In this video we demonstrate a Call Only Sequence in Apollo.io that Triggers a Workflow Based on the Call Outcome Using Call Dispositions. Call only sequences can be very effective to qualify/disqualify accounts. However, we want to make things easy on SDRs or outsourced callers - they only have to select a call disposition, and depending on the call outcome other automations will happen next. This makes things easy on our reps, keeps our account and contact data clean, and advances the prospect to the next best or appropriate action.
Example Apollo.io Call Disposition Workflows:
- Positive Call - Demo Booked: Account Stage updated to “Active Opportunity”; All Contacts removed from cold outbound sequences; an Apollo Deal is created.
- Account Not a Fit or Not Interested Call Disposition -> Do Not Prospect Account: Marks Account as “Do Not Prospect”, Removes all contacts from sequences.
- No Answer, Call Again: Creates another Call Task
- Work with Competitor X: Contact Added To Competitor X Email Sequence (Stripe in this case - email has competitive comparison info
- Left a VM: Contact added to “Left a VM” email sequence sent out a few hours after the vm drops referencing the vm left
- No Valid Phone Number: Contact is dropped into an email only sequence with no further call tasks created
There are default Apollo.io call dispositions, but new ones can be created and customized as well.
Benefits of Using Apollo.io Call Dispositions as a trigger:
- Saves Reps time - they update a single field in Apollo and then the magic happens.
- Better Data Hygiene (reps will not waste time usually updating contact/account records, removing contacts from sequences, putting proper info into Deals, etc).
- Better Attribution/Reporting
- Improved email deliverability, cleaned up email queue as bad fit clients are removed, contacts are routed to relevant, targeted sequences based on call discovery
- Option to use Apollo as a lightweight CRM with Deals - no switching between multiple platforms to track outbound success
Want to implement something like this for your company?
Work with SaaSBoost.io, an Apollo.io certified agency. We can set up Full Apollo.io setup packages, Done with you as a Service - take your ICP, Messaging, Content, CTA and work within your existing tech stack to build an outbound lead engine in Apollo.io.
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