CRM
Outbound to Companies Based on CRM Criteria
Automating outbound based on CRM criteria is an effective way to reach prospects. Here's how to set up targeted outbound that works at scale.
Building Your Target Audience
Start by building an audience using company or contact level filters. Create a target account list based on classifications like enterprise or growth. Add engagement filters such as event participation, website activity, and intent signals. A simple approach is targeting accounts that have visited your website in the last 30 days.
Setting Up the Play
With your audience defined and exclusions in place, create your play. The play triggers when an account meets your criteria and shows recent engagement. Set up prospecting to find decision-makers, typically four contacts per account, focusing on your target roles and geographic regions.
Creating Personalized Sequences
For each contact, create a sequence with persona-based messaging. Customize your outreach using data and AI to incorporate personal touches like recent events or interactions. This level of AI-powered personalization helps your messages resonate with prospects.
By combining targeted audience building with AI-powered personalization, you can create warm outbound campaigns that are both scalable and convert to pipeline.
Similar plays
See how others are powering warm outbound with Unify.
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