Leadfwd - Plus Exclusive

Product details

Q: Workflows and sales triggers

First of all, i really like your welcome message not replacing sdr but rather intelligently combine manual and automated flows/tasks.

I’m familiar with sequences from dripify, Heyreach, Smartlead and the like. But can you elaborate on your sales triggers and workflows? Didn’t find many information on the homepage for that. Is it similar to trigify and can I setup custom watch lists and triggers within the tool? Or is it just to use sales nav filters (eg people who recently changed jobs)?

0c5458688b8a4c458a115b2d213e0306PLUSEdited Sep 20, 2024
Founder Team
Kevin_Leadfwd

Kevin_Leadfwd

Sep 20, 2024

A: Hello there! Appreciate that :)

Trigify is a different animal as they operate a listener, as you mentioned. Our approach is empowering the sales pro or org to leverage LinkedIn to take advantage of triggers and signals, some of which are available with Sales Nav filters.

I'd say where we differ is the outreach automation with personalization that can be achieved after the prospecting step.

If none of that makes sense, please let me know and I can elaborate more!

Share
Helpful?
Log in to join the conversation
Posted: Sep 21, 2024

Soso 😅 so I understand that it’s not a listener / active triggering but rather a tool that starts at a point similar to the other outreach tools. What I still don’t understand is the difference and practical use cases btw sequences (these I know) and workflows. Maybe you have examples for us? We run a recruitment agency (that’s why active listeners are quite interesting).

Founder
Edited: Sep 21, 2024

lol. Ok let me try again! So when we talk about sales triggers and buyer signals, we are really talking about shifting to a different methodology of prospecting and away from 'spray and pray' tactics that start with buying a large list of "leads" to sequence to death. LinkedIn is a great place to build thoughtful prospects lists.

Founder
Posted: Sep 21, 2024

And in terms of specific use cases, here are some ideas for signals and triggers. The options at the bottom would require Sales Navigator (Premium): https://docs.google.com/spreadsheets/d/1jIWGM7IfNJ87jPZwPbAeF-bnEXUgMPY1_hrSRGW1eQM/edit?usp=sharing

Founder
Posted: Sep 21, 2024

Now, after the prospecting step and to your point on the workflows or next steps, here is a very simple playbook (we deploy it internally too) that's 4-steps.. combining LinkedIn and then Cold Email. Check it out, I think it will help fill in the full picture: https://www.loom.com/share/03ab3de1c40b4f6caf54a53ef942fa30