Identify missing target contacts in your CRM, add them automatically, and trigger outreach
Keep your CRM up to date with fresh contacts.
Consistently enriching your CRM with relevant contacts and accounts helps to save your sales team time on this manual process so they can focus on booking meetings and closing deals. HockeyStack helps you find contact information of missing contacts in your CRM and send them automatically to a call or email outreach sequence.
Step 1: Qualify your ICP
Under Account Intelligence, select Workflows.
You’ll first want to define a segment of accounts that meet your ICP. For example, you could only want to target B2B software companies with more than 500 employees located in the United States and Canada.
Step 2: Define your audience
In HockeyStack, you can set contact-level filters for job titles and seniority level for contacts to ensure that new prospects sourced through this workflow meets your buyer profile. Maybe your product is only relevant or best implemented by director-level or similar roles in sales and business development. Create a new branch for each buyer persona that you’d like to find contact information for. For this example we’ll search for contacts that meet our Sales and Marketing buyer personas.
Step 3: Automate search for contact information
Using HockeyStack’s integrations with third-party data sources such as ZoomInfo, you can automatically acquire contact information of desirable contacts meeting each of your buyer personas at relevant accounts which are missing from your CRM.
Step 4: Enrich CRM with missing contacts
Using Hockeystack’s integration with Salesforce, create new contacts found through third-party data sources.
Step 5: Automate outreach
Finally, you can sequence these prospects automatically through call and email sequences with messaging that fits their personas using the integration with Outreach and other sales engagement platforms HockeyStack integrates with. This workflow ensures that your sales team can focus on personalizing outreach, building pipeline and running meetings rather than filling your CRM with relevant contacts.
