Hey everyone!
We've recently started leveraging Salesloft's Scheduled Import feature, and it's been a game-changer for our sales and marketing teams. I wanted to share our experience and hear how others are using this feature. Here’s a breakdown of what we’ve been doing:
- Breaking Silos Between Marketing and Sales: Our Marketing team has been running special direct mail campaigns with Sendoso. Once these mailers are delivered, our sales team identifies contacts with a status of 'Delivered' in a Salesforce Report. We use the Scheduled Import feature to automatically import these contacts into Salesloft, placing them right into a tailored cadence. Each cadence is designed specifically for the direct mail campaigns, starting with an automated email that provides immediate follow-up. This process ensures that our marketing efforts directly feed into our sales outreach, fostering better collaboration and efficiency between the two teams.
- Increased Salesloft Utilization: By automating the import of these contacts into a cadence, our team can focus more on engaging with potential customers rather than manually managing lists and follow-ups. This has led to a significant increase in the utilization of Salesloft across our team, as they find it easier and more efficient to connect with prospects.
- More Meeting Attribution: Since implementing this process, we've noticed a notable increase in the number of meetings booked. The streamlined follow-up process helps ensure that no leads slip through the cracks, leading to more successful outreach efforts and, ultimately, more meetings.
Looking ahead, we're excited to incorporate the new Salesforce Campaign Sync feature into this workflow, which should further enhance our ability to track and manage campaign effectiveness. We still need to make a few internal adjustments to our CRM setup, but we're optimistic about the potential benefits.
If anyone else has been using the Scheduled Import feature, I’d love to hear about your experiences! What processes or strategies have you put in place? Any tips or best practices you'd like to share? I would love to exchange ideas and learn from each other's successes and challenges!