I have to share this cool omnichannel outreach use case for OutboundSync and HubSpot. Go from a Smartlead cold email link click to a HubSpot workflow that creates a Slack message with a pre-populated LinkedIn search. We're encouraging reps to go omni-channel, seamlessly switching from email to LinkedIn, boosting the chances of successful engagement. Here's a walkthrough... 1. Triggered Actions: A link click in our Smartlead campaign triggers an immediate action through OutboundSync with HubSpot workflows. 2. Slack Notifications: Next, to Slack. This could easily be directed to a specific user, a Slack channel, or the owner of the campaign. 3. Context-Rich Alerts: The notification isn't just a heads-up. It includes the contact's name, their company details, and even a pre-populated LinkedIn search for quick access to their profile. Some notes: * The way we did this, LinkedIn profiles are not required up front. This setup dynamically finds LinkedIn profiles post-campaign click, removing the need for LinkedIn URLs in your initial lead lists. * You can vary your level of rep notification based on the campaign. So some may merit higher touch whereas others may not. * You can swap Slack alerts for email notifications, tasks, or list additions. * For Sales Hub Enterprise users, you can even auto-enroll contacts in sequences. This is just the beginning of exploring how OutboundSync's features can integrate into more complex, multi-faceted workflows. It's so exciting to see these tools coming together! Stay tuned for more updates, and if you have any thoughts or questions, I'd love to hear them. Thanks! #OutboundSync #crm, #sales, #hubspot, #coldemail, #outboundsales
Tracking Sales Activities Across Multiple Channels
Explore top LinkedIn content from expert professionals.
Summary
Tracking sales activities across multiple channels refers to the process of monitoring and understanding customer interactions and engagement across platforms like email, social media, and CRM tools. This approach helps sales teams gain a 360-degree view of prospects and align their outreach strategies for better results.
- Use integrated tools: Connect platforms like HubSpot, LinkedIn, Slack, or email tools to capture and centralize engagement data, making it easier to track prospect activity across channels.
- Create context-rich alerts: Set up notifications that include key prospect details like name, company, and interaction history to personalize your outreach effectively.
- Analyze engagement patterns: Use dashboards or tagging systems to identify top prospects, track interactions, and tailor your approach based on their interests or challenges.
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Stop pretending that a single data point from a prospect's LinkedIn profile defines them. When you do that, your outreach sounds like you're reading the news to them - "Congrats on XYZ" or "I see that you're the [title] at ABC." You can't tell your prospects sh*t they already know and expect them to care. When you use a single data point as the cornerstone of your outreach, it's a telltale sign that you don't really understand your buyers, the challenges they're facing, or the opportunities they are excited about. Elite sellers understand how to uncover a more complete view of their prospects. More importantly, they understand how those data points come together. My go-to way to understand how prospects are interacting with me across multiple channels is the Members Dashboard in Common Room The 3 things I love most about this dashboard are: 1. It ranks prospects based on their overall impact in my ecosystem. I can see which people or orgs are most engaged with my content, across multiple channels, in a meaningful way. 2. I can get a view beyond LinkedIn. I have my YouTube, X (Twitter), and Company LinkedIn pages integrated as well as Slack for my Business Book Club community AND HubSpot. I can pull in so much data that is relevant to me and the folks interacting with me to figure out what matters TO THEM! P.S. The enterprise integrations are even better than the stuff I use as a solopreneur. It's impressive. 3. The tags. For instance, the first person in this list is tagged as an economic buyer [image]. This happens automatically. I didn't have to do that work. They are also tagged as a pioneer meaning they are the first person from that org to engage with my content. What this quick view tells me is that I have an economic buyer, a CRO, who is new in seat and is talking online about building a tech stack. They are engaging with me across LinkedIn & they are a member of my Slack community. The timing is ideal to connect to better understand their vendor selection process. You can filter to only see economic buyers or other tags or filter to only view specific channels that you might know are where most revenue is attributed. The result? Instead of reaching out to a prospect with disingenuous personalization, I have an immediate view of the conversations they are having across social channels that relate to me. It's advanced social listening + identity resolution + person-level AND account-level AND org-level enrichment based on a multitude of signals. It's a true 360 view. It allows me to have a more complete view of what's going on in a prospect's world before I reach out which increases engagement and conversion rates significantly. If this has sparked your interest, read this Blog about how to uncover the person behind the data points: https://lnkd.in/gEv26z6k
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B2B buyers don’t make purchase decisions off of 1 ad or email. That’s why if you’re not running allbound campaigns you’re leaving money on the table. Ad spend isn’t being utilized effectively and emails are going ignored. We tie it all together using a mult-channel approach. Here’s how we combine linkedin ads + outbound to create a closed loop demand gen engine: 1. Integrate Fibbler, HubSpot, and LinkedIn Ads 2. Push engagement data from LinkedIn Ads to HubSpot 3. Create a list of engaged companies in HubSpot 4. Push that list to Clay 5. Create a find people table using the same job titles you’re targeting over ads 6. Pull the LinkedIn profile URLs of those contacts 7. Push those contacts to a campaign in HeyReach.io 8. Send out an email to the same prospects **Bonus points if you use Salesmsg to trigger a test message flow for the highest engaged companies. The most overlooked part of this flow is the tracking. We log everything in HubSpot using our partners over at OutboundSync and Fibbler in conjunction with the native ads integration in HubSpot. If you can’t measure it you definitely can’t improve it! Using this approach we’re seeing a noticeable improvement in email response rate, LinkedIn connection acceptance rates, and overall meetings booked coming from paid media and outbound. I know a lot of people have variations on this flow but this is working extremely well for our clients and our own internal campaigns. Curious to hear if anyone has any other similar feedback loops they’ve tested.