If you are looking to scale your outreach, you've likely come across Instantly.ai. This cold outreach software, launched in 2021, promises to help you find, contact, and close your ideal clients.

But before you commit to it, there are a few things to consider. 

Is it worth the investment? 

What do others have to say about it? 

And how does it compare to other tools on the market?

If you're ready to get answers to these questions, dive into our review that reveals:

• Notable Instantly.ai features
• Downsides to using it
• Real users’ opinions on the tool
• How much it costs

We’ve even added a list of 12 alternatives, just in case Instantly features do not fulfill your business needs.

Let’s jump right in!

Instantly.ai or alternatives?

Instantly.ai is cold email software and an email management platform that’s quickly become popular for email outreach. 

This cloud-based tool allows users to set up automated email campaigns with follow-ups to reach leads at scale.

Users can add leads to their campaigns by either importing a CSV file with lead information or using Instantly.ai’s native B2B Lead Finder tool.

The software also offers a Unibox, which consolidates all email conversations in one place and various options for message personalization. 

Speaking of personalization, to enhance your outreach, you can use its:

• Pre-set or custom variables
• Spintax - multiple variations of a text to avoid repetition
• Liquid syntax - dynamic text based on data

Additionally, Instantly.ai supports A/Z testing, which lets you test up to 26 different versions of email copy.

Data from Instantly.ai can be pushed to different CRMs and tools via Zapier webhooks.

However, the platform also has a built-in CRM that helps track lead statuses and enables you to make calls and send SMS directly from the platform.

Finally, the software can verify your leads' emails, reducing the chance of bounces and protecting your domain's reputation.

With the basics covered, let’s take a closer look at Instantly.ai’s main features.

Instantly.ai features

Unlimited email accounts

Instantly.ai allows you to connect and manage unlimited email accounts.

As they like to say, this enables you to:

‘’Infinitely scale your outreach.’’

However, despite being able to connect unlimited email accounts, the tool caps the number of active leads and emails you can send per month based on the subscription plan.

Nonetheless, Instantly.ai is still useful for email outreach, especially for those who need to reach a large number of leads quickly.

Why? Because you can use all connected accounts in the same campaign. 

This is possible due to the software’s inbox rotation feature. This feature alternates sending emails from different accounts. In turn, it helps you send more emails daily without triggering automation detection.

Unlimited email warm-up

Instantly.ai is one of the few sales outreach tools (or outreach tools in general) with a built-in unlimited email warm-up functionality. 

This means that you can warm up every new email address that you connect to it to ensure that:

• Fewer emails end up in spam
• Your sender’s reputation remains optimal 

B2B Lead Finder

Instantly's B2B Lead Finder is a database with 160M contacts designed to help find leads that are highly relevant and accurate.

The feature relies on a range of filters — some of which match Sales Navigator filters. These include:

• Job Titles
• Location
• Industry
• Employees
• Revenue
• Domains
• ...etc.

What's more, the feature supports keyword-based searches and lets you apply multiple filters simultaneously. This helps you better narrow your search and pinpoint the most promising leads according to your Ideal Customer Profile (ICP) and buyer persona.

Another useful feature of the Lead Finder is Lead Enrichment. To use it, upload a list of contacts, and the system will enrich it with additional data. 

Instantly.ai disadvantages

Instantly.ai excels in many aspects. However, certain disadvantages make it less than ideal and position other tools as superior.

For example, while you can connect multiple email accounts to the software, the same can’t be said for multiple LinkedIn accounts. 

In fact, Instantly.ai doesn’t support LinkedIn automation at all. Hence, it misses out on the opportunities that social selling and multichannel outreach provide.

Moreover, email sequences that you can create with Instantly.ai are pretty basic. You can’t set them up to adjust based on your leads’ behavior. So, if your leads don’t respond, there’s not much you can do.

Why, yes, messages can be personalized. Unfortunately, rich media content, including images and GIFs, can’t.

Analytics could also be improved to provide deeper insight into campaign performance. Additionally, there is no option to export stats to CSV or PDF.

While Instantly.ai claims you can scale your outreach infinitely, that's not quite accurate. In fact, their basic plan lets you send 5,000 emails per month only. Consequently, the mid-tier plan limits you to 100,000 emails, and the top plan caps at 500,000 emails. 

Plus, they limit the number of leads you can upload to the platform. Depending on the plan, you can either upload 1,000, 25,000, or 100,000 leads.

Finally, while the tool can enrich your leads’ information, including their emails, this functionality will cost you extra. Not to mention, there are limits to how many leads you can enrich.

This is a huge con, considering that a certain tool lets you send tens of thousands of emails a month and verify as many emails as you want at no additional cost.

But we’ll get to that shortly.

What Instantly.ai reviews say

While doing the research, we stumbled across both positive and negative Instantly.ai reviews.

As for the positive aspects, we noticed many users are praising the interface.

For instance, one of them, Jonas R, says:

‘’The automation of follow-ups and the user-friendly interface make it incredibly efficient for managing my cold outreach campaigns.’’

On the other hand, Zirva Z. has pointed out certain flows in her review:

‘’The leads aren't great, and being limited to adding only 100 at a time is really frustrating.’’

She also went on to mention that:

‘’It's not very useful unless you have a really high budget.’’

Instantly.ai pricing

Instantly.ai has 2 main pricing categories  — Sending & Warmup and Leads — with multiple sub-plans.

Sending & Warmup is the pricing plan for sending and warming up emails. 

As such, it doesn’t include access to the B2B Lead Finder and is divided into 3 individual sub-plans. 

The pricing varies and is determined based on the number of leads you can upload and emails you can send.

Meanwhile, Leads plans are meant to streamline prospecting and entail full access to the B2B Lead Finder feature. 

There are a total of 4 of these. They differ in price depending on the number of leads you can verify and include:

But remember, if you want to use Instantly.ai to send and warm up emails and generate leads, you can’t purchase a plan from a single category. Instead, you’ll need one from each.

This means that the price of using the software can quickly skyrocket. 

For instance, if you were to subscribe to their lowest-tier subscriptions, you’d pay a total of $84 for both each month. On the other hand, their highest-tier plans combined set you back an exorbitant $850 a month. 

That said, you might be better off using a tool that offers much more at a lower price.

12 best Instantly.ai alternatives

Are you interested in exploring other software on the market? If so, here are 12 compelling alternatives to Instantly.ai that may provide you with better value for your money.

1. Skylead

Well, hello - that’s us! 😊

Skylead is a leading LinkedIn automation and cold email software that puts time-consuming outreach tasks on autopilot.

It's commonly used by:

• Sales professionals and entrepreneurs who aim to free up as much as 11 hours a week for booking 3x more meetings.
• Marketing professionals seeking to distribute content and secure more backlinks.
• Recruiters on the hunt for the best talent.
• Lead generation agencies focused on acquiring high-quality leads for their clients. 

The biggest difference between Instantly.ai and Skylead is the support for LinkedIn outreach. 

As a matter of fact, our software allows you to create multichannel campaigns that combine different email and LinkedIn actions. All thanks to our Smart sequences.

The tool also lets you personalize messages with preset and custom variables. While at it, you can even engage in A/B testing to determine how to best approach leads. 

However, what truly sets Skylead apart in the personalization department is our native image and GIF personalization feature.

Finally, our tool comes with advanced reporting capabilities and even supports CSV and PDF exports. You can also integrate it with any CRM or tool you like using Zapier webhooks or API.

Now, let’s get deeper into our features that are changing the outreach game as we know it.

LinkedIn automation

Skylead is a cloud-based LinkedIn automation tool.

It’s the best among other types of LinkedIn automation tools (browser extensions & desktop apps) in that:

• It exists on the ‘’Cloud’’. This means that it doesn’t require an Internet connection or power to run.
• It comes with a dedicated IP address (proxy) that shields your activity, an integrated inbox, and the possibility of adding multiple accounts.
• The tool mimics human behavior, browsing through LinkedIn and scrolling just as a human would. 

Now, with Skylead, you can automate much of your LinkedIn prospecting and LinkedIn lead generation through targeted outreach campaigns.

To create one, you can use the following lead sources:

And, yes, you can connect any LinkedIn Premium, Sales Navigator, or Recruiter account to the software.

Once you do, you can use Skylead to:

• View your leads' profiles
• Follow them
• Send them invites to connect
• Automate LinkedIn messages and LinkedIn inMails

However, the tool isn’t limited to performing actions on LinkedIn. So, feel free to add emails to the mix — including the email discovery and verification feature — and turn the tool into a complete multichannel outreach platform.

Email automation

Much like Instantly.ai, Skylead lets you add unlimited email accounts to help you send tens of thousands of emails a month. 

However, unlike it, it doesn’t limit the number of active leads you can have. You can input unlimited leads, allowing you to reach out to more people.

If you were wondering how it’s possible to send thousands of emails a month, well, it’s because our tool supports inbox rotation. This means that Skylead alternates sending emails from different accounts to keep you within safe limits on each.

Email discovery & verification

Speaking of safety, did you know that Skylead goes a step further to ensure it? 

Namely, our software can find and verify your leads’ emails. In turn, it reduces the chances of bounces that impact deliverability and your sender’s reputation.

And guess what? You can take advantage of this feature without breaking your campaign creation flow. 

Just add the Find & Verify Email step to your sequence for the tool to find and double-verify the existence of your leads’ emails.

The best thing about this feature is that it has one of the highest, if not the highest, email-finding probabilities on the market. 

Not to mention, it’s both unlimited and comes at no extra cost. In other words, as long as you’re subscribed to the tool, you can use it as much as you want. 

This makes Skylead more cost-effective than Instantly.ai, which requires a separate subscription to enrich emails.

Smart sequences

And that brings us to the star of the show: Smart sequences.

In essence, they are algorithms that combine the above-mentioned LinkedIn and email actions with if/else conditions. As a result, you get coherent outreach flows that unfold according to the way your prospects behave.

For instance, let’s say you tried adding a lead to your network on LinkedIn, but they haven’t accepted the invite.

If this were a simple sequence, you’d get stuck at this step and miss the opportunity to get to the lead.

But with Smart sequences, you get to maximize touchpoints by covering every possible scenario.

In this case, you can add the ‘’If Connected’’ condition to your campaign and then define the following steps.

For example, you can set up Skylead to automatically message your lead when they accept your connection request. If they don't, you can try to locate their email address, and if the tool finds it, send them an email. But if that doesn't work, you can always send an InMail to maximize getting in touch with leads.

Of course, there are a thousand more ways this can go. Smart sequence builder is your playground, so feel free to experiment with different branching paths.

Or, you can visit our tried and tested Smart sequences template library and replicate one of ours for guaranteed results!

Smart inbox

Smart inbox, although serving the same purpose as Instantly.ai’s Unibox, is far superior. That’s because it doesn’t only aid email management. It also lets you manage your conversations on LinkedIn, Sales Navigator, and Recruiter, whether it’s messages or inMails.

But what makes our Smart inbox truly irreplaceable is the opportunity to label chats. These labels are great because they can help you keep track of ROI and conversions. That said, you can choose between a couple of predefined ones or add your own.

Image & GIF personalization

They say a picture is worth a thousand words. And we agree, which is why we introduced our image and GIF personalization feature.

Believe it or not, by personalizing visuals for each recipient, you can increase your response rate to more than 63%.

That said, our image and GIF editor lets you upload any picture you like and personalize it with:

• Your lead’s name
• Their and/or your LinkedIn profile image
• Their and/or your company logo
• A custom message

The choice is yours! Either way, you’ll surely leave a lasting impression. 

In fact, just look at the astonishing 76% response rate we got using the following visual!

Advanced analytics

Speaking of results, Skylead comes equipped with advanced analytics, which are available on the Reports page. 

Here, you can see how all of your campaigns are performing or examine the stats for a single campaign.

That said, there are 3 ways to observe results:

• In a graph form, to visually compare oscillations between different metrics;
• In table-view, to observe fluctuations on a daily basis;
• Step-by-step, to see how your A/B tests are performing.

Unlike Instantly.ai, Skylead even lets you download these reports. The good news is that there are 2 different formats to choose from: CSV and PDF.

What Skylead reviews say

Skylead reviews are positive, with people praising it for what it has helped them accomplish.

For instance, Daniel Hoffmann, a Managing director at Toplevel Performance, has said that:

“Since I’ve started working with these clients and using Skylead, I have earned approximately $33.000.”

In the meantime, NewPoort's founder, Toine Boelens, has highly praised our Smart sequences and email finder and verifier:

‘’If/else conditions in Smart Sequences are also great. It's low code, so it's great because I'm not good at coding yet. I also like the Find & verify business email step, which finds email addresses most of the time. So you get, like, two ways you can get in touch with the client. ‘’

Instantly.ai vs. Skylead

Pricing

Skylead has a singular plan that costs $100 per LinkedIn seat. To test out the tool and its functionalities, feel free to take advantage of our 7-day free trial period. Moreover, our customer support remains available for a 1-on-1 onboarding call—completely free of charge!

2. Lemlist

Lemlist is a cloud-based tool primarily used for email outreach. Nonetheless, its higher-tier subscription supports multichannel outreach, letting you add automatic LinkedIn actions and calls to the mix.

In terms of LinkedIn automation, the tool can visit your lead's profiles, invite them to connect, and send them a message. Moreover, you can add conditions to your sequences to cover several outreach scenarios.

You can also perform any other action on LinkedIn. However, you’ll need to add it as a manual step to your campaign, the same as calls.

The software offers advanced personalization features, including custom images, intro lines, and dynamic landing pages. 

It's also known for Lemwarm, a built-in email warm-up tool that helps emails stay away from spam.

Now, even though Lemlist comes with an email finder and verifier, like Skylead and Instantly.ai, it limits the number of emails you can discover and verify by plan. In fact, even with their most expensive plan, you can only discover and verify up to 1,000 emails a month. If your needs exceed this, you can purchase additional credits. However, this comes at a cost of $1 per 100 verified emails.

That's not it for limitations, though. For instance, you can't connect unlimited email accounts to the tool. Moreover, although Lemlist offers a B2B lead database with over 450M contacts, the quality of leads isn't the highest.

This is somewhat compensated for with the Chrome extension for prospecting on LinkedIn. However, considering that Chrome extensions inject code into LinkedIn that may jeopardize your account, you might want to think twice before using it.

Instantly.ai vs. Lemlist

Pricing

3. Apollo

Apollo.io is a multichannel sales engagement platform that combines email, LinkedIn outreach, and cold calls in seamless sequences. 

It allows users to set up campaigns that feature both automatic and manual emails.

When engaging leads via LinkedIn, Apollo can automate connection requests, messages, and interactions with posts. 

However, its multichannel sequences—known as Playbooks—are relatively simple. Namely, unlike Skylead's Smart sequences, they don't unfold according to your lead's behavior, making them less than ideal.

Regarding integrations, the platform natively integrates with tools like Pipedrive, HubSpot, and Slack. 

The software also has A/B testing capabilities, which help optimize outreach efforts. Additionally, it comes with a built-in AI writing assistant that those previously using ChatGPT for sales writing may find convenient.

Now, in terms of pulling leads into a campaign, Apollo does it through its databases of over 275M contacts. However, certain users have complained about the quality of these leads.

Like Lemlist, the platform can also scrape new leads from LinkedIn. However, this process, yet again, involves using a Chrome extension and could lead to account penalties.

Instantly.ai vs. Apollo

Pricing

4. Smartlead.ai

Smartlead is a robust email outreach tool designed to automate and streamline lead generation efforts. 

It supports unlimited email accounts and email warmups, features inbox rotation, and uses a Master Inbox for streamlined email management. 

The platform offers advanced personalization options like variables, spintax, and liquid syntax, along with split testing capabilities for up to 26 email variants. 

Smartlead also integrates with various CRMs, including HubSpot, via API and webhooks.

However, it has some drawbacks. 

Despite claiming to support multichannel outreach, LinkedIn integration for automatic steps has been discontinued, leaving only manual tasks. 

Additionally, it lacks image and GIF personalization and an email discovery feature that Skylead has.

Finally, while you can create subsequences for each campaign to make it reactive to your leads' behavior, you must break the campaign creation flow to do so. Not to mention, you can only add leads to your campaign through a CSV file or HubSpot.

Instantly.ai vs. Smartlead.ai

Pricing

Pro and Custom plans support adding additional seats, with each costing $29 a month.

5. Mailshake

Mailshake is a cloud-based tool designed primarily for sending emails and follow-ups. 

Nonetheless, it does have a Chrome extension that transforms it into a multichannel outreach tool. You can use to set up simple outreach sequences to automatically:

• View your leads' profiles on LinkedIn,
• Send them invites to connect,
• And messages.

At the same time, you can use the extension for cold-calling purposes, as it comes with a built-in dialer and call recorder. However, this option is available strictly for leads based in the US and Canada. 

Moreover, you can integrate the tool with more than 1,000 software via Zapier webhooks. In terms of native integrations, there are those with Pipedrive and Hubspot.

A/B testing is supported, too, and so is inbox rotation. Unfortunately, you can't connect unlimited email accounts to Mailshake as you can with Skylead and Instantly.ai. In fact, the highest-tier subscription limits you to a maximum of 5 accounts.

LinkedIn automation and calls are restricted to the highest-tier plan, too.

Lastly, the use of a Chrome extension for LinkedIn actions risks account restrictions.

Instantly.ai vs. Mailshake

Pricing

6. Woodpecker

Woodpecker is a tool that automates emails and follow-ups to help individuals connect with ideal clients.

What's great about it is that it lets you connect as many email accounts to it as you want, just as Skylead, Instantly.ai, and Smartlead do. The same can be said about inbox rotation.

Sequences you can create with Woodpecker are condition-based. This means they adapt according to the way your leads behave.

With Woodpecker, you can A/B test up to 5 different variations of your message copy. And if you have trouble writing, its AI writing assistant is there to help.

Moreover, the tool supports plenty of 3rd party integrations, such as the one with Dux-Soup. This integration allows its users to tap into LinkedIn outreach, not just email, but it will cost you more.

That said, not everything's ideal with this tool. 

Why, yes, the Dux-Soup integration turns Woodpecker into a multichannel outreach solution. The catch is, however, that they must subscribe to Dux-Soup’s Turbo plan for this to be made possible. This raises the cost of a subscription that's already steep and depends heavily on the number of contacted prospects.

Instantly.ai vs. Woodpecker 

Pricing

The exact cost of the Cold Email and Agency plan is determined by the number of leads contacted. It ranges between $29 for 500 contacted leads and $395 a month for 25,000. 

Although price points for these plans are the same, they differ in one thing: the Cold Email plan is designed for individuals, whereas the Agency plan is meant to be used by teams. That said, the latter supports adding additional users at the price of $27 per each.

Additionally, the Dux-Soup integration adds an extra $55 a month to the subscription.

7. Salesloft

Salesloft is a cloud-based sales engagement platform ideal for sales teams that want to automate workflows and connect with more prospects. 

Its Cadences—a form of campaign—integrate email, phone, and Sales Navigator tasks, though only emails are automated.

Nonetheless, the platform shines in email tracking and advanced analytics, offering A/B testing and customizable email templates. 

However, Salesloft only integrates with Sales Navigator, missing support for LinkedIn Premium and Recruiter accounts.

Additionally, it lacks the Smart sequences that Skylead has, which limits touchpoints with leads. 

Users have also complained about a less user-friendly interface and a buggy dialer.

Instantly.ai vs. Salesloft

Pricing

At this time, Salesloft doesn’t disclose its pricing details for either of its plans: Essentials, Advanced & Premier. Instead, upon visiting the "Pricing" page, their bot prompts you to contact their team for a tailored quote.

However, the information on the Internet suggests that users are paying anywhere from $75 to $125 per user a month.

8. Outreach.io

Outreach.io is a complete sales engagement platform designed to streamline the sales process for enterprise teams. 

It integrates email, phone, LinkedIn, and live chat into a unified workflow, allowing for seamless multichannel outreach.

The platform lets you create personalized sequences with automated follow-ups and response-based triggers. However, any actions on LinkedIn that are part of your sequences must be completed manually.

The tool integrates well with popular CRMs like Salesforce and HubSpot for smooth data synchronization.

Key features include robust email tracking, detailed analytics, A/B testing, and a library of customizable email templates. 

Outreach.io also provides AI-driven sentiment analysis, call scheduling, and a pipeline calculator to estimate necessary sales expenses.

Its conversation intelligence tool, Kaia, offers real-time call transcription and insights, enhancing sales interactions and coaching.

In terms of cons, it's worth noting that the platform can be expensive for small businesses. Furthermore, no free trial is available, and the interface is complex.

Also, the platform connects to Sales Navigator accounts only and caters primarily to sales professionals. As such, it may lack features that marketing experts and lead generation agencies need, such as email discovery and verification.

Lastly, users can connect a maximum of 2 email accounts to the tool unless otherwise outlined in the contract.

Instantly.ai vs. Outreach.io

Pricing

Much like Salesloft, Outreach.io doesn’t disclose pricing details to non-users. Instead, the price is customized and heavily depends on the number of users within a team.

However, we did some research online and found that one user was quoted $130 per month per user, with a minimum requirement of 20 users.

9. QuickMail

QuickMail is an effective outreach tool that goes beyond email campaigns. 

It supports multichannel outreach, combining email, LinkedIn, calls, and SMS to help you reach your prospects where they are.

Linked outreach actions that QuickMail can perform are automatic and include:

• Profile views
• Connection requests
• Messages

Contrary to tools like Skylead, which lets you import leads directly from LinkedIn, QuickMail offers 2 import options: a CSV file or Google Drive.

The tool comes with a built-in email warm-up and an inbox rotation feature that maintains high deliverability rates. It supports A/B testing and natively integrates with popular CRMs like Pipedrive and HubSpot. Nonetheless, you can integrate any tool with it via Zapier.

While email verification is available, QuickMail relies on 3rd party tools for this. 

Similarly, Image and GIF personalization, while there, isn't native. For this, you’ll need Hyperise, which incurs additional costs.

Moreover, if you want to use LinkedIn in your outreach, you'll need QuickMail’s Chrome extension, which can put your account at risk.

You can add unlimited team members to your QuickMail account. However, you can connect a maximum of 50 email accounts and 15 LinkedIn accounts to the tool. And this is for the highest-tier subscription.

Instantly.ai vs. QuickMail

Pricing

10. Snov.io

Snov.io is a cloud-based multichannel outreach tool that lets you create automated campaigns that combine emails and LinkedIn touches. These include profile visits, post likes, messages, and connection invites.

The platform lets you add "triggers" to your sequences, similar to Skylead's if/else conditions. These make your outreach smart and adaptable based on how your prospects react. 

Additionally, Snov.io comes with a built-in email warm-up tool and a CRM. While the CRM isn’t the most advanced, it has enough functionality to be a good choice for those on a budget.

Snov.io can verify your leads' emails, but this feature isn’t unlimited. In fact, the number of emails you can verify depends on your plan. 

Furthermore, for LinkedIn automation, you’ll need to pay an extra $69 per LinkedIn account you want to add to the software.

While Snov.io's LinkedIn automation is cloud-based, the tool prompts you to use their 2 Chrome extensions: 

• One for prospecting on LinkedIn
• Another for finding leads' emails across the web. 

However, if you choose to use them, be cautious: they may put your account at risk.

Instantly.ai vs. Snov.io

Pricing

11. Salesblink

SalesBlink is one of the best Insantly.ai alternatives for cold emailing. 

It uses its AI, BlinkGPT, to craft smart email sequences with follow-ups that adapt based on your leads' behavior. 

