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Outbound prospecting
By Context Template Sales and customers
Builds a prospect list from an ideal customer profile and drafts a first message for each.
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.
How to use it
- 1Write the ideal customer profile.
- 2Set the list size and the regions.
- 3Review the list and the drafts.
Built from
Skills
Connectors
Workspace features
- BrowserReads and acts on websites in a sandboxed browser.
- ApprovalsWaits for a person before anything is sent or changed.
More in Sales and customers
Pipeline, accounts, calls and the people who buy from you.
Runs inside your perimeter, under your permissions.