Name: Sendoso Demo - Closed Lost
Uploaded: 2024-05-21T16:11:19.000Z
Duration: 2 min 14 s
Description: Sendoso is the gifting and direct mail platform that helps revenue teams double win rates, 6x second call rates, and close deals 29% faster.

sendoso logo.png

Sendoso

Paid

Sendoso, a Sending Platform, is presented by the vendor as an effective way to connect with customers and drive revenue with personalized gifts, branded swag, eGifts, Cameos, and virtual experiences. The vendor states this makes it possible to build stronger, deeper, and more trusted relationships that move everything up and to the right.

Sendoso - Webinar Attendance

This video shows how to use Sendoso with HubSpot to boost your event and webinar follow-up. You’ll learn how to sort people into two groups—tier one and tier two—and then send each group a gift automatically. Tier two guests get an e-gift and a charity donation. Tier one guests get a box with a mug, hat, and a handwritten note. The demo shows how to choose packaging, ask for addresses, get approval, and connect Sendoso with HubSpot. This helps you follow up faster and turn more event leads into sales.

Many marketers see low pipeline from events and webinars. Discover how to revitalize these channels with strategic gifting.

Introduction: Challenges with Event Pipeline

Create a HubSpot workflow that segments webinar attendees into tier one and tier two accounts to trigger automated gift sends.

Automating Gift Workflow in HubSpot

Set up an e-gift and charitable donation for tier two accounts in Sendoso, mapping the gift to each attendee’s email address.

Configuring Tier Two E-Gifts

In Sendoso, assemble a custom box for tier one attendees with a handwritten note card, a 20-ounce Yeti mug, and a branded hat.

Building a Tier One Branded Bundle

Choose standard packing, require approval before sends, assign the marketing funding source, and prompt recipients to submit their address within seven days.

Setting Packing, Approval, and Address Collection

Select HubSpot as the trigger source for the automation, configure notifications for each send, skip Salesforce mapping, and finalize the integration.

Integrating Triggers and Notifications

Return to your HubSpot workflow to attach the physical gift action for tier one accounts, letting Sendoso handle address collection automatically.

Finalizing in HubSpot Workflow

Recap the tiered gifting workflow and note that this strategy works with HubSpot, Marketo, Eloqua, and other marketing automation platforms for post-event engagement.

Summary and Broader Applicability

Sendoso - User Activation

In this video, you will see how Sendoso and Inflection work together to thank active users. First, we build a custom landing page in Sendoso. Next, we copy and edit an email in Inflection to say “Great job on 10 sends in 30 days!” Then we set rules so only new users who send 10 times get the email and a gift. We also link each gift to Salesforce to track if it boosts product use or turns into new sales. You’ll learn step-by-step how to set up, automate, and measure this workflow.

Introduction to how integrating Inflection enables new product usage triggers previously unavailable at Sendoso.

Onboarding Inflection at Sendoso

Overview of a new trigger: users who complete 10 sends in their first 30 days receive a surprise gift from Sendoso.

Setting Up a Surprise & Delight Trigger

Walking through the Sendoso customization center to create a dedicated landing page for the surprise gift.

Building a Custom Landing Page

In Inflection, duplicating an existing email and renaming it “10 sends in first 30 days” to use in the new journey.

Duplicating and Naming the Trigger Email

Setting up audience criteria: users created in the last 30 days, active, with at least 10 sends, plus common exclusions, with a one-time qualification.

Defining the Journey Audience

Linking the journey to a Salesforce campaign to track gift redemptions, ongoing user adoption, and potential pipeline impact.

Connecting to Salesforce and Tracking Results

Sendoso Demo - Closed Lost

In this video, you’ll see Sendoso’s “wake the dead” sequence. It’s an easy way to re-engage lost sales leads from four months ago. The host shows how to run a report of closed-lost deals, set up a personalized email or gift, and ask for a quick chat. You’ll learn how this simple workflow helped drive millions in new pipeline and how one customer made more in three months than they did in a year. It’s a low-lift way to boost sales.

Overview of a simple, low-effort strategy for SDRs, AEs, and sales managers to generate new pipeline by re-engaging old closed-lost opportunities.

Introducing the “Wake The Dead” Sequence

How to run a report on opportunities lost over four months ago and why those contacts—now in new roles or companies—are prime for a fresh outreach.

Identifying Re-Engagement Targets

Step-by-step breakdown of an example email, including personalized reminders of past conversations, a friendly PS gift offer, and a clear call to action.

Crafting the Re-Engagement Email

Proof of success: millions in pipeline generated in 2021 and a spotlight on Benafi, who outpaced a competitor and boosted revenue in just three months.

Results & Customer Case Study

Sendoso Demo - AI

In this video, Chris Rudiger and Cody Farmer from Sendoso explain how they use AI to make sending gifts smarter. You’ll see how their product looks at lots of data and helps you pick the best gifts for your customers. It shows you how AI can work with your team, not replace it, to save time and make gifts more effective. This new tool solves the problem of guessing who likes what and helps you send better, more personal gifts every time.

Chris Rudiger, CEO and co-founder, and Cody Farmer, Head of Product, introduce themselves and outline today’s focus on product updates and the future of AI at Sendoso.

