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. 

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

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.

Here are 6 practical techniques that can make you an expert in using LinkedIn for sales. Let's start with some definitions.

The definition of sales prospecting is simple: it means reaching out to a potential client, whether by outbound email, social media, SMS messages, or making cold calls. Every manager knows that prospecting is a crucial part of sales as it helps businesses get qualified leads to boost their revenue and profit.

There is a wide range of sales prospecting techniques that managers usually apply. Here are the 7 most popular ones that every sales manager should know:

Attend various offline and online events.

Avoid hard-selling; it's better to build relationships.

Now you're prepared a bit, and it's time to learn more about how to use LinkedIn for sales.

Before prospecting on LinkedIn, any sales professional should optimize their profile. A well-crafted personal page is the first step to convincing a customer that you are a top-notch specialist who is not going to send them unsolicited junk messages. The uninvited pitch is the most annoying thing on LinkedIn and pushes users to stop accepting invites from suspicious accounts.

If you want to improve your sales process, then revamp your LinkedIn profile using these tips:

State clearly your value proposition in your LinkedIn headline.

Write an engaging summary and add industry-specific keywords.

Describe in detail your relevant experience by using active verbs.

Mention your significant achievements and awards.

List the most suitable articles, blog posts, and projects.

Include your degrees, certificates, online and offline courses.

Ask former clients to leave some compelling reviews.

After creating a strong profile, start networking on LinkedIn by commenting on posts, drafting personalized messages, and sending invites. Be sure that success will follow.

2. Create LinkedIn Message Templates for Sales

If you are using LinkedIn for sales, then you know that producing dozens of messages every day is quite time-consuming. To facilitate the process, it's better to have some drafts at your disposal.

Here are just several of Poseidon's LinkedIn message templates that could personalize outbound requests and compel prospects to respond.

Hi {Name}, I see we are both in {LinkedIn Group}. I've been connecting with people here and expanding my network. I came across your profile and thought it might be nice to connect if you're open to it. Thanks in advance!

Hi {Name}, Thanks for connecting. If you have time over the next few days, I'd love to get a meeting on the calendar. Do any of the following times work for you? {list of times} Thanks in advance, I'm looking forward to it.

Before reaching out to a prospect, try to analyze their profile to integrate some similarities into LinkedIn messages, or just use Poseidon (https://www.useposeidon.com/) which can do this for you. Experts say a personalized note can increase response rates by 10 percent. Doesn't sound too bad, does it?

LinkedIn has over 2 million active groups that unite professionals from a wide range of industries. If you want to generate more leads and draw the attention of your ideal customers, then join them right now. But be aware, LinkedIn limits to 100 the number of groups you can be part of.

So, choose wisely – and follow these 7 steps to get sales leads from LinkedIn groups:

Define your ideal customer or target market.

Join LinkedIn groups with a large number of members.

Read a group's description to be sure that it fits your goals.

Go to the Members section and search for some ideal clients using keywords.

Create a list of prospects and use message templates to reach out to them.

Share valuable content or insight, build trust and position yourself as an expert.

Engage with the members, and after building some relationships, feel free to send a personalized connection invite.

It's a big mistake to underestimate the power of LinkedIn groups just because some of them are not quite engaging. Professionals still join them, so your task is to change the paradigm and be proactive to get sales leads.

4. Use Advanced Search for Prospecting on LinkedIn

LinkedIn, with over 700 million users (https://about.linkedin.com/), is an excellent source of leads, but it might take time to find the right clients. That's why it's better to use 

<a href="https://www.linkedin.com/search/results/people/?origin=DISCOVER_FROM_SEARCH_HOME">advanced search</a>

 for prospecting on LinkedIn to make the process less exhausting and more productive.

These LinkedIn filters can help you identify an ideal customer. Play with them to understand how they work:

It's hard to imagine social selling without a thorough research process that helps sales professionals build a strong foundation for future connections and interactions with prospects. So, do some homework before pitching potential clients; they might be out of your target market.

5. Export LinkedIn Contacts to Improve Sales

If you have a lot of connections and want to send personalized emails to improve sales, that won't be a problem. You can export and download your LinkedIn contacts to a spreadsheet within 10 minutes. (Of course, you can only download the contact info if the person agreed to share it in their profile settings.)

Here's the step-by-step process to export connections from LinkedIn:

Click the ‘Me' icon at the top of your LinkedIn home page

Click ‘Get a copy of your data' and enter your LinkedIn password

The data, in Excel format, will be sent to your primary LinkedIn email, usually including each contacts first and last names, email addresses, companies, positions, and the date when you connected to them on LinkedIn.

