We’ll walk you through how sales teams can make the most of HeyReach, from building lead lists to automating outreach. Whether you’re new to HeyReach or looking to refine your approach, this step-by-step breakdown will help you get up and running in no time.
🎬 Start with Sales Navigator
Sales reps typically use Sales Navigator to build and manage lead lists. This tool provides essential information like contact history and general details about your leads.
Once you have your lead list ready, it’s time to bring it into HeyReach.
After filtering and refining your lead list in Sales Navigator, copy the URL. This will be your key to importing the list into HeyReach.
First, make sure your HeyReach account is connected. This step is crucial before importing any leads.
Navigate to the “Add Leads” section in HeyReach.
Select “Sales Navigator Leads” and paste the URL you copied.
Name your lead list, ideally matching the name you used in Sales Navigator for easy reference.
You might wonder if scraping leads from Sales Navigator is safe. The short answer? Absolutely! HeyReach is designed to securely pull data from Sales Navigator without any risk.
With your leads imported, it’s time to launch a campaign. Pick the lead list you want to target.
🧠 Sales teams usually operate with one LinkedIn account per campaign. Choose the appropriate account and let HeyReach work its magic.
One of the most exciting features for sales teams is HeyReach’s ability to run campaigns on autopilot. You can engage with prospects by liking posts, viewing profiles, and more, all before sending a connection request.
Combine automated LinkedIn actions with follow-up emails to increase your response rate. Start with an InMail, follow up with a connection request, and finish with a profile view or post like.
Another great feature is that HeyReach allows you to create a mini CRM based on tags. For example, tag prospects who responded or showed interest, and track them directly within HeyReach.
Also, it integrates your Sales Navigator inbox and LinkedIn inbox into one centralized location, making it easier to manage all communications.
🧐 Monitor Your Campaigns
Sales teams often lack detailed reporting tools, but HeyReach fills this gap. Track how many connection requests were sent, accepted, and how many messages received replies.
🧪 A/B Testing for Messages
Not sure which message works best? HeyReach offers A/B testing for your outreach messages, allowing you to find the most effective approach.
⏸️ Pause Campaigns as Needed
If a prospect replies on a different channel, you can easily pause their sequence within HeyReach, ensuring you’re not bombarding them with messages.