Outbound prospecting
Builds a prospect list from an ideal customer profile and drafts a first message for each.
How to use it
The steps, in order, from getting it to the first result.
Write the ideal customer profile.
Set the list size and the regions.
Review the list and the drafts.
What it does
Describe the customer you want. It researches candidates on the public web, checks them against your CRM so you do not contact existing accounts, and drafts a first message for each with the reason it fits.
Drafts are yours to send. Nothing leaves the workspace on its own.
Skills it uses
Connects to
Salesforce
Enrich, update, and report on records under your profile.
HubSpot
Sync contacts, deals, and tickets into the workflow.
Apollo
Built on
- Browser. Reads and acts on websites in a sandboxed browser.
- Approvals. Waits for a person before anything is sent or changed.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.