Exporting LinkedIn contacts can also help you avoid unnecessary risks if something goes wrong with your account and give you a chance to restore your professional network fast.

6. Engage with Clients Using LinkedIn Triggers

Sales prospecting is quite an art. It pushes professionals to be creative in finding relevant LinkedIn triggers (https://blog.hubspot.com/sales/30-linkedin-sales-triggers-that-provide-sales-opening) to engage with clients. If you don't know how to start an online conversation, try these 5 sales-friendly approaches:

Prospect's job changes, birthday, work anniversary, or achievement

Sometimes it's enough to spend at least 15 minutes a day on LinkedIn and pay attention to details to notice possible triggers. Avoid hard-selling, and warm up your cold outreach a bit.

If you're still hesitating to reach out to a prospect and don't know what to write, try Poseidon to compose and send LinkedIn messages (https://www.useposeidon.com/) that get opened the first time.

LinkedIn for Sales: 6 Techniques Every Manager Should Know

How Poseidon Assist Can Improve Your LinkedIn Comments: Tips and Benefits

Engaging and commenting on LinkedIn is one of the best ways to participate in these discussions and establish your presence on the platform. However, coming up with insightful comments that add value to the conversation can be challenging. That's why we created Poseidon Assist.

Our newest feature generates automated responses to user posts that will help you generate more touches and warm up prospects. In this article, we'll explain how to use Poseidon Assist and outline some great use cases. 

We are very intentional about rolling out new features seamlessly, and it's the same with our Assist feature. If you've downloaded the Poseidon Chrome extension, 

a button will appear on your LinkedIn feed on every post. 

To use it, all you have to do is click the button and three emojis will pop up. The emojis represent prompts for the type of comment you want to write. There's also a text box that you can guide those prompts towards the type of message you want to leave. 

It's important to note: we believe Poseidon Assist is a starting point for commenting. We don't recommend you only use the autogenerated language without adding your own voice to it. The other benefit of Poseidon Assist is that it saves you time as you engage on the platform. 

There are a number of other ways Poseidon Assist is really valuable, and we'll get into that now. 

1. Generate unique and thoughtful comments

One of the biggest challenges of commenting on LinkedIn posts is coming up with comments that are relevant and add value to the conversation. With Poseidon Assist, you can generate tailored comments that are a great starting point for your own thoughts.

2. Standing out by Providing New Information to Start Conversations

Sometimes, commenting on a LinkedIn post requires more than just stating your opinion or agreeing with someone else's comment. Poseidon Assist can spark the right ideas that will help you establish your own thought leadership.


This will help you stand out and earn a new audience when done well. 

Communication Channels used to be Separate, but Seamless use of Omnichannels is Where Sales is Going

Have you heard of the term omnichannel marketing? What about omnichannel sales? If not, you're a bit behind the curve because having an omnichannel approach to sales is the future. It's a way to make your outbound processes be more effective for your sales and marketing teams. As you know any outbound is all about prospecting through channels like LinkedIn, email, and even cold calling to book meetings that convert prospects into paying customers.

With the rise of automation to drive better followup across touchpoints, companies with the right omnichannel strategy will win their prospects' attention. The key thing about an omnichannel is it creates a seamless experience and increases the chance of getting a response.

An Omnichannel Customer Experience Across Platforms is the Goal

An omnichannel outreach campaign is one that uses multiple channels to reach its target audience. This could include a mix of digital and traditional channels, such as email, social media, print ads, and direct mail. The goal of an omnichannel campaign is to provide a consistent message across all channels so that the target audience can easily engage with your brand.

Omnichannel campaigns are a great outreach approach because they allow businesses to reach a larger audience and create more touchpoints with potential customers. It's also a great way to start getting your sales reps to get along with your marketers. The strategy works across sales and marketing, which is important today. This increases the chances that the target audience will see the campaign message and be able to act on it. Additionally, omnichannel campaigns can create a more seamless customer experience by providing consistent information across all channels.

Let's take a look at this from an analytics perspective. Using the easier math let's say your reps are reaching out to 1000 leads each month. On average, 15% of outreach emails don't get to your prospect. That means that at least 150 people are lost in your campaign before the game even starts. An omnichannel outreach campaign raises your chances of being heard because you're increasing your touchpoint opportunities.

B2B Sales Following an Omnichannel Outreach Strategy will Transform the Customer Journey

If the goal is improving customer journeys, what does that actually look like with the omnichannel outreach process? With any good strategy, you want to identify where your ICP is hanging out. Social selling is a big part of all omnichannel outreach approaches. By understanding where your clients are, you can better prepare the buyer journey for them.