Plus, with its email warm-up feature, your messages are more likely to land in your leads’ inboxes instead of their spam folders.

SalesBlink lets you connect unlimited email accounts and automatically rotates them while sending emails, thus keeping you within safe limits. 

Furthermore, it comes with a Unified inbox that keeps all your conversations in one place, similar to Skylead, Instantly.ai, and Smartlead.

Although SalesBlink supports adding multichannel tasks to your sequences, these tasks need to be done manually. So, it doesn’t offer true multichannel outreach. 

The tool also provides email verification, but this feature is limited. Simultaneously, it isn't available to the subscribers to the lowest-tier plan.

Instantly.ai vs. Salesblink

Pricing

The number of emails you can send with the software depends on your plan. 

For example, the basic plan lets you send up to 6,000 emails, while the top tier allows up to 100,000.

12. Hunter.io

Hunter.io is a tool renowned for its email finding and verification capabilities.

It boasts a user-friendly interface and frequently updates its database with new publicly available emails. 

One of its standout features is the ability to invite team members and grant role permissions, which makes team collaboration much easier. 

Additionally, Hunter.io offers multiple cold email templates and supports integrations with various CRMs and software via Zapier.

However, there are some limitations. For example, you can only create outreach campaigns if you connect a Gmail or Outlook account. Other email service providers are not supported. It also lacks features like A/B testing, advanced message personalization, and email warm-up.

Furthermore, the tool requires a bit of a learning curve, and the support response time can be slow. 

Finally, Hunter.io can't perform any actions on LinkedIn. This makes it less versatile compared to Instantly.ai alternatives that can.

Instantly.ai vs. Hunter.io

Pricing

How to cancel Instantly.ai subscription?

If you’re not satisfied with Instantly.ai, you can cancel your subscription and try another tool from our list.

Here's how:

1. Log into your account.
2. Go to the Billing page.
3. Under your active plan (s), find the "Cancel plan" button. Click it to confirm your cancellation.

If you have one plan only, you can use it until the end of the billing cycle.

However, if you have both a Lead Finder and Email Outreach plan and cancel only one, the cancellation of said plan takes effect immediately.

Also, if you want to cancel multiple plans, keep in mind that you'll need to cancel each one individually.

Lastly, to confirm your plan is canceled, look at the date listed next to the plan on the Billings page.

Frequently asked questions (FAQs)

What is instantly.ai?

Instantly.ai is an advanced email automation tool designed to help individuals manage their email campaigns more effectively. It offers a range of features, including unlimited email accounts, email warm-up, B2B Lead Finder, and a Unibox.

What does instantly AI do?

Instantly.ai automates various aspects of cold emailing and customer relationship management. It helps users manage multiple email accounts, warm up emails to improve deliverability, find new leads, and keep track of them. The platform also consolidates all emails into a single inbox, making it easier to manage conversations and follow-ups.

How to use instantly.ai?

Using Instantly.ai is easy. Just create an account, add and configure email accounts, and use the email warm-up feature to prepare your accounts for sending. Then, create and launch your email campaigns and manage interactions through Unibox. Finally, use the tracking and analytics page to analyze campaign performance.

Is instantly.ai free?

Instantly.ai is not free but offers various pricing plans to suit different needs and budgets. Each plan provides access to a range of features, allowing you to choose the one that best fits your requirements.

Does Instantly AI have a free trial?

Yes, instantly.ai offers a free trial for new users. This allows you to test out the platform and its features before committing to a paid plan.

How many emails can you send with instantly AI?

The number of emails you can send per month depends on the plan. For instance, the lowest plan limits you to sending 5,000 a month, whereas the Custom plan allows you to send more than 500,000.

Instantly.ai vs. alternatives: What’s the better option?

And there you have it—our deep dive into Instantly.ai and its top 12 alternatives.

As you’ve discovered, Instantly.ai has some powerful features.  But it's not perfect, mainly because of the lack of multichannel outreach support that tools like Skylead have.

That said, if your strategy relies heavily on engaging prospects across multiple channels, Instantly may not be for you.

Luckily, your perfect alternative is out there, waiting for you to discover it.

We've given you the options. Now, it's up to you to try them out.

But why not start with Skylead? 

With a 7-day free trial, you can experience the true power of email and LinkedIn automation combined.

So, come chat with us, sign up, and begin scaling your outreach — to infinity and beyond!

If much of your job revolves around lead generation, chances are you’ve heard of Smartlead — a tool that automates and streamlines email outreach.

Released in 2021, the software has risen above the noise, and nowadays, many salespeople, marketers, and agencies use it.

But is it the best outreach automation tool on the market?

Lucky for you, this article is your one-stop shop for all things Smartlead. We’ll break down its features and pricing and see what real users have to say about it. But most importantly, we'll introduce you to 11 alternatives so you can compare and choose the perfect tool for you!

Let’s get into it!

Smartlead or alternatives?

Smartlead is a cold email outreach software that promises to, and we quote:

❝Convert cold emails to consistent revenue❞

This means it’s aimed at anyone who uses cold outreach to generate leads and scale their business on autopilot, but primarily:

• Lead generation agencies
• Marketing agencies
• Sales professionals 

Smartlead is a cloud-based software. 

The software allows its users to create email campaigns with automatic follow-ups by importing CSV files with leads’ information. Alternatively, since the tool natively integrates with HubSpot, they can import leads directly from it. The integration works both ways, meaning that campaign data can be pushed into HubSpot as well. 

Moreover, Smartlead can integrate with any other tool or CRM via Webhooks or API.

The tool is unique for its unlimited email warmup feature and dedicated IP servers that boost deliverability. It also supports inbox rotation and has a Master Inbox that keeps all emails in one place.

In terms of message personalization, users can enrich their emails with:

• Variables;
• Spintax - different variations of words/phrases/sentences (e.g. Hey there | Hello | Hi);
• Liquid syntax - a template language that adjusts content dynamically based on the available information (e.g. {{#if first_name}} Hey {{first_name}}, {{else}} Hey Mr {{last_name}} ).

The platform also supports split testing with up to 26 different email variants.

Now that we've got the essentials down, let's look at Smartlead's features more closely.

Key Smartlead features

Inbox rotation

Smartlead doesn’t limit the number of email addresses you can connect to it and use in your campaigns. This is particularly beneficial for agencies or businesses running outreach campaigns for multiple clients. Once added, the tool automatically rotates these email addresses to maximize the number of emails sent.

Unlimited email warmup

New email addresses need to be warmed up before using them for outreach. Smartlead’s unlimited email warmup feature is powered by AI and takes care of this by:

• Sending warm-up emails to a pool of other Smartlead users;
• Sending different numbers of emails every day;
• Opening emails and saving them from spam;
• Replying to these.

The result? Positive sender reputation and fewer emails flagged as spam.

Subsequences

Smarlead elevates email outreach through Subsequences — additional email sequences that you can create based on recipient behavior.

Subsequences can be set up to complement any campaign. They are condition-based and activate only once the chosen condition is fulfilled.

Leads can be added to a subsequence depending on the following conditions:

• If they are categorized a certain way,
• If their reply contains specific words/phrases,
• In case they haven’t replied,
• If they bounced,
• If they are connected to you on LinkedIn.

This adds another layer of personalization to communication and helps improve engagement and conversions.

Unibox

Juggling multiple inboxes for different campaigns can get overwhelming. The premise behind Smartlead’s Unibox is to eliminate this chaos by providing a single location to manage all email conversations. This streamlines the workflow and allows for easier responding and lead categorization.

Smartlead disadvantages

Smartlead may seem like a great tool. Nonetheless, it does have its limitations.

For instance, while Smartlead claims to support multichannel outreach, it’s superficial at best because you can only add manual tasks to the campaign flow. The tool will remind you to complete these when the time comes. But, since manual work is involved, wouldn’t you say this beats the purpose of using an automation tool?

For a brief moment, Smartlead users could add certain automatic LinkedIn steps to their campaigns. Unfortunately, this is no longer possible for reasons their customer support team referred to as ‘’private.’’. 

That said, if you were hoping to use it for LinkedIn lead generation, feel free to explore some of the alternatives we'll discuss later.

Additionally, while the tool lets you personalize messages, it lacks the feature for image & GIF personalization. To this date, you can only insert visuals into the email copy.

Another major con is the software’s inability to discover and verify your leads’ email addresses. So, to get the email addresses of people you want to reach out to, you need to use another tool. This implies an additional cost.

Moreover, to create a Subsequence, you first need to create a simple sequence with no conditions. Subsequences are created separately based on the condition you choose. So yes, you’re breaking the campaign creation flow to do it. This is not only inconvenient but also time-consuming — especially when running multiple campaigns simultaneously.

Lastly, since Smartlead can only pull leads from a CSV file or HubSpot, it’s rather limited compared to tools that can scrape leads from multiple sources (e.g., LinkedIn search, LinkedIn posts, Sales Navigator lead lists, etc.).

Smartlead pricing

Smartlead offers 3 different month-to-month payment plans. Yearly subscriptions are also available and come with a 17% discount compared to their monthly counterparts.

That said, here is the breakdown of Smartlead pricing plans.

Pro and custom plans support adding unlimited users, although each is charged an additional $29 a month.

What others say about Smartlead

Smartlead has plenty of mixed reviews.

For instance, Antonio said:

‘’We've had 5 sets of emails having a sudden drop in deliverability from 40-90% to 10-20% in a matter of days (on successful campaigns), and according to their Slack community, a lot of people experienced identical issues.’’

He went on to mention that Smartlead’s customer support is slow. In fact, it often takes them between 24 and 48 hours to respond!

Another reviewer, Nick G., praised the interface but stated:

‘’I signed up because they had a LinkedIn feature, but they removed it.’’

11 best Smartlead alternatives

Smartlead has some useful features. However, its drawbacks and steep pricing make it an incomplete solution. 

Considering the stated, you are better off choosing another tool, and here are our top picks!

1. Skylead

Hi, that’s us! 🙂

Skylead is a LinkedIn automation and cold email software that helps salespeople, marketers, founders, and recruiters use outreach at scale. 

It’s an All-In-One solution that has all the tools you need under one roof — and price.

Unlike Smartlead, it supports real multichannel outreach (LinkedIn outreach and email outreach), allowing you to reach more leads on more channels.

Moreover, it’s cloud-based and comes with a 3-layered protection. This means that the tool:

• Assigns a dedicated IP address to users that shields their activity;
• Mimics human behavior to prevent experiencing restrictions on LinkedIn.
• Randomizes delays between different actions.

Similar to Smartlead, Skylead supports A/B testing. This feature allows you to experiment with different messaging, subject lines, and connection requests.

It also has a Smart inbox that keeps your messages from all platforms in one place. Additionally, you can label your conversations and thus track how many people have converted each month.

Finally, you can integrate the tool with any software or CRM using Webhooks or API. And, yes, that includes HubSpot.

If you find all this fascinating, wait till you see what else Skylead’s got! 😀 

So, let’s break it all down!

LinkedIn automation

As one of the best LinkedIn automation tools ever, Skylead takes over your manual outreach on the platform and lets you get in touch with more leads faster.

With it, you can view your leads’ profiles, follow them, invite them to connect, and send them a message or an inMail, both free and paid. On autopilot, nonetheless, to save yourself +11 hours a week!

Skylead helps you cut back on manual outreach activities, but it also saves you time when importing leads. 

Namely, it connects to all LinkedIn Premium subscription plans and can pull lead information from:

• LinkedIn, Sales Navigator, and Recruiter search results
• Sales Navigator lead lists
• Recruiter Talent Pool and Pipeline URLs
• LinkedIn posts
• LinkedIn events
• Your CSV file  

Unlimited email outreach

As a true multichannel outreach tool, Skylead supports not only LinkedIn outreach but also email outreach!

It lets you connect and use an unlimited number of email addresses at no extra cost. And yes, the tool also auto-rotates between them to help you send tens of thousands of emails a month. 

But do you know what makes our unlimited email outreach feature better? The fact that you can combine it with LinkedIn outreach in one seamless sequence. This multichannel approach helps you maximize touchpoints with your leads and reach those you thought were unreachable before.

Moreover, our native and custom variables let you personalize your communication even further. With them, you can craft reply-inducing emails and follow-ups. 

Email discovery & verification

Skylead can discover your leads’ email addresses and turn seemingly lost opportunities into potential conversions.

The software won’t only find your leads’ emails, though. It will double-verify them to decrease the chance of your emails bouncing and improve your sender's reputation. What’s more, you can include it as a step, and Skylead will do it without breaking the outreach flow.

Some other tools have this capability as well. However, many of them use a Chrome extension for this purpose, which isn’t safe.

Moreover, Skylead’s success rate in finding and verifying emails is one of the highest on the market, if not the highest!

Finally, this feature comes at no extra cost, and there’s no cap on how many emails the tool can find and verify. This is something no other tool can say!

Smart sequences

Think of our Smart sequences as an improved version of Smartlead’s Subsequences. 

But why improved? 

Because, with them, you don’t have to break your outreach campaign creation flow to cover different outreach scenarios. In other words, you can do it as you work on building your campaign.

Smart sequences let you combine different if/else conditions with LinkedIn and email actions and find the best route to your leads based on their behavior. 

They are reactive and operate in real-time, meaning that, for example:

1. If a prospect accepts a connection request, a message can be sent.
2. Meanwhile, if they don’t, Skylead can find and verify their email address and reach them out via email.
3. If they open that email but don’t reply, an automatic follow up email can be sent.
4. If no response comes after the follow up email, the tool can contact the lead via LinkedIn inMail.
5. An inMail can also be sent if the tool doesn’t manage to verify the leads’ email or the lead doesn’t open the initial email.

Feel free to experiment with different conditions and actions, though, as the scenarios you can create are limitless!

As you can see, Smart sequences ensure that your outreach is highly personalized and responsive to your prospects' actions. In turn, they make your campaigns more effective and increase the chances of conversion.

Image & GIF personalization

Want to make a lasting impression on your leads? Our image and GIF personalization feature is the answer. 

Thanks to it, you can create dynamic images and GIFs that personalize themselves for each recipient. You can include their name, their and/or your LinkedIn profile photo, company logo, and even write a custom message. 

It might seem like a small touch, but hey, it can increase your response rate by up to 63%!

Advanced analytics

Feel like analyzing your campaigns to determine what works and what doesn’t?

Skylead lets you do that in 3 different view modes available on the Reports page:

• Graph - Lets you compare the ratio between different metrics (e.g. open rate, click rate, reply rate).
• Table -  Makes it easy to spot day-to-day variations in metrics and identify trends.
• Step-by-step - Breaks down each step of your sequence, showing you exactly how recipients are engaging at every stage. This is especially useful for A/B testing.

Smartlead vs. Skylead feature comparison

Pricing

Skylead comes with a singular price of $100 per seat. Unlike Smartlead, which has tiered pricing with limited features at lower levels, it offers everything you need in one plan. This makes it more cost-effective.

2. Instantly

Instantly.ai is a cloud-based email outreach tool.

Like Skylead and Smartlead, it lets you connect an unlimited number of email accounts, and it rotates through them while sending emails to avoid triggering spam filters. This is complemented by its unlimited email warm-up feature, which improves senders’ reputation.

For those seeking personalization, Instantly offers message personalization with variables. Furthermore, the integrated Unibox consolidates your conversations into a single inbox, making them easier to manage and respond to.

However, Instantly is not a multichannel outreach tool, so it might not be the greatest if you are looking for a Smartlead alternative that has it all.

Also, while it offers basic reporting, the insights are somewhat limited, which might not suffice for users requiring in-depth analytics. 

Finally, email verification is available but comes at an extra cost on top of already steep pricing.

Smartlead vs. Instantly feature comparison

Pricing

Instantly offers 2 pricing plans with sub-plans that vary in features available.

3. Apollo

Apollo is a powerful multichannel sales engagement platform that lets users create sequences that combine email, LinkedIn outreach, and cold calls.

With it, you can set up campaigns that include automatic or manual emails. 

As for engaging your leads via LinkedIn, the software can automatically:

• Send connection requests
• Messages
• Interact with your leads’ posts.

However, bear in mind that Apollo's multichannel sequences are simple. They don’t support branching paths or complex conditions, making them unsuitable for those who prefer their outreach to be more automatic and advanced.

In terms of integrations, the tool natively integrates with platforms like Pipedrive, HubSpot, and Slack. Moreover, it has A/B testing capabilities that help optimize your outreach. 

You can also leverage its AI to craft personalized messages. Nonetheless, this feature isn’t that advanced. In fact, it’s equivalent to using Chat GPT for sales copywriting, which you can do while using Skylead as well.

Apollo has a database of over 275M contacts that you can pull directly into your campaigns. Additionally, it can also scrape new leads from LinkedIn.

However, a major con is that it does so through a Chrome extension. Chrome extensions inject code into LinkedIn that the platform can easily detect and penalize you for. Therefore, we don’t recommend you use any tool that relies on one.

Smartlead vs. Apollo feature comparison

Pricing

• Free
• Basic: $59/mo per seat
• Professional: $99/mo per seat
• Organization: $119/mo per seat (billed annually)

4. Lemlist

Lemlist is a cloud-based email outreach tool that also includes a Chrome extension for prospecting and outreach on LinkedIn. 

Although primarily focused on email outreach, Lemlist supports multichannel campaigns like Skylead. As such, it allows you to add connection invites, profile visits, and messages to your sequences. Additionally, it integrates with AirCall for cold calling.

One of Lemlist's standout features is its advanced personalization options. To make your outreach more effective, you can use its custom intro lines, images, and landing pages.

Lemlist also offers Lemwarm, a warm-up and deliverability booster designed to keep your emails out of spam.

While the tool can find and verify emails, the highest plan limits the number of finder and verifier credits to 1,000. You can purchase additional credits, but keep in mind that $1 will only get you 5 verified emails.

Once again, since a Chrome extension is involved in LinkedIn outreach, we say you think twice before using it.

Smartlead vs. Lemlist feature comparison

Pricing

5. Woodpecker

Woodpecker is a cloud-based cold emailing software that can be expanded into a full multichannel campaign platform with add-ons. These add-ons support LinkedIn actions and calls through integrations with Dux-Soup and AirCall.

One of Woodpecker’s key features is the ability to connect unlimited email accounts with auto-rotation to maintain high email deliverability. It also offers email verification to ensure your leads’ emails are valid. Nevertheless, this feature isn’t as advanced as Skylead’s.

Woodpecker lets you A/B test up to five different email variants. Additionally, it comes with an AI assistant that can generate copy for your outreach, making the process more efficient.

While Woodpecker supports multichannel outreach, the integration with Dux-Soup adds extra cost to the software. Moreover, they limit the number of prospects you can contact by price. This means that if you need to contact many leads, the cost of your subscription can quickly skyrocket.

Smartlead vs. Woodpecker feature comparison

Pricing

Woodpecker offers 2 plans: Cold email and Agency. Both plans are priced identically, starting at $29 for contacting up to 500 leads. The difference between them is their intended use. The Cold Email plan is designed for individual users, while the Agency Plan allows multiple users to be added, with each additional user costing $27. 

Custom plans are available as well but require booking a call with the sales team.

Moreover, the added Dux-Soup subscription raises the cost. Depending on the plan, you’re looking at paying anywhere between the additional $14,99 and $99,00 a month.

6. Reply.io

Reply.io is a multichannel outreach tool that handles tasks across multiple channels, both automated and semi-automated. It also has a Chrome extension for finding and verifying emails.

In terms of automated actions, it can send emails and like recent LinkedIn posts. 

Meanwhile, actions such as profile views, connection requests, LinkedIn messages, and InMails can be both automated and semi-automated, depending on your setup.

However, keep in mind that Reply.io lets you create simple drip campaigns only with no conditions. This is a downside compared to Skylead’s Smart sequences.

The tool directly integrates with Pipedrive and HubSpot, but it also supports integrations via Zapier. 

For those who’d like to save additional time, the software has a collection of email and sequence templates. You can adjust them as you like and even split-test pre-made message copies against your own.

As for disadvantages, Reply.io’s smart inbox isn’t that advanced, unlike Skylead’s all-in-one inbox. To be precise, you can only use it to manage emails. To view and reply to LinkedIn messages and inMails, you’ll have to visit the platform directly.

At the risk of sounding repetitive, using Reply.io’s Chrome extension to find and verify your leads’ emails is risky. So, why use it when safer alternatives like Skylead exist?

Smartlead vs. Reply.io feature comparison

Pricing

• Free
• Starter: $59/mo per seat / 1 mailbox
• Professional: $99/mo per seat/ 5 mailboxes
• Ultimate: $139/mo per seat/ 15 mailboxes
• Custom Agency Plan: Starts at $166/mo per seat

7. Mailshake

Mailshake is a cloud-based software that you can use to send personalized emails and follow-ups at scale. It also features a Chrome extension that lets users tap into multichannel outreach by automating LinkedIn actions such as:

• Connection requests, 
• Profile views, 
• And messages.

As part of its multichannel outreach capabilities, Mailshake includes a Dialer for cold-calling prospects in the US and Canada. The Dialer lets you make calls and record phone conversations to analyze and improve campaign performance. 

Mailshake offers unlimited email warmups and A/B testing and integrates with Salesforce, Pipedrive, and HubSpot. It also supports over 1,000 integrations via Zapier webhooks.

The software is far from perfect, however. 

For instance, it doesn’t support inbox rotation. 

Simultaneously, LinkedIn automation and cold calling are only available with the highest-tier subscription. 

Finally, since a Chrome extension is involved in the process, if you use it, you risk getting your LinkedIn account restricted.

Smartlead vs. Mailshake feature comparison

Pricing

• Starter: $29/mo per seat
• Email Outreach: $59/mo per seat
• Sales Engagement: $99/mo per seat

8. Saleshandy

Saleshandy is another cloud-based tool designed to streamline cold email outreach. 

Its key features include email sequences, email scheduling, and email tracking. The software also supports split testing, allowing users to test up to 26 different subject lines, messages, and CTAs.

You can connect unlimited email accounts to Saleshandy. Unfortunately, while the software has inbox rotation, it lets you use a maximum of 50 emails in one campaign with the highest subscription. In contrast, Smartlead and Skylead have unlimited inbox rotation.

When it comes to prospecting, the tool has a pool of over 700M verified leads that you can search through and include in your outreach. It also features a Chrome extension that finds prospects’ emails on LinkedIn and even phone numbers at a higher cost. However, as we said many times before, using an extension can compromise the safety of your LinkedIn account.

Finally, while Saleshandy excels at email outreach, it doesn’t support reaching out to prospects via LinkedIn or other non-email channels. Therefore, you are better off choosing a more complete Smartlead alternative.

Smartlead vs. Saleshandy feature comparison

Pricing

Saleshandy comes with 4 different pricing plans and multiple sub-plans.

9. Snov.io

Snov.io is a cloud-based solution that lets you automate sending cold emails. Nevertheless, it also offers 2 Chrome extensions:

• One for finding prospects on LinkedIn;
• Another for finding their email addresses on the Internet.

One of its highlight features is the advanced email warmup tool. The tool initiates realistic email conversations, marks emails as important, reads them, and even moves them from spam to inbox to improve the sender’s reputation.

Similarly to other software on the list, you can connect unlimited email accounts to Snov.io. The software also supports inbox rotation, like Skylead, which improves deliverability. And thanks to its built-in CRM, there’s no need to pay for additional software.

Its advantages aside, Snov.io isn’t perfect primarily because:

1. It can only be used to reach prospects via email.
2. Its Chrome extension for prospecting may compromise the safety of your LinkedIn account.

