Really Great Solution for List Building/Validating, Cold Outreach, and CRM Opportunity Tracking
This is a really powerful solution for anyone trying to do honest, value-based outreach at any scale.
I was burned by another Cold Email solution...shut down with my work and never added on the features it promised after years (and super buggy along the way).
Sales Prophet exceeds my expectations. It's exactly what I've been waiting for but didn't know it could be so good.
As a marketing leader in Saas who's trying to build a side digital agency, I bought it for myself, but even see the value of using it at companies that already have an enterprise tech stack (the Account Based email and timed delayed cold email specifically, but maybe even contact sourcing).
I like to use my agency / side hustle for good, not just selling services. Based on my initial impressions, I'm re-energized and excited that this is THE solution that is going to help me further my mission spreading kindness/goodwill.
I wish Sales Prophet a happy and profitable future. Good work team, it's one of my favorite buys of all time.
The team is responsive, with a great chat support solution within the app.
I was able to hook up a Zoho custom domain email and a Sendgrid Email, no issue -- plus, it was easier that many other solutions.
Once I got the hang searching leads and saving lists, I was off to the races.
Before you leave one taco, search for leads with job title keywords AND make sure all required fields are in your CSV import files. Everything works, if you learn what's needed to make it work.
Also test different search approaches. For example, in my scenario, SIC industry name yielded more results than LinkedIn industry.
After building lists, I entered billing info for $.001 data validation -- no issues there either.
And sequences / newsletters are beyond logical. I was so happy I could skip the list part to save the campaigns and come back to that as well.
What I love:
- The potential for Account Based emails to 3 or more targets (super cool)
- Custom fields for contacts, opportunities, and accounts
- Kanban opportunity stage tracking
- Rules for task creation to follow up after engagement (opens, clicks, etc)
- Human-like send delays for email sequences and bulk emails
- A/B/C variations and follow up after no open -- may be better than spintax
- You can map custom fields in import files (limitation of something else I was trying to make work)
Some struggle areas that I can work around:
- In local business, I rarely have a First and Last name, so to get emails to a Business name only, I will have to add some dummy data to those required fields. I found myself wanting to build a "Company" list for outreach where I didn't have to have first/last name required. But each company needs contacts to feed a sequence.
- I do small scale outreach, sometimes I like to attach a PDF when sending one by one or with a large send delay; I won't ask for this feature because I understand it's a potential deliverability issue (but would be super cool when controlled under the right conditions and testing)...I can get around this by making the call to action a reply if you want the flyer
- When i initially created custom fields, I didn't realize they were company level. Very easy to delete and make contact level but it did send me down some sunk time. Well worth it, now that I get the product.
Some ideas I'll be adding to the roadmap:
- More timing control, like 8-11:30 am and 1:30-4:00 pm (skip lunch or known busy hours)
- Company list sequences, no first/last name required
- Add more Kanban opp pipelines for different sales motions
- Link a Google Sheet; added to sequences as new rows added
My experience is with:
- Marketo, Hubspot, Salesforce, and Dynamics 365 (enterprise settings) -- perfect compliment
- Can work like Outreach or SkyLead (without the LinkedIn automation)
- I am also a big fan of other CRM AppSumo LTDs but none had mastered the email outreach piece and the data sourcing like this. They may only have a place in my workflow after I have a customer, but Sales Prophet seems to easily handle all my prospecting needs.
(Optional) Curious for Agency Use Cases:
- How do you see people monetizing it? I definitely see the value in partitioning separate business ventures but what else should I be considering?
- "Selling Simple" -- a hands off offering might be just offering it as a Saas solution bundled with other services for clients? They manage themselves.
- "Done for you" -- what are other agencies doing, offering done for you cold outreach services?
- What are retail value price ranges for solutions/services like this?
Just curious to hear a point of view on how it's best monetized if you wish to elaborate. No worries if not.