Here you can see who have responded to you. Click on “See all responses” to see all.

When you hover over a specific lead, a "Take Action" button will appear. Click on it to respond.

Easily track who has viewed the documents you’ve shared from the content library. Click on a lead’s name to see their viewing details. To respond, navigate to the top right corner.

Here you can view all the reminders you've set for your specific lead. Track them and take action as needed.

Understanding Take Action Tab

Take Action & Scheduled

If you want to search for a lead in your system, or leads from a particular company or job role, but you can't remember which campaign they're from, this is when you can put the search tab to use.

To get to search, hit Command + K on Mac or Control + K on a PC.

1. Let's assume you want to see all the wealth managers you've ever reached out to in one place. Click on the 

2. Type "wealth manager" in the search bar.

You'll see a list of all the prospects. You can now perform batch actions on them.

In this manner, you can search for absolutely anything that you want on this tab.

How to Use the Search Tab to Find Leads?

Search

Poseidon's DocShare is a virtual sales room that allows companies to share resources important to the sales cycle, from sales presentations and documents to marketing collateral and employee training. Here are some of the key benefits:

Aligns Collateral with your Team: DocShare makes it easy to make sure the collateral used in communication with clients is consistent no matter who is sending it. This saves time and reduces the risk of errors or miscommunications.

Online Business Card: DocShare allows is like having your online business card that goes out with any resource you send to your prospects. It's a great touch point to add to the sales cycle because it educates them while also passively putting your contact information in front of them. 

Improve targeting and retargeting: Ash please fill this in 

The Top Benefits of Using Poseidon's DocShare for Your Outbound Process 

Setting up your profile is the most important thing to do when getting into your account. Here are the steps to doing that:

Click on your profile (your name) tab. It’s found on the left-hand menu toward the bottom.

Here, fill in all the data as you would any profile

*Make sure to add your scheduling link as it will be needed for additional functions on Poseidon.

How to Set Up Your Poseidon Profile?

How many times have you heard the phrase, "It's not what you know, it's who you know?"

We're here to tell you that this is truer than ever - And this has been accelerated by the pandemic. Nearly every company has a social media presence and most people use LinkedIn as their primary business networking tool. If your job depends on meeting new people and building relationships with them to get deals done - then it's time to embrace social selling in addition to your other methods of reaching people - Cold (frigid, really!) emails, introductions, and cold calling.

Sales professionals are always looking for ways to be more efficient in how they go about their day-to-day tasks of prospecting, presenting, negotiating or closing deals. Poseidon can help by providing another avenue for connecting with potential customers or partners while also giving you a way to engage with prospects outside of the enterprise walls.

Poseidon works in a number of social media sites, including LinkedIn, Instagram, and Github (What? Github is a social media site? Yes! It is!). Many of you may already have a CRM in place that you try to maintain your hygiene in. You are constantly updating contact information in. What if the whole world was your CRM? People maintain their profiles on social sites, and now all you need to do is to visit their profile and know exactly how to engage with them.

When you visit a profile page with Poseidon, you will see a blue tab on the right-hand side of your screen. All you need to do is click on this blue tab, and the extension will open. From here, you can Save this person as a lead, Establish a Cadence to connect with them, and help figure out what to say to them as a One-off message.

Take our quick tutorial in Poseidon to learn more about how to optimize your Message Templates, Cadences, and Sharing pages so that you can connect with your audiences better and close more deals.

Use Poseidon to Build your Network

Once you have a sense of the product or service that you're selling and the market that you're selling it to, the next step often is to take a trip to LinkedIn sales navigator. Sales navigator allows you to do very powerful searches across the entire Linkedin data set for people who may be good targets for your product or service.

The best way to grow your professional network is to use LinkedIn to find prospective clients. A significant amount of data has shown that using multiple channels, for instance, email, LinkedIn (social), and calling is highly effective in being able to reach prospects. Often, across multiple accounts, you will have prospects that are virtually unreachable across one particular channel, but they will be more prone and more open to listening on other channels.

How to Perform Bulk Actions on LinkedIn Sales Navigator

It's possible to attach bulk cadences and download LinkedIn contacts from profiles very easily. 

LinkedIn sales navigator allows you to export your contacts; Poseidon allows you to attach these contacts to omnichannel cadences very easily using just a few steps.