Smartlead vs. Snov.io feature comparison

Pricing

• Trial: $0
• Starter: $39/mo per seat
• Pro: $99 / $189 / $369 / $738/mo per seat
• Managed Service: Starting at $3,999/mo per seat

10. Klenty

Klenty is a tool built to automate cold email campaigns, track emails, and warm up email addresses.

Nonetheless, it also supports multichannel outreach, allowing you to send SMS and WhatsApp messages, make calls, and/or perform basic LinkedIn actions like:

• Visiting profiles,
• Sending connection requests, 
• Messages,
• And inMails.

Klenty adjusts its approach to outreach smartly — through Playbooks. Playbooks are similar to Skylead’s Smart sequences in that they cover different outreach scenarios to meet prospects where they are in their journey.

Additionally, Klenty can find and verify prospects’ emails based on their name and company domain.

Despite its many features, Klenty lacks one of Skylead’s most prominent ones: image and GIF personalization. 

It may stand out among some other tools due to its comprehensive capabilities. However, the fact that it uses a Chrome extension for LinkedIn outreach sets it back immensely.

Smartlead vs. Klenty feature comparison

Pricing

Klenty offers quarterly and annual plans that are 20% cheaper.

• Startup: $60/mo per seat / billed quarterly
• Growth: $85/mo per seat / billed quarterly
• Pro: $125/mo per seat / billed quarterly
• Enterprise: Contact sales

11. Hunter.io

Hunter.io is a cloud-based platform that can seamlessly integrate with your workflow due to its native integrations with many tools and Google Sheets. 

It supports email outreach and offers readily available variables. These help you craft highly personalized emails that increase the likelihood of getting replies.

Hunter.io also has excellent email enrichment capability. In fact, it’s almost as successful in finding and verifying emails as Skylead. 

Unfortunately, the downside is that its email discovery and verification are not integrated into the outreach flow. This means you need to discover and verify emails first before creating a campaign. 

Additionally, Hunter.io is limited to email outreach only and does not support LinkedIn outreach.

Smartlead vs. Hunter.io feature comparison

Pricing

• Free: €0
• Starter: €49/mo for 3 email accounts
• Growth: €149/mo for 10 email accounts
• Business: €499/mo for 20 email accounts
• Enterprise: Contact sales

You can connect additional email accounts to the software. However, each will cost you an additional €10 per month. 

Furthermore, each plan comes with a set amount of email verification credits. Again, you can purchase more, but this will also cost extra.

Frequently asked questions (FAQs)

1. What is Smartlead AI?

Smartlead AI is a cold email outreach software designed to automate and streamline the process of sending personalized emails. It helps users manage email campaigns, warm up new email addresses, and track campaign performance.

2. What is Smartlead AI used for?

Smartlead is used for automating email outreach to generate leads and scale business operations. It allows users to create personalized email campaigns with automatic follow-ups and integrates with CRM systems like HubSpot. It is primarily used by lead generation agencies, marketing agencies, sales professionals, and recruiters.

3. How to cancel a Smartlead subscription?

To cancel your Smartlead subscription, firstly, log into your account. Then, navigate to the "Plans & Billing" section under "Settings," and click on “Subscription.” This is where you should see an option to cancel it. Click the button and follow the on-screen prompts to confirm the cancellation. For assistance or complete account deletion, you can also contact their customer support team.

Smartlead vs. alternatives: Which tool wins the race?

While Smartlead offers a range of features suitable for various outreach needs, its lack of multichannel outreach support and pricing makes it less than ideal. Thus, tools like Skylead, Lemlist, and Apollo, with their multichannel outreach features and more affordable pricing plans, make for compelling alternatives.

However, bear in mind that the software that works for one might not work for another. So, when deciding on the right tool to use for your outreach, choose the one based on your:

• Goals
• Budget
• Features you need

Of course, if you were to ask us which tool is the best, we’d say Skylead. And yes, we know we seem biased, considering it's ours. 

But why not give us a chance to prove to you that it really is the best Smartlead alternative? 

Take advantage of our 7-day free trial period, and we promise to sweep you off your feet so much that you never again consider using another software!

Are you thinking of launching your first automated outreach campaign to reach out to your leads, book meetings, distribute content, or find new clients, ideal candidates, and backlinking partners?

We’ve got your back!

In this blog, we’ll take you through the entire campaign creation process using our powerful LinkedIn automation tool and cold email software - Skylead - as an example.

We’ll even throw in some tips and tricks on achieving outreach success and cover use cases and outreach messages for every profession.

Let’s dive into it. 

What is an outreach campaign?

An outreach campaign is an automated campaign that uses tools to streamline all outreach activities, thus allowing individuals to connect with their target audience faster. People may initiate these for email and/or LinkedIn lead generation purposes. However, they also use outreach campaigns to find new clients, nurture relationships with existing clients/customers, increase brand visibility, or promote content.

In the past, outreach campaigns revolved around individuals contacting other individuals manually, typically over the phone. Fast forward to now, we have outreach tools like Skylead to handle the reaching out part — over multiple channels, nonetheless!

The benefits of setting up an outreach campaign

Outreach automation has revolutionized the workflow of countless people! Here’s why!

Firstly, there’s the time-saving aspect. Automated outreach campaigns can be real game-changers, saving you as much as 11+ hours per week on manual work. That’s an extra 6 days each month to focus on other tasks!

What’s more, with outreach campaigns running on autopilot, you can reach a larger audience in a shorter period. This allows you to allocate resources more effectively and, thus, improve overall productivity. You can even reach people you thought were unreachable before, as email enrichment features like Skylead’s email discovery & verification can be included in the campaign flow.

Yes, as your business grows, so will your outreach. But that’s not a reason to worry! You can automate multiple campaigns at the same time and scale without compromising quality.

Finally, automated campaigns ensure no lead falls through the cracks. The system keeps things moving, whether through personalized emails, follow-ups, LinkedIn messages, or inMails.

Outreach campaign use cases

Salespeople

Sales professionals are often seen juggling multiple leads at a time. With so many leads to manage, little time is left for other tasks, plus the risk of missing important messages increases. Outreach campaigns streamline the process and ensure consistent communication across multiple channels.

Sales reps can continuously create campaigns with thousands of leads to keep their calendars consistently full. These campaigns also allow them to automate various outreach tasks, leaving them only to respond to messages and book calls. 

Why does this matter, though? 

Because automating outreach tasks such as sending LinkedIn connection requests, inMails, messages, and emails helps sales professionals save +11 hours a week—hours they can now focus on lead nurturing.

Lastly, outreach campaigns permit salespeople to A/B test their messages. This allows them to see what works and what doesn’t, which in turn helps them optimize their campaigns for better results.

Marketers

When it comes to marketers, they can use outreach campaigns to:

• Generate leads for their sales teams;
• Find backlinking partners faster;
• Distribute content and reach wider audiences;
• Increase conversion — Marketers can leverage Skylead’s email discovery and verification feature to find their leads' email addresses. Once the tool finds and verifies emails, they can use them to create a lookalike audience on LinkedIn, Google Ads, and/or Facebook, which will result in better targeting and increased conversions;
• Expand their network and become thought leaders.

Recruiters

Manual cold outreach can be time-consuming for recruiters who are constantly scouting for the best talent. Thankfully, automation simplifies candidate engagement. 

That said, recruiters can set up automated sequences to:

• Generate a large pool of candidates and pick the best from the crowd;
• Speed up the hiring process;
• Target individuals attending specific job fairs;
• Personalize the outreach to keep candidates’ interest high.

Company founders and agency owners

Company founders and agency owners typically have a full plate of managing daily operations, strategizing business development, ensuring financial health, and more. Automated outreach campaigns lighten the load and accelerate revenue growth.

If you are a company founder and have a B2B product or service to sell, outreach campaigns can help you reach out to a wider pool of leads and find clients faster on autopilot.

Meanwhile, if you are offering lead generation services as an agency, you can often white-label the tool used for campaign creation and thus help yourself to another stream of income. Moreover, outreach campaigns can also help you generate new leads for yourself and your clients!

How to conduct an outreach campaign: Step-by-step guide

Now that we’ve covered the basics, it’s time to launch your first campaign! We’ll use our own tool, Skylead, to show you how you can use outreach tools to create one.

When you don’t know where to start…choose LinkedIn. 

Jokes aside, in this blog, we will make a LinkedIn search-based campaign to ease you into the entire outreach campaign creation process.

However, you should know that, when it comes to Skylead, options are far more extensive. Aside from LinkedIn search, you can target leads from a:

• Sales Navigator search
• Sales Navigator lead list
• Recruiter search, Talent pool, and Pipeline URL
• LinkedIn post
• LinkedIn event

You can also import them through:

• API,
• And a CSV file.

That said, here’s how to start creating your outreach campaign.

#1 Target your audience

Start by typing a keyword in the search area. 

We went by a job title.

After you click "People", choose the LinkedIn connection type you want your outreach campaign to target.

1st-degree connections are members with whom you are already connected on LinkedIn. Choose this connection type if you want to run a LinkedIn message campaign.

Meanwhile, 2nd-degree connections are leads you aren’t connected to but with whom you have mutual connections. You can’t send them a message right away. Instead, you need to connect with them first or reach out to them via LinkedIn inMail or email.

As for 3rd-degree connections, you aren’t connected to them either, but you also don’t have any mutual connections. Similarly to 2nd-degree connections, you can also reach them via email and/or inMail (free or paid).

Back to pinpointing your audience, you can also apply other filters to narrow down your search further (see the ‘’All Filters’’ option on the right).

Your search can result in thousands of leads, but LinkedIn limits the results to 100 pages, with 10 leads per page. So, if you create a LinkedIn search-based campaign, you can reach a maximum of 1000 people. However, if you're using Sales Navigator, the limit increases to 2,500 leads per campaign. Therefore, it is recommended that you narrow the list down as much as possible.

This is where defining your Ideal Customer Profile (ICP) and buyer persona comes in handy. 

Your ICP is the type of company that would benefit most from your product/service, and your buyer persona is a fictional representation of your ideal customer within that company, as informed by market research and actual customer data.

That said, define your ICP and buyer persona first and use the corresponding LinkedIn filters to find them. That's how you'll target the best leads!

#2 Import your leads

You’ve completed LinkedIn prospecting and carefully chosen your audience. What now? 

You proceed to build an outreach campaign!

To do so, firstly, go to your Skylead dashboard and locate the Campaigns page.

Once there, click ‘’Create new campaign’’.

Now, go back to LinkedIn and copy the search result URL.

Return to Skylead, insert your campaign name, and paste the link you just copied.

Under the URL, you’ll see a connection-type button. If you’ve selected the connection type on LinkedIn, Skylead will automatically recognize it. If not, you can select it now.

Click ‘’Next’’.

#3 Define outreach campaign settings

Now comes the time to define the settings for your outreach campaign.

On the left side, you’ll see 3 different types of settings:

• Email settings
• LinkedIn settings
• Global settings

Email settings

If you plan to use email outreach for your campaign, firstly, click the ‘’email settings’’ button. 

This is where you’ll notice 3 drop-down menus. 

Expand the first menu to select the email account(s) to use in your campaign. 

Skylead lets you add an unlimited number of email accounts at no extra cost. 

Once added, the software will auto-rotate them so you can send tens of thousands of emails per month. This way, you can bypass the email limit while protecting your domain.

The second menu gives you the option to choose a schedule that Skylead will follow for your email outreach.

Here, you can select your default schedule or create a new one. You can also manage your team’s schedule (unless you are a one-person team).

Lastly, it’s time to set up your email tracking preferences. 

With these options on, you can:

• Track the number of email link clicks
• Track the number of opened emails
• Authorize Skylead to send text-only emails (no HTML) with no visuals. However, if you turn this option on, you won’t be able to track opened emails and email link clicks.

LinkedIn settings

In terms of specific options, you can customize the LinkedIn part of your outreach with:

• Discover Premium LinkedIn accounts only — Turning this one on singles out leads that have a LinkedIn Premium account;
• Discover Leads with Open Profile status only — Select this, and the tool will exclude leads whose profile is set to ‘’Private’’ (aka leads who can only receive paid inMails).
• Collect contact information — With this option on, Skylead will collect all publicly available information from the lead’s LinkedIn profile. This option implies a “View profile” step. You don’t need to add it to your outreach campaign, though; it will be executed in the background.
• Remove leads with pending connection requests to exclude unresponsive leads.
• Refresh search automatically — Turn it on, and Skylead will periodically refresh your search results URL for new leads. Moreover, if they emerge, it will automatically add them to your campaign.

Global settings

Under global settings, you can define targeting options and schedule the start of your outreach campaign.

As for targeting options, you can choose to (or not):

• Include leads that replied to your messages—applies to leads you had a conversation with via LinkedIn messages, inMails, or emails.
• Include leads found in other campaigns from your and your team's seats—this is not applicable to your first campaign, so feel free to keep it turned off. However, if anyone on your team has run outreach campaigns in Skylead in the past, we suggest turning this option off.
• Discover new leads only—If turned off, this option can also include leads from other campaigns under your seat. As such, it’s not applicable to your first campaign. However, if this is your second campaign, keep it turned on to ensure you don’t have any duplicates.

Once you’ve determined the leads to target, select the date and time when your campaign will kick off.

💡 Pro tip: Make sure your campaign starts running (and keeps on running) during your leads’ working hours.

If you’re only interested in finding leads and their contact information for future outreach, click on the ‘’Discover Leads Only’’ button. Then, you can find them on your Leads page.

However, if you wish to reach them out on autopilot, continue to the ‘’Create sequence’’ button.

#4 Build a Smart sequence

Multichannel outreach is currently the most effective way of generating leads, and Smart sequences represent a groundbreaking realization of that path! 

It’s precisely these Smart sequences that make our outreach campaign flow. We are talking about an algorithm that lets you combine different actions and if/else conditions that unfold depending on the prospect’s behavior. But what for? To make sure you get to each of them as quickly and efficiently as possible.

Now, let’s create one, shall we?

After clicking the ‘’Create sequence’’ button, a pop-up will appear that prompts you to decide between using a sequence template or building a sequence from scratch.

You are welcome to browse through proven smart sequence templates that our team of experts made (and tested) for you. These are templates with real data that you can use immediately. 

But for the sake of this blog, we’ll show you how to create one yourself.

So, choose the ‘’From scratch’’ option.

Smart sequence builder

Upon entering the Smart sequence builder, this is what your dashboard will look like.

As you may see, there are actions and conditions on your right. 

Drag them one by one to the workspace dashboard and connect them in a coherent way to create your outreach flow! Don’t forget to set delays between the actions because they ensure human-like behavior and enhance your account security. 

Certain actions let you insert the message (Invite to Connect, Message, inMail, Email) and personalize it further using all the variables you need (preset and custom ones). You can also A/B test up to 5 different variants of your copy to determine which one resonates best with your leads.   

If you wish to further personalize inMails, emails, and LinkedIn messages, you can do so with Skylead’s native Image and GIF hyper-personalization feature.

To access it, click the ‘’Add image’’ button above the message editor.

Then, you’ll be taken to a library of templates. Hit the ''Create new template''. 

Next, upload the image you wish to edit.

After choosing an image, click ‘’Submit’’.

Then, a new window will open where you’ll have the option to add: 

• Your profile picture (extracted from LinkedIn)
• Your lead’s profile picture
• A custom logo
• Your lead’s logo
• Text

…and here’s what the final result can look like.

Of course, feel free to play around with the image editor as you see fit and create something that will keep those replies coming! 

Once you are happy with the steps, your copy, and delays, you can save your sequence as a template to reuse at a later date. 

Finally, click ‘’Start campaign,’’ and that’s it! Your outreach campaign has been successfully launched!

#5 Analyze and optimize your outreach campaign

The work doesn’t stop the moment you hit the ‘’Start campaign’’ button. In fact, after putting your outreach campaign in motion, it’s time to sit back and observe the results.

Luckily, Skylead has a nifty Reports page that lets you track performance in three different view modes:

1. Graph
2. Tabular
3. Step-by-step

Here, you can monitor different metrics, such as your connection request acceptance rate, email open and click rates, response rate, and more. 

The graph and table view differ from step-by-step campaign analysis in that they show daily fluctuations in metrics. As a result, they make it easy to spot patterns and trends. Once you’ve got a handle on these, you can fine-tune your ongoing campaign and make informed choices for the ones down the line.

On the flip side, a step-by-step breakdown really comes in handy when running A/B tests. The results produced by different variants are displayed side by side, making it simple to determine what messages work and should be used in your next campaign vs. those you should discard.

#6 Talk with your leads

Skylead automates the initial outreach. But remember, the goal is to spark conversations that you will take over. Once a lead responds, the sequence stops for them, and it’s your cue to jump in and build that relationship.

Luckily, Skylead makes it easy for you to manage these conversations! The software comes with a Smart inbox that consolidates all messages received via LinkedIn, Sales Navigator, Recruiter, and emails into one place. 

Moreover, to keep things organized, you can label your chats based on their status or any criteria that suit your workflow. This can help you prioritize your responses and measure your conversion rates.

Additionally, Skylead allows you to leave notes on your chats. These can be reminders to follow up, points to mention in the next interaction...or any other information that can help you personalize and enhance the conversation.

Tips for a successful outreach campaign

Now you know how to set up your outreach campaign and what to look out for. However, you have yet to learn how to make the most of your outreach.

Personalize your messages

People are more likely to respond to a message that feels personal and relevant to them. So, take the time to customize your messages based on the information you have about your leads. 

With Skylead, you can reach a whole new level of personalization in cold outreach. Use pre-defined variables, add custom ones if using a CSV file as a lead source, and don’t forget to take advantage of our image & GIF hyper-personalization feature. They can increase your response rate up to 63%!

Feeling uninspired? Head over to our blog to explore personalized image and GIF templates that improve response rate!

Follow up in due time

Don’t be discouraged if you don’t get a response right away. Sometimes, all it takes is a well-timed follow-up message. However, be mindful of the frequency of your follow-ups to avoid coming off as spammy. The golden rule is to wait between 2 and 5 days from the initial message. And if you aren’t sure how to write a follow up email after no response, we have a handy guide to help you out!

Outreach campaign examples and templates for each role

Remember how Skylead came with the premade templates for you to use? Here, we’re sharing some of the best-performing sequence and message templates applicable to each role and different situations.

Sequence for sales professionals

If you want to target someone in an alternative way, why not use a viral LinkedIn post that your target audience has commented on? 

In that case, you can use this template to reach out to leads who have engaged with it.

We tested it out, and our results were:

• 76% acceptance rate
• 35% reply rate
• 85% open rate

Furthermore, you’ll find every step comes with a corresponding message that you can tweak as you like.

Outreach campaign template for marketers

Feel like targeting your website visitors? You might like this sequence template, which aims to do precisely that! However, feel free to use the message templates that come with it, as well!

For this one, we had a whopping:

• 43% acceptance rate
• 23% reply rate
• 71% open rate

Template for company founders and agency owners

Check out this template specifically designed for reaching out to B2B founders.

We’ve run the numbers and found that, with it, our acceptance rate was 44%, reply rate 29%, and open rate 82%!

LinkedIn outreach template for recruiters

For example, let’s say you wish to reach out to your perfect candidate for the job in your company. In that case, your LinkedIn connection request can sound like this:

Hey {{firstName}},

My name is {{yourName}}, and we’re currently seeking a {{Occupation}}, and I truly believe that this role offers you a platform to leverage your skills and make a significant impact at our company. 

I’d be happy to share more details about the role and benefits we offer.

Choose to use it, and you might see results similar to ours, which were:

• Acceptance rate 79%
• Reply rate 46%

Frequently asked questions (FAQs)

1. What metrics or KPIs are most important to track the success of an outreach campaign?

Key metrics to focus on include response rate, conversion rate, and ROI. These indicators help gauge engagement, effectiveness in converting prospects, and the overall financial efficiency of the campaign.

2. How do you conduct an outreach campaign?

To conduct an outreach campaign, define your target audience and choose the appropriate channels. Create a structured plan, personalize messages, and use automation for efficiency. Monitor important metrics to adjust strategies and follow up regularly to maintain engagement and improve response rates.

3. How can you segment the audience for different types of outreach campaigns?

For successful segmentation, you must understand and divide your audience based on factors like industry, job role, company size, and past interactions. This will ensure your messages resonate more effectively with each segment and will reflect positively on response rates and campaign relevance.

4. What are the common challenges or pitfalls in managing automated outreach campaigns, and how can they be avoided?

Common challenges include impersonal communication and message fatigue among recipients. To avoid these, make sure email and LinkedIn automation tools of your choice mimic human interaction patterns, use varied content, and regularly update messaging strategies to maintain personalization.

Ready to splash into outreach waters?

As our guide comes to an end, it marks the beginning of your cold outreach journey. 

All it takes is that first outreach campaign to get you started, and it's just a couple of clicks away.

But remember, cold outreach isn't a one-and-done type of process. In other words, you can't just build your campaign, launch it, and be done with it. It's what comes after launch that actually matters.

So, in the aftermath of creating an outreach campaign, pay a close eye on the results it brings. But don't get discouraged if everything doesn't go as planned! Instead, observe the data, learn from it, and use it to improve your subsequent outreach efforts. 

And you know what the best thing is? Skylead comes with a free 7-day trial period that you can use to test out the outreach waters. Create your account now, build that sequence, and watch as your outreach — and conversions — skyrocket!

Gone are the days of going through business cards, calling prospects left and right only to close a deal. Over the years, numerous sales outreach tools have emerged, all aimed at streamlining prospecting and lead generation.

Yet, because there are so many of them, today's sales reps are often at a crossroads, wondering which tool they would benefit the most from.

To help you choose, we've tested the top cold outreach solutions on the market and are sharing our two cents. 

So, if you are looking for the perfect outreach software for sales, brace yourself—the ultimate breakdown of tools is coming!

Sales outreach tools overview

What are sales outreach tools?

Sales outreach tools are software or platforms designed to facilitate and streamline the sales outreach process. These tools automate repetitive tasks, such as sending connection requests on LinkedIn and follow-up emails, leaving you with more time to focus on researching and nurturing your leads to conversion.

To clarify, with sales outreach tools, sales teams can:

• Get to more prospects faster,
• Maximize touchpoints through multichannel outreach,
• Personalize communication,
• Segment prospects according to their stage in the sales funnel,
• and close more deals.

Types and subtypes of sales outreach tools

Generally speaking, sales outreach software can be:

• Cloud-based, existing entirely on the Web and running without reliance on Internet connectivity or power. Such software allows you to manage multiple LinkedIn accounts and/or email accounts and conversations, as it typically comes with an integrated inbox. This is also the safest type of outreach tool for sales. Namely, cloud-based tools assign their users a dedicated IP address to shield their online activity. Additionally, they frequently mimic human behavior and randomize the delay between different outreach activities. As a result, they are hard to detect and thus work to keep your LinkedIn or, say, email account restriction-free.

• Chrome extensions. They lack a dedicated IP address and require your browser to be on to function. Moreover, these extensions, if used for LinkedIn prospecting or outreach, automatically inject code into the platform. In doing so, they make it apparent that you're using automation, which could lead to getting your LinkedIn account restricted.

• Desktop apps require downloading and can only operate while your computer is on. They don't offer dedicated IP addresses, support multiple accounts, or run in the background. However, they are generally safer than extensions because they don't inject code into LinkedIn.

Depending on the type of outreach they are used for, we also have:

Benefits of using outreach tools for sales

Why are sales teams increasingly turning to outreach tools? Because of the evident benefits of doing so. For example,  McKinnsey’s research confirms that about a third of all sales tasks can and should be automated.

