886GFl

Account Executive

BI & Calling Tools

Hi everyone,

Im at a seed startup and we just got our next round of funding! horay! I might be to get another tool then.

Tools I have: Hubspot, LeadIQ, Sales Nav.

These do cover a lot of bases since I can call out of hubspot and create sequences as well. LeadIQ also does a decent job of getting right emails.

Problems I have thus far:

1. my calling is disorganized. The task feature in hubspot I just never seem can get the hang of. When I actually start calling people I have to open like 30 tabs at a time. I'd like to be able to get a list to just dial though that I can organize by certain filters.

2. LeadIQ is not great for getting direct phone numbers. a lot of them are disconnected and you have a credit limit of 50 each month. On top of the ones they randomly grab for you. I hear zoom info is good on this, but they are expensive.

any recs on a BI/calling tool that could help me here?

(also take into consideration I'm going to have to scale our sales team)

7

18 comments

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CuriousFox

WR Officer

3

🦊

@poweredbycaffeine is your guru.

poweredbycaffeine

WR Lieutenant

2

☕️

Ty, @886GFl the task tool is meant to be used as a queue. When you open the task list, you should be able to click a button to “start tasks”. This will open the first contact and allow you to call directly from their record. Then disposition and click complete and it will serve up the next contact/deal with a task. You can skip and move from there.

If you want to pay for something, pay for Lusha or Seamless. They’ve got the best direct line data I’ve see.

886GFl

Praised Answer

0

Account Executive

I noticed LeadIQ primarily pulls personal cells for direct lines. Does lush or seamless give you direct biz lines too?

poweredbycaffeine

WR Lieutenant

1

☕️

Cell is best…but yes, they show all available lines and emails for a given contact.

RealPatrickBateman

Politicker

1

🔪Amateur Butcher🔪

I'd like to address point #1: "my calling is disorganized. The task feature in hubspot I just never seem can get the hang of. When I actually start calling people I have to open like 30 tabs at a time. I'd like to be able to get a list to just dial though that I can organize by certain filters."

What about it is disorganized?
Why are you having to open 30 tabs at a time?
What kind of "Filters" are you looking for?

886GFl

Praised Answer

0

Account Executive

A tab is open for each contact. I delete each tab after I end my call and I put in the notes. I know not efficient.
Filters: Time Zones
- more likely to be hit or miss nowadays since people are WFH and HQ no longer means that’s where they work. But, sometimes when im on auto pilot I accidentally call international numbers when I really shouldn’t. Lol. I want to also try to get more golden hours for different time zones. If it’s 2 o clock for example I want to be calling east coast. I’m on the west coast.
- Being able to filter by last attempt. Not just when I last sent an email, but when did I last call someone. Have I never called a lead? Did I leave something uncalled for 5 biz days?
Really why it’s disorganized is it feels like there may be leads I’m not calling on as consistent basis as I’d like. Maybe it’s because I forget or I don’t put a task on it. Or just my inability with hubspot at this point. Never used it, and it’s only me here to use.

RealPatrickBateman

Politicker

2

🔪Amateur Butcher🔪

Ok, so the "Tabs" thing can be addressed by @poweredbycaffeine 's response. Clicking the orange "Start Tasks" button will put your tasks into a set where you can take each task 1-by-1 and either complete the task, skip it, or move it to a different day/time to be completed.

You can also do yourself a BIG favor by creating your own custom "Queue's". My teams' Queue's are filtered by Deal Stage (see attached image) so they know where they are in the process.

Regarding Time Zones: the best workaround I have found is when you are naming your task, start with the timezone for that task.

Ex. PST - CTO: Followup on contract out, last spoke 4/17, any blockers? Expected receipt date?

That way, when your task pops up in the queue, you know where they are in the country (or out) and what the purpose of that task/call is. Then its just a simple arrangement of tasks by timezone. All EST zone tasks should be first in the queue, followed up by CST and PST later in the day (or whatever methodology you are using) but I think you get the idea, yeah?

After you make your queue's, you will have an option when creating new tasks to add them to a "Queue" place that task in a queue called "Contract Out" (or whatever you want), start those tasks and now you know that every task you are about to knock out is in relation to getting a contract back.

RealPatrickBateman

Politicker

1

🔪Amateur Butcher🔪

Adding to Queue from task creation

RealPatrickBateman

Politicker

1

🔪Amateur Butcher🔪

Example of a task with timezone association

886GFl

Praised Answer

1

Account Executive

You’re a legend. This helps out a lot!!

RealPatrickBateman

Politicker

0

🔪Amateur Butcher🔪

No sweat, Welcome to the War Room.

Captjack

0

ae

my first job I used Connect and Sell. Cool tool to make dials for you. Use to crank out 500 dials a day minimum. Only thing is you have to provide the database or list I believe which is a heavy lift. Perhaps buy the list of leads

886GFl

Praised Answer

0

Account Executive

500?? Minimum? That’s crazy. I’ll check it out, I imagine you can’t leave VMs?

thadeuce

Opinionated

0

SDR (Sales Development Rep)

You can’t leave VM but you can with Orum, Orum is also much cheaper than connect and sell but no hubspot integration you would have to call with CSV but you should probably invest in zoom info first. The dialers are pretty expensive and you need direct dial data to maximize their usefulness.

TennisandSales

Politicker

0

Head Of Sales

the only other thing I would look at is something to record your calls if you want to listen to them back.

im sure you could get some app on your phone if its just you but that might be something to look at.

besides that you sound like you have your bases covered.

DungeonsNDemos

Big Shot

0

Rolling 20's all day

You only get 50 phone #'s a month? I'd look into a more premium plan. or something like Apollo or Lusha

886GFl

Praised Answer

0

Account Executive

Thanks noted I’ll look into it. Ya 50 a month doesn’t scale well at all, so I gotta figure that out. When we develop more of a sales team we gotta get WAYYY more numbers.

SADNESSLieutenant

Politicker

0

Officer of ♥️

I started w/ Hubspot/Seamless/Sales Nav - Seamless has a pretty cheap price for 1000 credits a day, would recommend.

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