To use omnichannel, you then need to choose the channels. A great combination is email outreach + LinkedIn + phone touches (calls or texts). By reaching out across channels, you're simplifying the work reps need to do, while getting all the needed touchpoints that lead to conversion. You're also changing the customer expectations because not many B2B companies use social to sell. By improving the customer experience and journey, you'll be interacting with happier prospects.

Successful Omnichannel Outreach Increases Customer Opportunities and It's All We Can Ask For

It's not enough to use one channel in your outreach marketing or sales outbound. Omnichannel campaigns are a modern outreach process. You always want to have skin in the game and do another step further, crafting a complex and relevant outreach process through different channels, combining them, and measuring to see correlations and do adjustments accordingly.

Interested in how you can automate this whole thing? Reach out to Poseidon (https://www.useposeidon.com/) today and we'll show you how.

Omnichannel Outreach Needed Across Sales and Marketing

The Importance of Personas in Establishing Campaigns (Automated Outreach): A Step-by-Step Guide

Creating personas for cadencing on Poseidon is one of the most effective ways to get the most out of your automated outreach. Personas allow you to target your ICP with personalized messages that resonate with their unique interests, preferences, and behaviors. In this article, we'll discuss the key steps to creating those personas.

Step 1: Make Sure your Target Audience is Defined

A great way to start thinking about your cadences is by asking these questions: Who are the people you want to reach with each cadence? What are their demographics, psychographics, and behavior patterns? Conduct market research and use customer data to develop a comprehensive understanding of your target audience.

Now, it's time to identify the personas you want to target. Personas are fictional representations of your ideal customers, based on the insights you've gained from your market research.

 Practically, we want you to name each cadence you create according to the personas you want to reach. 

This is very important because it will help you test and improve your messaging over time. 

With cadences in place, you can now develop personalized messaging for each cadence. Tailor messaging by using language and tone that resonates with their preferences and interests. You can use customer data, such as purchase history and website behavior, to further personalize your messaging.

This is the benefit of creating your cadences around personas. By sticking to these personas you can now test and refine your automated outreach. You can also try A/B testing to compare the effectiveness of different messaging and cadences and adjust your strategy accordingly.

Creating personas for your cadences is how we recommend all of our users approach the writing of the automation sequences. By defining your target audience, identifying your personas, developing personalized messaging, and testing and refining your approach, you can maximize the effectiveness of your automated outreach.|

The Importance of Personas in Establishing Campaigns (Automated Outreach Sequences): A Step-by-Step Guide

The Importance of Personas in Cadencing (Automated Outreach Sequences): A Step-by-Step Guide

If you're in B2B sales and not using LinkedIn Sales Navigator your sales professionals are missing out. LinkedIn Sales Navigator offers you the best solution to reach key decision-makers on the platform.

A common question here is how best to use Sales Nav and we're here to provide you with some tips for using LinkedIn Sales Nav that improve your selling strategy. This advice is best used for sales and marketing teams that used an account-based selling framework. So here is what we are going to cover:

Why Sales Organizations Need Sales Nav if they are Social Selling

5 Tips to Fill your Sales Pipeline with Sales Nav

Does your Sales Team need Sales Nav? If You're Social Selling the Answer is Yes.

Sales Navigator has features that go beyond its Advanced Search Results, and it's the extra features of the premium version of LinkedIn that make it a need for your team. An important thing to know is that the free version of LinkedIn is limited to promote users to invest in its premium offerings. You can't search for too many LinkedIn profiles or send out too many LinkedIn connections. Your activity is being monitored because LinkedIn wants you to make the investment.

The limitations on the free account aren't the only reason to upgrade. The advanced features available allow you to use LinkedIn Sales Navigator to improve your enterprise sales operations. Sales Navigator gives you the power to bolster your lead generation and outbound processes. If your team or enterprise salespeople are not using Sales Navigator, they are missing out on a lot of opportunities.

Where to Start Selling with Sales Navigator?

Sales Navigator is a great tool for salespeople who are looking for new leads and opportunities. It provides access to a large database of potential customers, as well as tools to help you research and connect with them. You can use boolean searches to find people in your target audience based on their company size, regular LinkedIn use, job title, seniority level, etc. Then you can save leads into custom lists so that you're targeting each ICP with the right message.