First, visit Sales Navigator (https://www.linkedin.com/sales/) and make sure that you are a paid member. If you aren't already a Sales navigator user, you really should join, as it has a number of benefits.

Now you are ready to start doing some prospecting, you need to create some account lists within LinkedIn sales navigator.

You can create an account list first, and then track down the leads within there using the 

1. Go to a Lead List Within Sales Navigator

https://www.linkedin.com/sales/lists/people 

2. Click on the Poseidon Chrome Extension

The Poseidon Chrome Extension will open a new window, called the heads-up display, to the right-hand side of your current Google Chrome Browser

3. Decide on the Bulk Action you Want to take

Poseidon will automatically grab the first page of your list. If you have more than 25 contacts, just select go through all pages to grab the full list: 


Once all contacts are selected you can either add all of your contacts to a cadence in bulk or download the list to upload in Poseidon later: 


Bulk Actions on LinkedIn Sales Navigator

How to set up Poseidon to help with Social selling

Account Setup

Chrome extension lets you keep a tab on how your leads are interacting with your content.

Once you start using it, you’ll wish you knew about it sooner.

Here's how you can put Poseidon's Chrome extension to use.

Click on ‘Install our Chrome Extension’

Go to https://chromewebstore.google.com/detail/poseidon/jljccoehaekahoanlbimicdnbmpeanpa and click install. You’ll be taken to our Chrome extension



Click on ‘Add to Chrome’ to add the extension.

Once installed you'll be taken to a landing page to create an account. Please note: it's important that you 

 the Poseidon extension before moving on.

Poseidon Chrome Extension Installation & Onboarding

Using Poseidon while on LinkedIn is one of the most powerful applications of our tool. The following explains exactly how you can do that, but first, you have to make sure Poseidon is a pinned extension in your Chrome browser.

Poseidon is built to ensure LinkedIn does not flag people for automation. That’s why our extension only turns on when you’re on someone’s profile. Let’s get into the steps:

1. Navigate to a prospect’s profile. When you do so, the Poseidon logo will pop up on the right-hand corner of your screen. 

2. Once you have the heads-up display open Poseidon allows you to do a few things:

Send a message to someone you’re already connected

Attach a campaign to follow up with your prospect over time

How to Use Poseidon Extension with LinkedIn

How to Use Poseidon Extension with LinkedIn?

Extension

Poseidon Extension

Step 1: Disable Monetization for Your Videos

Go to YouTube Studio (https://studio.youtube.com) and log in to your account.

For each video, click on the pencil icon (Edit).

To disable monetization for multiple videos, use the checkboxes next to the videos, click 

Disabling monetization ensures YouTube won't run ads on your videos, including competitor ads.

Step 2: Use a Creative Commons or Non-Monetizable License

When uploading your video, select the licensing type under 

Make sure your content isn’t flagged by third-party content owners, which could open up monetization opportunities for others.

If someone uses your video without permission, use YouTube’s Copyright Management Tool.

Navigate to YouTube Copyright Portal (https://www.youtube.com/copyright).

Report any unauthorized use of your content.

If eligible, sign up for YouTube's Content ID system to detect and control how your videos are used by others.

This ensures you can block unauthorized monetization.

Go to Google AdSense linked to your YouTube channel.

Add your competitors’ URLs or advertiser IDs to block them from bidding on ads on your channel.

Note: This step applies to monetized videos but prevents competitors’ ads from appearing.

In YouTube Studio, select the video and click 

This prevents others from embedding your videos on external sites where they might monetize through ads.

Step 6: Use Legal Channels to Enforce Content Usage

Regularly check where your videos are being used online.

Use tools like reverse video search to find unauthorized copies.

If a competitor uses your videos or assets, send a formal legal notice to stop the misuse.

Use YouTube’s platform to submit a Digital Millennium Copyright Act (DMCA) takedown request.

Step 7: Review Channel Settings Regularly

Regularly review analytics to ensure no unexpected ads are appearing on your videos.

Keep third-party access to your channel restricted. Check collaborators or managers to avoid unauthorized changes.

Protect your account with 2-step verification to prevent unauthorized access.

, monitoring rights, and taking proactive copyright actions, you can prevent competitors or unauthorized entities from running ads on your videos.

