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market prospecting
The perfect CRM for prospecting
Schedule more meetings and improve process consistency. Unified communication channels, artificial intelligence for SDRs and much more.
Automate prospecting tasks
Is this your case?
A list of companies and leads is created, using Salesforce, LinkedIn or other external databases.
The first contact is established to qualify the leads and schedule a meeting.
The meeting is held with the objective of closing the contract, either by a team or by a single person in charge of the process.
Key elements for prospecting
Minimize contact time
If the lead was generated by Inbound, minimize the time between a completed form and a contact call.
Create and review contacts from LinkedIn
If I have to seek to generate accounts and leads, it is essential to be able to create them in Salesforce from LinkedIn, being able to see if they already exist, what state they are in and who is the owner.
Increase likelihood of contact
In general, between 2 and 4 leads are usually worked on per company, depending on the size of the target company. This increases the likelihood of contact.
Multichannel process
Once the account and leads/contacts have been created, start a multichannel contact process (phone, email, LinkedIn, WhatsApp) ensuring a minimum number of attempts.
Maximize relevance
In case of contact, follow the appropriate script depending on the industry, buyer persona, etc. to maximize the relevance of the message.
Quick access to content
Have the necessary content to answer any question.
Improve qualification
Ask qualification questions, so that the quality of the lead can be inferred and contact and profiling details completed.
Closing meetings easier
Close the meeting, and you can view your own calendar or that of the seller (if someone else is the one who does the meeting).
Easy to complete administrative tasks
Complete the necessary administrative tasks to formalize the closing of the meeting.
Transform your CRM
Integrated channels, productivity tools and artificial intelligence. Add the innovation it needs to your CRM to make it the best system for users.
60%
Increase in productivity
Fast navigationThe browsing speed in Salesforce is five times faster. The company or lead views show all the past activity carried out, and in addition, all incoming activity is accessible from Salesforce in a single inbox to be answered in one click.
- Salesforce on LinkedIn
Harmonix brings your CRM to LinkedIn. This allows you to create accounts and leads in Salesforce in just one click and, in addition, to work through the entire sales process without leaving the platform.
- Activity log
All tasks are organized and shown to the representative based on priority. The contact tools are accessible in one click and your activity is automatically reported in Salesforce.
- Unified tray
Access incoming activities such as calls, emails, LinkedIn or WhatsApp messages, in a single inbox where you can respond with one click.
- Automated tasks
All tasks are organized and presented to the agent based on priority.
-80%
Decrease in training time
- Guided Tracking SDRs
Assistance is guided during the follow-up of leads and opportunities, through pre-configured and customizable cadences. SDRs will know when and who to contact.
- Guided automatic update
The collection of information and updating of fields is carried out automatically. Sales representatives will save time by knowing what to report and when to do it in a guided manner.
- Smart content suggestions
Content suggestions based on the customer's profile or preferences thanks to AI. Depending on the context, Harmonix suggests which documents or messages to send within the email editor.
95%
Improving consistency in process monitoring
- Tracking cadences
Use of pre-configured cadences to establish the monitoring plan and to let sales representatives know their tasks at all times.
- Arguments and segmented content
Visualization of arguments and content when calling and sending emails. They can be segmented by customer type, product, or any Salesforce variable.
- Identifying pending tasks
Identification of contacts without future tasks assigned to keep the pipeline organized and ensure proper follow-up.
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