The best way to get started with Sales Navigator is to sign up for a free trial. This will give you access to all of the features and allow you to see if it is a good fit for your needs. After the trial, you can decide if you want to upgrade to a paid subscription. Now let's get into it and talk about some Sales Navigator best practices.

5 Sales Navigator Tips to Help Sales Reps fill their Pipeline

The "gold" LinkedIn logo that you see with some profiles means you have the green light to reach out directly to a lead. It's LinkedIn's version of an email and when done write can get you directly in front of sales navigator users. Power users on LinkedIn are receiving a ton of notifications, especially by email. If you can use the InMail well, you have a much higher chance of moving the deal along.

The other good thing is you don't have to send a connection request to send inmails. Another tip is looking for "open" profiles with your sales preferences. This will make landing that first message even easier.

Knowing your prospect's career journey is important for a lot of reasons. It's good to research and it also lets you know when someone is new to a company. Filtering leads on Sales Navigator based on their recently changed jobs is a pro move. It's great for a few reasons. First, it makes the conversation easier to start because you have some great prompts you can go with.

Every sales professional knows that the more information you have about a prospect comes in handy. Reps can use recent career changes as a great in to a company.

Here's an easy LinkedIn Sales Navigator hack that can improve your lead prospecting and reveal a whole new list of relevant leads.

Once you do this, you'll get 100+ leads that are similar to your customers. Using the platform as it should enable your sales leaders and helps close deals which is always the most important.

Check for those Who've Posted on LinkedIn

Sales Navigator has a criteria you set called "Posted Content Keywords," which allows you to filter target potential buyers according to whether or not they have posted or engaged with content related to what you are selling. This is a powerful sales tool because the most active users are going to respond to your offers more quickly.

If you're selling on LinkedIn, why not focus on those that are using it often?

This is feature saves you time and has a great convenience factor. To work efficiently on an account, you need to keep track of who is involved in the purchasing process, be patient, identify their individual priorities, and more. With Sales Navigator, you can add tags and leave notes for each lead in your feed.

How to Sell with LinkedIn Sales Navigator – A Guide from Poseidon

It's 2022 and the most popular LinkedIn automation tools are changing how social selling works. But there's still a lot of worry about how safe these tools are and whether they will get LinkedIn users blocked from the platform. Let's talk about what makes automated marketing tools and lead generation tools unsafe, and how tools like Poseidon (https://www.useposeidon.com/) can turn around your next LinkedIn campaign.

LinkedIn Automation Tools of 2022 have Debunked a lot of Myths

There are a lot of myths about the different automation features of AI tools, and it's important that we address those myths first.

Chrome Extensions used with LinkedIn Premium and LinkedIn Sales Navigator are less Safe than Cloud Automation Software

Cloud-based solutions love touting that they're safer than Chrome extensions, but it's not true. Not only are cloud-based LinkedIn automation software not safer, but they are also harder to use and less streamlined. There are a number of these solutions that are easier to detect than Chrome browser extensions.

When we decide to use a LinkedIn automation tool, it was a no-brainer to choose the Chrome extension route. It's secure, and the LinkedIn connection is seamless, making your experience easier and faster.

Using LinkedIn Automation Tools Blocks Your Access

It's important to state that automation tools alone do not trigger a blocked account on LinkedIn. Multiple LinkedIn mistakes need to be made for your activity to be flagged as suspicious. Here are some things that can make LinkedIn bots flag your account: If too many automation requests and messages are sent, or if too many profiles are viewed, LinkedIn will take action. This might include flagging the account, or worse, blocking the account. Sharp increases in activity can also lead to consequences.

The best thing about automation tools like Poseidon (https://www.useposeidon.com/) is they limit a lot of this activity including, connections on LinkedIn, visits to LinkedIn pages, and LinkedIn messages so that spikes in activity don't appear.

Are there Risks to Using Tools for Safe LinkedIn Automation?

Of course, there are risks to using automation tools, but they're not as great as you might think and they certainly don't outweigh the benefits they bring for LinkedIn lead generation.

It only takes one search to find LinkedIn automation tools that offer all the good in their free trials. It's important to take the time to study and even look at the teams of these tools to make sure that they are legitimate solutions you should consider using. We recommend you make a list of LinkedIn automation tools you want to research and do the work.

Usage Limits do Exist for Your LinkedIn Account

As we have mentioned before, it is very important that you stay within the usage limits to avoid having your account blocked.

Some of the automation tools available allow you to send an unlimited number of connection requests and messages which can be risky.

To avoid this, make sure you use a tool that limits your usage or one that lets you monitor it yourself!

Don't use Automation Tools that Automate all of Your LinkedIn Activities