SalesLoft Wishlist 🎁 by Brittany E https://padlet.com/brittany_everett2/qih7bl8g16h9 How can we automate our sales processes? en-us 2019-12-12 17:00:49 UTC 2019-12-18 18:28:37 UTC hello@padlet.com https://padlet.net/icons/png/1f4c8.png automatic email outreach cadences brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800132 cold outreach, events, webinar invitations]]> 2019-12-13 14:22:21 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800132 automatic confirmation emails brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800525 sending a confirmation email with an agenda and the appropriate zoom links]]> 2019-12-13 14:22:58 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800525 creating SFDC opps inside SalesLoft brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800820 can we create/edit opps when a demo is scheduled?]]> 2019-12-13 14:23:27 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/423800820 call recording brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424605942 how does call recording work if we are in PA, where 2 way consent is required?]]> 2019-12-16 16:31:07 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424605942 owler brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631110 2019-12-16 17:13:22 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631110 twitter brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631160 2019-12-16 17:13:27 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631160 linkedin brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631198 2019-12-16 17:13:30 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631198 embedded video brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631242 2019-12-16 17:13:35 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631242 a/b testing brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631289 2019-12-16 17:13:40 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631289 local dial brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631325 shows a local area code when cold calling]]> 2019-12-16 17:13:44 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631325 pre-recorded voicemails brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631436 2019-12-16 17:13:55 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424631436 calendar scheduler brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424641683 2019-12-16 17:31:19 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424641683 follow up emails https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668534 is it possible to customize the cadence/templates of follow up emails by individual prospect?]]> 2019-12-16 18:16:21 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668534 email tracking https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668573 What all can be tracked? Is it possible to receive push notifications for certain activities (email opens, link clicks, etc.)?]]> 2019-12-16 18:16:25 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668573 chasing ghosted prospects brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668720 setting up campaigns to chase down prospects who ghost their QCs

]]> 2019-12-16 18:16:39 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668720 scheduling QBRs https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668968 2019-12-16 18:17:02 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424668968 resource bank brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424669227 having a bank of links/resources to send in emails

]]> 2019-12-16 18:17:23 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424669227 Excluding people who are in active campaigns? https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424669303 Can we exclude people who are in active campaigns (i.e. event campaigns, BE outreach)
Can we exclude people we've been emailing who aren't in a campaign?]]> 2019-12-16 18:17:30 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424669303 triggering account statuses to change when an opp is created or closed brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424670248 "actively selling" when open, "nurture" when closed]]> 2019-12-16 18:18:54 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424670248 Best campaign workflows https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424670580 Would be great to spend some time going through the campaign/template creation to make sure we have the most efficient workflow down]]> 2019-12-16 18:19:25 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424670580 triggering changes in opp stage? brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424671047 2019-12-16 18:20:07 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424671047 does calendar automatically show in the prospect's time zone or do we have to choose it? brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424671616 2019-12-16 18:21:00 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424671616 demo request/inbound cadence brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672089 setting up an automatic cadence to schedule with people who request demos]]> 2019-12-16 18:21:41 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672089 Most common email workflows [internal] https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672618 Question for the AE team - what email workflows do you find yourself doing frequently?
- demo followup
- sandbox credential followup
- pricing followup
- event followup]]> 2019-12-16 18:22:33 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672618 calendar invites with agendas brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672806 sending calendar invites for QCs and Demos (and maybe follow up convos?) that have an agenda and a kickup zoom link]]> 2019-12-16 18:22:53 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424672806 collecting data brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424673352 we want to collect more data about decision maker engagement plan, PDMS, etc-- can we build a more streamlined workflow to collect all of this data?]]> 2019-12-16 18:23:48 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424673352 integrating with SFDC campaigns brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674289 2019-12-16 18:25:09 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674289 scheduling https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674699 if someone responds to an email and gives a time that they can meet, is there a way to automate the calendar invite with the Zoom details?]]> 2019-12-16 18:25:46 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674699 % of positive response vs open rate brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674753 what are our KPIs? how many touches does it take to get a meeting?]]> 2019-12-16 18:25:51 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424674753 Alert 60 days before contract end date https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424678314 2019-12-16 18:30:44 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424678314 best campaigns?/templates? brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424680091 2019-12-16 18:33:44 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424680091 carlye -- triggering emails to go out when people are clicking links brittany_everett2 https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424682194 2019-12-16 18:37:26 UTC https://padlet.com/brittany_everett2/qih7bl8g16h9/wish/424682194