Meet the Sendoso Team & Agenda

They explain how AI enhances data-driven decision-making by processing large data sets efficiently, complements human effort, and goes beyond simple chat prompts or standalone products.

Our AI Philosophy

They discuss AI’s long history in big tech and ad optimization, and highlight the untapped opportunity to apply AI innovations to gifting strategies.

Bringing AI to Gifting

Sendoso - SmartSend

In this video, Marcus Southern and Cody Farmer show how Sendoso’s new Smart Send gift engine works. You’ll see how to turn Smart Send on in Settings, set a dollar limit, and open the Smart Send tab. Then you’ll watch two simple ways to find gifts: type in interests like “Star Wars” or search for a person’s profile. The engine suggests items, fills in recipient details, and even writes a note. This tool solves the problem of choosing and sending the perfect gift fast and easy.

Marcus Southern and Cody Farmer introduce themselves and set up today’s demo of Sendoso’s new gifting engine.

Introduction & Hosts

They explain Smart Send as the most advanced, AI-driven gift recommendation engine for any use case, from consumer to business.

The Future of Gifting

Learn how to turn on Smart Send in your Sendoso settings and set a global spending limit per gift item.

Enabling Smart Send

Discover the new Smart Send tab and find gifts by describing the recipient’s role and interests, like a Star Wars-loving CTO.

Accessing Smart Send & Searching by Interest

See how searching by recipient (e.g., by email) yields tailored gift ideas, then use “Send It Now” to auto-fill details and a personalized note.

Personalized Recommendations & Sending

A gifting platform for prospects, customers, and employees.

CMO, Head of Marketing, Growth Marketing, CRO, Head of Sales, Demand Generation, ABM, Director of Sales, Director of Marketing, Field Marketing

Marketing, Sales, Human Resources, Customer Success Leaders, Demand Generation

Sendoso stands apart because it combines multiple gifting options, integrates smoothly with popular business tools, and handles global logistics. Companies using Sendoso can personalize outreach at scale, track campaign effectiveness, and build stronger relationships with customers and employees worldwide. ([sendoso.com](https://www.sendoso.com/about-us?utm_source=openai))

company_uniqueness

Legal Links:

- [Privacy Policy](https://sendoso.com/privacy-policy/)
- [Terms of Service](https://sendoso.com/terms-of-service/)

legal_info

Companies use Sendoso for:

- **Sales Prospecting**: Sending gifts to potential clients to open new conversations.
- **Customer Appreciation**: Rewarding loyal customers with personalized gifts.
- **Account-Based Marketing (ABM)**: Targeting specific customers or groups to drive more sales.
- **Employee Recognition**: Celebrating employee achievements and improving workplace morale.

use_cases

Sendoso works well with companies across many industries, including technology, finance, and healthcare. Some notable customers include:

- **Comcast**: A telecommunications company that uses Sendoso to enhance customer engagement. ([prnewswire.com](https://www.prnewswire.com/news-releases/sendoso-secures-100-million-series-c-led-by-softbank-vision-fund-2-to-accelerate-global-expansion-301376289.html?utm_source=openai))
- **Nasdaq**: A global financial services corporation leveraging Sendoso for client relations. ([prnewswire.com](https://www.prnewswire.com/news-releases/sendoso-secures-100-million-series-c-led-by-softbank-vision-fund-2-to-accelerate-global-expansion-301376289.html?utm_source=openai))
- **eBay**: An e-commerce giant utilizing Sendoso to strengthen customer and employee relationships. ([prnewswire.com](https://www.prnewswire.com/news-releases/sendoso-secures-100-million-series-c-led-by-softbank-vision-fund-2-to-accelerate-global-expansion-301376289.html?utm_source=openai))

best_customers

The cost of Sendoso varies depending on features and services. Prices generally start around $20,000 per year, plus additional costs based on the number of users and the scale of the services. For specific pricing, you can contact Sendoso directly.

price_estimate

Sendoso is great for businesses of all sizes, from small and mid-sized companies to large enterprises. It's especially useful for:

- Sales Teams looking to impress prospects
- Marketing Teams using personalized marketing strategies
- HR and Employee Engagement Teams wanting to reward employees

Companies typically range from 50 to over 5,000 employees, across industries like software, finance, marketing, and healthcare. ([sendoso.com](https://www.sendoso.com/about-us?utm_source=openai))

company_icp

Sendoso is a company that helps businesses send gifts, notes, and branded items to their customers and employees. They make it easy for companies to build strong relationships by sending personalized items like gift cards, handwritten notes, and customized gifts. ([sendoso.com](https://www.sendoso.com/about-us?utm_source=openai))

company_summary

- **Wide Range of Sending Options**: Send physical gifts, eGifts, handwritten notes, and branded merchandise. ([sendoso.com](https://www.sendoso.com/about-us?utm_source=openai))
- **Easy Integration**: Connect with platforms like Salesforce, HubSpot, and Outreach to simplify sending processes.
- **Global Fulfillment**: Manage shipping worldwide through Sendoso's global fulfillment centers.
- **Inventory Management**: Sendoso stores and manages your gifts, so you don't have to handle logistics yourself.
- **Detailed Analytics**: See how effective your sending campaigns are, helping you make smarter decisions.

Sendoso Demo - Closed Lost

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