Apollo Prospecting Features and Tools: CAS Come and See

Join Andrew Duncan, from Cloud Adoption Solutions, as he discusses the advantages of using Apollo, a tool utilized for prospecting and event planning. Follow along and learn how to broaden your horizons with Apollo’s robust features, such as creating personas, filtering search lists, and considering factors like buying intent, email status, and time zones. Andrew enlightens us on the importance of using Apollo to refine & personalize outreach and encourages you to test the platform out for yourself!

VIDEO TRANSCRIPT:

Hello, everybody! This is Andrew Duncan, with cut adoption solutions coming at you with another look into Apollo for everybody to know. We are not an official Apoll partner, just some fans of the system, and we use it every day in our sales department. We are constantly putting together lists talking about engaging and sequencing potential clients, and also people who might be interested in some of the events that we're throwing. So we just think that this is a really robust tool. One of the most interesting things that we've seen come through recently is a really large expansion into the way that we filter our search list. We have just recently started trying to be a bit more intentful and mindful about the way that we are going into our safe searches, and then sequencing them, because, as you know there are many, many changes on the horizon, as far as the way that you are allowed to prospect people so, being much, much more intent, driven much more specific about the persona that you're going after is going to allow you to be a bit more concise, and therefore, successful when it comes to prospecting. So let's talk about some of these filters that we have here. And why we think that was a great tool for filtering these lists. So one thing for certain is that you can create a persona. So I think every business has, like a a perfect persona, somebody that they are looking to go after, to talk to maybe to just have a connection with. So I think having a persona, that is, you know, someone you are intending to talk to is a perfect way to kind of go about general prospecting in a poll allows you to do that so you can click and add a persona name so you know, for us. let's say that we're throwing an event. And it's for life, science streaming right? We're doing a life sciences, driven road show. And we want to meet life sciences, leaders. So you would type in life sciences, reader, for persona name, and then you would get job titles, industry, keywords, locations, and then other persona driven filters in order to make that perfect persona that you wanna approach. It's very, very helpful. And you can kind of create these different personas and look at them in different ways, and you can add them to your filtered list, which, when you're searching, just makes things a little bit easier, a little bit quicker another thing that we've really really are enjoying recently is an uptake and buying intent. So they're just doing a bit more work when it comes to buying intent. As you know, we are a salesforce partner, so I can search who is intending to buy salesforce. Now, this information isn't always perfect. You know, caveat is that it's a very hard thing to understand. And you know it's based on search criteria. So it's not always perfect. But that being said, it's a helpful keyword. It's a helpful search. Option when you're looking for, you know people to put into your list, so I think it's useful. Don't live and die by it. But it is something that can be helpful. Another thing is email status. What we are seeing very, very often is that people are now becoming Dns and do not send an unavailable you do not want to send an email accidentally to an unverified email or an email that is unavailable. It is very, very bad for your domain. And it can relate to a lot of issues down the line with your your your suite of email, whatever you're using. So my suggestion is to always use a safe to send email status to ensure that your email is going to not only the right verified email, but to someone who wants to be emailed. In the 1st place, and there are people out there who are open to receiving this communication. So very important to protect that domain. Another thing that we like to talk about is technologies and territories….


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Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.