Have you just downloaded ProspectIn and still wondering what the tool allows you to do? In this article, we go over the full functionality of ProspectIn in detail.
First of all, do not hesitate to discover all the subscription formulas of ProspectIn.
The main features of ProspectIn
The main advantage of ProspectIn is to be able to automate your prospecting on LinkedIn. This notably involves the automation of 4 actions:
- The profile visit.
- Profile tracking.
- The connection request.
- Sending a message.
Do not hesitate to find out more in our article on the difference between a profile visit and the function of following a person.
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| The different features of ProspectIn |
The scenario functionality makes it possible to sequence these 4 types of actions according to certain conditions and certain deadlines, making it possible, for example, to automate your reminders.
The trigger functionality, exclusive to ProspectIn, allows you to trigger actions based on other actions and under certain conditions, all automatically, of course.
This feature also allows you to synchronize ProspectIn with your favorite CRM (Hubspot, Pipedrive, Salesforce, etc.). This article details how to do this.
Secondary functionalities
In addition to these 4 basic functionalities, ProspectIn offers you a certain number of "secondary" functionalities allowing you to organize your prospecting as well as possible.
Visualization of your performance
The “dashboard” section allows you to manage your performance and your prospecting.
On this page, you have access to:
- Your LinkedIn statistics including your number of connections, number of pending connection requests, number of views of your profile, number of views on your last article.
- Your performance, namely your acceptance rate and your response rate, classified by campaign and periodicity.
- Your weekly activity indicating the number of actions sent per day by type of action, with again the possibility of filtering by the campaign, message or note, and periodicity.
- A tag system allows you to categorize and identify your prospects in the blink of an eye.
Note that you can also delete your old pending connection requests from this page. You can delete requests older than 7 days, 14 days, 21 days, 1 month, and 3 months.
It is not recommended that you exceed 3,000 pending connection requests, so watch this number, and don't hesitate to delete your old pending connection requests when you get closer to the limit.
Data imports / exports
In order to launch your actions, it is first necessary to have a prospect base to contact. To do this, you can export from a LinkedIn search, but you can also directly import your prospects from a file in CSV format containing the LinkedIn or Sales Navigator URLs of the profiles you want to import.
Finally, you can export all or part of your ProspectIn data, in order, for example, to obtain the email address of your prospects, to reprocess your data on Excel, or on your CRM.
The Prospect page
The prospect page, which is automatically unlocked when you perform your first action, allows you to view all the prospects present on your ProspectIn CRM.
You can use the filters in order to highlight only certain prospects, you can export your data according to these filters; and finally, you can view the history of actions that have been performed with each prospect by clicking on the prospect in question.
ProspectIn bonus features
Finally, in order to facilitate your use of ProspectIn, we offer a number of features that make your life easier:
- Scenario duplication allows you to duplicate a scenario from one campaign to another. The duplication includes the duplication of the model used, but also of the content of the notes and messages used in the scenario.
- Transferring leads from one campaign to another allows you to move certain leads from one campaign to another when you want to rearrange your campaigns.
- The choice of the extension's working hours via the “parameters” tab allows you to choose the days and the time slot during which the extension will send actions. And yes, even robots have the right to rest!
Be careful, however, for your actions to take place, you will need to have a LinkedIn tab open.
And there you have it, you now master the functionalities of ProspectIn. Do not hesitate to contact us on the chat if you have any questions, we are very responsive.