And we agree, but here are other benefits we’ve discovered using sales outreach tools. 

Firstly, there's the increased productivity. With an outreach aid that automates manual tasks, sales reps can shift focus to high-value activities like nurturing leads. 

Secondly, sales outreach software can often integrate with various platforms. As a result, you get a centralized hub for all sales activities. This reduces the time spent switching between tools and streamlines the entire sales process—from prospecting to conversion.

Lastly, we cannot discuss the benefits of using a sales outreach solution without mentioning scalability. With features like A/B testing, sales teams can optimize their outreach strategies based on data-driven insights. This leads to improved results, as teams can quickly identify what works best and scale with their winning approach accordingly. As a result, you get an influx of leads and customers, all without a drop in performance. 

26 Best sales outreach tools

You're sold on using sales outreach tools but aren't sure which one(s) to choose. We've spent extensive time testing top-tier software, so you don't have to! Now, let's review our top picks to bring you closer to the answer!

#1 Skylead - Best overall sales outreach tool for smart, hyper-personalized multichannel outreach

That’s us! Hi! 🙂

Skylead is a cloud-based LinkedIn automation tool and cold email software, the first on the market to introduce smart sequences. It's the outreach software for sales teams looking to book 3x more meetings and save +11 hours weekly on manual work.

Pros

Skylead is an all-in-one sales outreach tool, meaning it has everything a salesperson might need — in one place! That said, it comes with solutions for:

• LinkedIn automation
• Unlimited email automation
• Email discovery & verification
• Image & GIF personalization

Its highlight feature is smart sequences, a revolutionary algorithm that allows you to take full advantage of multichannel outreach. With smart sequences, you can combine LinkedIn and email outreach actions and if/else conditions. The sequence unfolds based on the prospect's behavior, adapting as it goes to find the fastest path to them. 

Speaking of email outreach, Skylead lets you connect unlimited email accounts at no extra cost. Moreover, the software supports inbox rotation, which means that you can send tens of thousands of emails per month with it.

Skylead also consolidates all your communications into one smart inbox, allowing you to manage LinkedIn messages, inMails, and emails seamlessly. Furthermore, it lets you organize chats with labels to keep track of conversions and measure ROI.

The software also stands out due to its native image & GIF personalization feature and variables for personalizing messages. We've run the numbers, and as it turns out, these two combined have increased our response rate by 63%!

Skylead can pull prospects from LinkedIn Premium, Sales Navigator, and Recruiter accounts, making LinkedIn lead generation a breeze.

In addition, this outreach solution lets sales reps in on in-depth analytics and allows for A/B testing different email subject lines and messages. Thanks to these, you'll surely find something that strikes a chord with your target audience! 

Finally, if you want to push lead or campaign data to your CRM, you can! Skylead integrates with any software via webhooks or API.

How safe is Skylead?

Very! In fact, one of the greatest things about Skylead, in our opinion, is its 3-layer protection. The software protects its users from experiencing LinkedIn account restrictions by:

• Being human-like,
• Randomizing delays between actions,
• Assigning a dedicated IP address.

Skylead also comes with a handy email discovery & verification feature that ensures deliverability, thus reducing bounce rates. Using it, you don't have to worry about the safety of your domain! Skylead will provide you only with a list of double-verified email addresses that actually exist. Not to mention, it boasts one of the highest, if not the highest, email finder probability rates compared to other sales outreach tools on the market.

Cons

It's not that it's ours, but we truly haven't found any "real" cons to using Skylead. Why, yes, Skylead doesn’t have a video customization feature. Nonetheless, our users can use Sendspark's AI-powered Dynamic Video Functionality to personalize videos on top of images. Moreover, all Skylead users can get 50% off their first month with Sendspark. Just create your account on their platform and use the promo code ''SKYLEAD50'' to claim the offer.

Also, at the moment, there isn't an option to build a campaign from LinkedIn group members. Nevertheless, you can always use a workaround to target these individuals, and it involves LinkedIn Sales Navigator filters. Just select the desired group from the filters, copy the search result URL, and paste it into Skylead. Et voilà!

What others said about Skylead

Allen F. shares our enthusiasm for the platform and mentions how Skylead revolutionizes your campaigns! He is particularly fond of the library of campaign templates that are easy to tweak. He even says you can have your first campaign running in about 15 minutes! 

Alex S. has also had nothing but good things to say about Skylead. He even went so far as to say that this product has literally changed the way he works! He praises the interface and notes how building detailed LinkedIn sequences with the tool is incredibly easy.

Pricing

Skylead offers an all-in-one solution priced at $100 per seat a month. However, if you’re interested in white-labeling the software, contact the sales team for pricing details.

Rating

• Capterra: 4.8 (17)
• Product Hunt: 4.9 (57)

#2 Expandi - Best for automated LinkedIn profile engagement

Expandi is another cloud-based sales outreach platform designed for LinkedIn and email automation.

Pros

We discovered that, much like Skylead, Expandi comes equipped with smart sequences. These allow for multichannel outreach and support additional LinkedIn actions that engage users’ profiles, such as auto-post likes and auto-endorsements.

Expandi automates sending personalized LinkedIn messages, emails, and free inMails. Compared to Skylead, the tool allows for the creation of campaigns from LinkedIn group members. There are also a variety of templates to choose from, many of which can be extremely useful. 

Cons

While playing around with Expandi, we noticed that it lacks a native image and GIF personalization feature. Although we were able to personalize images thanks to their integration with Hyperise, we had to pay extra for it. 

The software also doesn't support sending paid inMails, making it somewhat limited, in our opinion.

Finally, the tool cannot discover and verify email addresses unless publicly available on someone's LinkedIn profile. This makes it an incomplete tool for seamless email outreach.

What others said about Expandi

Overall, the reviews are somewhat similar to our conclusions. For example, Adi R. notes that Expandi is easy to use, intuitive, and good for automating tasks. However, he isn't overly happy about having to perform certain tasks manually since the tool doesn't handle them.

Pricing

• Business: $99/mo per seat + $69/mo per seat for image & GIF personalization (via Hyperise)
• Agency: Custom

Rating

• Capterra: 4.4 (31)

#3 Zopto - Best for automating likes & greetings on LinkedIn

Zopto falls into the category of cloud-based multichannel sales outreach tools.

Pros

Zopto has a smart sequences feature, which is fairly new to the market. We tested it out and noticed that we can form outreach flows from different LinkedIn and email actions and conditions.

Speaking of LinkedIn actions, in addition to automating standard ones (e.g., View profile, Follow, Invite to connect, etc.), the tool can also automate likes, endorsements, and even greetings (birthdays, anniversaries, job changes). 

Cons

Despite its email enrichment capabilities, Zopto is limited to discovering 5,000 contacts a month, as compared to Skylead, which has an unlimited email discovery feature. Additionally, the latter has a higher success rate in finding verified emails.

Furthermore, while we were successful in adding LinkedIn inMails to our campaigns, we were saddened to find that Zopto only supports sending free inMails.

One of Zopto's main selling points is Zhoo, its AI assistant. Yes, it sounds innovative, but it's essentially just a ChatGPT 4 integration used for generating emails and messages. We found it more cost-effective to use a different sales outreach tool and simply pay for a ChatGPT Plus subscription. 

But do you truly need one? It depends. Our sales team has compared GPT-generated sales copy against our own and saw better results with the latter. However, we're not opposed to using ChatGPT for sales—it can be quite helpful, especially when the inspiration is lacking.

As Zopto’s final con, when we wanted to analyze our campaign results, we found no option to export a report.

What others said about Zopto

Eldar L. mentions that Zopto makes creating and running several campaigns at a time easy. Nevertheless, he finds it inconvenient that the tool lacks detailed analytics. And he’s right. We noticed statistics are only presented as pie charts, which, frankly, don't offer much clarity on the campaign's performance.

Pricing

• Basic: $197/mo per seat
• Pro: $297/mo per seat
• Agency & Enterprise Basic: Starting at $156/mo per seat (minimum 2 users)
• Agency & Enterprise Pro: Starting at $237/mo per seat (minimum 2 users)

Rating

• Capterra: 4.4 (65)

#4 Lemlist - Best for ensuring email deliverability

Lemlist is a cloud-based email outreach tool. However, when we tested it, we noticed that it has a Chrome extension for LinkedIn prospecting and outreach.

Pros

Lemlist is primarily an email outreach tool that sales teams can use to set up unlimited email campaigns. It also supports multichannel campaign creation, making it possible to incorporate LinkedIn actions and calls (through AirCall integration) into your outreach flow.

This tool allows for advanced personalization thanks to custom intro lines, images, and engaging landing pages. 

Lemlist also has Lemwarm, a warm-up and deliverability booster designed to prevent your emails from ending up in spam.

Cons

We don't like how Lemlist uses a Chrome extension to scrape information from LinkedIn. Chrome extensions inject code into LinkedIn that this platform can easily detect and penalize you for. Therefore, it compromises the safety of your LinkedIn account.

Also, Lemlist can indeed find and verify leads’ email addresses. However, it’s worth noting that the highest plan includes only 1,000 credits. If your requirements exceed this limit, you’ll need to pay extra to have the tool find and verify additional emails.

The last thing we didn’t like is that we needed to pay per email account, compared to Skylead, which supports adding unlimited email accounts at no extra charge. With it, you just need to pay per LinkedIn account.

What others said about Lemlist

Darpan C. thinks Lemlist is a complete email outreach tool. He loves the interface, variables, and A/B testing capabilities. Nonetheless, he believes analytics could be more extensive.

Pricing

• Email Starter: $39/mo per 1 email account
• Email Pro: $69/mo per 3 email accounts
• Multichannel Expert: $99/mo per 5 email accounts
• Outreach Scale: $159/mo per 15 email accounts

Rating

• Capterra: 4.6 (375)

#5 Reply - Best sales software for semi-automated multichannel outreach

Reply is a multichannel, cloud-based outreach software. Nonetheless, it also has a Chrome extension for finding and verifying emails and outreach automation.

Pros

We’ve discovered that Reply can handle tasks across multiple channels, both automated and semi-automated.

When it comes to automated actions, it can:

• Send emails
• Like recent posts (LinkedIn)

Meanwhile, actions like:

• Profile views,
• Connection requests,
• LinkedIn messages,
• And inMails.

…can be both automated and semi-automated, depending on how you set them up.

Setting a campaign with Reply is straightforward: you decide on the steps, then add your prospects. However, keep in mind that these are simple campaigns without any conditions, unlike the smart sequences you’d find with Skylead.

It's also worth mentioning that Reply supports A/B testing for email copy and offers pre-made email and sequence templates, like Skylead. Alternatively, you can create simple sequences from scratch or have Reply’s Jason AI generate them for you. Reply also lets you track your campaign performance step-by-step.

The tool supports integrations via Zapier but natively integrates with Pipedrive and HubSpot.

Cons

Reply’s smart inbox allows users to manage their emails efficiently. However, it doesn't support the management of messages received from other platforms like Skylead does.

At the beginning, we mentioned that Reply has a Chrome extension for finding and verifying email addresses. While this may seem like a pro, it's not particularly useful, especially when enriching emails via LinkedIn. As already said, Chrome extensions inject code into LinkedIn, which the platform can detect, making them unsafe to use.

What others said about Reply

Terry L. loves Reply's multi-step campaign builder that can automate the email-sending process and semi-automate LinkedIn actions. Although the platform was buggy initially, he admits the team quickly resolved issues.

However, Terry wasn’t the only one to report issues with the platform. Multiple users had the same complaints. Some have even said that the support team isn’t equipped to handle them.

Pricing

• Free
• Starter: $59/mo per user / 1 mailbox
• Professional: $99/mo per user / 5 mailboxes
• Ultimate: $139/mo per user / 15 mailboxes
• Reply Unlimited: Contact sales

Rating

• Capterra: 4.6 (96)

#6 Snov.io - Best for email enrichment

Snov.io is a cloud-based email outreach tool. However, it comes with two Chrome extensions: a LinkedIn prospect finder and an online email finder.

Pros

While testing Snov.io, we've concluded that its email finder and verifier produces fairly accurate data. 

The tool also has an email warm-up feature, like Lemlist, which automatically initiates realistic email conversations on your behalf. Furthermore, it marks emails as important, reads them, and moves them from spam to inbox to enhance your sender’s reputation.

We also liked that drip campaigns are easy to set up, and you can play around with different variables and email templates while doing so. Like Skylead, the software lets you connect as many email accounts as you want and supports mailbox rotation.

Snov.io also has a built-in CRM, which saves you money by eliminating the need to pay for additional software.

Cons

Since the tool uses a Chrome extension to find prospects on LinkedIn, it isn't the safest to use.

Furthermore, we couldn't get the most out of our outreach with it simply because we were limited to emails only.

Alas, if you're looking to discover a large number of emails or contact many leads, this tool might not be the best fit. Their top-tier subscription offers 100,000 email finder credits and lets you reach out to 100,000 recipients. However, we found it overly expensive —  especially when compared to Skylead, which allows for unlimited email discovery and sending at a cost 5x lower.

What others said about Snov.io

Yevhen B. praises Snov.io’s drip campaigns and the ability to track open, click, and reply rates. Nonetheless, he says that the interface can overwhelm new users and that the email enrichment process can be slow.

Pricing

• Trial: $0
• Starter: $30/mo per seat
• Pro: $75 / $142 / $277 / $554/mo per seat
• Managed Service: Starting at $3,999/mo per seat

Rating

• Capterra: 4.6 (207)

#7 Closely - Best sales outreach tool for campaign tracking

Closely is another cloud-based multichannel sales outreach tool with a Chrome extension for finding emails on LinkedIn and data scraping.

Pros

We liked its intuitive dashboard. From there, it’s easy to navigate to the multichannel campaign builder, where you can combine different LinkedIn actions and emails into a single campaign.

Closely makes campaign tracking effortless thanks to its streamlined stats page. It also makes it possible to export stats to a CSV file. In the meantime, if you wish to send the data to another software, you can do it via webhooks.

Cons

As opposed to Skylead, the lead source for email outreach campaigns can only be a CSV file with leads’ information. Speaking of CSV files, while the tool enables you to export statistics in this format, it does not support PDF exports like Skylead does.

Yes, the software can automate profile views, post likes, endorsements, connection requests, and messages on LinkedIn. Still, the crucial outreach component is missing: inMails.

We also noticed you can have no more than 2 multichannel campaigns running simultaneously. Plus, these campaigns, despite involving LinkedIn and email actions, don’t include smart sequences. 

Lastly, since a Chrome extension is involved, the safety of your LinkedIn account can be compromised when using the tool.

What others said about Closely

Muhammad Abdullah A. believes Closely is easy to set up, like us. The only problem is he can’t use it to contact his 1st LinkedIn connections.

Pricing

• Personal: $99/mo per seat / 1 LinkedIn & 1 email account
• Growth: $219/mo per seat / 3 LinkedIn & 3 email accounts
• Pro: $339/mo per seat / 5 LinkedIn & 5 email accounts
• Custom: Contact sales

Rating

• Capterra: 4.5 (148)

#8 Waalaxy - Best tool for beginners to multichannel outreach

Waalaxy is a cloud-based software aimed at automating sales teams’ LinkedIn and email outreach.

Pros

Waalaxy is great for beginners to outreach who don’t have much technical knowledge. With it, you can create a multichannel campaign from a:

• LinkedIn search URL
• Sales Navigator search URL
• Recruiter search URL
• LinkedIn post URL
• Sales Navigator lead list
• CSV file

The tool also supports A/B testing and message personalization, courtesy of variables. Plus, it has customizable pre-filled message templates and an AI writing assistant.

Additionally, we found pushing leads from Waalaxy to a CRM using Zapier webhooks straightforward.

Cons

Unlike Skylead, which offers customizable sequence templates and the opportunity to create a sequence from scratch, Waalaxy limits users to a few pre-built options. 

Waalaxy charges extra for the inbox, too, which makes it less cost-effective. 

It also lacks a native email enrichment feature.

Finally, the free version of the tool uses a Chrome extension. Naturally, we don’t recommend using it if you want to keep your LinkedIn account restriction-free.

What others said about Waalaxy

Shekh Riazul I. swears Waalaxy's UI is extremely easy to use and navigate. Nonetheless, the software sometimes has a hard time detecting the account. He also frequently has to wait for the Dashboard to load.

Pricing

• Free
• Advanced: €112/mo per seat
• Business: €160/mo per seat

Rating

• Capterra: 4.6 (207)

#9 Instantly - Best for straightforward email outreach

Instantly.ai is a cloud-based software for email outreach at scale.

Pros

Instantly allows you to connect unlimited email accounts and supports inbox rotation, like Skylead, which helps safeguard and protect your domain.

Moreover, Instantly features an unlimited email warm-up function to guarantee email deliverability. The tool also enables you to personalize your emails with variables and schedule them as needed.

We couldn’t help but notice how straightforward Instantly is. And if you aren’t interested in leveraging LinkedIn outreach, this might just be one of the best tools.

Cons

Instantly isn't designed for multichannel outreach.

Why, yes, the tool can verify email addresses. However, verification credits aren’t part of the subscription plan. As such, they incur an additional cost.

What others said about Instantly

James O. states that Instantly helped him increase his outreach at a low price compared to other sales tools. However, he thinks the software is a bit limited in terms of salesflow customization, and we agree.

Pricing

Sending & Warmup Plans

• Growth: $37/mo per seat
• Hypergrowth: $97/mo per seat
• Light Speed: $358/mo

Leads Plans

• Growth Leads: $47/mo per seat
• Supersonic Leads: $97/mo per seat
• Hyperleads: $197/mo per seat
• Light Speed: $492/mo per seat

Rating

• G2: 4.9 (2,066)

#10 HubSpot Sales Hub - Best for building personalized email sequences

HubSpot Sales Hub is HubSpot’s powerful, cloud-based outreach solution for sales teams.

Pros

The tool is great for building personalized email sequences. With it, you can automate emails and follow-ups. However, you can also set reminders to send emails or inMails manually, make calls, or send invites to connect on LinkedIn.

In addition, the software lets you run multiple A/B tests on your email sequences.

Cons

Building multichannel campaigns with HubSpot Sales Hub isn’t possible at this time.

At the same time, this isn’t a complete sales outreach software. You could use it if you’re a complete novice to outreach. But why not subscribe to Skylead and integrate it with HubSpot instead?

What others said about HubSpot Sales Hub

Fernando P. finds HubSpot's interface and customer support great. He loves having all leads and customer journeys under one system. Still, he notes the tool could be improved with AI so as to provide more valuable insights.

Pricing

• Free: $0
• Starter: $20/mo per seat
• Professional: $100/mo per seat
• Enterprise: $150/mo per seat

Rating

• Capterra: 4.6 (452)

#11 Dripify - Best sales outreach tool for its ability to integrate with various software

Dripify is a cloud-based tool for LinkedIn outreach designed to help sales teams close more deals.

Pros

Dripify is a great tool for anyone interested in social selling on LinkedIn. 

The software can connect to LinkedIn Premium, Sales Navigator, and Recruiter Lite accounts. It can extract leads from LinkedIn Search or CSV files.

Its notable feature is drip campaigns, which rely on a sequence of different actions, conditions, and delays. It’s also praised for its ability to integrate with numerous software thanks to webhooks.

Cons

To us, multichannel outreach is the best type of outreach. However, seeing as Dripify supports only LinkedIn automation, it’s clear that, in contrast to Skylead, it isn’t a complete sales outreach tool. 

In addition to lacking email automation capabilities, Dripify doesn’t come with an email finder and verifier. Furthermore, you can’t bring your A-game to personalization with it since no image personalization feature is there.

At the same time, Dripify doesn’t support campaign creation from LinkedIn posts or Sales Navigator lead lists. And while you can automate it to send free inMails, the same doesn’t apply to paid ones.

Finally, Dripify’s team doesn’t provide one-on-one onboarding, so you’re left to figure out the tool’s functionalities on your own.

What others said about Dripify

Don F. believes Dripify is a solid communication platform for keeping in touch with LinkedIn connections. In his opinion, the tool's only con is its inability to launch multichannel campaigns.

Pricing

• Basic: $59/mo per user
• Pro: $79/mo per user
• Advanced: $99/mo per user

Rating

• Capterra: 4.7 (230)

#12 SalesLoft - Best sales outreach solution for building and managing pipelines

SalesLoft isn’t your typical sales outreach tool. It’s a cloud-based sales engagement platform.

Pros

The platform combines multiple tools that help salespeople increase and manage pipelines. As such, it goes beyond outreach. Nevertheless, SalesLoft's cadences (campaigns, if you will) that combine email, phone, and Sales Navigator steps make it one of the best sales outreach tools. 

We have found the tool’s email tracking, analytics, and A/B testing a boon! We were also happy to find out that the software comes with nifty email templates that can be customized for added personalization. There’s also an option to save new ones!

Cons

The tool only integrates with Sales Navigator, so we couldn’t create multichannel sequences. Also, this tool doesn’t support LinkedIn Premium and Recruiter accounts.

Furthermore, unlike Skylead, Salesloft lacks smart sequences. Consequently, its users are unable to maximize touchpoints with leads, resulting in less personalized outreach flows and lost opportunities for lead generation.

What others said about SalesLoft

James W. is absolutely sold on the customer support that the SalesLoft team provides. However, he admits the platform can become slow.  

Many people have also mentioned that the SalesLoft dialer isn’t up to par. Additionally, they've pointed out that the tool is quite expensive.

Pricing

• Essentials: Available upon contact
• Advanced: Available upon contact
• Premier: Available upon contact

SalesLoft doesn’t publicly disclose its pricing because it’s tailored to each company based on its size and requirements. We’ll respect their decision and won’t say how much we’ve paid during our short time with them. However, the word on the street is that people are paying anywhere from $75 for the essentials version up to $125 for the premium plan.

Rating

• Capterra: 4.4 (213)

#13 Yesware - Best sales software for Gmail & Outlook outreach

Yesware is a sales outreach platform that integrates directly with Gmail & Outlook through a Chrome extension.

Pros

Yesware, like Skylead, allows for:

• Multichannel campaign creation (you can connect your Sales Navigator account to the tool),
• Automated follow-ups in case of no reply,
• Email & attachment tracking (open rate),
• Advanced email performance analysis.

Additionally, it supports:

• Scheduling meetings and calls,
• Setting follow-up reminders.

The platform also has email templates available to personalize as you see fit. We also like how it lets you save your own templates.

Cons

Based on our personal experience with the tool, we can tell you that Yesware doesn't track email deliverability rates.

In addition, its primary focus is email outreach, while LinkedIn outreach takes a backseat. This is clear because the tool only works with Sales Navigator accounts. LinkedIn Basic, Premium, and Recruiter users can’t do much with it—other than automate their cold emailing.

Also, when setting up a multichannel campaign with Yesware, you are limited to two Sales Navigator actions: sending a connection request and an InMail. The tool doesn’t perform these actions automatically, either! Instead, it simply alerts you when it's time to complete them manually.

What others said about Yesware

Kim R. believes Yeware is decent, easy-to-use software. She is happy with the customer support provided and likes its real-time reporting and analytics features. Yet, she thinks it’s expensive and not so easy to integrate with other programs. Also, she found some features too complex. 

Pricing

• Free
• Pro: $19/mo per seat
• Premium: $45/mo per seat
• Enterprise: $85/mo per seat
• Custom Plan: Contact sales

Rating

• Capterra: 4.3 (175)

#14 Hunter - Best sales outreach tool for finding and verifying professional emails

Hunter is a well-known cloud-based prospecting, data enrichment, and email lead generation software.

