Setting up ProspectSonar for a new client campaign can be a daunting task, especially if you're new to our platform. But don't worry, we've got you covered with this comprehensive guide. Follow along as we walk you through the complete agency workflow – from account organisation to filter settings to your first exported list.
As an agency founder or a startup salesperson, you likely know the importance of data quality beats data volume. But in the heat of a campaign launch, it's easy to sacrifice setup time for the sake of meeting deadlines.
However, taking the time to set up ProspectSonar correctly will save you hours in the long run and power a successful client campaign from day one. In this post, we'll break down the complete workflow for setting up ProspectSonar, so you can hit the ground running.
Step 1: Set Up Your Account and Create a New Campaign
Starting with a clean slate is essential for a successful campaign. Begin by logging in to your ProspectSonar account or sign up for a free trial if you're new to our platform.
- Click on the 'New Campaign' button and select the type of campaign you're about to launch.
- Fill in the necessary information, such as campaign name and client details.
Before moving forward, ensure you have set up your account organisation correctly, as this will affect how you manage your campaigns, prospects, and teams.
Step 2: Configure Filter Settings for Your Campaign
An effective filter system is crucial for prospecting and ensuring you're targeting the right audience. In ProspectSonar, you can set up custom filters based on niche, location, job function, and more.
Start by creating a new filter: Click on the 'New Filter' button and select the desired filter type. For this example, we're setting up a filter for 'Technology' industry prospects in 'New York.'
- Choose the filter type (e.g., Niche, Location, Job Function).
- Set up your filter rules (e.g., 'Industry equals Technology' and 'Location equals New York').
- Name your filter and add it to your campaign.
Save your custom filters for future reference and use them across multiple campaigns to improve data efficiency.
Step 3: Add and Segment Prospects
Now that you have your account set up and filter system in place, it's time to bring in your prospects. ProspectSonar offers seamless import capabilities for your existing lists.
Click on the 'New List' button and select either 'Import' or 'Manual Entry' to get started.
- Upload your list of prospects or manually add them one by one.
- Apply your custom filters to target the desired audience.
Regularly updating your prospect list with new filters and data will help maintain data quality and keep your outreach efforts fresh.
Step 4: Export Your List and Integrate with Your CRM
The final step in your agency workflow is to export your targeted list of prospects and integrate it with your CRM.
ProspectSonar offers seamless export capabilities to HubSpot, Pipedrive, and other popular platforms:
- Select your desired export options, including contact information and engagement history.
- Choose your preferred CRM platform.
- Map your ProspectSonar fields to your CRM's custom fields.
Key Takeaways
- Set up your ProspectSonar account and create a new campaign for each client;
- Configure custom filters for effective prospecting and data efficiency;
- Regularly update and segment your prospect list to maintain data quality;
- Export your list and integrate it with your CRM for seamless sales acceleration.
Get Started with ProspectSonar Today and Streamline Your Agency Workflow
Follow our guide to set up ProspectSonar like a pro and unlock more sales success for your clients. Start your free trial today and experience the power of intelligent B2B prospecting.
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