Sales Prospector

Sales Prospector is the outbound half of the CRM. Search for decision makers by job title, seniority and company size, paste in a spreadsheet, or take leads from a signed endpoint your website and partners post to, then work them through a stage pipeline that scores itself from what you know and how recently you touched it. Multi-step cadences send email and text steps with your merge fields already filled in and remind you to do the social ones, and a shared template library plus the sales toolkit draft the words. A rep leaderboard shows pipeline value per rep and flags anyone who has gone quiet.

What you get

• Lead search by job title, seniority, location and company size, with enrichment on demand
• A stage pipeline per record type, with owner, estimated value and an automatic score
• Touchpoints, notes and tasks logged on every prospect
• Multi-step email, text and social cadences with merge fields and day offsets; pause or end an enrollment by hand, and it pauses itself when a step cannot go out
• A shared library of intro scripts, call scripts, emails and messages
• Sales toolkit generators that draft pitches, scripts and reports from the record
• A rep leaderboard with pipeline value and flags for reps who have gone quiet
• Spreadsheet import with duplicate checks, plus a signed endpoint for website forms and partner feeds

Who tends to switch this on

• Sales teams working outbound lists, not only inbound inquiries
• Agencies and reps who prospect by territory, category or industry
• Owners who want to see who is working the pipeline and who has stopped