lead list. Combining AI guidance with verified records ensures a smooth transition from ideas into real leads.

Using Targetron AI in B2B Lead Gen
Using AI in B2B Lead Generation

How AI Solves Common B2B Lead Generation Challenges

Generating B2B leads can be time-consuming and take hours of manual research. Teams often search through industries, categories, and potential accounts, trying to identify opportunities. Without a clear system, promising segments can be overlooked, and important buying signals can be missed. This slows outreach, wastes effort, and increases the risk of losing valuable prospects to competitors.

AI changes this by simplifying research, improving targeting, and helping marketers focus on high-value leads. Combined with verified data from Targetron, AI becomes a practical tool that saves time, reduces errors, and boosts campaign efficiency.

AI Makes Research Faster and More Reliable

AI quickly sorts categories, industries, and signals, highlighting patterns and clustering related companies. Teams gain a clear starting point without spending hours manually reviewing sources. Targetron ensures all leads are accurate, up-to-date, and actionable, giving marketers confidence in their lists.

Discover Audiences Faster and More Clearly

AI groups related industries and segments, revealing opportunities that might be missed manually. Early segmentation helps prioritize high-value accounts, enabling teams to focus outreach where it matters most.

Generate Ideas Without Sacrificing Accuracy

Tools like ChatGPT assist in brainstorming, targeting angles, and messaging concepts. While AI generates ideas quickly, Targetron ensures that all leads are real and verifiable. Teams can plan outreach efficiently, combining speed, insights, and reliable data.

Automate Your B2B Research and Lead Generation
Let Targetron AI assist you in sorting categories, finding filters, and generating accurate leads without manual effort.

Using AI for Category Selection in Targetron

Targetron’s AI assistant simplifies category selection by suggesting relevant business categories based on your company and offer description. Follow these steps to generate accurate categories for your lead list.

Step 1: Login to Targetron

Log in or sign up with your Targetron account. Once inside the Targetron dashboard, select the Business Directory tab, and you will see all the available businesses.

Sign up or Login with Targetron

Step 2: Apply AI to Category Selection

Targetron offers two AI features: category selection and advanced filters. Decide whether you want AI to assist you in category selection or also generate filters. 

To generate categories, input your company domain and offer description. For example: “I own a digital marketing agency, Neocolours, offering digital marketing services for real estate firms in San Francisco, California.”

The AI will suggest relevant categories. Review and select only the categories closely related to your target industry, e.g., real estate agencies, property management, company, real estate agent, real estate consultant, and housing development. 

Using AI in selecting categories related to the Real Estate sectors.

Step 3: Set Location Details

Select the location details. In this example, we will be looking for potential customers needing our digital marketing services in the real estate sector within the vicinity of San Francisco, California.

Targetron AI
Selecting locations for Real Estate partnerships in San Franciso, California.

Step 4: Add Advanced Filters

Add some additional filters in the Advanced Filters options. In this example, we selected Business Status (Operational), Contact Information (With Email & Phone and Preferred Contacts as Decision Makers). Exclude non-business entities as needed.

Real Estate AI Search
Using manual search in Advanced Filters

Step 5: Review and Download Leads

Review the details and download the complete list of your real estate prospects for a possible partnership with your digital marketing agency.

Real Estate data using AI
Review all details and confirm data download

Step 6: Segment and Integrate into CRM

Apply additional segmentation before importing into your CRM. Start sending personalized cold emails to potential business partners.

Real Estate data download using AI

B2B Local Leads Directory

Build your list of ideal customers for cold outreach.

Using AI for Advanced Filters in Targetron

AI can help refine your search with advanced filters such as revenue, company size, reviews and ratings. These steps will show you how to generate precise filters for better targeting.

Step 1: Select Categories and Locations

Now that you’re already logged in with your Targetron account, select the Business Directory tab, and you will see all the available business categories. After selecting categories, you can add the locations of the businesses for which you need leads.

Step 2: Enable AI Assistant for Filters

After selecting More Filters, choose the AI Assistant and describe your target audience. For example: “We are offering digital marketing services to real estate firms in San Francisco, California, with 1M+ revenue.

The AI will automatically generate filter suggestions based on your input. Review the suggested filters carefully and adjust them as needed before downloading your data.

Using AI Assistant in the advanced filters inside Targetron

Step 3: Review and Download Data

Review all the additional details you want to add before confirming that everything suits your need. After checking all the attributes and filters, you can download your data and integrate the results into your CRM.

Real estate data filters using AI
FIlters generated by AI

When to Use AI for Category Selection vs. Advanced Filters

AI can guide lead generation in two key areas: selecting categories and generating filters. Knowing when to apply each ensures your outreach is focused, efficient, and aligned with your business goals.