Pros

Hunter is the outreach tool for you if you're a sales professional looking to find verified prospect data — in seconds! In doing so, it boosts email deliverability and protects the sender’s reputation.

With Hunter, we found out that setting up an email outreach campaign is straightforward. Meanwhile, readily available variables help you craft emails that feel highly personal and induce replies.

Finally, Hunter seamlessly fits into your workflow through native integrations with different tools and Google Sheets. Alternatively, you can send over data to a software of choice using Zapier webhooks or API.

Cons

Hunter is strictly an email outreach tool, which means it lacks features for social selling.

Although the tool can find and verify your leads' emails, these features are not integrated into the outreach flow as they are in Skylead. In other words, the tool needs to discover and verify emails first. Only once it returns results can you start an email outreach campaign.

Lastly, the tool can’t extract emails from social media profiles.

What others said about Hunter

Pedro A. believes that Hunter is one of the best sales outreach tools for email scraping. He's noticed a high accuracy in finding and verifying European email addresses. He thinks it'd be great if Hunter made it possible to enrich a person based on their LinkedIn URL, though.

Pricing

• Free: €0
• Starter: €34/mo / 3 email accounts
• Growth: €104/mo / 10 email accounts
• Business: €349/mo / 20 email accounts
• Enterprise: Contact sales

Each plan comes with a limited number of email verification credits. You can purchase additional credits, but keep in mind that the cost will depend on your subscription plan.

Rating

• Capterra: 4.6 (614)

#15 Mailshake - Best outreach tool for setting up simple drip campaigns

Mailshake is a cloud-based sales engagement platform with a Chrome extension for LinkedIn automation and an AI email writer.

Pros

Mailshake has an intuitive sequence builder that you can use to automate sending cold emails and follow-ups. Unlike other tools, where sequences stop when the prospect responds, Mailshake has the option to continue its campaign even if the lead responds. In other words, other tools like Skylead have an option to manually get leads back to a campaign once they respond. However, if you wish that the sequence just continues despite your leads’ response, you’ll like this option.

You can also use Mailshake to automate profile views on LinkedIn, along with invites to connect and messages.

Clearly, Mailshake supports multichannel outreach, and it even makes it possible to add calls into the mix, courtesy of the built-in dialer. Although, this is a manual task.

Cons

LinkedIn automation, which isn’t even complete, and cold calling are exclusive to the highest-tier subscription.

Additionally, Mailshake automates LinkedIn actions through a Chrome extension, compared to Skylead, which is a cloud-based automation tool. That said, it may not be the safest option for your LinkedIn outreach.

What others said about Mailshake

Engin A. is impressed by how easy this sales outreach platform is to use. He is also satisfied with the onboarding process. However, he says that Mailshake can prove expensive for medium to large teams.

Meanwhile, more than one person has noted you have to be very careful about daily sending limits for email accounts connected to Mailshake, as Gmail tends to flag emails sent in bulk as spam. That’s why Skylead has inbox rotation—a feature that has caused many Mailshake users to turn to Skylead!

Pricing

• Starter: $29/mo per user
• Email Outreach: $59/mo per user
• Sales Engagement: $99/mo per user

Rating

• Capterra: 4.7 (108)

#16 SalesBlink - Best sales tool for AI-powered email outreach

SalesBlink is a cloud-based sales outreach tool for cold emailing.

Pros

SalesBlink lets you take advantage of its AI, BlinkGPT, to create smart email sequences with follow-ups adjusted to the outcome. What’s more, thanks to the software’s email warm-up feature, your emails are sure to land in your leads’ inboxes, not spam.

SalesBlink allows you to connect multiple sender accounts and automatically rotates them while sending emails to ensure you stay within limits.

Finally, the tool makes managing conversations effortless, keeping them all in a unified inbox.

Cons

We found it inconvenient that the tool limits the number of emails you can send depending on your subscription plan. With the highest subscription, you can send up to 100,000 emails. However, if you don’t want to pay the highest subscription for this, sales outreach tools like Skylead and Instantly, which allow you to send unlimited emails, may be better suited.

Moreover, while you can add multichannel tasks to your sequences, you have to complete them manually. Therefore, no real multichannel outreach is supported. Email sequences are smart, unfolding based on your prospect’s behavior. Nevertheless, Skylead is superior in this regard as well, as it comes with smart sequences and support for multiple channels.

What others said about SalesBlink

SalesBlink is Alfred R.'s go-to tool for email outreach, and he proudly talks about it! The absolute best for him is its AI assistant, which saves him immense time. The only downside he could think of is that you can't add a lot of information when describing a business to the AI, which tells us that the AI feature is not that complete.

Pricing

• Scale: $29/mo per account
• Growth: $99/mo per account
• Business: $199/mo per account

Rating

• Capterra: 4.7 (131)

#17 Saleshandy - Best outreach tool for A-Z testing

Saleshandy is a cloud-based software for email automation and prospecting.

Pros

The software has an up-to-date pool of over 700 million verified leads that you can search through and include in your outreach. It also has a Chrome extension that finds prospects’ emails on LinkedIn (phone numbers also, but at a higher cost).

Its highlight features, such as simple (not smart) email sequences, email scheduling, and email tracking, streamline your cold email outreach, enhance deliverability, and help you generate more leads.

What really caught our attention, though, were the A/Z tests. The software allows users to test up to 26 different subject lines, email bodies, and CTAs.

Cons

Saleshandy doesn't support reaching out to prospects via LinkedIn and channels that aren’t email. While you can identify leads’ emails on this social networking site, be cautious; using its Chrome extension might compromise the safety of your LinkedIn account.

There’s an add-on for email verification, too. However, it costs extra.

What others said about Saleshandy

To Shamim Ahmed A., Saleshandy is one of the best and most affordable sales software for email outreach. He praises its many features, such as unlimited email warm-up, email automation, and analytics. Still, he hopes the warm-up feature will be further improved in the future.

Pricing 

• Cold Emailing Plans: From $36/month for the Outreach Starter to $299/month for the Outreach Scale Plus per account.
• B2B Lead Finder Plans (emails only): From $47/month for the Lead Starter to $299/month for the Lead Scale Plus per account.
• B2B Lead Finder Plans (emails + phone numbers): From $79/month for the Lead Starter to $599/month for the Lead Scale Plus per account.
• Agency Plans: From $99/month for the Agency Starter to $899/month for the Agency Scale Plus per account.

Saleshandy’s email verification add-on will cost you an extra $60 for 30,000 recipients.

Rating

• Capterra: 4.5 (125)

#18 Woodpecker - Best sales outreach tool for coming up with email copy quickly

Woodpecker is a cold email software with add-ons that turn it into an all-in-one sales outreach platform.

Pros

Woodpecker is natively an email outreach tool. Nonetheless, it supports creating multichannel campaigns with LinkedIn actions and calls through built-in integrations with Dux-Soup and AirCall.

The platform allows you to connect unlimited email accounts and auto-rotates them to keep email deliverability high.

Woodpecker can also verify your leads’ emails and lets you A/B test up to five different email variants. It even comes with an AI assistant that generates copy for your campaigns. However, as we said previously, we tested out AI-generated copies, and the results weren’t much better than our own. In some cases, the results were even worse.

Cons

Woodpecker relies on 3rd party tools for its multichannel outreach, which incurs additional costs.

Additionally, its email verification probability isn’t as high as Skylead’s or Hunter.io’s.

What others said about Woodpecker

Woodpecker is a standout software in Michael L.'s eyes due to its ease of use and great support. While not as advanced as some other sales outreach tools, he states it fares well in the cold emailing department.

Pricing

• Prospects: From $15/mo per account
• Cold Email: From $29/mo per account
• Agency: From $56/mo per agency

Rating

• Capterra: 4.5 (32)

#19 Wiza - Best for extracting lead information from LinkedIn, Sales Navigator & Recruiter

Wiza is a Chrome extension that is used to scrape prospect information from LinkedIn.

Pros

Wiza is compatible with LinkedIn Premium, Sales Navigator, and Recruiter accounts. It’s notable for its instant email verification capabilities. At the same time, it allows you to export lead lists from LinkedIn to CSV or sync them to your CRM.

On top of extracting verified work and personal emails from LinkedIn, Wiza can also extract work and cell phone numbers that are publicly available on LinkedIn.

FIY, the software will use up your verification credits only if it manages to find valid prospect information.

Cons

We can’t say that Wiza is a real sales outreach tool, even though some categorize it as such. Instead, it’s a prospecting tool that can only inform your outreach strategy.

Also, since this is another Chrome extension on the list that injects code into LinkedIn, it could lead to your banning on the platform.

What others said about Wiza

As per Prerana B., Wiza is convenient, fast, and accurate. She also likes how the tool can scrape leads' information from LinkedIn. On the flip side, she finds it a bit expensive. However, while Prerana praises Wiza for its email discovery and verification capabilities, we’ve found Skylead to have a much higher email enrichment success rate.

Pricing

• Free: $0
• Email: $99/mo per user
• Email + Phone: $199/mo per user

Rating

• Capterra: 4.6 (20)

#20 GrowMeOrganic - Best sales outreach tool for automating hyper-personalized follow-ups

GrowMeOrganic is a cloud-based outreach solution for cold emailing. It also features a Chrome extension that can extract verified emails and phone numbers from LinkedIn.

Pros

GrowMeOrganic is great for automating cold emails and follow-ups based on your prospects’ behavior. We liked that the tool has a native image personalization feature and can track open, click, reply, and conversion rates.

GrowMeOrganic is compatible with email accounts from all providers.

Cons

Another Chrome extension, another major downside. To preserve your LinkedIn account, you are better off choosing another tool, at least for prospecting and email enrichment.

GrowMeOrganic also lacks support for LinkedIn outreach. As such, it misses out on the opportunities the greatest platform for social selling holds.

Furthermore, we noticed it’s impossible to download a PDF report. Only CSV and XLS exports are available.

What others said about GrowMeOrganic

Raghavendra D. has been using GrowMeOrganic for a while and says it's an excellent tool for sales automation. She finds its LinkedIn and Google My Business email scraper incredibly useful! Nonetheless, she doesn't like that this is a Chrome extension, nor do we. She’d like it better if there were an option to search for leads directly through the platform.

Pricing

• Starter: $49/mo / 1 user
• Growth: $99/mo / 5 users
• Pro: $199/mo / unlimited users

Rating

• Capterra: 4.2 (10)

#21 Lusha - Best for prospecting around the Web

Like Wiza, Lusha is primarily a cloud-based prospecting tool, although salespeople can also use it for email outreach.

Pros

The greatest thing about Lusha is its Chrome extension, which can extract prospects from anywhere. It also has a built-in B2B prospecting tool with filters that can get you up to 1,000 leads in one go.

Furthermore, you don’t have to resort to another software for your outreach; you can automate Lusha to send emails! Rather than relying on your time zone when doing so, the tool, like Skylead, lets you set different time zones for different email sequences. In other words, it reaches out to your leads when the time is right...for them!

Cons

Lusha uses a Chrome extension to extract prospects from different sites. If you are prospecting on LinkedIn, it could threaten your account’s existence.

Moreover, this tool is only compatible with Gmail and Outlook accounts. If your email account is with a different provider, you won’t be able to use it for your outreach. Also, you can only connect one email account to Lusha, and it must be the one you used to register on the platform.

Lastly, its built-in database of B2B leads includes 45 million contacts in North America and 21 million in Europe. If your target audience is based on other continents, this may result in missed outreach opportunities.

What others said about Lusha

Ben B. reports that Lusha speeds up his prospecting and lead generation and offers great value for money. The only problem is that the quality of data found could sometimes be better.

Pricing

• Free: $0
• Pro: $49/mo per seat
• Premium: $79/mo per seat
• Scale: Contact sales

Rating

• Capterra: 4.1 (360)

#22 MeetAlfred - Best sales automation tool for X outreach

MeetAlfred is a cloud-based sales outreach platform designed for LinkedIn, email, and X outreach.

Pros

MeetAlfred is different from other multichannel sales outreach tools in that it also integrates with X (formerly Twitter). As such, you can use it to automate different activities on three fronts: LinkedIn, email & X.

The tool’s campaign builder allows for adding infinite steps — from profile views and invites to connect to follow-up messages, inMails, emails, and X DMs. At the same time, it lets you set up delays between steps and personalize your messages with customizable templates and variables.

We also found it convenient how you can connect the tool to your Facebook and Instagram accounts. Although MeetAlfred can't be used to message prospects on these platforms, you can use it to create and schedule posts.

Cons

Unlike Skylead, MeetAlfred doesn’t have smart sequences. It also doesn’t support campaign creation from Recruiter search, nor does it support sending paid inMails.

Consequently, the software’s integrated inbox only shows your LinkedIn/Sales Navigator messages. If your campaign includes emails and DMs, you must manually check for new ones.

What others said about MeetAlfred

Martin P. considers MeetAlfred a perfect sales tool for someone with experience using this type of outreach software. He is fond of its simple interface and lots of customizable templates. Nevertheless, he believes it might be difficult for beginners to use.

Pricing

• Individual: $59/mo per user
• Business: $99/mo per user
• Agency: Contact sales (includes 10 users)

Rating

• Capterra: 2.8 (13)

#23 LeadConnect - Best outreach solution for following up on LinkedIn

LeadConnect is a Chrome extension used for prospecting and outreach on LinkedIn.

Pros

LeadConnect connects to LinkedIn Basic and Sales Navigator accounts and pulls leads’ information from a LinkedIn search or a CSV file. 

This tool lets you send personalized connection requests along with up to 6 automated follow-up messages.

Additionally, thanks to its native integration with HubSpot, pushing leads and conversations to the latter is as simple as a single click.

The tool also works with Findthatlead, Hunter.io, and Anymailfinder to discover your prospects’ email addresses. This is especially handy, as it gives you another channel to contact users who haven’t responded: email.

Cons

You can only use LeadConnect to contact users via LinkedIn. The tool doesn’t support sending inMails and emails, either. 

The platform works only with LinkedIn Basic and Sales Navigator accounts. It cannot be used by anyone subscribed to LinkedIn Premium or a Recruiter plan.

With LeadConnect, you can only automate connection requests and LinkedIn messages. This makes it fairly primitive compared to Skylead and its multichannel smart sequences.

Plus, given that LeadConnect is a Chrome extension, it could lead to account restrictions.

What others said about LeadConnect

In Sheryl S.'s opinion, LeadConnect is a great sales outreach platform for growing her LinkedIn network. She also mentions that it's quite easy to use. The only issue is that when there are a lot of prospects to discover, she sometimes has to refresh the URL.

Pricing

• Free Forever: $0
• Professional: $ 25.95/mo per account
• Grow: $ 45.95/mo per account
• Ultimate: $ 85.95/mo per account

Rating

• Capterra: 4.4 (98)

#24 Evaboot - Best tool for scraping leads from Sales Navigator

Like Wiza or Lusha, Evaboot is a Chrome extension for Sales Navigator prospecting.

Pros

Evaboot allows users to build lead lists from Sales Navigator in seconds and export them to CSV. 

In addition to scraping leads, the tool can also find and verify professional emails. 

Cons

Evaboot is only compatible with Sales Navigator, rendering it useless for LinkedIn Basic, Premium, or Recruiter subscribers.

Furthermore, this is a Chrome extension that, as you already know, can harm your Sales Navigator account.

We’ve tested the tool and can also tell you that their email discovery feature frequently provides inaccurate information or no information at all.

Lastly, this isn’t an email automation tool or any other type of outreach software. Yes, you can use the information gathered to contact leads. However, you’d need to subscribe to another sales outreach tool to do so.

What others said about Evaboot

Ky K. says Evaboot is easy to use and effective at what it does. The slight downside is that it doesn't allow him to select the number of leads to export.

Pricing

Rating

• Capterra: 4.9 (13)

#25 Dux-Soup - Best LinkedIn automation tool for sending free and paid inMails

Initially a Chrome extension for LinkedIn automation, Dux-Soup now also offers a cloud-based sales outreach solution.

Pros

Dux-Soup can automate the following LinkedIn, Sales Navigator, and Recruiter actions:

• Endorsements
• Follows
• Profile visits
• Personalized connection requests
• Personalized messages to 1st connections
• inMails (free & paid)

With it, you can mix and match different actions to create unique drip campaigns that stop once your prospects’ respond. 

We like that you can also customize time delays between individual steps and monitor campaign statistics once the campaign is live.

The software natively connects to Pipedrive, Hubspot, and SharpSpring. Nonetheless, you can also connect it to another CRM using Zapier webhooks.

Cons

Dux-Soup has a cloud-based solution for LinkedIn outreach, but it’s only available under their most expensive subscription plan. Those on lower plans have to rely on their Chrome extension for automation, which could compromise their LinkedIn accounts. Not to mention, the tool can only run while the browser is open.

Moreover, the software can’t be used for email outreach or any other type of outreach.

What others said about Dux-Soup

Leilani S. finds that Dux-Soup simplifies prospecting on LinkedIn. Her favorite feature is the X-ray tool, which enables her to discover LinkedIn profiles via Google. However, she notes that the software occasionally disrupts her workflow by randomly refreshing her page.

Pricing

Individual & Team Plans

• Pro Dux: $14.99/mo per seat
• Turbo Dux: $55/mo per seat
• Cloud Dux: $99/mo per seat

Agency Plans

• Pro Dux: from $337.50/mo for 30+ seats
• Turbo Dux: from $412.50/mo for 10+ seats
• Cloud Dux: from $371/mo for 5+ client seats

Rating

• Capterra: 4.0 (14)

#26 Salesloop - Best for expanding your LinkedIn network on autopilot

Pros

Salesloop is designed to work with all types of LinkedIn accounts: Basic, Premium, Sales Navigator, and Recruiter.

The software allowed us to build campaigns using LinkedIn search and by uploading lead lists in CSV format. Should you decide on the latter, you can enrich your messages with custom variables for an added dash of personalization (on top of pre-set ones).

To make campaign tracking easier, Salesloop lets you download CSV reports.

Cons

Currently, the software supports LinkedIn automation only, although email and X (Twitter) integration are supposedly in the works. It also misses out on smart sequences and, instead, relies on simple campaigns for its automation.

Additionally, Saleloop doesn’t integrate with any CRM natively. We were also disappointed to find out you can’t connect it to other tools via webhooks or API.

Lastly, unlike Skylead, which is one of the best sales outreach tools to support image & GIF personalization, Salesloop doesn’t currently offer this feature.

What others said about Salesloop

Krishan Kant S. is grateful for Salesloop because it improves his productivity and increases business performance. On top of that, it brings about financial benefits. He doesn't think the tool has any flaws.

Pricing

• Solo: $49/mo per 1 user
• Team: $199/mo per 6 users ($39 per user with a minimum of 3; tailored plans for more than 6 users)
• Managed Service: $2,000/mo

Rating

• G2: 3.5 (3)

Frequently asked questions (FAQs)

Are sales outreach tools the same as CRM?

No. Sales outreach tools are designed to automate the initial contact with potential customers through various channels (e.g., email, LinkedIn, phone). On the other hand, CRM software is all about tracking interactions, managing sales pipelines, and storing information about leads and customers.

Can you use sales outreach tools without a CRM?

You can definitely use sales outreach tools without a CRM, especially if your business is small or just starting to build its sales process. Nonetheless, pairing these tools with a CRM is a smart move as your business grows and interactions with customers increase. This combo ensures a smooth workflow.

How do sales outreach tools ensure data privacy and security?

Sales outreach tools use various methods to safeguard sensitive information. This includes data encryption and compliance with GDPR. Many tools also manage consent and preferences to comply with privacy laws. Furthermore, trustworthy vendors have clear privacy policies and security protocols displayed on their websites.

Select the perfect tool and seal your sales deals easier than ever!

Here's the thing: the sales game has seriously leveled up from the old-school days. Today, we've got a whole arsenal of sales outreach tools at our disposal. Sure, choosing the right one from the bunch can feel like finding a needle in a haystack. But that's what you've got us for! If you feel indecisive after all this talk about the top software on the market, choose Skylead. 

Start your 7-day free trial now and close more deals than ever—way faster!

Are you a sales rep who got your LinkedIn account restricted? Maybe you’re thinking it got into the infamous LinkedIn jail. Don’t worry. Together, we’ll get it back. Have a seat and relax as we go through: 

• What is the difference between having your LinkedIn account restricted and ending up in so-called jail;
• 8 reasons why your LinkedIn account got restricted;
• 4 proven steps to regain access to your LinkedIn account;
• How to keep your LinkedIn account safe in the future.

What does it mean when your LinkedIn account is restricted?

Getting your LinkedIn account restricted means that you knowingly or unknowingly acted against their Professional Community Policies. This caused LinkedIn to limit your ability to perform further actions using your account. You know your LinkedIn account is restricted since this notification will appear when you log in.

In some cases, the restriction/suspension is temporary or will have the note with the restriction end date. Under more serious circumstances, you will have to contact LinkedIn support. 

Fear not - at this point, you can still get your LinkedIn account back.

What is the difference between getting a LinkedIn account restricted and LinkedIn jail?

Unlike restriction, where you get your LinkedIn account back after a 4-step process, LinkedIn jail is a permanent account ban or an endless loop of review process. It usually happens after you get your LinkedIn account restricted multiple times. 

There are 2 ways that indicate you ended up in LinkedIn jail: 

1. If you receive feedback from LinkedIn support saying that your account restriction is final due to repeated Terms of Service violation. (Permanent)

2. Or if you don’t hear from them for weeks-on-end after you got restriction multiple times. (Not permanent but the process takes a long time)

Ending up in permanent LinkedIn jail happens in extreme situations only. So, if you are a sales representative, you don’t need to worry. However, you need to be cautious and aware of your LinkedIn lead generation activity.

Why is my LinkedIn account restricted?

Let’s go through all 8 reasons LinkedIn may restrict your account and identify the root cause.

1. You created an account with a name that isn’t yours or violates User Agreement.

People sometimes create their profile using the name of a company, some other business or entity, which is against the LinkedIn Terms and Conditions. In case you use the platform to represent your company, the better decision would be to create a company page for it.

In addition, creating an account with a false name, and if detected, can be a subject of immediate restriction or a ban, according to LinkedIn User Agreement.

2. You created multiple profiles from the same device.

LinkedIn’s User Agreement states that you cannot have more than one real profile created from a single device or a proxy, especially if one of the accounts is restricted. In case you intend to create multiple profiles, be prepared for getting all those LinkedIn accounts restricted.

3. You might have violated LinkedIn’s content policy.

When users post content that goes against LinkedIn's community guidelines or professional standards, it generates violation tickets. Content violations can include;

1. Posting spammy content.
2. Engaging in harassment or bullying.
3. Sharing inappropriate or offensive material.
4. Promoting illegal activities.

That said, LinkedIn will definitely ban your account if you publish content that violates their Professional Community Policies. Depending on the level of violation, they can temporarily or permanently restrict your account. When users violate these guidelines, LinkedIn may restrict their accounts to maintain the platform's integrity and professionalism. 

Therefore, you must review LinkedIn's guidelines and ensure your content complies. This prevents violations and potential account restrictions.

Additionally, users should refrain from posting controversial or sensitive material that may offend or disrupt the LinkedIn community. You can read our detailed guide on how to post on LinkedIn here.

4.  You sent too many connection requests.

If you send a lot of connection requests weekly, you can get your LinkedIn account restricted. Consequently, if you overstep your boundaries many times your account will be partially restricted with the following message:

If you exceed the limit and get restricted, you won’t be able to send other connection requests. However, you can access other LinkedIn features.

