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[Music] welcome to apollo.io the end-to-end sales engine here's a short overview of Apollo's workflow engine and the several handy features that help you build a quick clear and effective sales process in this video you'll see an overview of a bunch of powerful Apollo workflow features broken into four digestible sections you'll learn automations prospecting insights and analytics and more that help you develop winning sales plays from start until deal closed first we'll cover all-in-one workflow tools these highlight the most popular features that help our 1 million customers from our unified all-in-one platform next we'll cover insights for your workflows these features are some of Apollo's intelligence tools that provide actionable insights across your pipeline and teams activities after that we'll share workflow automations finally we'll cover our workflow management features to oversee and structure your team's operations and your existing software stack please note that some features you'll see today are only available for our premium paid pricing tiers now let's jump in and learn in real time how Apollo helps you build and run a world-class go to market workflow meet Apollo's workflow engine the beauty of Apollo is that everything you need from prospecting to engaging and Beyond is available in one place for you by combining the benefits of prospecting engagement and workflow management into a single workspace the whole of Apollo is greater than the sum of its parts you can see everything in a cohesive view across your leads your team your various opportunities and sales plays all from the top of your screen in our tabs you'll see search where you can Prospect engage where you can connect with your contacts enrich opportunities and more here are some of the features that help you run your workflows from Apollo's all-in-one platform on on top of the Cora follow platform we have an extension that works everywhere that you work unlock the power of Apollo where you Prospect and contact leads from LinkedIn Gmail Google Calendar Salesforce and even across every prospect's website when you use LinkedIn the Apollo Chrome extension allows you to access deeper verified data and intelligence like direct mobile numbers and email addresses you can use the extension layered over your LinkedIn processes to add people to lists click to call and add them to email sequences when you use Gmail you can utilize Apollo's extension to add email templates quickly you can configure tracking to see when prospects open or click your emails and you can turn on reminders to always be sure that you follow up on any recipients that haven't yet responded to you the Apollo Chrome extension is now fully compatible with Google Calendar you can easily access Apollo data for your daily meetings without having to jump from site to site for your calls the Chrome extension also works natively in Salesforce to unlock additional functionality and usability features you can view any contact or account in Salesforce and then use the extension to view their full Apollo profile automatically you can add contacts directly to follow sequences Creator log new tasks and assign or complete calls straight from Salesforce and finally when you explore our prospect's website Apollo everywhere layers over their webpage to help you search for contacts and uncover key information without having to switch tabs as a seller you have lots of work to get done your calling leads reaching out to them on LinkedIn writing emails and more and to help with those workflows Apollo's task manager helps you build a clear and quick process to get through every type of Engagement effort you can create tasks for making calls sending manual emails templated emails adding leads to a sequence or engaging on LinkedIn with a prospect or customer you can click tasks here and work through your to-do list for one central place here you can see I've made tasks to call an entire list of leads I can click into a task to easily execute it when I'm done I'll mark it as complete I can log any important information that will then be tied to that lead and then move on to other tasks with Apollo's one-click dialer you can speed through dials but Apollo's dialer also allows you to collaborate live with your teammates or managers on calls join an active call with a co-worker to team up and improve your conversion rate to join any active calls click the engage tab then click calls and you can view the active calls tab to view the live calls that are happening in that very moment hop in and help each other close you can participate coach or just listen in together as a seller you need to be strategic to close your deals Paula provides insights no matter how and where you work to help move business forward by using Apollo across your whole sales process you'll gain a bird's eye view across your overall pipeline or zoom into specific portions of your sales flow for more granular insights analytics are an essential single source of Truth for you to identify where you're winning find new opportunities to scale or uncover areas that you need to improve here you can build and view reports you can access pre-built reports on messaging Effectiveness rep activity team performance and Roi or you can make any custom report then you can combine reports into a dashboard to view several reports in one single view here you can see some of my favorite reports like the best people to sell to which shows you which titles and personas are opening and replying to your emails or answering your calls here you can see a messaging report showing which subject lines your prospects are opening most and here's a visualization of the best time to call prospects based on your team's activity where you're most likely to connect on your dials dashboards are a single view of multiple related reports you can organize and share them with your team in a single view you can resize different reports and arrange them any way you'd like here you can see