Prospect Re-engagement for Product Update

We'll reconnect with inactive or potential leads on a weekly basis using personalized outreach sequences, inviting them to explore Pulseway's latest features through a demo. This strategy aims to re-engage the leads each representative manages in Salesforce.

• Marketing will be passing a list of 40-50 leads per rep during our weekly Sales and Marketing calls 

• Each rep will take their lead list and upload them into Outreach to the appropriate sequence: 

  • Pulseway X.X Update (MME)

  • Pulseway X.X Update (MSP)

• Marketing & Sales Managers will be tracking the cadences success through Outreach 

If you're like to review the 9.7 release notes you can do so on our website

Or you can refer to the 9.7 Training (Part 1 & 2)

Who will I be contacting?

The lists will be from Dead/Remarket Leads in a given period which ensures 40-50 leads per Rep. 

What do I do with the leads?

Please import ALL given leads into the sequences and follow the demo/trial journey - This will take off a huge manual load off your plate and ensure that all leads followed up. 

Does it matter which business type are they? MSP/MME 

YES - Most sequences are broken down by business type, this was done to ensure a better response rate. Every MSP / MME sequence are marked with the Business Type in the title of the sequence. 

I have added the prospect to the sequence - do I need to go to SF and change the lead status from "New" to "Pursuing"?

No - once you add the lead (prospect) to the sequence, the status will be changed to "pursuing". The same will be synced to the SF side. 

Do I need to create tasks in SF or log completed tasks into SF manually? 

No! Outreach and SF are integrated and ALL tasks are getting pushed to SF automatically. Please do not log any complete tasks IF they have been marked complete in Outreach. 

Do I need to create open tasks on the SF side to set a reminder to follow up the lead during the trial/demo journey?

No! if the lead is in the sequence please do not create an open activity on the SF side. Your tasks will be automatically assigned to you by the Outreach Sequence logic. 

The sequence is finishing tomorrow for one of my prospect, do I need to dead/remarket it as "unresponsive from the start" on the SF side?

No - once the prospect went through the entire Outreach sequence and did not respond to us - he will automatically be marked as "unresponsive from the start" and the lead status will be changed back to Dead/Remarket. (This will be synced to SF). 

Should I use Outreach as my dialer?

No - please keep 8x8 as a dialer.

Do I keep the prospect in the sequence if he replied?

No - the prospect will be paused in the sequence, please use your custom follow up once yoy have a conversation with the prospect.

The Current Sequence is the Names below

• MME

• MSP