In this day and age, it may take a variety of communication efforts to get your prospects' attention and to stand out from the pack. 

Whether you're writing emails, sending LinkedIn InMail, or maybe even gift cards, your Groove flows are a space where you can house this communication.

Within your Flows, you can create all of the steps below, to structure how and when you're reaching out to people:

Send an Email

Use your email templates to set up manual email steps. We recommend using merge fields from Salesforce, or even custom merge fields from a CSV file. Keep in mind that your templates should be considered the starting point when you’re sending out emails. To get the best results, try personalizing the emails and subject lines to get the prospect’s attention. Use their SFDC details, activity history, notes, or LinkedIn Sales Navigator profile as extra ammunition you can use to get your prospects’ attention.

Auto-send an email

Have emails sent to your prospects automatically, at the time of your choosing when they reach a certain day in your Flow. Merge fields from Salesforce are a great way to include a few tidbits of personalization for each of these emails. Auto-email steps are commonly used for following up on manual first touches which you have already personalized and sent to your prospects.

Note: People who move to an automated email step are automatically placed in your Outbox, scheduled to be sent emails at the date and time that they're due according to the Day of the step, and the Time you've selected that the emails should go out on that step. You can cancel them from your Outbox as described here.

Make a call (Groove Dialer not required)

  • Dialer customers - you can call your prospects, log the calls to Salesforce, and move to the next right within your Flow workstep. 
  • Customers not using Dialer - you can set up a call step to make sure you’re calling your prospects at the right times through whichever phone system you’re using, then log your call and move on to the next in your Flow workstep.
  • Dialer and Non-Dialer customers - when logging calls in a Flow step, you also have More options:

  • Pro Tip: use a Call Template as a script of the highlights that you want to make sure you point out during the call

Take another action

Any custom action you’d like to take for your contacts and leads in a Flow. For example, you may want to find the best phone number for a group of people, or verify that the people who registered for your event showed up.

Send direct mail

If you send your prospects mail, marketing material, gift cards, or anything else, direct mail steps are a great way to organize this communication method.

Have an in-person visit

When you go onsite to visit prospects or clients, you may be accustomed to retroactively finding that person in Salesforce and logging the activity. With an in-person visit Flow step, you can simply import those people to your Flow before the meetings, then log the interaction with the click of a button.

Connect via LinkedIn Sales Navigator

If you have LinkedIn Sales Navigator (Team or Enterprise Edition), you can send Connection Requests directly from your Flow workstep. Be sure to include a personalized note so that your prospect is more likely to accept your invitation!

Send InMail via LinkedIn Sales Navigator

If you have LinkedIn Sales Navigator (Team or Enterprise Edition), you can send InMail directly from your Flow workstep. Of course, each InMail is a valuable touch, so make sure you personalize each message you send!

Send an SMS message (Groove Dialer and SMS licenses required)

In order to send SMS from Groove Flows, you’ll need both Groove Dialer and SMS licenses. If you are interested in learning more about those licenses, please have your admin contact success@grooveapp.com

SMS steps in Flows allow you to send personalized text messages to a list of your prospects very quickly. All responses to your messages will be in your Groove Dialer as well as in your email, the same way they show up when someone responds to an SMS sent directly from your Dialer.

Pro Tip: SMS templates also do allow merge fields, so you can include things like {!Firstname} or {!Company} within those templates to personalize the messages before you send them out.

Did this answer your question?