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AI Agent Smart Matching: Multi-Source Precision Lead Generation for Orthodontic Equipment

Background​

A medical equipment export client specializes in selling products to dentists in the United States. Their original marketing strategy primarily included:

  • Investing 50,000 RMB per month in social media advertising.
  • Employing a digital marketing team to gather dentist names and profiles from clinic websites and ranking platforms, then matching them with social media accounts to obtain their contact details for outreach.

However, acquiring dentists' personal contact information was challenging, as most clinic websites only displayed general clinic contact details rather than individual dentist information. This made the information-gathering process inefficient and complex.

Challenges​

  1. Limited Market Size – The U.S. has only tens of thousands of dentists, leading to a low ROI on ad spend and ineffective marketing results.
  2. Inefficient Customer Information Collection – Social media outreach had low engagement rates, and the manual process of gathering and matching dentist data was time-consuming and inefficient, making scalable customer acquisition difficult.

Solution: AI Agent + Intelligent Data Matching​

To improve marketing efficiency, precisely target potential customers, and enhance conversion rates, we developed the following AI-driven solution for the client:

1. Data Integration & Intelligent Analysis

  • AI Agent aggregates data from multiple sources, including social media platforms, industry databases, dentist ranking websites, and clinic websites.
  • AI automatically collects and analyzes publicly available information on potential customers.
  • AI matches dentist data from clinic websites and ranking platforms with corresponding profiles on social media platforms, enabling access to personal contact details—overcoming the limitations of traditional channels.

2. Intelligent Contact Information Acquisition

  • By leveraging Knowledge Graphs, Retrieval-Augmented Generation (RAG), and Natural Language Processing (NLP), the AI Agent can identify and extract dentists' publicly available emails, phone numbers, and social media accounts across platforms.
  • Multi-platform data fusion and precise matching ensure the authenticity and accuracy of dentist information, eliminating the inefficiencies of manual searches.

3. Automated Outreach & Personalized Promotion

  • AI Agent automatically generates personalized outreach messages based on dentists' interests, professional background, and behavioral data.
  • AI engages with potential customers via social media and email, significantly improving communication efficiency.
  • Personalized content increases response rates in private messages, addressing the low engagement and inefficiencies of manual outreach.

Results​

✅ Increased Customer Acquisition Efficiency

  • AI accurately matched personal contact details for 40% of target dentists, significantly improving information collection efficiency compared to manual methods, while saving time and labor costs.

✅ Optimized Ad Spend & ROI

  • By directly identifying and contacting target dentists, the client eliminated the need for the 50,000 RMB monthly ad spend.

✅ Sales Team Efficiency Boost

  • The marketing team was reduced to a single senior salesperson, while the AI Agent handled most initial client outreach and qualification, greatly improving sales efficiency.

✅ Higher Conversion Rates & Sales Performance

  • Direct communication with potential customers increased response rates, leading to a 30%+ boost in conversion rates and steady sales growth.

✅ Improved Resource Utilization

  • The sales team focused on high-value prospects, instead of spending time on tedious information-gathering tasks.

Client Feedback​

By adopting AI Agent technology, the medical equipment exporter overcame the limitations of manual data collection, significantly enhancing marketing efficiency and conversion rates. The AI-driven solution allowed the company to accurately identify potential customers and improve marketing effectiveness through personalized outreach and automated engagement.

The client was highly satisfied with the results, emphasizing that AI Agent successfully solved their long-standing pain points, helping them reduce advertising costs and improve overall marketing performance.

This case demonstrates our AI-driven intelligent matching and marketing solution for medical equipment exporters. By combining AI technology with multi-source data integration, we helped the client achieve higher customer acquisition efficiency, increased ROI, and improved sales performance, providing a competitive edge in a challenging market.