Competitors can place ads in front of your YouTube videos and prevent you from getting the clicks and views that you need to progress.

How to Prevent Competitors from Placing Ads on Your YouTube Videos

You can add multiple documents including a presentation, any PDF document even videos.

Step 1: Navigate and click on “Add content”

Step 2: Now browse through your folder and select the file that you want to upload. / Or simple drag and drop the file

Step 3: After the file is uploaded, you can change the title here and write a proper description.

How To Add a Document to Content Library?

You can use this feature to share your document in a cadence, or anywhere.

Step 1: After you have finished editing the title and description, click on "Share."

Step 3: Now enter the specific prospect’s name you want to send this document to. And then select the name when it appears.

Step 4: After clicking on the prospect’s name, you’ll get a prompt saying that the link for that specific prospect has been copied.

Select your desired document and click on "Views" to see who has viewed your document, including the date and time.

How To Share a Document From Content Library?

Content Library

Create LinkedIn Message Templates with Poseidon Assist Instructions

 it's not always practical to allow for pain to be pre-populated before you message somebody. When you were prospecting, you need to have the ability to be on your toes and save a bunch of templates that you can use to do outbound with people who have already responded to you, since one scenario is a prospect telling you that they already have their particular need sorted out at this particular time for these you need to create a certain value proposition that differentiates you and save that value proposition in a prompt template so that you can use it on a repeated basis whenever you want to respond to that prospect.

Poseidon also gives you the ability to use a personalization to do automatic writing to create a outcome message to every specific prospect by looking at their profile information and other factors.

Step 1: Start by clicking on "Prompt Templates."

Step 2: Hit "Add Message" to create a new template.

Step 3: Choose a clear name like "Connection Request" or "Sales Follow-Up." This will help you find it quickly later.

Step 4: Write the core message you want to send. Keep it concise and friendly.

Step 5: Click "Create" to save your base template.

Poseidon Assist is your AI writing coach for crafting personalized messages that get responses and boost connection rates.

You can help train Poseidon Assist to write even better messages in the future. Poseidon Assist helps you to eliminate spam words in messages, keep your emails short and tight, and use a tone that is effective at increasing responses and connection acceptance rates.

To make it better, consider adding some details:

: Include {Name} to automatically insert the recipient's name. 

: Briefly mention your {Position} at {Company}. 

: Briefly explain your {Value Proposition}. 

: Add {Social Proof} like testimonials or awards (optional

Setup Prompt Templates with AI Instructions (Poseidon Assist)

Templates

All of the potential customers you want to sell to are your prospects and they make up the foundation of your team's pipeline. So if your prospects are the people your sales and marketing teams target, prospecting is the process of reaching out to those prospect lists.

Prospecting is so important to the sales process and not having a strategy for it is setting yourself up for failure. Let's walk through what it takes to get the process right so your sales teams are set up for success.

What does the Prospecting Process Look Like?

Prospecting doesn't matter if you don't start with the right Ideal Customer Profile or ICP. To get the ICP correct, you need to know the pain points to address and speak to that for each prospect. Once that first critical step is addressed, sales reps need a system to drive their outbound prospecting effectively. This could include cold calls, email templates, and automated campaigns. The goal of the prospecting process is to speak to the right people and nurture them into the sales funnel.

To do this well, there are a lot of prospecting techniques and prospecting methods to consider. Let's take a minute to consider our favorite for B2B sales.

Tips for a Salesperson that Wants to Master the First Touch in Prospecting

While there are a lot of platforms that are great for prospecting, LinkedIn is one of the best platforms no matter what you're selling. The following are three things to master that first touch that's so important in prospecting:

1. Don't Connect Right Away, Try Following

A personalized note is helpful you're connecting with a new prospect, but they're not always received well. If you're failing to connect consider trying to follow and engage with your prospects first. This builds a rapport and warms up people to the idea of connecting with you.

2. Check out LinkedIn Groups and Live Events

Networking in groups and at live events is one of the best sales hacks when using LinkedIn. If you start prospecting where your ICP is, you're going to find more success. In both situations, you can send direct messages to prospects at no cost to you. This can be a powerful way to drive new business.

Personalization is the best way to approach your outbound prospecting efforts. The success account-based marketing and sales have had with personalization has helped make the case for making personalization standard for any sales organization.

