Name: upcell - Export from SalesNav to SFDC
Uploaded: 2024-09-26T16:10:04.000Z
Duration: 2 min 32 s
Description: The best mobile phone data

upcell company logo.png

upcell

Paid

upcell Demo

upcell - Hotkey Functionality Explained

In this video, Mark from Upsell shows a new feature that helps sales reps keep track of why they want to call someone. He adds a custom “Context” field in Salesforce and maps it to a keyboard shortcut (Alt + C). Then on a LinkedIn profile he presses Alt + C, types a note (“Blake and I both attended University of New Hampshire”), and hits enter. The contact plus that note appear instantly in Salesforce. Now, when you make the call, you’ll remember exactly why you reached out.

Mark from Upsell introduces an exciting feature to help prospectors keep track of why they’re reaching out to contacts.

Introducing a new context feature

How important details from LinkedIn outreach get lost when exporting records into CRM or sales engagement platforms.

The problem of lost prospect context

Mark explains he’ll give a quick demonstration of adding and preserving prospect context with a hotkey.

Demo walkthrough preview

Creating a custom “Context” field in Salesforce, mapping it in Upsell hotkey settings, and saving the hotkey for use.

Setting up the custom context field and hotkey

Applying the hotkey on a prospect’s LinkedIn profile, exporting their details into Salesforce with context, and confirming the saved note for call preparation.

Using the context hotkey and checking results

upcell - Export from SalesNav to SFDC

In this video, you will learn how to use Dimmo’s hotkeys to send a contact to Salesforce and add them to a Roadshow cadence in one step. First, you set up a custom field tag called Roadshow Invite. Then you press Alt+C and Dimmo exports the contact, fills the tag, and puts them into your Roadshow cadence. You can do this for one or many contacts at once. This saves time and makes your work easier.

Introduction to exporting prospects into Salesforce, adding them to a cadence, and tagging the record with a custom field in one action.

Overview of Hotkeys Export Workflow

Set up your hotkey in settings: create and map a custom 'Tag' field named 'Roadshow Invite', link it to your Roadshow cadence, then save the configuration.

Configuring Your Hotkey

Use the configured hotkey (Alt C) to export one contact. Verify the export confirmation, check Salesforce to see the prospect created with the Roadshow Invite tag and added to the cadence.

Exporting a Single Prospect

Select several records (e.g. in LinkedIn Sales Navigator), press the hotkey to export in bulk, then refresh Salesforce to confirm all prospects are created, tagged, and lofted into the cadence.

Bulk Exporting Multiple Prospects

upcell - Generate Pipeline 

In this video, you'll see how Dimmo helps account executives (AEs) find new customers without doing all the extra work themselves. Instead of AEs having to make lots of calls and follow-ups, they can use a special tool on LinkedIn. With a simple hotkey, AEs can quickly send contact info to the sales development reps (SDRs). The SDRs then handle all the follow-up tasks, like calling and emailing. This makes things easier for AEs because they can focus on closing deals, while SDRs help bring in new customers. It's a smarter way to work together and find the right people.

Discussion on how a tighter market leads to decreased budgets, drying up inbound leads. This results in increased reliance on outbound activity for revenue.

Market Challenges and Outbound Reliance

Leaders push additional outbound tasks to account executives using existing tools, resulting in an overload of overdue tasks and inefficiencies.

Account Executives Taking on Outbound

The current system isn't effective; account executives struggle with balancing closing deals and managing extensive cadences.

The Need for Improved Solutions

Proposes that prospecting and engaging should be separate functions, with prospecting better suited for account executives' flexible schedules.

Separate Roles for Account Executives and SDRs

Introduction of a new method where account executives use LinkedIn Sales Navigator to identify prospects and efficiently assign them to SDRs.

New Strategy for Prospecting

Demonstrates how hotkeys and tools like Salesforce and Outreach allow seamless export of prospects for SDR engagement.

Implementation of Automated Tools

Details how records exported to SDRs are tagged, assigned, and integrated into cadences for organized follow-up and engagement.

Empowering SDRs with Organized Data

Encourages empowering AEs to identify good prospects, facilitating outbound activities by effectively using SDR cadences.

Building Outbound Momentum

upcell - Ideal Sales Stack Configuration

In this video, Mark Bedard, CEO of Upsell, explains two common ways sales teams use data. One way uses many tools for each person. The other gives one tool per region. Both are costly, hard to manage, and miss key info like phone numbers. He then shows Upsell’s Prospector. It is a single, easy extension that finds contacts, sends them to your CRM, and adds more data quietly in the background. This tool works the same for everyone, cuts costs by half, and helps reps reach more people faster.

