Welcome to Apollo – here's an overview of the platform:

Complete Setup in 3 steps

1. Link Your Mailbox
   
   

2. Install the Chrome Extension
   
   

3. Setup Your Dialer
   

Your team Administrator already linked your CRM and customized the Apollo App for your team 🙌You're good to start prospecting, emailing, and closing more deals with Apollo.  

Here’s what you may want to know about your setup:

• Your Activities are being logged (if integrated with Salesforce or HubSpot)
• Contact Stages have been customized, and will automatically update in Apollo AND your linked CRM (otherwise, will update through an upload) based on your Stages & Triggers.
• You’ll be able to use the Chrome extension between Gmail, every account’s website, and Salesforce (if it’s your CRM).

Next Steps for Training:

1. Learn to Find the Exact Right People at the Right Accounts

• How to find leads using Prospect (and tutorial video)
• Create Buyer Personas for your top 3-5 title sets, the titles of the people you sell to. Or, use the Buyer Personas your team admin built out for you in the Prospect page filters. 
• How to broaden your reach prospecting into a specific Industry using Keywords
• How to track lead credit usage
• How to add leads to a sequence
• Find your target Accounts by their Salesforce Views in Apollo (using the Salesforce View filter in the Contacts or Accounts page.
• Create Account and Contact Lists

2. Build Sequences & How They Work

• Sequence content Best Practices
• Do AB Testing in all of your sequence steps to learn constantly what content connects most to your contacts. 
• Use Snippets or mail merge fields to save yourself tons of time emailing – use these to fill in standard fields like the contact's name, and more. 
• You can also create custom snippets to hyper personalize emails
• Learn how the technical setup around your Contact and Account Stages + Triggers contribute to how your sequences work to automate administrative work

3. Task Management

• Create your own custom Cockpit, so you're working on the highest priority tasks first.
  • Create Your First Cockpit Layout (Beta)
• Install the The Apollo Chrome Extension to manage replies with easy to use templates and update contact stages and info in the sidebar straight from your inbox
  
  • Phone Calls Guide in Apollo
• Checkout our Standard (Default) Reports and Standard (Default) Dashboards to Win More Business
  
  • And, build your own custom reports to get the information you need most
    • Analytics 2.0 Overview
• Best Practices for Creating Schedules
  • Answer questions like, 'when should I make my calls?' and 'what times are the best to email my personas?' by building custom reports for your personas
    
    • Look at Best times to email personas – by day of week
      • Select the Metrics: "% Emails Replied" under Emails header
      • Select the Dimensions: "Day of Week" and "Persona"
    • Look at Best times to email personas – by hour of day
      • Select the Metrics: "% Emails Replied" under Emails header
      • Select the Dimensions: "Hour of Day" and "Persona"
    • Go to Settings > Schedules, and create a schedule based on these metrics. Keep your time zones broad, so you can keep learning. Have at least 2 windows of at least 3 hours each to send emails every day. But, there may be hot zones changing by Persona. Or, there may be hot zones that are consistent every day or weekday. So, try those out, and keep them broad so you ensure your emails are not delayed and you continue to learn as hot times change.
  • Create and Edit/Update Sequence Sending Schedules

Sales Reps in Apollo Can:

• Find and request contact information for People most likely to buy with you
• Automate your outreach to engage cold Leads
• Automatically log email activities, phone calls, notes and completed tasks to your CRM
• Easily follow up at the right time with strong messaging using templates and the chrome extension sidebar
• Masterfully manage tasks, so you’re consistently hitting your goals