Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
Connect with all prioritized LinkedIn contacts FASTER. Multiple leads can be selected and then a single action of Search LinkedIn will open LinkedIn in multiple browser tabs for those selected leads.
Some of our customers had good formatting needs for the emails. But struggle when they copy the formatted text from some editor like Microsoft Word or Google docs into 7Targets Custom Message.
Responses and especially enquiries from a marketing campaign should not be dropped and possibly immediately responded with proper followup. AI Sales Assistant make that possible now.
Assistant validates name and email to help you avoid mistakes
How assistant suggests a nurturing table by reading your website.
Possible solution when a salesperson drops a lead.
How to add information in all the emails which will not be changed by the assistant
Cancel or Stop followup of certain leads from your lead list
You may want to Invite new users to your Organisation, edit the roles of previous users or even assign an existing assistant to other users in the Organisation
How to login into your account when you forget your password
How to upload lead nurturing information to the assistant so that all the prospects are nurtured.
How to handle Warm leads. The warms leads are the ones who have opened your emails more than 3 times.
How to add details to the assistant such as signature, context, default schedule, brochure url, etc.
Assigning Contacts from JobAdder to your 7Targets AI Sales Assistant is easy. Follow few simple steps and you can then have your Assistant own the contact for Nurturing as well as update the notes of the work done.
CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead for the assistant to followup. 5% of the lead capacity is reserved for EmailCC to make sure that leads from EmailCC is given priority over others.
Assign some of the existing leads to another AI assistant and put on a new nurturing schedule.
Default Introduce Me message is good but you want to change it a little. It is easily possible via the Assistant preference.
How to edit lead names if you have made spelling mistake in the lead name itself
Preventing the assistant from send emails to certain domains.
Filter the leads by their click on particular links.
Finding leads who clicked links from the email, that too some specific link will help write a personalized email to that lead. This will help get the response from the lead.
Keeping the track of particular clicks on link is necessary. These steps are about how to enable "Link clicked notifications".
Leads which moved out from a company are identified by the assistant and updated as Moved Out sub state.
This is about how we can introduce actual human salesperson to AI assistant.
An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward.
Calling is an important aspect of lead conversion. Knowing whom to call and keep a tag of the call result is critical to simplify the calling process. 7targets make this task easy for you.
How the assistant should followup i.e. what message to send, after how many days, etc.
AI Sales Assistant will categorize the leads in various states based on the followups and responses. These states are there for the user to help focus on the right leads for conversion.
How to add team members so that they can receive notification from assistant whenever a lead responds to you.
What is the format of the excel sheet and from where to download it.
How to see what happened to the leads that were uploaded from a file. Why were some leads not added, what's the status of those leads that were successfully added.
How to send Webinar invitations to Selected Audience within minutes, such as to engaged leads or warm leads.
How to setup a new AI sales assistant. (for example the name, designation, email address, etc)
These steps are about How to stop getting notification of leads or how to disable them.
How to change mismatched data such as name and email addresses.
How to upload multiple leads from an Excel sheet
Doculens provides the important value of time spent by the lead on each page of the document. The links going via emails sent by the Assistant will provide this important insight
How one user uploads an excel file, then approver verifies and add the leads.
When a lead opens an email, assistant responds with an email from a different schedule selected in below settings. Thus gives an opportunity to send emails from a new schedule based whether email was opened or not.
Continue followup and Restart followup are two different actions and purpose. Let's understand these actions in details
There are several reasons why we see inconsistencies in 7Targets link click report and google analytics reports.