Mark Bedard, CEO of Upsell, introduces the video goals: review two common sales stack models and present the Upsell modern data infrastructure solution.

Introduction and Agenda

Explanation of the supplemental motion: sales reps add multiple data providers when the primary one lacks critical fields like phone numbers.

Supplemental Model Overview

Discussion of high costs from extra licenses and access fees, limited multi-vendor use, and workflow complexity for reps and operations teams.

Challenges of the Supplemental Approach

Description of the regionalized approach (one provider per region), its cost benefits, but coverage gaps, inconsistent exports, and fragmented workflows.

Regionalized Model and Its Drawbacks

Transition to the Upsell solution: a single extension designed to replace multiple providers and simplify the sales data stack.

Introducing the Upsell Model

Overview of Upsell’s Prospector: streamlined exports from LinkedIn into CRM and engagement systems, standardized across roles and regions.

Unified Export with Upsell Prospector

How Upsell enriches exported records via a backend multi-vendor API layer for comprehensive phone and email coverage without extra user steps.

Backend Enrichment and Multi-Vendor Strategy

Summary of Upsell’s impact: ~50% reduction in data stack costs through API-driven consumption, plus a call to action to reach out for questions or demos.

Cost Savings and Next Steps

A sales intelligence platform that automates prospecting, enriches CRM data, and delivers real-time buyer insights to boost B2B sales efficiency.

Sales

Companies use Upcell for:

- **Lead Generation**: Quickly finding high-quality contact information to reach potential customers. ([g2.com](https://www.g2.com/products/upcell/reviews?utm_source=openai))
- **Sales Prospecting**: Automating the process of finding and reaching out to new leads. ([g2.com](https://www.g2.com/products/upcell/reviews?utm_source=openai))
- **Customer Relationship Management**: Keeping track of customer job changes to identify new sales opportunities. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Data Enrichment**: Enhancing existing customer data with accurate and up-to-date information. ([getapp.com](https://www.getapp.com/all-software/a/upcell/?utm_source=openai))

use_cases

Upcell's pricing details are not publicly available. For specific pricing information, you can contact them directly through their website. ([upcell.io](https://www.upcell.io/?utm_source=openai))

price_estimate

Upcell is a company that helps businesses find and connect with potential customers by providing accurate contact information and tools to make sales easier. They offer services like finding phone numbers and emails, keeping track of customer job changes, and making it simple to add this information to existing systems. ([upcell.io](https://www.upcell.io/?utm_source=openai))

company_summary

- **Accurate Contact Data**: Provides reliable phone numbers and emails to help businesses reach the right people. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Easy Integration**: Works smoothly with existing systems like CRMs, making it simple to add new contact information. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Hotkeys for Quick Actions**: Allows users to perform tasks quickly using keyboard shortcuts, saving time during sales prospecting. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Champion Tracking**: Notifies users when a previous customer changes jobs, providing new sales opportunities. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Workflow Automation**: Automates daily tasks to make sales processes more efficient. ([getapp.com](https://www.getapp.com/all-software/a/upcell/?utm_source=openai))

features

For information on Upcell's Privacy Policy and Terms of Service, please visit their official website. ([upcell.io](https://www.upcell.io/?utm_source=openai))

legal_info

Upcell is designed for businesses of various sizes, including small (1-50 employees) and medium-sized companies (51-1,000 employees). It's especially useful for:

- Sales Representatives
- Marketing Managers
- Sales Operations Managers
- Business Development Managers
- Revenue Operations Directors

Industries that benefit from Upcell include technology, telecommunications, and startups. ([goodfirms.co](https://www.goodfirms.co/company/upcell?utm_source=openai))

company_icp

Upcell stands out by offering high-quality mobile phone data, easy-to-use interfaces, and seamless integrations with existing systems. Their focus on accurate data and efficient workflows helps businesses improve their sales processes and connect with customers more effectively. ([upcell.io](https://www.upcell.io/?utm_source=openai))

company_uniqueness

Upcell works well with companies across various industries. Some notable customers include:

- **ServiceBell**: A company that improved its sales process by using Upcell's accurate contact data and flexible pricing model. ([upcell.io](https://www.upcell.io/?utm_source=openai))
- **Mavenoid**: A startup that benefited from Upcell's data enrichment services to enhance its customer outreach. ([goodfirms.co](https://www.goodfirms.co/company/upcell?utm_source=openai))
- **Astrix Security**: A company that utilized Upcell's sales intelligence tools to streamline its sales processes. ([goodfirms.co](https://www.goodfirms.co/company/upcell?utm_source=openai))

upcell - Export from SalesNav to SFDC

AI DetectedClick on a feature to jump to that section

upcell