As a Sales Operations Specialist with Apollo You Can:
- Standardize and enforce sales process
- Sales Reps use your best messaging consistently with Templates, Sequences, and Account Playbooks
- Automate repeatable sales processes with custom rules in the Rules Engine
- Support efficient Sales Rep workflows and automate administrative chores
- Automatically log emails with the chrome extension
- Automatically log phone calls with call recordings
- Reps can prioritize activities for top Accounts and Contacts
- Execute the highest priority tasks to complete at the right time with scoring engine and rules engine
- Keep your CRM accurate and up-to-date
- Enforce Best Practices across your sales org
- Increased transparency improves sales process and messaging
- Catch all previously dropped Opportunities with Transparency into pipeline through Analytics reporting
- Use science to identify your ICP and Best Messaging to increase win rate
- Report on your team’s activities in relation to revenue
Install the Google Chrome Extension and access Apollo across Gmail, Salesforce, and Your Accounts’ Website
Customize Contact and Account Stages in Apollo to work with your CRM statuses
Don't have one of these CRMs? Import your Contacts and Accounts.
Watch These Tutorial Videos to break the ice with the Apollo App
If You’re Using Apollo Yourself:
After Connecting Your CRM or Importing Your Records, Follow These Next Steps:
- Create Permission Profiles to manage access for different members of your team
- Navigate to Settings > Permission Profiles > Click Add Profile
Name it something easy to recognize, “Account Executive” / “AEs” - whatever clearly indicates the role intended for this permission profile.
- Also, here are Recommended permission profiles by Role
Organize your users by:
- Geographical location (New York office, San Francisco Office)
- Role (SDRs, AEs, Sales Operations, Execs)
- Account Executive / Sales Leader and Assigned BDR team (Jacky, the team lead + AE, and her 3 supporting BDRs, Jack, Janice, and Jaime)
- You can also use the GDPR features to:
- Block prospecting in the EU
- Block emailing those in the EU
- Or, block tracking activitie on emails sent to people located in the EU.
- Create Buyer Personas
Pro tip: Permissions determine whether or not another user can edit these personas, so you can let your team edit and create personas or not in Settings > Permissions
- Also, ensure your Account Stages are synced and indicate who can and can not be prospected. Ideally, your team would use the Prospect filters to exclude Current Clients and Active Opportunities, as well as any other account that may be the stage Do Not Prospect, like any bad fit company you’ve blacklisted.
Again, refer to this guide on how to Customize Contact and Account Stages & Recommended Stages to learn some most commonly used stages.
- Ideally you want to build sequences for specific personas customized to address needs in specific types of companies you want to sell to, so get targeted.
- For guidance on how to customize messaging, here is a guide on sequence content.
- And, here is a guide on hyper personalizing emails with custom snippets.
- Create your team’s most used email messaging in templates and sequences to ensure your best messaging is being used by your team.
- Create your first sequence
- Customize Call Activities
- Create and Map Custom Fields to Salesforce if SFDC is your CRM
- Use Salesforce Views to Sort Contacts and Accounts
- Salesforce Customizations
- Here’s a guide on common rules that teams use in Apollo for your inspiration.
- You can also follow this guide to create a Scoring Engine model.
And, another guide to help manage your Scoring Engine model as you learn what works and doesn’t work for your team with Analytics.