In general, the number of invitations you can send is between 100 and 200 per week. The catch-22 here is that the LinkedIn limit algorithm often changes. That said, the limit itself is not final and depends on many factors. In other words, it can vary based on:

• whether you are just starting out, 
• your account health,
• the number of current connections you have, 
• or the connection acceptance rate.

To avoid this issue, you should be mindful of the number of connection requests you send out each day.  Moreover, the connection requests must be well-targeted and personalized. Additionally, you should avoid sending connection requests in bulk or during odd hours.

5. Your acceptance rate is too low.

If you send a lot of blank or not personalized requests to 3rd-degree connections, your acceptance rate will be low. In other words, LinkedIn registers this as a suspicious activity and you can get your LinkedIn account restricted.

6. Your invitations have been left pending, ignored or marked with “I don’t know this person”.

LinkedIn considers suspicious behavior when most of your connection requests have been left pending for a long time or have been ignored. So it's best to clear them regularly.

In addition, blank and non-personalized connection requests can make some users click the "I don't know this person" button. If this number of people is high, you can have a restriction on your hands. Also, LinkedIn may ask you to provide a person's email to connect with them from that point forward. Needless to say, they will start to monitor your account as well.

The good news is that LinkedIn lifts most of these restrictions automatically within one week.

However, to avoid this to begin with, focus on building meaningful connections with individuals within your industry or network. Personalize your connection requests and include a brief message explaining why you'd like to connect. 

Furthermore, engage with their content or participate in relevant discussions to establish rapport before sending a connection request. 

7. You might've used unsafe LinkedIn automation tools.

It’s no secret that LinkedIn doesn’t like the automation of its platform. Some tools meet their guidelines, while some of them do not. So, one of the common reasons people experience restrictions is that they use the wrong LinkedIn tools that reveal bot-like behavior.

Yes, LinkedIn automation tools can help you scale your business if you are a sales professional, founder, agency owner, marketer, or recruiter. And yes, you can do so while keeping the restriction off your hands, having your LinkedIn account healthy, and respecting why LinkedIn was created - because of the authentic interaction. That said, we’ll help you choose the right tool. So keep on reading.

8. You failed to provide proof of your identity.

Identity violations typically occur when users fail to provide accurate information about themselves or misrepresent their identity. 

To avoid any potential violations, the information provided on your LinkedIn profile should accurately reflect your professional identity. It should contain, 

• Usage of your real name, 
• A professional profile picture, 
• The accurate details of your work experience and qualifications.

9. LinkedIn thinks your account is fake.

If LinkedIn suspects your account to be fake, it can immediately restrict your account. This often occurs when your profile information appears incomplete or inconsistent, or when your activity seems unnatural or automated. 

LinkedIn takes measures to ensure the authenticity of its user base. It also restricts accounts that raise red flags in terms of genuineness. 

To avoid being mistaken for a fake account, make sure your profile is complete and accurately represents your professional identity. Additionally, engage in meaningful interactions on the platform to demonstrate your real presence and value to the LinkedIn community. 

10. LinkedIn detected too many “Views” from your account.

When your account views profiles excessively within a short period, LinkedIn's security considers it spam. It ultimately leads to account restrictions. 

LinkedIn sees aggressive networking or rapid profile viewing as suspicious behavior. Thus, it results in restrictions to prevent further misuse of the platform.

Therefore, moderate your profile viewing activity and adopt a more organic approach to networking. Instead of mass viewing profiles, focus on connecting with relevant individuals and engaging with their content genuinely.

11. LinkedIn might've detected your activity from different countries.

The impact of accessing LinkedIn from multiple countries within short time frames can be huge in terms of account suspension. When your account shows inconsistent location patterns, it can send an alert to LinkedIn security.

To avoid this, align your LinkedIn location with your actual physical location. It reduces risks from international activity on the platform. If you frequently travel, updating your location accordingly can help maintain account integrity. Assign proxies matching the account's country if managing multiple accounts or accessing from different locations for security and compliance. It helps avoid the detection of simultaneous access from different regions.

4 proven steps to regain access to your LinkedIn account

#1 Step - Understand why it happened.

When you get your LinkedIn account restricted, you won’t be able to log into your account for several days. Furthermore, it often happens that LinkedIn doesn’t provide any explanation as to why they restricted your LinkedIn account. 

So, to understand the reason for getting a LinkedIn account restricted, read the reasons above, or LinkedIn Terms and Conditions and the User Agreement.

#2 Step - Follow the instructions on your account.

Sometimes, when your LinkedIn account is restricted, you will see a notification when you log in. Then LinkedIn will ask you to verify your identity by uploading images of your ID, front and back.

After you do it, someone will review your account. The process is sometimes quick and can last up to 48 hours. However, often, it can take up to 7 days for LinkedIn to respond. You’ll also get an email when LinkedIn lifts the restriction from your account. So, be patient.

#3 Step - Contact LinkedIn customer support.

If you get your LinkedIn account restricted, it is usually temporary, and restrictions are lifted quickly when you verify your identity. However, if there’s no option for you to verify identity, or your appeal has been pending for a long time the next step would be to reach out to the LinkedIn Support directly. You’ll probably need some identification documents to confirm your identity as well. 

Here is how to contact LinkedIn customer support:

• Writing them on X
• Contacting them here, through the contact form,
• Or use other ways to contact LinkedIn support.

In addition, here is what you should include in the appeal:

• Reasons why you need to get your account back; 
• Acknowledgment of the violation - it’s best to be honest (if you made a mistake); 
• Point out mistake on their part (if LinkedIn wrongly banned your account);
• Assure LinkedIn support that it won’t happen again.

#4 Step - Ask for help

You can also ask around for help in your network. If your connections raise a query and show support for your account, it will help you gain access to your LinkedIn account faster.

Show the real power of your network! 💪

You managed to get your LinkedIn account recovered? Follow these 6 dos & don’ts to avoid being banned again.

1. Know your limits on LinkedIn.

Even though LinkedIn wants you to use their platform, they want you to do it cleverly, as well. There are 5 types of direct interactions with users (if we exclude post likes and comments), and those are:

• Profile visits
• Following
• Connection requests
• Messages
• InMails

Each of these actions has a daily limit you need to follow if you don’t want to risk your profile’s safety. Also, these limits are higher for the premium account users and the old ones with a larger network.

Here are the limits that turned out to be the safest if you’ve been using LinkedIn for some time: 

• Profile visits: 80-120 per day
• Follows: 80-120 per day
• Connection requests: 40-60 per day
• Sending messages: 60-100 per day

If you haven’t, keep these limits even lower.

2. Withdraw your pending requests.

Keep your pending invitation request around 400 or 500 and remove those that are 4 weeks old. A higher number will get you on LinkedIn radar. Only, keep in mind that you won’t be able to send an invitation to that person in the next 3 weeks.

In order to cancel a LinkedIn invite, you can use a manual method. However, what makes your life easier in situations like these is using a sales engagement tool. For example, Skylead will send out invitations for you, and to keep it clean and safe. It will also automatically withdraw older ones, so you wouldn’t have to do it manually on your own.

3. Warm up your LinkedIn account.

Let's say your LinkedIn account is relatively new, or you've already got the restriction. The best approach would be to start with a few actions and build your way to the maximum limit. 

The thing is that if your LinkedIn account is new, and you start sending a large number of invites right away, LinkedIn will consider it suspicious activity.

Here is what you can do to prevent this:

• Send out as little as 10 connection invites or send 30 messages a day; 
• Slowly increase the activity numbers by 5-10 weekly;
• Avoid sending invites on weekends;
• Take a bit more time between performing actions;
• Don't connect with the 3rd-degree connection in the beginning;
• Remove all the pending connection requests if they are not accepted within a few days.

4. Always send friendly and personalized messages.

When connecting with the people you know, always be genuine and include a personal message. For instance, send a personalized invitation including the reason why that person might wish to connect with you. This way, you’ll avoid the label of an unknown person. 

If you need inspiration for connecting with new users, we have a lot of LinkedIn connection message templates that might help you. You can also throw in some delicious images or GIF personalization.

5. Don’t sell right away.

Don't try to sell immediately after connecting with the new users. It can only push them away and make them ignore you. Building a relationship and providing value with updates, articles, and messages is important before you try to close a deal.

6. Use the right LinkedIn automation tool.

To understand which LinkedIn automation tool to choose and keep you safe, let's first go over all types.

Extensions

Browser-based LinkedIn tools are extensions in your browser that rely on browser caching, making it much easier to detect. Other downsides of these tools are: 

• They do not offer dedicated IP, 
• Your PC has to be on to be able to run, 
• It automatically injects the code into LinkedIn, placing a big "I am using automation tool" target on your back.

Desktop apps

The second type of LinkedIn automation tools are desktop apps that don’t offer dedicated IP addresses. They don’t have the possibility of running Multiple Accounts, nor do they work in the background. Since it works through the web, it doesn’t inject code into LinkedIn, making it a bit safer than browser-based ones/extensions. 

Cloud-based tools

Cloud-based software is the best of them all because: 

• it is managed and processed thanks to a dedicated IP address that shields your activity on the internet (proxy); 
• All your data is on the internet; 
• They do not inject any code into LinkedIn;
• Advanced personalization;
• The software can run even when your computer is off; 
• Only cloud-based software can have Multiple Accounts and integrated inboxes.

Due to the above-mentioned, we advise using cloud-based tools because they work online, are much safer than extension-based tools, and are better than desktop apps.

For example, the excellent thing about Skylead, as one of the cloud-based tools, is that it’s entirely safe for use because of its location-based IP addresses. Skylead also has a human-like behavior (for example, clicking and scrolling as a human would do), making it undetectable and reliable.

That makes Skylead a FIVE STARS tool! Plus, it has a lot more features to offer.

The moral of the story: Some of the tools are riskier than others, and it’s not hard for LinkedIn to spot this kind of manipulation and get your LinkedIn account restricted, so choose wisely.

How to use LinkedIn automation tool carefree?

Considering your account's safety and features, we previously stated why Skylead is a perfect choice to outreach on autopilot. So, if you wish to connect with more people every week, here’s how Skylead can help you with that as well.

The thing is you can use free and paid LinkedIn InMails and emails to multichannel your outreach and connect with more people this way. What's best about these methods is that you don't risk getting your LinkedIn account restricted. Moreover, LinkedIn will love you for it as you will use their paid InMails.

How to create outreach campaign with Skylead

First, go to your campaign manager and choose the campaign type. Also, enter the lead URL source or import the CSV file.

Then, fill in the details regarding your campaign setting and move on to the Smart sequence.

From here, you can personalize messages and combine LinkedIn and email actions with if/else conditions to create a coherent outreach flow that Skylead will follow to reach your leads. 

To demonstrate an example, we've started with the Follow and Find & verify email steps. Next, we added the Invite to Connect step and the condition to check if Skylead manages to do so. If yes, Skylead can proceed to send a regular LinkedIn message and the follow-up.

However, if it doesn't manage to connect with leads, you can check if Skylead found the publicly available leads' business emails. If yes, Skylead can send them an email. If not, it can send them paid or free InMail.

When you finish creating a coherent outreach flow, hit Start Campaign, sit back and relax.

Frequently asked questions

What happens when your LinkedIn account is restricted?

When your LinkedIn account is restricted, you lose access to certain features or the entire account, depending on the severity of the issue. This can happen for violations of LinkedIn's policies or unusual activity. You'll typically receive a notification explaining the restriction and steps to resolve or appeal it.

Why was my LinkedIn account restricted from sending connection requests?

LinkedIn considers every excessive action, even sending connection requests, a cause for the restriction. If you got your LinkedIn account restricted because of this, wait a few hours, then try again. Also, make sure not to send a lot of connection requests without a note or with the same note.

What to do when LinkedIn account is restricted permanently?

If your LinkedIn account is permanently restricted, review LinkedIn's User Agreement and Community Policies to understand the violation. Next, appeal the decision by contacting LinkedIn support with an explanation to support your case. If the restriction wasn't lifted, create another account with the new email and carefully follow the rules.

Why is my LinkedIn asking for ID when my LinkedIn account is restricted?

LinkedIn may restrict your account and ask for ID due to unusual activity detected by LinkedIn's security systems. The ID requirement helps ensure the safety and integrity of its network by asking you to verify your identity so LinkedIn can prevent unauthorized access or fraudulent activities.

Why does LinkedIn restrict accounts?

LinkedIn restricts accounts for two reasons. Firstly, to keep the platform safe. Secondly, to create an organic and beneficial space for all its users. To achieve this, LinkedIn sets rules to show what is acceptable, what actions are suspicious, and what content is inappropriate. 

What to do if you get your LinkedIn account restricted for no reason?

If your account is mistakenly restricted, log into your LinkedIn account, follow the instructions from the notification, and submit your ID. After you do, support will review your account in 24-48 hours and lift the restriction. You’ll also get an email when LinkedIn lifts the restriction from your account.

You’ve got this!

Every social media platform, including LinkedIn, uses policies and rules when monitoring suspicious behavior to protect its users. So, getting your LinkedIn account restricted or ending up in LinkedIn jail due to these restrictions is serious business - especially for sales folks who use LinkedIn as their main LinkedIn prospecting and outreach tool.

But don’t stress; even if you get restricted, it’s not the end, and you can recover from it. Your LinkedIn account will be fine as long as you stick to the advice listed above.

Lastly, LinkedIn automation tools and cold email software can be very helpful with your business. Trust us, we’ve been using it since 2019. However, be careful of which one you use. Many tools are on the market, but the safest bet is to choose cloud-based solutions like our Skylead. If you wish to give it a go, start your 7-day free trial and schedule your onboarding call with one of our customer support representatives. 

If you ask yourself how to connect with someone on LinkedIn, you are in the right place. We will go over a couple of methods you can use to add someone to LinkedIn, including the LinkedIn App, so you can grow your network and prepare for LinkedIn lead generation. 

However, that is not all. Keep in mind that building your network is all about building relationships. Thus, we will mention what you need to do before adding connections. Moreover, we will get into the core of what is truly important for a successful professional relationship and, therefore, a successful business.

How to connect with someone on LinkedIn?

Building your network is not just about having a large connection number. It is about establishing relationships, getting in touch with the people from your industry, sharing experiences, and growing your business. 

Furthermore, 80% of professionals found networking crucial for career success*. For example, salespeople and hiring managers proved this by finding their perfect leads and ideal candidates while growing their network. And with the rise of social selling and word-of-mouth recommendations, networking on LinkedIn really did become essential for professionals in today's world. 

So to take full advantage of networking, let’s start from the beginning - how to connect with someone on LinkedIn.

8 ways to connect with someone on LinkedIn 

To connect with someone on LinkedIn via your PC, you can use one of these ways:

1. Add connections when creating your LinkedIn account
2. Send a connection request via their profile
3. Connect on LinkedIn via the “People Also Viewed” section
4. Send invites to people from Search Results 
5. From the “People You May Know” section
6. Use the “More Suggestions For You” Section
7. Connecting with people from events page
8. Asking other network members

Add connections when creating your LinkedIn account

First, when you create your LinkedIn account, you can add connections you might know in real life. LinkedIn recommends them from the school you chose as your education or from the company you set to work in.

In addition, you should know that if you add people to your network using this option, you will not be able to write a personalized note. In other words, when you click the + button, the people you sent the invite to, will only get the following LinkedIn’s general message:

Send a connection request via their profile 

The easiest way to connect with someone after browsing through their profile on the desktop is to get back to the top of their LinkedIn profile and hit the Connect button. 

If you plan to connect with someone on a LinkedIn app, the process is similar to desktop. The slight difference is that you need to go to the More Options button and click Personalize Invite. Otherwise, if you click the Connect button only, your invite will be sent automatically, and you won’t be able to personalize it.

Sometimes you will notice that a LinkedIn user doesn’t have an immediate Connect button on their profile. This can happen because of two reasons:

• The user either has their creator mode on;
• Or they set the Follow button as primary via their Settings & Privacy page. 

So you would need to click the More button and then Connect option from the drop-down menu. In addition, this is how to connect on LinkedIn with your favorite creators.

Here is what it looks like in the LinkedIn app. Click on the ··· button and choose if you wish to send a blank or a personalized invite. 

Next, if this person is your 2nd-degree connection, you will have the option to type in the personalized message and let it be on its merry way. 

To clarify, you need to write a personalized message to increase the chances of the user accepting your invite. However, there are other reasons, as well.

Message personalization

Firstly, we wish to build our network by building true relationships. Secondly, we want to decrease the chances of people ignoring, declining, and checking the “I don’t know this person” box. Too many refusals can result in LinkedIn account restriction, as this will be one of many signals for LinkedIn that you might be a spammer. 

If, however, you wish to add a 3rd+ degree connection, you will first need to answer LinkedIn's question about how you know this person.

Should you say you don’t know them, you will see the following alert.

If you have a LinkedIn Premium subscription, you will be able to send a message but you will use up one LinkedIn InMail credit. 

Otherwise, you won’t be able to send messages. Instead, you can only write a note for your connection invite.

Connect on LinkedIn via “People Also Viewed” section

While we are still on the user’s profile, let’s show you another way how you can connect with someone on LinkedIn. If you look at the right end of the screen, you will notice the People also viewed section. 

LinkedIn will recommend other people you can add to your network based on the user’s profile you are currently viewing. So, all you need to do is to either connect straight from there or visit that person’s profile to decide if you wish to connect with them on LinkedIn or not.

Send invites to people from search results 

If you wonder how to connect with someone on LinkedIn without going through their profile, you can do so using a couple of ways. The first one is to do the "LinkedIn prospecting" of your own and add a connection from the Search Results Page. Simply click the Connect button right to their profile information.

Here is how to connect with someone on LinkedIn via search results within the LinkedIn app. Only be aware that this way, you won’t be able to personalize your message.

How to connect with someone on LinkedIn via network page

To send someone a connection request, you can also go to the My Network section at the top of the page. 

Once you do, you will see the list of pending invitations and options to manage your network. From here, If you scroll down a bit, you will have two ways on how to connect with someone on LinkedIn.

How to connect on LinkedIn from “People You May Know” section

After you pass Follow suggestions, LinkedIn will present users who have similar roles as yourself and offer you to add them. Simply find the People You May Know With Similar Roles section, browse through and add a few connections by clicking the Connect button below their name. 

In addition, you should know that you won’t be able to personalize invites if you send them through this method. So, to personalize your invite messages, it’s best to go to that person’s profile and connect from there. 

Use “More Suggestions For You” section to connect with someone on LinkedIn

If you scroll down a bit more, past the Groups you may be interested in, LinkedIn will surprise you with another suggestion section. In this case, LinkedIn will present the list of people you can add based on shared connections, mutual company, industry, or, again, job roles. Just be aware that this method does not support personalized invites as well. 

Add people who joined certain events

This is a nifty way on how to connect with someone on LinkedIn from the same event you attended and mingle. Simply go to the event’s page, and join by clicking the Attend button. Once you do, look at the right side of the screen and search for the Networking option.

Lastly, browse the people who attended the event. When you find the one you wish to add to your network, click the ··· button and then Connect.

And here is how to connect with someone on LinkedIn using the LinkedIn app. 

Asking other network members

Last, but not least, you can always ask other members of your network if they know anyone from your line of work or industry or if they can introduce you to someone. This is a nice way to get an introduction and connect with other people you otherwise cannot reach. 

Moreover, if you are a recruiter or salesperson, this is a nifty way to get to your lead or find an ideal candidate you’d probably miss.

4 things to do before connecting with someone on LinkedIn

1. Set up your LinkedIn profile

Imagine a scenario where you get a connection request from a user with no profile, LinkedIn headline, or displayed experience to learn more about them and what they do. You wouldn’t accept that request, would you? Thus one of the first things you should do is pump up your LinkedIn profile and allow people you don’t know in real life to get to know you. 

2. Craft your message carefully

Remember when we said you need to personalize your message to increase the acceptance rate and build your network more efficiently? Well, by structuring your message carefully, you can.

If you are sending the message to a person you don’t know in real life, firstly look them up and personalize your message accordingly. For example, you can research the content they created, what their occupation is, or what company they work in. 

Apart from personalization, here are other things you should consider when creating your invite message:

• Clearly state why you want to connect with them;
• Write a compelling copy to catch their attention;
• Include a hook or call-to-action so you can continue the conversation once you are connected;
• Introduce yourself;
• Be polite and professional. 

So, for example, you can try emphasizing your mutual connection:

Hi {{firstName}},

I noticed that {{Mutual Connection Name}} is in your network. We worked together at {{Company}}. Nevertheless, as we both work as {{Occupation}} I would love to have you in my network.

Or you can target their expertise and reach them out like this:

Hello {{firstName}},

Love the work you are doing. I followed your advice regarding {{Topic}} that you shared here, on LinkedIn, and it brought me {{Achieved Results}}. I would love to connect!

We have complete blog posts on connection request message templates and using personalization to scale up your business, so be sure to check them out. 

3. Prepare to engage

After connecting with someone, it is essential to maintain and build a relationship. Thus, keep engaging with the people on LinkedIn via post engagements, an endorsement, or an occasional message. This can nourish your relationship and can lead to future opportunities.

4. Connect with someone you know first

As we mentioned previously, once you create your profile, LinkedIn will suggest contacts you might know so you can add them first. Thus, it’s better to strengthen your network with your known contacts rather than trying to add unknown people from the beginning. Try finding your coworkers, classmates, or simply your friends.

Is there a solution to send the connection invites for me?

If you plan to use LinkedIn for sales or recruiting and don’t have time to do the outreach, build your network, and personalize messages on a large scale, then meet Skylead, a LinkedIn Automation & Cold Email Software that does the outreach for you. 

Let’s dive into the tool itself. We previously explained how to contact people who attended certain events. Thus, here is how Skylead can do it instead of you.

Go to the desired event, and attend it. Once you do, click the Attendees option.

Then copy the attendees search result URL.

Next, go to your Skylead Campaign creator, choose the campaign source, give your campaign a name and paste the URL in the LinkedIn URL field. Don’t forget to select the Connection type.

Go to the next step and choose the Collect Contact Info if you wish to. This is a nifty option as Skylead will scrape all publicly available data such as your lead’s email, phone number, or website. Once you finish with setting up additional campaign settings click next.

Now we are at the Smart Sequence page. From here, you can drag and drop desired actions you wish Skylead to perform. 

We will start with the steps such as Follow, Find & Verify Business Email and invite them to connect. Next, we will personalize the invite message via Skylead's variables. 

Furthermore, you’d be surprised to hear that Skylead not only sends connection invites but continues to outreach your target audience and perform other actions for you. For example, if the person accepted the invite and didn’t respond to your message, you can instruct Skylead to send a follow-up. 

On the other hand, if, after a couple of days, the person doesn't accept the invite, you can check if Skylead found their email address and send them an email to multichannel your outreach. 

All you need to do on your end is to determine the steps in the Smart Sequence, and Skylead will do it for you.

Once you set all the sequence steps, click Start Campaign, and Skylead will start to outreach your audience.

In conclusion

There are many ways you can add a person to your LinkedIn network. However, there are only 3 ways to maintain and create a strong network: politeness, honesty, and consistency in building relationships. So, to sum up…

And don’t forget about the top things to do before adding someone to your network:

• Set up your LinkedIn profile;
• Craft your message carefully;
• Prepare to engage;
• Connect with someone you know first.

And if you find yourself with no time to build your network, or you simply wish to find a solution that will do it all for you, then try out Skylead, a sales engagement tool that thinks for you.

See Skylead in action! Start your 7-day Free Trial now.

Webhook? Say what?

