With a team, in one market

You sign in first and choose a plan for yourself, then invite your colleagues. Everyone gets their own account, and everyone works in the , the company's first, shared . Everyone works separately: they search, build campaigns with Apex and handle their own reply tasks. conversations are personal. You, as , and the company's Administrators see all of the team's work, and Apex prepares team reports on the whole company for all of you.

This is for you if…

several of you handle sales, in the same market;
everyone searches and writes to companies themselves, in their own name;
you, as managing director, want to see in one place where everyone stands.

What will be ready at the end

You and every colleague have your own account and plan, everyone is a member of the , and everyone has a connected mailbox used only for campaigns, with themselves as its . When a company you contacted replies, the task goes to the mailbox owner, or to the company's owner if someone has already assigned one.

Six steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

You sign in first and choose a plan
You sign in first with your company email address, on Apex Free, and become the company's . Colleagues can only be invited on a paid plan, and as long as there is more than one active member, nobody can be on Free. So you choose a plan for yourself first; you also need a paid plan to send campaign letters.
Where: Account menu › My subscription
Ask ApexApex tells you
There are three of us doing sales. Which plan do I need, and which do my colleagues need?
Inviting colleagues to the Base group
Each colleague receives an invitation at their own company email address, with their own plan. The plans can differ: for example, you are on Start and a colleague works on Pro. When you send the invitation, you choose the colleague's role and : for salespeople, the User role and the fit. The company pays with one bank card; every invoice is made out to the company, with a separate invoice for each colleague showing their name and plan. Payment comes first, then the invitation goes out.
Where: Account menu › Team management › InviteA Superuser invites colleagues, on a paid plan.
Ask ApexApex sets it up, with your approval
Invite Anna to the Base group as well, on the Start plan. Her address is [email protected].
Above the approval button you can see the plan and the amount to pay.
Everyone connects a new mailbox in their own name
Campaign letters go out from a mailbox, which the interface calls a . Each colleague creates a new mailbox used only for campaign mail: on the company's , in their own name, for example [email protected] (or a shorter variant if that is taken), rather than a such as sales@ or info@. It should be a full, separate mailbox, not an alias of another one: mail providers see aliases as a single account, so several aliases all weigh on the reputation of one mailbox. reads and sorts every incoming letter in the connected mailbox, using the 's , so day-to-day mail stays separate. Companies receive letters from one person, replies come back to that person, and the signature carries their name. Whoever connects the mailbox becomes its owner by default. After , one mailbox sends around 50 campaign letters per working day; for a faster pace you can connect more mailboxes, each one a separate, full mailbox.
Where: Mail › Senders
Ask ApexApex guides you through
What kind of mailbox should I set up for the campaigns?
The mailbox owner is the person who handles the replies
When a company you contacted replies, Apex turns the reply into a task for the mailbox owner. If the company is interested, that person also becomes the company's owner. If a company already has an owner because someone assigned one, the task goes to them, whichever mailbox the letter arrives in. If someone else answers a mailbox's letters, tell Apex and it will change the owner.
Where: Mail › Senders › the sender › Overview › Responsible person and purpose
Ask ApexApex sets it up
Make Anna the owner of the [email protected] mailbox.
Dividing up the companies
Every company you contact can have one owner from the team. A company gets an owner when someone assigns one, or when it replies with interest: the mailbox owner then becomes its owner. Until then, the mailbox owner gets the tasks from the company's replies. If you assign a company to a colleague, from then on they get the tasks from its replies, whichever mailbox the letter arrives in. This way the work can be divided even with one shared mailbox.
Where: Dizzlets › the company › Summary
Ask ApexApex sets it up
Ben is handling sampleltd.co.uk from now on.
Who sees what, and how the team is doing
Everyone works on their own tasks. Colleagues with the User role see each other's tasks and companies, the campaigns and the mailboxes' letters. You and the Administrators see everything and can ask Apex for a team report: who contacted how many companies, how many replied, what is waiting with whom.
Where: Tasks, with the Team filter; Reports › Team report
Ask ApexApex does it
How did the team do this week?

A typical week

This is how the work goes once everything is set up.

In the morning, everyone asks what they need to do today: what has come in, who is waiting for a reply, what comes first.
During the day, everyone works on their own tasks: replying, making calls and telling Apex what happened.
Everyone finds new companies with Apex and adds to their own campaign; they approve the launch with the .
At the end of the week, you ask Apex for a team report and see what is waiting with whom for the week ahead.

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

Three people on Start: 3 × €99 per month, plus VAT. If one colleague works with Apex more, they can be on Pro: 2 × €99 + €249 per month, plus VAT.

You need a paid plan because you invite the colleagues, and every colleague needs one too. A mailbox sends campaign letters when its 's paid plan is active.

Frequently asked questions

What most people ask in this situation.

Who on the team sees what?

conversations are personal: everyone sees only their own, and you do not see your colleagues' either. Because everyone is in the , the campaigns, the searches and the mailboxes' letters are visible to everyone. A colleague with the role sees the other Users' tasks and companies, but not those of the Superusers and Administrators. You, as Superuser, and the Administrators see everything except other people's Apex conversations. Apex always works with the rights of the person asking: it shows a User only what that User can see.

Do I need a separate CRM?

No. Trendizz has what you need for sales: each company's record holds every letter, call and task, and the company's . Prospects who come in by phone or another way can be handled here too: tell Apex, and it opens the company's record by its (even if the company is not yet in our database), logs the call, and sets the owner and the task.

How do our existing customers stay out?

They can be excluded by their domain: send Apex their domains or a file, or add them under Customer acquisition › with the reason . That way they receive no letters from any colleague's campaign, and searches do not bring them up.

Can two of us contact the same company?

A company can be in only one campaign at a time. If a company is already in a colleague's campaign, Apex does not add it to another one and lets you know. If it does need to move, Apex moves it with your approval.

If a company replies to Anna's mailbox, does the company become Anna's?

Anna gets a task from the reply. If the company is interested, Anna becomes its owner too, and from then on she gets a task from every reply the company sends. If the company already has a different owner, the task goes to them.

How does the managing director see the results?

Apex prepares team reports: funnel, pace, one colleague's week, open matters. For you and the Administrators they cover the whole company; for a User, their own .

When can the first letter go out?

As soon as the mailbox is connected and you have launched the campaign. A new mailbox sends a few letters a day at first and reaches its full pace in about 15 working days.

Pitfalls

What most people run into, and how to avoid it.

A shared mailbox has one owner

If several people write from one , divide the tasks through company (step 5). We recommend a new mailbox for each person, in the sender's name.

Only someone on a paid plan sends campaign letters

A mailbox sends campaign letters when its owner's plan is active; until then, the letters wait.

Deactivate anyone who leaves

As long as there is more than one active member, everyone is on a paid plan. When someone no longer works at the company, close their account by it, and hands over their work.

Need a separate team later?

If a team ever needs to see only its own work, the existing campaigns and mailboxes have to be moved to the new . Apex does this with your approval.

Basics for this situation

If you want to look behind a step.

Set it up with Apex.

Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.

Free account, no card details · monthly fee, no minimum term

With a team, in one market

Six steps

You sign in first and choose a plan

Inviting colleagues to the Base group

Everyone connects a new mailbox in their own name

The mailbox owner is the person who handles the replies

Dividing up the companies

Who sees what, and how the team is doing