AI for Category Selection

AI works best for category selection when your business model and target industries are clearly defined. By analyzing your offer and audience, AI can suggest the most relevant industries or verticals for outreach.

This approach is ideal for industry-first targeting, helping teams prioritize the sectors most likely to convert without spending hours manually evaluating categories.

AI Assistant for Filter Generation

For more refined targeting, AI can generate filters based on attributes like revenue, reviews, ratings, company size, and other business attributes to help you personalize your outreach.

Practical Use Cases of AI in B2B Lead Generation

AI assistants help B2B teams simplify lead generation, reduce manual work, and reveal missed opportunities. By combining AI suggestions with human oversight, marketers and sales representatives can quickly build high-quality lists and plan targeted outreach efficiently.

AI for Free B2B Lead Generation

Many teams start with free AI tools to explore new leads without a heavy investment.

  • Use Case: Small agencies or startups looking for early prospects in a niche, such as local real estate firms or service providers.
  • How Targetron Helps: AI Assistant suggest relevant categories, reducing the need for manual research.
  • Benefit: Teams can compile lists of potential businesses quickly before paying to download the data.

AI Lead Finder for Targeted Outreach

AI can identify decision-makers and business segments efficiently.

  • Use Case: Sales representatives targeting marketing managers in mid-size companies with $1M+ revenue.
  • Tip: Input domain + offer description. AI will generate category suggestions, then use More Filters to refine by role, size, and location.
  • Benefit: Reduce time spent manually scanning professional networking sites, directories, or other lead sources.

Using AI to Identify Niche Segments

AI detects related industries and subcategories that human teams may overlook.

  • Use Case: A digital marketing agency targeting real estate also discovers property management companies or real estate consultants.
  • Tip: Review AI category suggestions, then select relevant ones, and exclude unrelated industries.
  • Benefit: Expands reach to related real estate industries for wider prospects.

AI for Multi-Level Filtering

AI can create advanced filters based on revenue, business status, and contact availability.

  • Use Case: eams want to reach only operational businesses with email and phone contacts of decision-makers.
  • Tip: Input a targeting prompt, and AI will convert into filter sets. Download the verified lists for CRM import.
  • Benefit: Reduce human error and ensure lead quality

AI-Assisted List Segmentation

AI helps segment lead lists for more personalized campaigns.

  • Use Case: Sorting leads by location, company size, or service type before sending cold emails.
  • Tip: After downloading leads, use AI suggestions to create subgroups and apply personalized messaging templates.
  • Benefit: Increases engagement rates and improves email campaign performance.

Combining AI With Human Oversight

AI suggestions are powerful but need validation for accuracy.

  • Use Case: Reviewing AI-generated real estate categories and removing unrelated industries like construction or mortgage.
  • Tip: Always audit AI-generated data and make adjustments based on campaign goals.
  • Benefit: Ensures high-quality leads while saving hours of research.
Maximize Your B2B Lead Generation with Targetron AI
Use AI assistant features with verified B2B data to quickly identify, segment, and reach high-value prospects.

Best Practices for AI in B2B Lead Generation

Using AI in B2B lead generation can save time and uncover opportunities, but its effectiveness depends on how it’s applied. Clear inputs, careful verification, and ongoing refinement ensure that AI recommendations translate into high-quality leads and successful outreach campaigns.

Keep Your Inputs Clear

The quality of AI suggestions directly depends on the inputs you provide. Clearly describing your offer, target audience, and goals helps AI generate more relevant categories and filters, setting the stage for actionable results.

Verify Before Outreach

Even with AI, human validation is essential. Confirm each business’s status, location, and contact details to avoid wasting effort on inaccurate data. Verification ensures outreach goes to decision-makers who are reachable and relevant.

Keep Improving Your Segments

Lead generation is an ongoing process. Continuously refine your segments based on campaign performance, CRM feedback, or responses from prospects. Iterative improvement helps AI recommendations stay aligned with real-world results.

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FAQ

Most frequent questions and answers

You can use AI assistant to simplify early prospecting by helping you identify the right business categories. Tools like ChatGPT help you describe your offer, find angles, and spot potential niches. Inside Targetron, the AI assistant takes your inputs and converts them into suggested categories or advanced filters. once AI gives its recommendations, you can review, adjust, and download verified records for outreach. 

AI speeds up research and identifies opportunities, but human verification ensures lead quality and relevance. AI can augment the B2B lead search but they are not perfect yet, therefore needing human decision-making.

Startups, small agencies, and sales teams targeting niche markets or high-value accounts see the most impact.

Accuracy depends on input clarity and verification. Combining AI suggestions with Targetron’s verified data improves targeting and reduce errors. 

Yes, they help with early prospecting and idea generation, but pairing them with verified data improves targeting and reduces errors.