The first messages you send no matter what prospecting strategies you use are the most important to get right. You might be able to guess but sending an immediate sales pitch never works. The best sales professionals follow some of these following sales prospecting tips for outreach

Leverage your Sales Prospecting Tools Effectively

Tools like Poseidon (https://www.useposeidon.com/) are meant to make the lives of sales managers and their reps. Prospecting in sales is hard but you're empowered with tools to make that easier and to close more deals. Poseidon (https://www.useposeidon.com/) gives you the ability to automate the most time-consuming processes and let you focus on doing research and getting to know your prospects so you can leave the right first impression.

Research means Better Prospecting and Better Sales Calls

It's important to start with a strong ICP and know the buyer persona. But if you don't know each prospect personally, your messages are going to fall flat. Doing research on prospects is so important to the sales development process. Spend some time in your prospect's world and make sure that your every prospect feels like you know them.

We've talked about first messages, and outreach, but the most important thing is closing a deal. Prospecting is important in getting people to the purchasing decision because it's how you prep prospects for the entire sales cycle. If their prospecting efforts go well, then your leads won't feel like they're being pressured into an uncomfortable buying situation.

This means organizations need to take their prospecting strategy seriously. It can be time consuming to get right, but effective prospecting makes the whole sales cycle better.

Prospecting Can Make or Break Your Sales Team

Many businesses emphasize inbound sales and lead generation over an outbound strategy. B2B owners and founders that do this are damaging their own sales process. Outbound sales are crucial for any kind of sales strategy for lead generation. LinkedIn is the best place to do this because it has everything needed to find opportunities and do business. Social selling is changing the game of sales and you're either jumping on board or getting left behind. Whether you're prospecting on LinkedIn, growing your network, or using LinkedIn automation tools, LinkedIn is the platform that should be the foundation of your sales development framework.

LinkedIn Prospecting is Key to Your Outreach Strategy

LinkedIn is a powerful platform for business networking and prospecting. By connecting with potential customers and clients on LinkedIn, you can create opportunities for your business. When prospecting on LinkedIn, it's important to be strategic in your approach. First, identify your target ICP, and then it's time to start creating touch points. Visit their profile, mention something related to their business on their posts, and finally craft a personal message to connect with them. List building is the most common way to start outbound prospecting on LinkedIn, but it's not the only way.

You can also find potential customers with some hacks not everyone knows about. Joining and being active in LinkedIn groups related to your ICP is one of the best. You begin to build a following and trust within the group and you can reach out to anyone at any time for free through LinkedIn messages. Keyword searches are also an under-used tool for using LinkedIn for outbound. A strong prospecting strategy is a strong outreach strategy. Doing it well and consistently will guarantee sales.

Too often sales gurus knock outreach campaigns for being slow and not producing huge pipelines immediately. The truth, sometimes slower can be better, and growing your opportunities by networking is a proven way for sales teams to be more efficient. B2B leaders need to leverage LinkedIn to grow their network because it makes selling easier. Networking via LinkedIn takes away the hurdle of selling to strangers.

It will always be easier doing business with people in your network because there's trust built in. I know we all love cold calling, but if your sales reps can warm up their prospects before they make that first pitch, you're looking at better conversions. With as many industry leaders and decision-makers on LinkedIn, there is no downside to growing your network. A quick tip to improving your networking: make sure your LinkedIn profile is optimized. It makes a huge difference so optimize your profile!

Add Value and Earn those Connection Requests

The power of LinkedIn outbound sales is real. Most people just don't provide enough value to other LinkedIn users to realize it. To sell successfully using social platforms like LinkedIn, you have to add value to your network of peers and industry leaders. By posting content that's valuable and interesting, you're taking control of your business's brand image. Someone on LinkedIn will buy your product or service if you just convince them you are trustworthy and likable.

When you build that trust and credibility in your network, you become more likely to secure business from your ideal customers. If you can't be convinced of adding value as part of your LinkedIn sales tactics, there's no hope that LinkedIn works for you.

Social Proof Improves Outreach with Prospects

Testimonials, recommendations, awards. There are many ways to get your prospect's attention by displaying social proof on LinkedIn. Leads on LinkedIn will definitely be impressed to see how you treat other customers. By using strong social proof you are creating a reason for prospects to reach out to you eliminating the need for more cold messaging. Of course, you're also boosting your brand and company profile which is a great added bonus. With so many tools to use there's, you have every reason to establish your authority in your industry and build greater trust. It truly is powerful to bolster your outreach strategy.

