PersistIQ is a sales engagement platform designed to help businesses automate and streamline their outbound sales process. It combines lead generation, outreach, and follow-up into a single tool, aiming to increase sales team efficiency and productivity. PersistIQ is specifically designed for outbound sales engagement, providing a targeted set of features and capabilities to help sales teams streamline their outreach process and optimize prospect communication.
PersistIQ is focused on helping business-to-business (B2B) startups and small to medium-sized businesses (SMBs) with one or more outbound sales representatives. The platform supports a multi-channel engagement strategy, enabling sales teams to interact with prospects through various communication channels and increase the likelihood of converting leads into customers. The platform is suitable for various industries, including technology, finance, and marketing services. Some key benefits of PersistIQ include:
- Sales automation: PersistIQ enables sales teams to automate repetitive tasks such as email follow-ups, lead assignment, and data entry, saving time and increasing efficiency. You can also automate and test using their A/B testing.
- Personalization: The platform allows sales reps to create personalized email templates, segmentation to ensure relevant outreach messaging, and merge fields to ensure targeted and engaging communication with prospects.
- Multi-channel engagement: PersistIQ supports various communication channels, including Gmail or Outlook, a built-in phone dialer, and social media, allowing sales reps to engage with prospects through multiple touchpoints.
- Analytics and reporting: PersistIQ provides in-depth analytics and reporting features, giving sales teams valuable insights into campaign performance, prospect engagement, and overall sales efficiency.
- Integrations: The platform integrates with popular CRM tools and platforms including Salesforce, HubSpot, Pipedrive, Copper, or use Zapier to enable seamless workflows and data synchronization across the sales stack.
How You Can Get Started Using PersistIQ For Outreach
- Set up your account and integrations: Sign up for PersistIQ and integrate it with your CRM or other sales tools (it has a Zapier connection as well). This will ensure your data is synchronized across platforms.
- Import your leads: Import your list of leads or prospects into PersistIQ, either by manually adding contacts, uploading a CSV file, or syncing with your CRM. You can also build your prospect lists using their Chrome extension and tools like the LinkedIn Sales Navigator.
- Segment your leads: Organize your leads into appropriate segments or lists based on factors such as industry, company size, job title, or any other relevant criteria. This will help you target your outreach more effectively.
- Create your email templates: Develop personalized email templates for your outreach campaign. Make sure to include merge fields to automatically insert prospect-specific information, such as the recipient’s name or company, to make your emails more engaging.
- Set up your campaigns: Create new campaigns and choose the appropriate list or segment of leads to target. Select the email templates you’ve created and configure the sequence, including the number of touchpoints, the delay between emails, and any additional follow-up steps.
- Incorporate multi-channel touchpoints: If you wish to include other channels, such as phone calls or social media interactions, add those touchpoints into your campaign sequence. Make sure to schedule them appropriately to complement your email outreach.
- Launch the campaign: Once your campaign is set up, review the settings and launch it. PersistIQ will automatically send emails, track opens, clicks, and replies, and execute any follow-up steps based on the sequence you’ve configured.
- Monitor your campaign performance: Keep an eye on the analytics dashboard to track the performance of your campaign. Monitor key metrics like open rates, click-through rates, and reply rates to assess the effectiveness of your outreach.
- Adjust and optimize: Based on the performance data, make adjustments to your templates, messaging, or targeting to optimize your campaign. Continue to iterate and refine your approach to maximize your results.
- Manage responses: As prospects reply to your outreach, assign them to a sales representative, respond to their inquiries or objections, update their status in PersistIQ, and move them through the sales funnel accordingly.
By following these steps, a sales rep can effectively use PersistIQ to plan, execute, and optimize their outreach campaigns, ultimately improving their sales efficiency and productivity.
Disclosure: Martech Zone is an affiliate of PersistIQ and we’re using it and other affiliate links in this article.