Ideas to put to work
Outbound at the scale of a sales team, written with your firm's own proof.
Campaigns from your case studies
Sofia reads your case studies in SharePoint and creates a campaign for each target sector, activated only with your approval.
Lead lists from Apollo research
Sofia searches Apollo for people who fit your ideal client and adds them to the right Instantly campaign, with your approval.
Replies sorted by interest
Sofia reads every reply, updates each lead's interest status, and drafts responses to interested prospects for your approval.
Interested leads into HubSpot
When a lead is marked interested, Sofia creates the HubSpot contact and deal and logs the thread as a note, with your approval.
Campaign performance compared
Sofia reads campaign and account analytics, builds a comparison in Excel, and recommends which campaigns to pause.
What Sofia can do with Instantly
Sofia reads and keeps current
- Campaigns
- Leads
- Lead lists
- Emails
- Sending accounts
- Campaign analytics
- Account analytics
- Tags
Sofia does, with your approval where you want it
- Add leads to a campaign
- Reply to an email
- Create a campaign
- Pause or activate a campaign
- Update a lead's interest status
- Move leads between campaigns or lists
- Create a lead list
- Forward an email
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
- ApolloSales prospecting database and engagement platform
- HubSpotCRM and marketing platform for growing businesses
- Microsoft ExcelSpreadsheets for numbers, models and trackers
SalesforceCRM for accounts, contacts and sales pipeline- PipedriveSales CRM built around the deal pipeline
Zoho CRMCRM for leads, contacts and deals- AttioFlexible CRM for relationship-driven teams
Put Sofia to work on your outbound
Score your firm in three minutes, or talk to our team.