CRM software became an essential part of the sales workflow. However, with many benefits to count for, using CRM alone simply won’t be enough if you wish to optimize your sales process. 

That’s where Skylead comes in - the #1 LinkedIn Automation & Cold Email Software that helps you streamline your LinkedIn prospecting, LinkedIn lead generation and outreach efforts so you can focus entirely on closing more deals.

Only is it possible to integrate your CRM with Skylead and use them together? Why yes. Yes, it is. 

Thus, in this article, we will show you the process of Skylead and CRM integration using webhooks, what data it can send to your CRM, actions you can create and how to set them up.

What is a CRM integration?

CRM integration stands for connecting a CRM with third-party systems, such as sales tools. In other words, by linking your CRM with the other tools, you allow these systems to exchange or transfer data effortlessly. As a result, you will automate and slightly change the sales process. Consequently, this will make your CRM more functional and operational. 

By integrating CRM, you will experience multiple benefits. Firstly, you don’t need to navigate between the tools to find the information, as you have all the information you need in one place. Secondly, CRM integration optimizes your productivity by minimizing the time and the need to navigate between the applications. And lastly, it reduces data duplication, making your workflow cleaner. 

There are two ways of CRM integration:

• Via Webhooks - triggered by the event;
• Via Open API - native integration, triggered by request.

However, not every integration can be native, as sometimes you will not have API access to your CRM. Thus in this article, we will focus on webhooks as they are a bit easier way to push your data into the CRM rather than using API.

If you haven’t already, check out our "10 best CRM software for the sales" list.

What is a webhook?

A webhook is a type of API that automatically sends the data from one application to another. It is commonly known as HTTP push API, lightweight API, or HTTP callback. Webhook serves as a tool to push data when you do not have the possibility of native integration - aka API. 

To clarify, let's go over a couple of main differences between a webhook and an API. 

Firstly, the API allows two-way communication between the applications. On the other hand, a webhook is a one-way street, meaning it will send the data only one way.

Also, API is request-based. In other words, one application requests from another to receive a response. However, a webhook will trigger and send the data automatically only when a specific event happens. 

Lastly, API allows you to send and receive a large amount of data. Contrary to API, webhook will extract and send a small portion of real-time data. 

Here is an example: 

Let’s say you wish to automatically create a deal in your CRM when a lead replies to your cold outreach. Instead of CRM asking Skylead if a lead replied all the time, it would be much easier for Skylead to send the data once such an event occurs.

So instead of CRM constantly requesting data from Skylead and spending resources, it can chill out and wait for Skylead to push that information via webhook.

Still, both have their advantages and disadvantages. Nonetheless, since API spends more resources and it is more complicated to use, webhooks are regarded as a more suitable solution for real-time data transfer. 

CRM integration with Skylead

Imagine you ran a cold outreach campaign with 1K contacts. In addition, you wish to single out those interested and make a deal in your CRM. How would you do it? Well, manually, and you would spend a ton of time. Not anymore. Let’s get you set up, so the webhook sends this data automatically.

What data can you push from Skylead to a CRM?

Before setting up your webhooks, you should know what data you can actually send to your CRM from Skylead. To clarify, here is the list:

• Business Email;
• Personal Email (which Skylead discovers);
• Full Name;
• Profile Picture;
• Occupation;
• First Name;
• Country;
• Current Company;
• Years In Current Company;
• Total Career Positions Count;
• Total Years In Career;
• College Name;
• Phone;
• Twitter;
• Website;
• Last Name;
• LinkedIn's Public Identifier - last part of the LinkedIn URL;
• Label Tag In Smart Inbox (labels you can use in Skylead’s chat);
• Conversation Text;
• Skylead’s Campaign Name;
• Last Step Execution Date;
• Lead ID From Skylead;
• Lead’s Status In The Skylead Campaign (ex. discovered, replied, connected not replied, etc.);
• LinkedIn Profile URL;
• Conversation Thread URL part.

In addition, you can use part of this data as variables to increase your cold outreach personalization with Skylead. Now, let’s jump to webhook creation.

How to create a webhook? 

You can create a webhook in many ways. However, keep in mind that you will need to pay an additional subscription to some webhook providers. Unless you wish to program it by yourself, that is. Thus we will take Zapier as a webhook provider as an example.
Go to the Zapier and click the “Create Zap” button in the sidebar.

For the trigger, choose the Webhook option.

Under the Trigger Event, select “Catch Hook” and the “Continue” buttons.

Now, Zapier has created a custom Webhook URL for you to send the data. Copy it to the clipboard.

Please don’t close this window yet, as we will be back here shortly.

Webhook setup in Skylead

Open the Skylead dashboard and go to the Webhooks page.

Once there, go ahead, and click on the “Create New Webhook” button at the top right of the page.

Here is where it gets interesting. Skylead will ask you what type of event you wish to occur so Skylead can send the data to your CRM. Skylead supports the following events.

Here is what they mean:

• When contact is invited to connect - the webhook will send the data after every single invite to connect is sent.

• When a contact accepts the connection - the webhook will be triggered when the lead accepts the invitation.

• When a contact replies - the webhook will only fire when you receive the first message from your lead. This message is usually a reply to your invite to connect.

• When a message is received from the contact - each time you receive a message from the contact, the webhook will be triggered.

• Sent all connection requests - at the end of the cycle, after all the connection requests have been sent out to targeted leads, the webhook will send out the data.

• When a label is added - This refers to the labels you have available in Skylead’s smart inbox. As soon as you label a conversation with a certain tag, the webhook will fire.
  

The most useful events to send data to CRM are When a contact replies or When a label is added. This way, you will send data to your CRM with already warmed-up leads.

Webhook setup example

So, say, for example, you wish to create a deal in your CRM when a contact replies. Thus we will choose this option. Also, be sure to paste the Webhook URL in the "Callback URL" field, and don’t forget to test it.

In addition, you can create a webhook for your active Skylead campaigns by choosing Global Webhook. This way, you create the webhook for all past, present and future campaigns, so you don’t have to create new webhooks all over again. Or, if you wish for a webhook to fire only for some active campaigns, choose Let me select individual campaigns.

Once you have everything set up, click the Submit button.

Test your webhook trigger

After you’ve done your work in Skylead, you need to go back to the Zapier to finish the set-up there. To test your trigger, click the Continue button. Next, go ahead and click the Test trigger button. 

In addition, if the test ends up unsuccessful, you need to copy and paste the Webhook URL again in Skylead. But if you copied right, to begin with, everything should be good.

Once your test goes through, you will see all the information that Skylead can collect. Here is an example of a successful trigger test.

Creating actions in your CRM

Let's move on. To get to the Action stage click the + button. 

Here you can choose the tool where you want to send your information. In other words, choose your CRM of choice. For example, we will use Pipedrive.

Now, to make a deal, you can first set an action to create an organization and person page in your CRM. To clarify, this will help you link them to the deal and add more information on each. 

Here is what an example lead page looks like in Pipedrive.

Create an organization page in CRM

Let's start with an organization. For an Action Event, pick Create Organization. 

Then, click the Continue button and choose your CRM account. If your account is not listed there, you need to link it to Zapier first, using the +Connect a new account button.

Now, to set up action details. In the Name column, select Current Company under Catch a Hook. Please don’t worry about the name next to the current company. This is just a name drawn from your webhook test. To clarify, this serves as a parameter for any future data that will be sent to your CRM.

Secondly, if you wish to assign this company to a user from your CRM, select their account under Owner. 

Furthermore, if you want to label the company in your CRM, you can do so by inserting the label option. After you’ve done it, click on the continue button and perform a test again.

Once you finish the test, go to your CRM and check under Organization, and you will see your test organization there.

Crafting a person page in CRM

Similar to the previous step, you need to choose your CRM and click the Create Person button.

Now define the specifics of your Person page. For the name, choose the first name and/or the last name under the Catch hook from the menu. Secondly, choose the business or personal email address that the webhook caught. To clarify, if you use the Email Discovery feature in Skylead, then webhook will certainly pick this information up, and you will be able to send it to your CRM.

In addition, you can set your CRM label, who of your colleagues should be an owner, or see the Person page and access it.

On the flip side, choosing an organization field is a bit different.

Since you need your Person and Organization page inter-linked in your CRM, you need to click Custom from the menu for this step. Then navigate to find the ID of the previous step under Create Organization in the Pipedrive. This way, the pages will be linked as soon as they are created. In other words, when Skylead sends data to your CRM via webhook.

Now, go ahead and test this action. Then, go to your CRM and find that lead’s page. Here is what a newly created lead page looks like in Pipedrive after we’ve tested the action.

Deal creation

The time has finally come to create a Deal for your CRM. Once again, go through picking your CRM from the drop-down menu. Then, choose to Create Deal from Action event.

Firstly, you can choose the title to contain either a person’s name or company. Secondly, you can define the creation date by selecting the Last step executed parameter under the Catch hook.

Moving on, define the status, stage, and other values you find relevant to you. However, be aware of Organization and Person fields. Once again, you would need to link a Deal with your previous step. Thus choose Custom from the menu, and navigate to find ID both for organization and person. 

In addition, you can fill in other fields, as well. These fields are optional and entirely dependant on your business needs.

Now, you are done! The only thing left to do is to test it and see how it looks in your CRM. Voila!

Creating additional actions

If you wish to use webhooks to their fullest, you can try out different actions, apart from creating deals, companies, and persons. Here are a couple of additional actions that you can explore and test. 

Note creation

If you wish to pin a specific note to your person page in the CRM automatically, you can choose to create one in your CRM via webhook. For example, let’s say you wish to add a generic note to call every person in 20 days. Here is what the setup should look like.

Firstly, click the + button using the existing webhook flow, and select the CRM of choice. Then under Action select Create Note. 

in the Content field, specify what the note should contain. Secondly, to link it to a specific deal, person, and organization, choose their IDs from previous steps accordingly. 

Lastly, test the action, and go back to your CRM. You will notice that your note appeared on a specific person's page, as it should. 

Update deal

This option is nifty if, for example, you wish to fire a webhook and update a deal in your CRM if you change the lead’s label in Skylead.

Here is how it should go. First, go to Skylead, and under Setup a Webhook, choose When a label is added option. Then, choose a global webhook or specific campaigns, and proceed to test it. After that, continue with creating a webhook as mentioned above.

To update the deal, first, you need to create a webhook in Zapier, as we did before. Then create a Find deal in Pipedrive action.

To clarify, here is what your setup could look like.

Then go ahead and test it. If the test was successful, it means the specific organization has been found. Next, create an Update deal in Pipedrive action.

Here is how the setup of the Update deal should look like.

Now, go ahead and test it again. If successful, go to your CRM. You will notice that the deal has moved to the stage you set.

In summary

From now on, the sky's the limit. Webhooks may be terrifying at first, but once you get to use the first one, every other one gets easier. Luckily webhook providers, like Zapier, are user-friendly and give you a lot of room to experiment and use different options to soothe your business needs. Luckily, there are many options to choose from and play with.

Keep in mind that depending on your CRM and subscription plan, you will have more or fewer options of which data you can automatically import. But we hope this gives you a good understanding of how you can use Skylead or any other tool with your CRM.

Well, that is all, folks. Be sure to give us some love - join our community group, follow our YouTube channel or keep an eye out for our blog page - we publish blog posts every week. And if you are a fresh face to Skylead or have not started using it yet, it would be nice to have a chat. So, come and say hi using the chat on our website. Or, try out Skylead directly by signing up for a 7-day Free Trial.

CRM software and tools are definitely here to stay. There is no doubt that, with the global CRM market growth projection of $128.97 billion worth in 2028, the substantial popularity of the best CRM software is yet to come. 

And with the reason. Firstly, CRM offers a wide range of benefits, including centralized data and automation of tedious sales processes. Above all, a well-implemented CRM software can reach ROI up to $45 for each $1 spent. 

We all wish to jump on this train. And some of us already did. But in the sea of CRM software, how would you know which one is the best for you? Whether you are starting out or considering changing your CRM software, we’ve got your back.

Therefore, in this article we will cover some of the best CRM software, why they are the best, and how to integrate them with other tools.

Furthermore, we will cover what CRM software is, if you need it and if you should buy it. Let’s get to it!

What is CRM?

Customer Relation Management, aka CRM software, is a tool that helps companies collect, organize and manage data and streamline processes related to customers’ lifecycle. 

In other words, sales terms, CRM software helps teams visualize their pipeline and organize or perform tasks related to the buyer journey. Furthermore, it pinpoints the location of specific prospects in the sales funnel, their status, the next activity the sales team needs to perform, and potential value. 

CRM software substitutes various spreadsheets and documents companies use to keep up with prospects’ or customers’ data. It stores all information in one place - such as messages, meetings, pain points, buyer persona type, and, in some cases, calls with customers - everything you need to know about specific leads to help you build a relationship and close deals. Lastly, CRM software shows how effective your sales strategy is and if something in your process needs improvement.

Customer-wise, CRM software provides information about each customer, their history, and any pending tasks related to nurturing and upselling. 

Why is CRM one of the most valuable assets a company can acquire?

Why CRM? To clarify, let’s check out a couple of statistics first: 

59% of companies tested say that CRM helped them improve Customer Retention and Satisfaction Rate by 47% and reduce lead costs by 27%. (FounderJar)

According to Salesforce, 81% of sales representatives emphasize the importance of having a view of data across the complete customer journey.

97% of sales professionals tested think that technology and CRM software are either essential or crucial for business. (LinkedIn)

Looking at the previous statistics and many more across the internet, CRM software is an essential tool for sales teams, and for good reason. To clarify, they are not just any tool on the market - they make building the relationship and social selling easier tasks and help the sales team be more customer-oriented - which is the core point of today’s sales. 

Best CRM software can…

1. Centralize and label your data

CRM keeps track of all leads’ data. In other words, CRM’s centralized storage offers salespeople all the information on every individual prospect or customer at hand so they can build relationships and close deals faster. 

In addition, since the prospect base can be distinct, the best CRM software also labels and sections your customer data. To clarify, you as a salesperson must know at any given time where your prospects are in the pipeline, on what note you ended the conversation, are they warmed up, or what is the next step towards closing the deal. CRM software does this for you by analyzing and labeling existing data in the system with various parameters you set. Therefore, you can be more customer-oriented by creating different messages depending on the buyer lifecycle and more personalized outreach.

2. Automate the process

With almost every piece of data being actionable, the best CRM software can automate some tedious parts of the process for salespeople, so they can focus on nurturing prospects through the pipeline. For example, appointment scheduling, assigning leads to different sales reps, or updating and importing the prospects’ data. 

3. Offer analytics to close more deals and increase customer satisfaction

We can’t stress enough how important it is to conduct data analysis. Luckily, creators of the best CRM software out there share our opinion. Hence, every CRM has an analytics or reports page to help sales teams make data-driven decisions. 

In other words, CRM can help you see how many deals you won or lost, what tactic you used, deal value, and much more. Thanks to this, salespeople can adjust their approach, close more deals and improve customer satisfaction and retention.

4. Remind salespeople of pending tasks 

Sometimes we as people, amongst other work, forget to write a follow-up email or two, or simply a meeting slips out of our mind. It happens. However, forgetting such tasks can cause a lost prospect or a customer. However, CRM software offers a solution to this problem, and it is an option to alert you of actions needed for every customer in the pipeline to make sure these mistakes never happen. 

To buy CRM software or to create a spreadsheet? That is the question.

Our experience says to buy. CRM software offers many useful features that you can use to streamline and automate processes and save you much more time than the spreadsheet one.

However, if you are just starting out, perhaps you don’t have the necessary budget or have a small company, you might want to consider creating a CRM in a spreadsheet for yourself. It can help you understand how CRMs work and how your business can benefit from them. 

Additional tip: If you want to level up but are not ready to pay for the CRM itself, try out some CRM software with free plans, such as Bitrix24, Really Simple Systems, or EngageBay.

Nevertheless, if you or the company scales up, do not dwell on these spreadsheets or free plans (unless you want to), as you might miss out on the amazing features that some of the best CRM software have.

In case you wish to buy CRM software, here are the ten best CRM software currently on the market (people’s choice).

10 best CRM software for sales

CRM software is an essential tool for every sales team. However, as prospects differ, so do the salespeople. In other words, not every CRM suits every business's needs. So, how would you know which one is the best for your business needs?

Thus we present you with the top 10 list of highest-rated, best CRM software for the sales team from various listing websites. For this article, we are going to calculate the current average rating from the most popular review sites:

• G2 
• Capterra
• Software Advice
• GetApp
• Software Suggest

Furthermore, we will list who they are most suited for, advantages, disadvantages, pricing, and additional information to help you find the best CRM software for you. Let’s get started.

Salesmate - Best CRM software for cold calling

This CRM software is great for small and medium businesses who are cold calling. In addition, Salesmate has a relatively easy-to-use interface and quick access to the features you require.

Salesmate can be integrated with Gmail or Outlook. Furthermore, each sales member can centralize prospect data, including email messages, and share them with other team parties. 

Salesmate also offers reports that enable business owners and managers to track sales reps’ productivity and achievements. Team leads can also listen to calls by using the call recording option.

Advantages:

Salesmate has an option to generate tasks for you automatically. If, for example, someone fills a form on your website, that lead can directly go into Salesmate, and it automatically creates the task to follow up with that lead. 

Secondly, there are calling and texting features so the sales reps can contact leads. Thus, it eliminates the need for adding other tools and saves budget, in a way. 

Disadvantages:

A couple of reviewers reported a periodical system lagging. Furthermore, since every text message and call minutes have an additional price, the amount billed each month increases by that sum. This can be a problem for some users, as the amount can escalate if not properly and regularly managed. 

Price: 

• Starter: $15 per user / month or $144 billed annually
• Growth: $30 per user / month or $288 billed annually
• Boost: $50 per user / month or $480 billed annually

Listings rating: ⭐ 4.64

HubSpot CRM - Best CRM software for teams that are developing

There is no doubt that HubSpot surprised everyone with free access to the CRM software. However, the free version does come with its limitations. 

In a free account, you get:

• Contact management
• Deal pipeline
• Quotes
• Meeting scheduling
• Live chat
• Reporting dashboard

If you wish for anything else, you need to upgrade to a paid version. 

HubSpot CRM is perfect for individuals or companies that are just getting started with CRM software. Furthermore, it is useful for other medium-sized businesses that outgrew that phase.

Advantages:

HubSpot overall offers various nifty features, including sales playbooks, sequences, workflow automation, and reporting. In addition, this CRM can process up to 1,000,000 contacts and users for free and offers unlimited storage. Their Starters pricing plan is pretty fair and is somewhat beginners friendly, as opposed to other CRMs on the market. 

Disadvantages:

If you wish for additional features, pricing for professional and enterprise packages is pretty steep. Furthermore, it does not directly support Dynamics 365, and pipeline and managing deals are not that intuitive. 

Pricing: 

• Starter: $50 per 2 users / month or $540 yearly
• Professional: $500 per 5 users / month or $5400 yearly
• Enterprise: $1200 per 10 users / month, billed yearly

Listings rating: ⭐4.504

Salesforce Sales Cloud - Best CRM software for sales experts 

This is a complex and useful CRM that allows sales professionals to manage and build relationships with their prospects and customers. Salesforce Sales Cloud helps you optimize your workload, maximize your budget, and offers real-time data all in your favor so you can close more deals. 

This CRM is not for beginners. In other words, they offer features galore that can be useful to sales experts already using CRMs for a couple of years, but if you are a beginner, you might want to test out and use other systems for a while before jumping to Salesforce. 

Advantages:

Salesforce’s various and unique features are actually its advantage. Furthermore, they offer mobile app for Android and iOS to let you do the work on the go. 

Salesforce also possesses the visual workflow drag-and-drop feature and lets you create, do and change tasks fast. In addition, Salesforce Sales cloud integrated with Slack so you can engage with prospects and customers in real time. 

Disadvantages:

Salesforce is not beginner friendly and it is billed annually.

Pricing:

• Essential: $25 per user / month, billed annually
• Professional:: $75 per user / month, billed annually
• Enterprise: $150 user/month, billed annually
• Unlimited: $300 per user / month, billed annually

Listings rating: ⭐4.5

Zoho CRM - Best CRM software companies interested in contact and pipeline management only

The core functionality of Zoho’s CRM is contact management, pipeline management, and purchase control. Its dashboard is customizable, and it allows users to brand it according to their business brand. 

Advantages: 

One of Zoho's biggest advantages is that it allows you to reach people who use Twitter and Facebook. Furthermore, Zoho CRM tracks their actions and categorizes them as contacts so you can connect with them. 

Disadvantages:

Zoho is a kind of CRM with mixed feelings - its interface is a bit outdated, it doesn't work well with extensive outreach, features are sometimes not communicating between each other, and billing annually are perhaps the reasons why Zoho is so low on the list. 

Pricing: 

• Free Edition: Free up to 3 Users.
• Standard Edition: 20€ per user / month or 14€ per user / month but paid annually  
• Professional Edition: 35€ per user / month or 23€ per user / month but paid annually
• Enterprise Edition: 50€ per user / month or 40€ per user / month but paid annually
• Ultimate Edition: 65€ per user / month or 52€ per user / month but paid annually

Listings rating: ⭐4.292

Monday Sales CRM - Best CRM software for workflow

Before, Monday was a project management software, but now with its product development, it is much more. Now-developed Monday Sale is CRM software that centralizes your entire workflow and customer data. It allows tracking every aspect of the sales cycle, from lead generation to after-sale customer nurturing.

This CRM is best for small and medium-size businesses, and it is completely customizable.

Advantages: 

Monday offers various templates that you can use for your workflow. In addition, the Monday.com dashboard is clean and straight-to-the-point, so you can easily spot any issues in your sales cycle.

Disadvantages:

Their pricing plan is confusing since they require a minimum of 3 seats, and you cannot use it as an individual (you can, but you need to pay for 3 seats). Furthermore, Monday Sell has issues with tablet and mobile device apps, and workflow automation needs additional manual work.

Pricing:

• Individual: $0 free forever (up to 2 seats), billed annually 
• Basic: $8 / seat / month (3 seats minimum), billed annually 
• Standard: $10 seat / month (3 seats minimum), billed annually 
• Pro: $16 seat / month (3 seats minimum), billed annually 
• Enterprise: Contact Monday.com for a custom quote

Listings rating: ⭐ 4.675

Zendesk Sell - Best CRM software on a budget

Formerly Base, Zendesk Sell is a CRM software perfect for small and medium-sized businesses. It provides access to all channels the sales team uses for communication including SMS, voice calls, and emails. 

With Zendesk Sell, it is pretty easy to gain a full insight into the specific lead, thanks to features such as funnel tracking, customizable lists, templates, and conversion rate tracking. 

Advantages:

One of the best features Zendesk Sell has is a calendar-reminder system. In addition, Zendesk Sell can be linked with Microsoft Office and possesses one tool that automatically detects duplicate leads and task sequencing.

Disadvantages:

Zendesk users reported problems such as slow loading time, mistakes in automated data entry, and issues with customer support. In addition, subscriptions are billed annually, and users need to pay more for certain features.

Pricing:

• Starter: $19 per user / month, billed annually 
• Professional: $49 per user / month, billed annually 
• Enterprise: $99 per user / month, billed annually 

Listings rating: ⭐4.216

Copper - Best CRM software if you use Google Workspace

This is a CRM software with the main emphasis on Google Workspace. It has a well-designed UX/UI. What’s interesting about this CRM is that it contains in-app voice transcription, allowing you to take bullet points from the call right away.

Like other CRMs, Copper offers detailed reports and suggests improvements in workflow, while alerts keep you focused on the most important tasks. Furthermore, Copper is a nice CRM if you are a beginner or if you wish to change your current CRM.

