Maximizing Lead Conversion with Apollo's Automated Sequencing

Table of Contents

1. Introduction
2. What Are Plays?
3. Creating a Play from Scratch
4. Targeting Individuals or Companies
5. Automation Configuration Options
6. Setting Up Filters
7. Using Custom Fields for Filtering
8. Automating Actions in Plays
9. Creating Alert Notifications
10. Adding Contacts to Sequences
11. Advanced Options in Play Creation
12. Automating Follow-up Processes
13. Creating Plays Based on Buyer Intent
14. Automating Prospecting with Plays
15. Chaining Plays Together
16. Conclusion

Introduction

In this article, we will explore the concept of plays and how they can be used to Create powerful automations in Apollo. Plays are a form of automation that can be built using either Apollo data or by integrating data from your CRM. These automations can be used throughout the entire lifecycle of your customers and prospects, making them an invaluable tool for streamlining your sales and marketing processes. Whether you want to target individual people or companies, Apollo provides a range of pre-built templates and customization options to suit your specific needs. So let's dive into the world of plays and discover how you can leverage their power to drive better results for your business.

What Are Plays?

Plays are a set of automations that can be created in Apollo to streamline various processes related to customer and prospect engagement. These automations can be triggered based on specific events or data criteria, allowing You to take necessary actions without manual intervention. Whether it's adding leads to a sequence, creating tasks or alerts, or updating contact fields, plays offer a wide range of customization options to meet your requirements.

Creating a Play from Scratch

To create a play from scratch, you can follow these simple steps:

1. Navigate to the plays section in Apollo.
2. Click on the "Create from Scratch" button.
3. Choose whether you want to target individuals or companies.
4. Select the configuration options for your play, such as data schedule or specific events.
5. Set up filters based on the criteria you want to Apply to your play.
6. Define the actions you want Apollo to automate, such as adding contacts to a sequence or updating contact fields.
7. Save your filters and actions.
8. Activate your play to start running the automation.

Targeting Individuals or Companies

Apollo provides the flexibility to target either individuals or companies with your plays. While targeting individuals offers more freedom in terms of actions you can perform, such as adding contacts to sequences or creating tasks, targeting companies allows you to set up alerts or perform actions at the account level.

Automation Configuration Options

When setting up a play, you have the option to configure it based on a specific data schedule or when a specific event occurs. Choosing the appropriate configuration depends on the nature of the automation you want to set up. For example, if you want to work leads that request to talk to you as soon as possible, selecting the "when a specific event occurs" option would be more suitable.

Setting Up Filters

Filters play a crucial role in defining the criteria for your play. Apollo allows you to apply various filters based on the prospecting data it has. These filters can be set up using the custom fields you have mapped from your CRM, enabling you to target leads based on specific attributes like lead source or persona. With over 260 million prospecting data points, Apollo's filtering capabilities offer immense flexibility in creating targeted plays.

Using Custom Fields for Filtering

By mapping custom fields from your CRM into Apollo, you can leverage these fields to apply specific filters in your plays. Whether it's lead source, company size, or any other custom fields, Apollo allows you to use them to target leads or companies with precision. This level of customization makes plays a powerful tool to streamline your automation processes.

Automating Actions in Plays

Once you have defined your filters, it's time to determine the actions you want Apollo to automate. Whether it's adding contacts to a sequence, creating tasks for your team, or updating contact fields, plays offer a wide range of automation options. By specifying these actions, you can streamline your sales and marketing processes, reducing manual effort and ensuring consistent engagement with your leads and customers.

Creating Alert Notifications

While plays offer the option to create alerts for specific actions, it may not always be the most useful feature, especially if you prefer Apollo to handle most of the work for you. Instead, you can focus on setting up actions that Apollo can execute, such as adding leads to sequences or updating contact fields. By automating these actions, you can leverage the full potential of plays and free up your time to focus on higher-value tasks.

