The companies handed over become your companies: each one has its own record, and from then on you can contact them on any channel. It is worth choosing the channel to suit the target group: a nationwide group of manufacturers is easy to reach by letter, and a local group of service providers by phone as well.
Collecting the email addresses
Before you put the companies into an email campaign, ask ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation.Where to find itLeft sidebar, top rowGlossary to collect their email addresses. A campaign sends to one address per company, and the collection decides which one. A company's website often has several addresses, and for each company Apex picks the one that fits what you want to achieve. The chosen address is shown on the company's record, and at the end of the collection Apex tells you for how many companies it found an address.
Examples of choosing an address
You are offering packaging to a manufacturer, and the website has an info@ address, a sales address and the head of procurement's address: Apex picks the head of procurement's, because they decide on purchases.
You are offering delivery to a webshop, and the website has both a customer service address and the owner's address: Apex picks the owner's, because customer service answers shoppers.
You are offering payroll services to a company: Apex picks the HR or finance colleague's address if the website gives it.
If the company only has a general address, Apex picks that one.
What else Apex pays attention to
It puts first the address on the company's own DomainThe name in the company's web address, for example sampleltd.co.uk; the company email address is on it too ([email protected]).Where to find itWhen signing in, and on the senderGlossary and the one a reply has already come from. It skips addresses known to be unreachable; if a company has no reachable address left, or its domain does not accept mail, the company is left out of the campaign. If you are looking for someone specific, say so (“look for a decision-maker instead of the general address”), and Apex adjusts its choice.
Email campaign
After the collection, Apex puts the companies that have an address into the campaign on a single request. One campaign suits one target group: that way the letters are about this segment. The letters go out from your mailbox, and Apex turns the replies into tasks. You can send campaign letters from the Start plan up.
Postal campaign
For a printed letter or a catalogue, Apex makes a postal campaign from the target group's companies; a company is in one campaign at a time, so this is mainly a good route for the companies without an email address. You can download the addresses of the companies that have a full postal address (street, postcode, city) as CSV or Excel, for the printer or for your own mail merge, and you mark for each company when you posted the letter. From the Start plan.
Phone
Apex tags the companies that have a phone number and, if you ask, turns them into call tasks for a colleague. The number and every earlier TouchEvery contact with the company: letter, call, online meeting, in-person meeting, note, postal letter.Where to find itDizzlet › TouchesGlossary are on the company's record, and you log the call there.
Social media
On the company's record, the Datasheet tab shows the company's own social profiles, if the company publishes them on its website, and each one opens with one click. That way, before you contact the company, you can see what it has been doing lately.
The record stays
Every letter, call and task, and the company's OwnerThe person handling the company; they get the tasks from the company's replies. If there is none: "No owner".Where to find itDizzlet › Summary, at the bottomGlossary, are gathered on the record. So the target group is built once, and you can keep working with it afterwards: put it into another campaign, or hand it over to a colleague.
Where to find it
Customer acquisition › Campaigns; the companies' records under Dizzlets (your companies)
Ask ApexApex does it
Collect the email addresses, the head of procurement's where there is one, and put the companies into the Spring campaign.
Ask ApexApex does it, with your approval
Make a postal campaign out of this group, we're sending them a catalogue.
Ask ApexApex does it, with your approval
Tag the ones we can phone, and give Anna Clarke a task to call them next week.