Product overview

Overview

The Sales Scout helps sales people identify and connect with potential customers using automated personalized messaging and an easy to use prospecting workflow.

The main components of Sales Scout are campaigns, contacts, email, a prospecting CRM, a power dialer, and reporting.

Campaigns

Campaigns deliver personalized messages to contacts on a recurring schedule – weekly, bi-weekly, monthly, or quarterly. Campaigns are easy to set up. All that is needed is an objective statement (what you are selling, who you are selling it to, and why it will benefit them), your website, and a list of contacts. Sales Scout uses the objective, the website, and details about each contact to generate personalized emails to every contact every time.

Specifically, Sales Scout uses the objective and your website to generate a list of talking points. These talking points are used to generate relevant messaging based on what it knows about each contact. You can provide details about your contacts in your contact list. Beyond name and email, the most important detail you can provide for each contact is a website. Sales Scout can use this website to find more details about the contact and their company.

You can also provide an example email to help guide tone of voice and message structure.

All of this can be edited and managed on the Campaign details page.

Campaign testing

Every campaign has a Message Testing tab. On this tab you can add test prospects (I like to add myself) and send them messages. This gives you a feel for how Sales Scout is using your campaign talking points to generate messages.

Contacts

You can load an existing list of contacts or you can use Sales Scout’s list generator to add contacts to your campaigns.

When you load your own list, the only requirements are that the list be in a CSV format and that it include a name and email for every contact. However, we strongly recommend you include additional details like company name, company website, industry, profession, title, LinkedIn url, etc.

Sales Scout’s list generator is good for finding 50 – 100 local contacts in industries or professions you want to target with your campaign.

Email infrastructure

Addresses – You can use your email address or an address provided by Sales Scout. If you use your email address, all replies will go to your inbox. If you use a Sales Scout email address, all replies will be processed by Sales Scout. You will see them in the Global Inbox and you will get a text notification if the person indicates they are interested. Using Sales Scout’s email address also allows Sales Scout to manage contact’s deliverability status based on their response.

If you use your own email address, there is an additional email registration step that our support team can help with.

All emails are sent using Sales Scout infrastructure – even when we use your address.

Emails are scheduled to send throughout the day during times when recipients are most likely to see and engage with them.

Sales Scout has an advanced warmup algorithm that allows you to start sending emails on day-one. The system sends a low volume of emails each day until your campaign has established a positive reputation, and then it increases volume. It is not unusual for the first few emails to end up in spam or junk folders. It takes a few weeks to establish your campaign’s reputation. Once the reputation is established, emails land in the inbox.

Sales Scout does not rotate domains. Our myemailassistant.com domain has a well established reputation which results in a block rate of less than 1%. It is possible for you to set up multiple campaigns each with its own sending address to spread emails across inboxes.

Prospect management

Sales Scout is more than an email tool. It helps you identify potential leads by tracking email engagement. When contacts consistently engage with your emails, they are moved to a status of AWARE. This means you have built some level of name or brand recognition with the contact, and contact through additional channels, such as a phone call, SMS message, or LinkedIn connection, is advised. All of these methods can be initiated and tracked inside Sales Scout.

You can use the Prospecting view within Sales Scout to work prospects from an Aware status to Scheduled status.

There are 4 status…

• Aware – The contact has consistently engaged with your emails
• Connected – You have received a reply from the contact or you have connected with them over a different channel.
• Scheduled – You have scheduled a meeting with them.
• Not Interest – You have confirmed the contact is not interested in your offering.

Inside the Prospecting screen, you can view contact details and initiate additional communications.

Power dialer

The Sales Scout power dialer is our newest feature and still in beta. From the Prospecting screen, you can select contact to add to the Power Dialer queue. Then from the Power Dialer tab within the Prospecting screen, you can kickoff your calls. Each call starts by opening the contact and generating a call script. When the call is over, the activity screen is presented and must be completed before the next call is initiated.

Reporting

There are 2 main areas of reporting in Sales Scout. The first is the Email Dashboard. It is the default landing page when you have active campaigns. On this screen, you can see email activity for each campaign for the past week. It shows the number of messages delivered, opened, clicked, and bounced for each day in the week.

On Campaigns Screen, you can see how your campaign is performing on the Overview page. Here you can see campaign specific email delivery statistics and engagement rates.