Struggling to maintain your prospects who are part of the same domain?
Introducing Account Based Prospect Management to your rescue!
A dedicated page called "Accounts" has been introduced where you get to visualize your prospects grouped in terms of their domain.
Account Name - displays the company name
Prospects - number of prospects who are part of the same domain/ company
Contacted - shows how many prospects were contacted (excludes 'Not contacted')
Lists - displays the name of the list to which the prospects belong
Labels - Similar to tags for prospects, we have Labels for accounts
Scheduled next - shows the date/ time at which the next step (call, task, email) is scheduled
Status - displays the status of the Account
Last contacted - shows the date and time at which the previous step was executed
How does this work?
The accounts will be created based on the company name of the prospect
If the company name is not available, then Klenty will fetch the domain name from the field 'Company Domain' or from the prospect's email id
If you are an existing user:
You can click on the option "Generate Accounts" on the "Accounts" page so that the prospects in your account will be grouped with respect to their domains.
If you have signed up recently:
The accounts will be generated automatically based on the primary or the secondary criteria when you import new prospects
And, if the same account already exists - the prospects belonging to the account will be added to the same (no duplicate accounts will be created).
How can I try this out?
This feature is part of all of our existing Plans. The feature is highly recommended to users who do account-based prospecting, setting Goals for the team and Sales Coaching.
In the Start-up Plan, you can view the List of Prospects in the Account and perform the cadence action of emailing. You can also add Lists and tags whereas other actions are restricted.
Other plans: You can perform all actions mentioned in the Startup plan and additional features to view the engagements, create custom fields, view activity history so on.
If you have any questions related to this feature or want to try it please reach our support team on chat or email to email@example.com.