Saleswhale plugs seamlessly into your workflow, runs autonomously in the background, and closes the loop on all outcomes. Isn’t that nice?
Here’s how plugging Saleswhale into your existing workflow could look like.
Leads generated from your various marketing campaigns pipe directly into your CRM (e.g. Salesforce).
Tier 1 “hot” leads route straight to your sales reps to focus on. Remaining leads are segmented out via custom CRM reports.
Saleswhale automatically pulls the leads in the custom CRM reports, and enrolls them into campaigns in Saleswhale.
Your AI assistant reaches out immediately to campaign leads, follows up relentlessly, and responds contextually.
If a lead is interested to speak to someone, your AI assistant marks the lead as “qualified”. She then automatically routes the lead to a sales rep by copying the rep directly into the email thread so he/she has full context.
At any point in time, Saleswhale automatically updates the lead record in your CRM with new details (e.g. phone number, title, address) picked up in the email conversation.
The entire loop is closed once your AI assistant completes the entire outreach sequence, and the outcome (e.g. qualified, not interested, unresponsive, DNC, etc.) is updated in your CRM.
Leads generated from your various marketing campaigns pipe directly into your CRM (e.g. Salesforce).
Tier 1 “hot” leads route straight to your sales reps to focus on. Remaining leads are segmented out via custom CRM reports.
Saleswhale automatically pulls the leads in the custom CRM reports, and enrolls them into campaigns in Saleswhale.
Your AI assistant reaches out immediately to campaign leads, follows up relentlessly, and responds contextually.
If a lead is interested to speak to someone, your AI assistant marks the lead as “qualified”. She then automatically routes the lead to a sales rep by copying the rep directly into the email thread so he/she has full context.
At any point in time, Saleswhale automatically updates the lead record in your CRM with new details (e.g. phone number, title, address) picked up in the email conversation.
The entire loop is closed once your AI assistant completes the entire outreach sequence, and the outcome (e.g. qualified, not interested, unresponsive, DNC, etc.) is updated in your CRM.
Automate Saleswhale tasks using Zapier
Automatically enroll leads to a Saleswhale campaign from Hubspot
Automatically enroll leads to a Saleswhale campaign from Marketo
Automatically enroll leads to a Saleswhale campaign from Pardot
Automatically create a webinar registrant in Zoom when a lead is qualified in Saleswhale
Automatically enroll leads to a Saleswhale campaign from Linkedin Ads
Stop all follow-up emails in a campaign when a lead books a demo from a Calendly link
We increased our student intake by up to 10% each semester and saw returns on our investment within a month. Saleswhale is the right choice for us.
Ing. Bojan Manevski
