How you get started with Apex
For leaders From signing in to the first letter: what your part is, and what Apex does.
This is how getting started with Apex looks in your account.
How you start
No letter goes out until everything is ready. The first letter starts once you have approved both the target group and the letters.
You sign in with your company email address
You receive a sign-in code at your company email address and use it to sign in. On your first sign-in, Apex greets you and asks what your role in the company is.
Your part: an email address and a code.
Apex gets to know your company
In the conversation Apex asks you about your company: what you offer and to whom, where you are stronger than others, who your best customers are. If it is easier, you get the questions as a downloadable template too: you fill it in with your colleagues and send it back with one click.
Your part: the company introduction, in the conversation or with the template.
In detail: Apex knows your companyApex proposes a target group
Based on your introduction, Apex proposes who to reach out to: companies doing what kind of work, in which countries. If you see it differently, you tell it, and it reworks the proposal. The target group starts only after your approval.
Your part: a yes, or one sentence on what you want done differently.
In detail: Joiners and leaversInviting your colleagues
Apex asks whether anyone else works with you. You can invite your colleagues on the Team page, as many as your plan allows. Whoever joins only introduces themselves; by then Apex already knows the company.
Your part: inviting your colleagues, if you work with them.
Connecting the sending mailboxes
The letters do not go out from your current, day-to-day mailbox. One or more new mailboxes are created on your company's own domain, for Apex alone. They are the same kind of mailbox as your current one, they just run separately, so your personal correspondence stays untouched. You do the setup, Apex walks you through it step by step and checks the domain along the way. The password and the login details stay with you.
Your part: connecting the mailboxes, with Apex's help.
In detail: Letters and repliesApproving the first letter
Apex writes the campaign letters for the target group, with your strengths and rules, and prepares the signature. In one approval request you see everything together: the target group, the letters and the signature. If you don't like something, you ask for another variant or a change. Nothing goes out without your approval.
Your part: approving the letters and the signature.
In detail: Target groupSending begins
After a final check on the domain, the first letters start, from the sending addresses on your company's own domain. In the first days only a few letters go out, and the number grows gradually so your domain keeps its good reputation. From then on Apex follows the replies, and each morning tells you who to talk to.
Your part: from here on, receiving the replies.
In detail: Filtered inbox
You and Apex see the start through together
There is little to do in your lane: a few answers, connecting the mailboxes and the approvals. Most of the work sits with Apex.
Why this is good for you
You know in advance what to expect
Your part is the introduction, connecting the mailboxes and the approvals. At every step Apex tells you what comes next.
Nothing goes out without your approval
You approve the target group, the letters and the letter signature. If you don't like a letter, you ask for another variant or a change, and Apex rewrites it.
The mailbox stays yours
The sending mailboxes sit on your company's own domain, and you set them up yourself, with Apex's help. No one asks you for the password, and your personal correspondence stays untouched.
If you're stuck
Ask Apex first: it is there in the conversation at any time, at night too. If something is wrong with the system, write to [email protected].
- If you don't know what the next step is, ask Apex.
- Whatever is waiting for your approval, Apex brings to you.
- Colleagues who join later also start with a single conversation; by then Apex already knows the company.
Related features
- For leadersApex knows your companyFrom your introduction it knows what you offer and to whom, and at each target company it suggests what matters there.
- For leadersJoiners and leaversA new colleague has a chat and Apex brings them on board. When someone leaves or goes on holiday, Apex hands over their tasks from a single sentence.
- For salesLetters and repliesEvery recipient gets a letter in their own language, and you read, decide and approve in yours.
More features
- Target groupApex proposes it, you approve, and Apex selects company by company.
- Morning reportWhat came in overnight, who is waiting for an offer, what expires today, and what your first step should be.
- WorkflowEvery reply gets a category, and the workflow decides: who it becomes a task for, and what stops on its own.
- Team performanceSystem, group, person: five metrics, conversion and trend, on everyone.
- Groups and accessA separate campaign per group, even per language area. A member sees their own group, a leader sees them all.
- Market mirrorWhy you win, why you lose, by segment, from your closed deals.
- Customers and contactsYou load your own partners, Apex writes to them too, and each one gets its own record.
- New marketsThe same target group in several countries, letters in the target market's language, with local holidays and time zone.
See Apex at work.
Get a demo, and in an online appointment we show you how the system works.