Build Effective Relationship Stages with Apollo
Table of Contents
- Introduction
- Setting Up Stages in Apollo
- Mapping Stages from CRM Fields
- Creating Additional Stages
- Automations with Triggers
- Mapping Stages for Calls
- Setting Up Call Dispositions
- Building Automations with Plays
- Stages for Accounts in HubSpot
- Stages for Accounts in Salesforce
Stages in Apollo: A Foundation for Powerful Automations
Managing relationships with contacts is an important aspect of any business. In this article, we will explore the concept of stages in Apollo and how they serve as the foundation for powerful automations. By using stages effectively, You can not only keep track of your relationship with your contacts but also automate various tasks to streamline your workflow.
1. Setting Up Stages in Apollo
To get started with using stages in Apollo, navigate to your settings by clicking on the settings wheel in the top right-HAND corner. From there, select "Contacts" on the left-hand side. The first step in setting up stages is to choose a HubSpot contact field that you want to sync. This field will serve as a reference point for mapping stages between Apollo and your CRM integration.
2. Mapping Stages from CRM Fields
Once you have chosen a contact field to sync, you can proceed with mapping stages from your CRM fields. Depending on your CRM integration (e.g., HubSpot or Salesforce), you can select a specific field on the contact or lead Record to map to the Apollo stage. It's important to ensure that each stage in Apollo corresponds to a unique field or picklist value in your CRM, avoiding any duplication that might confuse the system.
3. Creating Additional Stages
While Apollo provides nine stages out of the box, you can Create additional stages to suit your specific needs. For example, during the prospecting phase, you may encounter contacts who express interest but need follow-up in a few months. By creating a stage like "Follow Up in Three Months," you can keep track of such contacts and automate actions accordingly. Simply click on the "Add Stage" button to create new stages that Align with your sales process.
4. Automations with Triggers
Using triggers in Apollo, you can automate various actions Based on the stages of your contacts. Triggers allow you to eliminate manual tasks and ensure that the right actions are taken at the right time. For instance, when a prospect is created, the stage can automatically be set to "Cold." Similarly, if an email sent to a contact bounces, the stage can be updated to "Bad Data." By mapping stages to triggers, you can expedite your workflow and save time.
5. Mapping Stages for Calls
In addition to automating actions based on stages for emails, Apollo also provides the ability to map stages for calls. By connecting with a contact and booking a meeting, the stage can be changed to "Interested." Similarly, different call dispositions can be mapped to specific stages, allowing you to track the progress of your calls effectively. Configuring call stages and dispositions ensures that your sales team can easily categorize and manage their call interactions.
6. Setting Up Call Dispositions
To set up call dispositions in Apollo, navigate to the "Calls" section in the settings. Here, you can define the different dispositions that your team should mark when making calls. By customizing the call dispositions, you can align them with your sales process and ensure accurate tracking of call outcomes.
7. Building Automations with Plays
Plays in Apollo enable you to build sophisticated automations based on stages. By utilizing plays, you can create a series of actions triggered by specific stage changes. For instance, when a prospect reaches the "Interested" stage, you can automatically schedule follow-up activities or send personalized emails. Plays empower you to engage with your contacts in a Timely and efficient manner, enhancing your chances of closing deals.
8. Stages for Accounts in HubSpot
In addition to managing stages for contacts, Apollo also allows you to define stages for accounts. If you are using HubSpot as your CRM, you need to select a life cycle stage for accounts and follow a similar process for mapping and automating stages. By setting stages for accounts, you can track the progress of your engagement at the organization level.
9. Stages for Accounts in Salesforce
For Salesforce users, Apollo offers options for mapping stages based on opportunities or account status fields. You can choose to infer the right stage based on the opportunity or manually map stages based on the account's status field. Mapping stages for accounts in Salesforce ensures consistency and synchronization between Apollo and your CRM.
By effectively utilizing stages in Apollo, you can take control of your contact relationships and automate repetitive tasks. Whether it's managing contacts, tracking calls, or building powerful automations, stages serve as the backbone of an efficient sales process. Start leveraging the power of stages in Apollo today and revolutionize the way you engage with your contacts.
Highlights
- Stages in Apollo provide a structured approach to managing contact relationships and automating tasks.
- By mapping stages from your CRM fields, you can ensure synchronization between Apollo and your CRM.
- Additional stages can be created to cater to specific needs and facilitate follow-up actions.
- Triggers enable the automation of actions based on stage changes, saving time and improving efficiency.
- Mapping stages for calls and configuring call dispositions enhance the tracking and management of call interactions.
- Plays allow for the creation of sophisticated automations triggered by specific stage changes.
- Stages for accounts in HubSpot and Salesforce provide visibility at the organizational level.
- Leveraging stages in Apollo empowers sales teams to streamline their workflow and engage with contacts more effectively.