Adding Contacts to Sequences

Adding contacts to sequences is one of the most powerful and valuable actions you can automate with Apollo plays. By creating a play that automatically adds inbound leads to a sequence, you can ensure Timely engagement with prospects who are reaching out to you from your Website. This not only helps you build your pipeline effectively but also shows your responsiveness to potential customers.

Advanced Options in Play Creation

Apollo provides advanced options in play creation, allowing you to fine-tune your automation processes. You can determine how often someone can be added to a play, specify the exact event that triggers the automation, or add additional steps in the play to perform more actions. These advanced options enable you to create complex workflows tailored to your specific business requirements.

Automating Follow-up Processes

Plays can be a game-changer when it comes to automating follow-up processes. For example, you can set up a play to automatically follow up with leads that have expressed interest but are not ready to proceed at the moment. By creating a custom stage and defining the automation triggers, you can ensure that these leads are nurtured and stay engaged in the long run. This automation not only saves you time but also maximizes your chances of converting leads into customers.

Creating Plays Based on Buyer Intent

Apollo's powerful buyer intent data can be leveraged to create plays that target companies showing interest in specific topics related to your business. By setting up filters based on intent topics and scores, you can automatically add Relevant contacts to sequences or create tasks for your team to engage with these prospects. This automation helps you stay ahead of the competition by identifying and reaching out to leads at the right time.

Automating Prospecting with Plays

One of the biggest advantages of plays is the ability to automate prospecting processes. By specifying your prospecting criteria, you can create plays that target specific segments of your target audience and automatically add them to sequences. This automation streamlines your prospecting efforts, ensuring a consistent flow of leads into your pipeline. With the power of Apollo's prospecting data, you can automate your entire prospecting process, saving time and increasing your chances of success.

Chaining Plays Together

Plays can be chained together to create more complex and powerful automation workflows. By connecting plays in a sequential manner, you can design a series of actions that are triggered based on specific events or criteria. This allows you to create sophisticated workflows that automate various aspects of your sales and marketing processes. Chaining plays together empowers you to create more tailored and effective automation strategies.

Conclusion

Plays in Apollo offer a wealth of possibilities when it comes to automating various aspects of your sales and marketing processes. Whether you want to target individuals or companies, leverage custom fields for filtering, or automate prospecting and follow-up processes, plays provide a versatile and powerful toolset. By harnessing the full potential of plays, you can streamline your workflows, save time, and improve your overall productivity. So start exploring the world of plays in Apollo and unlock the true potential of automation for your business.

Highlights

• Plays in Apollo enable powerful automations for customer and prospect engagement.
• Automate actions such as adding leads to sequences, creating tasks, and updating contact fields.
• Utilize custom fields for precise filtering and targeting.
• Leverage buyer intent data to create plays based on specific topics of interest.
• Chain plays together to create sophisticated automation workflows.
• Streamline prospecting and follow-up processes with automated plays.

FAQ

Q: Can plays be customized based on individual or company criteria? A: Yes, Apollo plays offer extensive customization options, allowing you to target individuals or companies based on specific criteria such as custom fields, lead source, or buyer intent data.

Q: Can plays be scheduled to run at specific times or triggered by specific events? A: Yes, plays can be configured to run on a predetermined schedule or based on specific events, such as contact creation or stage changes.

Q: How can plays help streamline prospecting processes? A: Plays automate prospecting by applying filters to target specific segments of your audience and automatically adding them to sequences. This eliminates the need for manual prospecting, saving time and ensuring a consistent flow of leads.

Q: Can plays be connected to create complex automation workflows? A: Yes, plays can be chained together to create sophisticated automation workflows. This enables you to design a series of actions triggered by specific events or criteria, streamlining your sales and marketing processes.

Q: Can plays be used to automate follow-up processes? A: Yes, plays can automate follow-up processes by setting up custom stages and triggers. This ensures that leads who show interest but are not ready to proceed receive timely follow-up, increasing the chances of conversion.