Personalization with Automation and Follow-Up

The last, and possibly most important consideration for your outreach is keeping things personalized and following up. You can do this by tracking your prospects but at Poseidon (https://useposeidon.com/), we make personalization with automation easy. With its cold outreach or follow-up, we help ensure you build strong customer satisfaction and loyalty. By automating follow-up processes and personalizing communications, you're showing your customers care about their experience and are committed to providing the best possible service.

Use Outbound on LinkedIn and Win

The account-based sales process is used by sales teams to identify and target key accounts that have the greatest potential for generating sales with the right prospects. The account-based sales approach is often used by organizations selling complex products or services to large, enterprise customers.

To be successful with account-based selling, salespeople need to be able to identify and qualify potential target accounts, build relationships with key decision-makers within those organizations, and create custom sales strategies for each account. They also need to be able to effectively manage their time and resources, as well as track their progress and results.

5 Things to do Now to Improve your Account-Based Sales

Think of this as a quick guide to account-based selling that you can share with your sales reps to implement or improve your sales process. This is definitely not a one-size fits all approach so feel free to personalize and customize this advice to make sure it's best for your message and the pain points of your customers.

Here are five important factors to prioritize as your target companies for your account-based marketing and sales.

1. Is Your Average Selling Price (ASP) High Enough to Justify AB Sales?

Average Selling Price is the average of your closed-won deals and captures the complexity of your sales process. If you have high a ASP you can justify taking an account-based approach. Additionally, recurring revenue streams from ABM and ABS efforts. The higher the ASP the more an account-based selling approach makes sense.

2. How Much time do you Allocate to your Sales Cycle?

The length of your sales cycle from inbound to close tells you a lot about your sales process. Understanding the sales cycle can definitely inform your selling strategy. Short sales cycles don't involve a lot of people and may not be good for account based sales. It's longer sales cycles that need nurturing and personalization that fit the account-based everything model the best.

3. Market Maturity is an Important Metric to Consider

Market Maturity is level of awareness the market has for your product or service. This is a metric important for marketers and the marketing strategy your team puts together. If you're solving new problems with an innovative solution, an account-based approach is a good marketing and selling framework to leverage.

4. Target Addressable Market (TAM) and your Ideal Customer Profile (ICP)

Your TAM and ICP determine your target sales outreach and strategy targets for your company. TAM is all of the companies that could be customers, while your ICP is more focused. Companies a better-defined TAM and ICP are going to have more success with account-based sales models because they are more precise. It's not about identifying thousands of accounts to target, instead, you're selling to the best available prospects.

5. Understanding the Decision Makers in Your Target Account Lists

With an account-based strategy, it's important to know who the decision-makers are. This simple account management focus will ensure that your messaging lands with the people that are going to drive the sale. Having the wrong buyer personas and contacts within your target accounts will lead to your B2B sales teams not getting meaningful responses. A decision-maker should be identified in every account for your ABS strategy to work.

Are Account-Based Sales Right for your B2B Sales and Marketing Teams to Use?

If your B2B sales and marketing teams are looking for a new way to increase sales and improve efficiency, it's time to consider an account-based approach. This type of strategy is especially beneficial if you sell products or services to large organizations with multiple decision-makers. With account-based selling, your team will focus on selling to a specific list of high-value accounts rather than trying to reach as many people as possible. This approach can help you close more deals and increase your overall sales.

Account-Based Sales and How to Be Successful

According to TrueList, it takes 8 touches from sales reps to close deals. Of course, this will always vary, but it's important to acknowledge that in B2B sales, you need to get as many touchpoints as possible. What's more, those touches should also be personalized. It's a lot to ask but that reality of sales in marketing today.

What are Customer Touchpoints and How Do They Impact the Customer Experience?

Whether you're selling a product or service, touchpoints are any points of contact with a potential customer. This can include email, social touches, cold calls, texts, and the list goes on. The goal of customer touchpoints is to create a positive experience that will keep customers coming back. However, if a touchpoint is poorly designed or executed, it can create a negative experience that will drive customers away.

