Apollo prospect lists researched and kept current

Ideas to put to work

Business development research across hundreds of records, done without a sales team.

• A

  Target list for a new service

  Describe the client you want and Sofia searches Apollo, enriches each person and company, and builds a ranked list in Excel for partner review.

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  Salesforce contacts kept current

  Sofia enriches your Salesforce contacts through Apollo and, with your approval, updates job titles and companies so outreach reaches the right person.

• A

  Personal openers from your past work

  Sofia reads each prospect's account and your related case studies in SharePoint, then writes a personal opening line to the contact, with your approval.

• A

  Replies taken out of sequences

  When a prospect replies in Outlook, Sofia removes them from the Apollo sequence and creates a follow-up task for the owner, with your approval.

• A

  Opportunities with no next step

  Sofia reads open opportunities and tasks, lists every deal without a next step, and creates the task for each owner with your approval.

Works well with

• Microsoft ExcelSpreadsheets for numbers, models and trackers
• SalesforceCRM for accounts, contacts and sales pipeline
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OutlookMicrosoft's email and calendar
• HubSpotCRM and marketing platform for growing businesses
• PPipedriveSales CRM built around the deal pipeline
• Zoho CRMCRM for leads, contacts and deals
• AAttioFlexible CRM for relationship-driven teams