those reports from earlier all combined into a single dashboard this is one that I come back to time and again and share with my team across every part of your sales process Apollo offers powerful automations that will do your work for you the most powerful automation feature is the rules engine the rules engine can be enabled and customized to complete many manual jobs for you automatically you can make the rules Engine add or remove contacts from sequences and lists it can update account stages or fields and it can schedule things like creating a follow-up based on triggers so you don't have to for example you can have the rules engine follow this automation for any VP of marketing that opens an email more than three times create a call task to dial that VP of marketing the rules engine can automate several tasks it can set a contact field add to contact lists remove from contact lists add a contact to sequence finish a contact sequence create a contact task add an account field and much more Apollo's technology is always on to work in the background on your behalf you can use reminders to ensure you don't miss any opportunity or let anything fall through the cracks there are three types of reminders the first is job change alerts job change alerts surface leads to you that have changed companies this helps your pipeline stay up to date so you can always be on top of new prospects as they enter your target market you can also use alerts to ensure that you're not wasting time on bad leads they've Fallen outside of your ideal customer profile anytime you save a contact in the platform Apollo will monitor those contacts for any potential updates to their profile you can see that job changes reflected in the people section of the Apollo Search tool here the second is save search alerts save search alerts is another feature that helps ensure you don't miss any new leads access up-to-date recommendations on any new prospects or companies that match your saved search criteria this feature will then automatically send you notifications to your inbox when new leads fall into your target you can also save buying intense searches to quickly act on high potential active buyers expediently never miss an opportunity with reminders from Apollo here you can subscribe to save search alerts and select the Cadence of how often you'd like to receive notifications about new records in Apollo and here's an example of a saved search alert email sent straight to your inbox a third is email alerts as demoed earlier Apollo's Chrome extension layers over Gmail and can be used to alert you when emails are opened or clicked on by your recipients scoring engine is always on working in the background and prioritizing the best accounts and Best Contacts based on your ideal customer profile Apollo will automatically surface the top results to help you identify who and which companies to go after based on your criteria in Apollo you can define a scoring model this will then automatically rank the people and companies that you see in the Apollo database based on the criteria that you've built you can assign a numerical value rank to your criteria in order of importance in this section we'll cover how Apollo helps team managers and admins ensure security and privacy safeguards and you can turn on protections with the specific bounds that you assign them to Apollo's platform is engineered for security and committed to information protection and privacy Apollo adheres to International Security standards and processes to protect data we are sock 2 type 1 certified as well as gdpr compliant as both a data processor and data controller you have options to add safeguards to your processes to ensure gdpr compliance for your entire business here you can see in our settings how to configure your gdpr compliance on behalf of your team to protect your brand and easily build a structure around your prospecting engagement efforts there are three features in your settings to leverage the first is territories territories help you set clear guidelines towards which contacts user can Prospect within this is not only location specific you can specify various segments based on several criteria within your admin settings so the only prospect and engage within the specific bounds that you assign them to finally Apollo has permission profiles you can build permission profiles to help you maintain different levels of access and roles across your team click into your settings and select users that you want to add change or build custom permissions for Apollo integrates with a ton of different platforms to make data available and accurate so your go to market team has the most up-to-date data if you use Salesforce or HubSpot as your CRM Apollo can sync bi-directionally meaning your two data sets in those two different systems can automatically act as one this kind of synchronization allows you to keep consistent data across multiple platforms if you don't use Apollo's native engagement suite for contacting your leads you can use Apollo's Integrations with sales engagement tools like Outreach and sales Loft Apollo integrates with many providers including Gmail Outlook LinkedIn vidyard mailgun send grid and many other cloud-based sales tools we also integrate with all zapier supported apps including slack Google Sheets typeform pipedrive Zoho CRM amongst others use enrichment to ensure your entire team has accurate and updated information from end to end leverage Apollo's clean B2B data into your own stack you can update cleanse and enrich your data automatically through your CRM CSV or API Integrations lastly Apollo's API allows deeper and more custom Integrations with Apollo's powerful API you can programmatically access our vast and accurate B2B database you can search update enrich automate engagement and manage workflows with any system this concludes our high level introduction of many of the features teachers in Apollo's workflow engine check out our other videos to learn more about Apollo's end-to-end sales platform and use Apollo today