Companies that focus on creating a lot of touchpoints, generally also improve the customer's experience because multiple touchpoints create a feeling of hands-on customer service. It's important to ensure that your service is friendly and helpful, but doing so creates positive experiences and minimizes pain points along the way.

Do the Number of Sales Touchpoints Matter when Engaging a Prospect?

By this point, you should know that yes the number of touchpoints matters. That means tracking touchpoints with your CRM is something really important. The TrueList estimate is eight touches but this will change based on what you're selling. Conversion is another thing to think about with your prospects. You must realize that you're taking a cold prospect and trying to turn them into a believer in what you do.

Enterprise sales is a nightmare for gauging customer touchpoints because a sales cycle can span the entire year. What does all this mean? Taking an average of eight touches is not extremely helpful. What's better is looking at the sales history of your current customers and figuring out how many touchpoints does it take for our business to close a deal?

A salesperson that doesn't have touchpoint data will always be limited. Getting benchmark data on customer touchpoints from within your organization will improve both sales and marketing processes. We can say this strongly enough: prioritize touchpoint data!

Understanding the customer's journey will help you figure out how different touches are distributed. Let's say you do track touches already. Begin to look at the key touchpoints, and what helps make a purchase. This involves looking at those that make contact and those that don't. Evaluate everything, and try to find patterns the customer might be leaving behind. Eventually, you will find the average customer touchpoint across multiple platforms. Tracking touchpoints can help you enhance customer experience and also make things easier for your sales professionals.

Negative Engagement doesn't Nurture Leads into Buyers

Here's one caveat. Negative engagement doesn't nurture leads into buyers. In fact, it often has the opposite effect, pushing potential customers away. There's no reason to create touchpoints for the sake of having them. Every touchpoint should be intentional and positive for them to make a difference. If you want to turn leads into buyers, you need to focus on positive engagement, providing them with the information and support they need to make a purchase.

How to Leverage Customer Touchpoints to Get More Sales?

Customers are looking for a great sales process. Customize your outreach across multiple touchpoints and with a focus on your target audience. That is a touchpoint strategy that will drive qualified leads into the pipeline and help you close more deals. Knowing when to give up and when to keep going all get better results, and help you not waste time during the qualification process. You need to know how their potential customers interact with your business. If you think this is important, we're happy to have helped. Poseidon (https://www.useposeidon.com/) offers the ability to automate a lot of these processes. Reach out and let's take your top performers and help the do better.

How Many Sales Touchpoints do You Need During the Customer Journey

5 Valuable Use Cases for Message Templates in Sales Outreach

Message templates help sales teams create consistent, efficient communication with prospects and customers. Whether you're reaching out for the first time or following up on a meeting, templates help save time and improve the effectiveness of your sales outreach. In this article, we'll explore some of the different use cases for message templates in sales.


Message templates will speed up your outreach when you're prospecting in a very targeted way, and that's how we want you to think about them when using Poseidon. 

By having things like an overview of your company, a value proposition, and a call-to-action (CTA) all prewritten. This gives you a framework to lean on and spend your time on the personalization that will make you stand out. 


Every step of the sales cycle is time-consuming, and it's why things fall through the cracks. Having great templates for follow-up emails is just another way to increase your team's efficiency. 

A follow-up email template might include a reminder of your product or service, a call-to-action for scheduling a meeting or demo, and a personalized message that acknowledges the prospect's specific needs or pain points.


Templates to send after a meeting with a prospect are often not considered. But it will really improve your process to have a simple thank-you message and next steps. 


When it comes time to send a contract or proposal to a prospect having message templates in place creates consistency no matter what team member is reaching out. 

This message is also one of the easiest to templatize because it should be similar from contract to contract. 


Finally, message templates can be useful for upselling or cross-selling efforts with existing customers. When we think about templates, it's about removing friction. There are so many touchpoints that we avoid or forget about because of the effort to send a net-new message every time. 

The referral is one of those messages. Having a template in place will increase the frequency your team asks for referrals, which is a great way to get new leads. 

Let's face it, LinkedIn has become an integral part of many business processes that no one can afford to ignore. The platform, however, is more complicated than it seems at the first glance and requires some advanced skills and techniques to reveal its full potential. Learning and upgrading these skills is a must for every sales manager, and Poseidon is here to help you.

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