Advantages:

The main advantage is that Copper integrates completely with Google Workspace - Gmail, Google Docs, and Google Sheets. In addition, the onboarding process is seamless and the system itself is simple to use.

Disadvantages:

Firstly, you are not able to attach files to emails you send in Copper. Secondly, workflow automation is a bit confusing since Copper uses rule-based workflow automation, and it may be time-consuming at first. Furthermore, another thing you might need to spend time with is filtering and extracting data.

Lastly, there is a lack of flexibility outside Google Workspace. To clarify, companies that use different email providers will not be able to integrate them with Copper. 

Pricing:

• Basic: $29 per user / month or $300 annually
• Professional: $69 per user / month $708 annually
• Business: $129 per user / month (with annual commitment) $1.428 annually

Listings rating: ⭐4.53

Pipedrive - Best CRM software for multiple pipelines and customization

CRM software, Pipedrive, handles all the essential sales CRM features. It is intuitive, and you can easily separate priority deals and create different strategies for each lead. 

Advantages:

Firstly, Pipedrive lets you build multiple sales pipelines and customize stages which are great for sales reps or team leads who manage various pipelines at once. 

Secondly, Pipedrive’s star feature is that you can create web forms and LeadBooster chatbot, a custom chatbot to pop up next to a webform. Pipedrive then automates the process and puts lead directly into your pipeline. 

In addition, Pipedrive’s powerful AI understands leads’ behavioral patterns and can give you hints on how to close deals with them. 

Disadvantages: 

Pipedrive can’t send a follow-up message or birthday greetings based on a date at this moment in time. In addition, users noticed some lagging issues and poor mobile app experience. Lastly, customizable reports are not available.

Pricing:

• Essential: $15 per user/month or $12.50 per user / monthly billed annually
• Advanced: $29 per user/month or $ 24.90 per user / monthly billed annually
• Professional: $59 per user/month or $49.90 per user / monthly billed annually
• Enterprise: $119 per user/month or $99 per user / monthly billed annually

Listings rating: ⭐4.446

Salesflare - Best CRM software (people’s choice)

The best CRM software on our list is Salesflare. It is a CRM software primarily for startups and small businesses, but many agencies and enterprises use it. Salesflare is intuitive and easy to use and can be integrated with more than 400 other productivity tools like Trello, thanks to Zapier.

Salesflare offers automation features, such as an automated address book, timelines, file repository, and sending emails based on triggers. It can also provide task suggestions automatically. 

Advantages:

The good thing about Salesflare is that they provide dedicated support no matter the plan you choose. In addition, for all technical advice, you can even talk to developers. 

Furthermore, they have a mobile app, various team access levels, and a great data gathering system. Lastly, Salesflare will automatically log phone calls or meetings, and gather contact information from email signatures, and even social media profiles.

Disadvantages:

Fortunately, there aren't many disadvantages when we talk about Salesflare - the users seem pretty content. There are, however, a couple of suggestions from them: it would be nice to have email drip functionality, and email reporting needs improvement.

Pricing:

• Growth: $29 per user / month (billed annually) or $35 billed monthly
• Pro: $49 per user / month (billed annually) or $55 billed monthly
• Enterprise: $99 per user / month (billed annually) or contact their support for custom plan

Listings rating: ⭐ 4.73

EngageBay - Best CRM software for enticing your sales team

Cloud-based CRM, EngageBay is a software that integrates sales, marketing, and finances on a single platform. The core function of this software is complete automation. Furthermore, it offers contact management tools specially designed to be simple to use. In addition, it can track web activity, email response, and analytics. 

EngageBay easily Integrates with Gmail, Office 365, or any other service, with integration capabilities through Zapier or other similar integrations to further streamline your sales efforts.

Advantages:

The possibility to make a call from this CRM is a big plus, as well as an option for transcripts. In addition, what separates EngageBay from other systems is the possibility to gamify sales processes and thus keep your sales reps motivated. 

Disadvantages:

A couple of lesser disadvantages came up with EngageBay. There is less troubleshooting documentation, email templates are limited, and the Chrome plugin doesn’t trigger an event, so automation needs to be done manually.

Pricing:

• A free plan is available, limited to 1,000 contacts emails 
• Basic: $12.99 per user / month, $11.69 per user / month annually 
• Growth: $24.99 per user / per month, $22.49  per user / month annually
• Pro: $49.99 per user / month, $44.99 per user / month annually

Listings rating: ⭐ 4.636

How to use CRM software with other tools? 

We all know that only one tool won’t do if you wish to optimize your sales workflow as much as you can unless that one tool has everything you need, which is pretty rare. 

So, in addition to CRM, you might be using sales engagement, meeting scheduling, or LinkedIn prospecting tools. So the question arises - is it possible to integrate them all? Short answer - yes.  

Long answer? Let us show you how you can do it.

For example, let’s take our LinkedIn Automation and Cold Email software, Skylead. This tool enables you generate leads on LinkedIn, outreach them and take action depending on their behavior, all on autopilot. As Skylead fills your pipeline, it leaves you more room to concentrate on important matters such as building relationships and closing more deals. 

In addition, you can connect Skylead with your CRM of choice by using webhooks. A webhook helps you transfer data to other applications immediately, when certain action happens. For example, as soon as the lead responds in a Skylead campaign, a webhook is triggered, and will automatically send lead’s data to your CRM. 

Moreover, webhooks are the most common way to integrate tools directly into your CRM and push data about the leads in one place. You can create them by using tools such as Zapier. Check out our detailed step-by-step guide on integrating your CRM with Skylead using Webhooks here.

Apart from using webhooks, you can also push your prospects’ information to your CRM by using Skylead’s global BCC option. To use it, simply insert the email address you get from your CRM in Skylead’s Global BCC option. This option is available only if your CRM of choice doesn’t offer direct sync with your email but through BCC.

Example

Say, you are using the Pipedrive Essential plan. In this plan, you don’t have an option to sync your email with Pipedrive directly unless you upgrade. However, you can use their Smart BCC function to send all emails to Pipedrive. 

Here is how it works: Go to Pipedrive Email Sync settings and find the Smart Email BCC address - your company account’s specific BCC address provided by Pipedrive.

So, to send every email to the Pipedrive inbox, you need to insert this email address in the BCC field of every email manually. However, you can do this automatically if you use Skylead for your outreach. 

Firstly, go to your Skylead settings and click on the Integrations tab. 

Then, scroll down to the global BCC option, take the email address from Pipedrive, and place it into the field. 

In this way, for every outreach campaign you run in Skylead using the email step, you will be able to see separate emails in your Pipedrive inbox. Moreover, Pipedrive will automatically connect them with matching leads and deals in your pipeline. 

The best CRM software in conclusion

With so many CRMs on the market, it can be daunting to go through every single one of them. But if we take software listing websites into the account you can more or less see the situation on the market. 

So, let our list be your guide to narrow your choices, or figure out what other solutions are out there. Thus, here is the short overview of the best CRM software currently on the market.

Wish to use an advanced outreach tool in combination with your CRM software and close even more deals? Then, try out Skylead for free - an outreach that thinks for you!

One of the most commonly used LinkedIn prospecting hacks for getting qualified leads is targeting people who attend specific LinkedIn events. 

Why is that? 

LinkedIn events represent an excellent way to find people from the same or similar industry in one place. Usually, professionals attend webinars and other types of online networking and learning opportunities to expand THEIR knowledge and expertise. However, when it comes to using events for LinkedIn lead generation, you need to think the other way around - what does your target audience want to hear and what kind of topic would gather them in one place? 

Furthermore, by attending a LinkedIn event with your ideal leads, you have a direct insight into their concerns, needs, and room for improvement. Use this information to reach out to the attendees, further investigate their pain points, and finally, offer your product as a solution to their problems. 

Last, but not least, targeting LinkedIn event attendees turns out to bring high acceptance and response rates, all of which directly influence your conversion. Our Sales Team reports several campaigns in which they reached out to people who were at a specific LinkedIn event with the following results: 

• January 2022 - acceptance rate 75% / response rate 41 %
• November 2021 - acceptance rate 66% / response rate 51 %
• September 2021 - acceptance rate 74% / response rate 43%

What are LinkedIn events?

LinkedIn events help organizations and individuals deepen their relationships with the target audience through virtual gatherings around a specific topic. Although LinkedIn started rolling out the events feature in late 2018, the pandemic definitely sped up the entire process of switching from live to virtual webinars, masterclasses, and gatherings of any kind. And LinkedIn turned out to be the perfect platform for it for many reasons. 

LinkedIn events are free of charge and available to all LinkedIn users. 

Benefits of using LinkedIn events for lead generation 

• Find leads from over 200 world countries in one place. 
• You can either organize the event with the intent of drawing your ideal customers or simply attend an existing event that gathers your target audience.
• LinkedIn events give you valuable insight into your target audience’s needs, room for improvement, and pain points. 
• Referring to a LinkedIn event you and your lead attended in a cold outreach message gets you a step closer to the conversion. 

How do I find a LinkedIn event?

There are two ways to find the most suitable LinkedIn event. 

• Use LinkedIn Search to find future LinkedIn events. 
• Check out past events (whether you attended them or not, all that matters is that you signed up for them). 

Find future events

#1 Run a blank search or enter your keyword(s) into the search bar. 

#2 Click the “Events” tab and check out all future LinkedIn events. 

#3 The list of events looks like this on LinkedIn. Pick the one you wish to attend. 

#4 Click the “Attend” button. 

This is the only way to see the event attendees. 

LinkedIn will give you the option of adding the event reminder to your calendar.

Down below you can find information about the event, speakers, and the organizer too, so you can check them out on LinkedIn before joining.

#5 You have two options to see the attendees. 

Click on the link below (where it says the number of attendees) or on the “Networking” section on your right. This is how you see the list of attendees and apply LinkedIn filters to narrow them down as close as possible to your Buyer Persona. 

Also, on your right, there is an option of directly messaging any event attendee or sending a Connection Request. This is your opportunity to engage, chat with your attendees and build a community around the event you joined or maybe even created yourself. 

However, the practice shows that it is better to engage after the event, as you will have more room for personalization and to be as specific as possible when it comes to making references to something that was said or asked at the event itself. 

#6 Let’s say you decided to go with the list of LinkedIn attendees and you clicked one of the two above-mentioned links. 

This is how you apply any of the LinkedIn filters to your list of leads. 

You can narrow them down by the following filters: 

• Connections (whether they are your 1st, 2nd, or 3rd-degree connection)
• Connections of (in case you have a shared connection)
• Locations
• Current Company 
• Past Company 
• School 
• Industry
• Profile Language (what language is their profile in)
• Open To (if they set their profile to be open to “Pro bono consulting and volunteering” or “Joining a non-profit board”
• Service categories 
• Keywords (any keywords that you find suitable for your search)

Find a past event 

#1 If you wish to target leads from a past LinkedIn event, click here and go to your LinkedIn feed page.

#2 Scroll down and check out your “Events” section on the left. 

#3 You’ll see the list of ALL events - future and past. 

The rest of the process is the same as above. 

How to reach out to LinkedIn event attendees? 

Reach out to LinkedIn event attendees:

• Manually 
• Using a Sales Engagement Platform such as Skylead
• 
  

Manually 

When we talk about reaching out to leads manually, we refer to either writing to them directly on LinkedIn or exporting their contact information one by one in a .CSV file. Then, you can import the file into a Sales Engagement Platform and make the entire outreach process faster and easier. 

Use a sales engagement platform

#1 If you decide to use a Sales Engagement Platform, you can also copy your final search results’ URL.

#2 Paste the link into Skylead. 

#3 Choose “Collect Contact Info” (optional). This way, Skylead will download all publicly available data such as your lead’s email, phone number, website, etc., depending on what your leads made public on their LinkedIn profiles.

Go ahead and make your Smart Sequence.

Smart Sequences are based on algorithms that track your lead’s behavior and act accordingly. This way, they assure the highest number of touchpoints with people you wish to reach out to. Smart Sequences work on an “if/else” principle, where if the condition for one path is not fulfilled, the algorithm searches for its alternative. 

Here’s an example of a simple Smart Sequence. 

If you wish to learn more about how Smart Sequences work check out our solutions page and also get inspired by some ready-to-use Smart Sequence templates. 

LinkedIn templates for approaching a LinkedIn event attendee

A LinkedIn event that you organized, attended, or are planning to join or conduct can be used in so many ways in your outreach. Either way, making a reference to it is a huge plus, and people who participated will be more prone to talk to you if you mention it. 

Here are 6 situations how to use a LinkedIn event reference in your outreach. 

Scenario #1 You attended the same event as your lead 

Template 

Hello {{firstName}},

I saw that you too attended the {{eventName}} event! 

What resonated with me the most is {{somethingThatResonated}}! 

It would be awesome to connect with you! 😀

Example

Hello Mario,

I saw that you too attended the “How To Enable Trust Building Skills In Your Sales Team” event!

What resonated with me the most is their Trust Equation and the way Darrel explained it!

It would be awesome to connect with you! 😀

Scenario #2 Ask for feedback on a certain LinkedIn event as a conversation-starter 

Template

Hello {{firstName}},

I am curious to hear what resonated with you the most from the {{eventName}} event since I saw you attended it too! 

Would love to keep in touch! 

Example 

Hello Sonya,

I am curious to hear what resonated with you the most from the “How To Enable Trust Building Skills In Your Sales Team” event since I saw you attended it too!

Would love to keep in touch!

Scenario #3 You are the event organizer and want to hear feedback from people who attended it

Connection request template 

Hey {{firstName}},

I just wanted to thank you in person for attending the {{eventName}} event! It was truly a pleasure having you there. 

Let’s stay in touch! 

Connection request example 

Hey Jenny,

I just wanted to thank you in person for attending the “How To Enable Trust Building Skills In Your Sales Team” event!

It was truly a pleasure having you there.

Let’s stay in touch!

LinkedIn message #1 

Once you get accepted on LinkedIn, use personalized Images or GIFs to improve engagement. Since we started using this feature, our response rates went up by 63%. 

This is one example to get inspired by, but the more creative you get the better. 

Scenario #4 Use a LinkedIn event that has to do with your product/service and ask for feedback on your product/service 

Connection request template 

Hey {{firstName}},

I saw that you attended {{eventName}} on LinkedIn! 

Would love to hear the most useful tips you got from it! 

Let’s connect 😀 

Connection request example 

Hey Tom,

I saw that you attended “How To Enable Trust Building Skills In Your Sales Team” on LinkedIn!

Would love to hear the most useful tips you got from it!

Let’s connect 😀

LinkedIn message #1 template 

Hey {{firstName}},

Thank you for accepting my connection request! 

I am still super-curious to hear your most valuable takeaways from the {{eventName}} event. For example, I personally found {{takeawayThatStoodOut}} surprising! 

Anyways, I {{yourOccupationExplained}}. I would love to share the solution we have and hear your feedback on it too! 

LinkedIn message #1 example 

Hey Tom,

Thank you for accepting my connection request!

I am still super-curious to hear your most valuable takeaways from the “How To Enable Trust Building Skills In Your Sales Team” event. For example, I personally found the fact that they never mentioned how this process works during the onboarding period surprising!

Anyways, I help small-to-medium-sized Sales Teams optimize their schedules. I would love to share the solution we have and hear your feedback on it too!

Scenario #5 You want to network before the LinkedIn event 

Template 

Hello {{firstName}},

I saw that you also signed up for the {{eventName}} event. 

I already attended an event {{organizer’sName}} organized on {{topic}}. {{yourFeedback}}. 

Let’s keep in touch! 

Example 

Hello Angela,

I saw that you also signed up for the “How To Enable Trust Building Skills In Your Sales Team” event.

I already attended an event Darrel organized on the time-management of medium-sized Sales Teams. He was amazing!

Let’s keep in touch!

Scenario #6 Promote your LinkedIn event by targeting people who are attending an event similar to yours 

Suggestion: Use LinkedIn InMails to reach out to your leads if you don’t have any more Connection Requests available, you wish to reach out to people who are generally getting lots of requests, or who are your 3rd-degree connections. 

Also, LinkedIn InMails work well if you need more characters for your message or your lead doesn’t accept your Connection Request in a timely manner. Aside from paid InMails included in your premium LinkedIn plan, you can also take advantage of free InMails (800 for each paid LinkedIn profile) for users who set their profiles to “open to free InMails”. 

We have 13 additional InMail examples you can check out.

LinkedIn InMail template 

Subject line: {{company}} + {{yourEventName}} = {{benefit}}

Hey {{firstName}},

I saw that you attended the {{eventName}} event. Did you find it to be useful for the {{lead’sIndustry}} industry?

Hopefully yes, because I have something even more specific for you! We are organizing {{yourEventName}}, a LinkedIn event that will give you {{uniqueSellingProposition}} specifically for your industry. We would really love to have you there! 

Would you be interested in hearing more? 

LinkedIn InMail example 

Subject Line: FlyHigh + SaaSEnMasse = 20+ additional calls in 3x less time

Hey Nicolas,

I saw that you attended the “How To Enable Trust Building Skills In Your Sales Team” event. Did you find it to be useful for the SaaS industry?

Hopefully yes, because I have something even more specific for you! We are organizing “SaaS en masse”, a LinkedIn event that will give you a step-by-step guide on 5 prospecting hacks specifically for your industry. We would really love to have you there!

Would you be interested in hearing more?

Summary

In the sea of professionals using the platform, it is getting harder and harder to find qualified leads. Sales reps are trying to get as creative as possible and to think strategically about where their target audience gathers. Reaching out to people who attended specific LinkedIn events is sure one of the best places to start. 

Have in mind that you can always target a future event, a past event, or even create one of your own that will attract your potential customers. 

And if you decide to speed up annoying sales processes, and put more focus on building meaningful relationships and closing the deal, sign up for Skylead's 7-day free trial! 

If you are asking yourself "How can I use Buyer Persona to boost sales?" or  "What is a B2B Buyer Persona, at all?" then you are in the right place.

Buyer persona became a popular term that got tossed around in marketing teams, but then it landed in the sales lap and made them question their entire existence. Well, it wasn’t that dramatic, but it did make the sales teams think twice about who they should target when doing outreach. 

Did you know that 56% of the companies that used buyer personas generated higher-quality leads? 

Yes, Buyer Persona is that useful. Therefore, if showing you how to make an ideal customer profile was like taking your blindfold off while playing darts, going through how to create a B2B buyer persona for sales will be like placing the laser on your dart to make sure you hit the bull’s eye.

What is a B2B buyer persona?

Let’s start with the definition. A Buyer Persona is a description of a person who is your ideal customer with all behavioral, demographic, firmographic, and psychographic characteristics. In other words, a buyer persona mirrors who your perfect buyers are, from age, location, their likes and dislikes, goals, and wishes to challenges and motivations. 

Buyer Persona is based on existing customer research and other data that might help you define your ideal buyer persona in detail. 

There is a common misconception that Buyer Persona and Ideal Customer Profile are the same. However, there is a big difference between them. In short, ICP represents the company profile, and Buyer Persona focuses on the particular type of person’s profile only. Similar to Ideal Customer Profile, Buyer Persona is a perfect representation of the customer who has the shortest buying cycle, highest LTV and is a preacher for your product. 

Did you know that 3 to 4 Buyer Personas usually represent 90% of the company’s sales?

If various customers use your product for different aspects of their business, or they simply differ in their position, you might want to think about creating multiple personas. Whatsmore, it is pretty common to have a couple of buyer personas for the sales team. 

Example:
Let’s say you have project management software. Your software could be used both by programmers, sales, marketing managers, and alike. Each of these managers presents an individual buyer persona with different wishes, goals, and challenges. 

Benefits of having buyer persona for sales

Do not think that Buyer Persona is the document you are going to create, look at it a couple of times and never use it again. Buyer Persona is a powerful document, and it is of great help when you are doing outreach. Why? Because of all the benefits listed below.

Provides details for prospecting and outreach

Buyer Persona provides context for your sales team to zero in on who exactly they should outreach to while outreaching. It will provide you with information such as age, position, industry, education, and consumer patterns to use for prospecting to your fullest. 

Personalized approach 

Once you have identified Buyer Persona, you will have access to information such as their pain points, challenges, and what type of person they are, so you will know exactly how to personalize your approach and present your product or service in the most alluring way to the prospect. Maybe you can throw in additional personalized images or GIFs according to their liking to improve the response rate. 

Improves productivity

Having a Buyer Persona means that the sales team will ultimately ease up their process, improve productivity, results, and lower the time spent on their efforts. In addition, they will attract high-quality leads with more ease, who will ultimately have a higher retention rate. 

Addressing customer’s problems

We all know that the core outreach rule is focusing on customers and addressing their problems instead of your own. B2B Buyer Persona will keep you on the right path to doing just that. Whenever you create your outreach message, ask yourself if it addresses the challenges or emphasizes how to reach goals listed in Buyer Persona documents. If it does not, get back to the drawing board. 

How to create a B2B buyer persona?

Buyer Persona isn’t hard to create. However, it does take a little bit of time to get it right with all the information you need for the outreach. Luckily, we are here to explain six easy steps to create this useful piece of documentation. 

1. Customers breakdown

Before jumping into the details of your B2B Buyer Persona, you need to break down your current customer database into groups. To do this, you need to decide on the broader criteria by which you will break them down and then move on to more narrow criteria. 

Example (part 1): 

Let's say your broader criteria is the length of the buying cycle. We can agree that some buying cycles are longer than others. Since you are looking for a shorter cycle for your future customers, this is a nifty point to start at. 

The following step is to define your second and third criteria to deepen the breakdown. 

Example (part 2): 

Let’s say from this short-buying-cycle group you have different industries. Naturally, your following criteria would be to break the customers down by industry and then by decision-making role.

If, however, you do not have current customers, you can start with an industry breakdown and proceed to the decision-maker division.

2. Demographic parameters 

Now you have a rough draft of B2B Buyer Persona. So, it is time to assign them demographic attributes. The key is to notice the pattern these customers have - their age range, interests, or location. If you are unable to pinpoint these patterns, here is the list that will help you out: 

• Age
• Location
• Company type
• Function
• Seniority Level
• Job position
• Industry
• Years of experience
• Education
• Role in Buying process
• Recent life event

In case you do not have your current customers or customer insight, fear not. You can use the combination of Google Analytics and LinkedIn to gather this kind of information. If you are using Google Analytics, simply jump to your existing Audience Insights section (or ask your marketing team to do it for you :).

For LinkedIn, simple filter options will do the trick.

3. Psychographic parameters

To fill in the picture, you would need additional personal information. Psychographic characteristics are a great way to do it, as it will help you perceive your B2B Buyer Persona as more human, which will also humanize your approach.

Dedicate your Buyer Persona a name to start with, and then proceed on with:

• Likes And Dislikes: It is far easier to talk to someone whose general preferences you know, rather than hope that you won’t mess up if you mention something they do not like. 

• Character type: This will give you an insight into how you should approach the person and construct your social selling. You can use 16 Personalities or similar to determine character type. 

• Brand and influencers: You can choose the general ones or narrow them down. In addition, choose brands or influencers similar to your business to adjust your sales pitch.

• Work motivation: Information such as what drives them to go to work every day and what they like to do the most. 

• Story Behind Buyer Persona: You can write a short description of what led them to a current position, what is their main trait, how many years they’ve been doing business, and so on. 

• Preferred means of communication and Social Channel use: It’s also a good idea to find out where the ideal buyer spends time online and how they like to communicate so you know whether you should use multichannel outreach. 

How to come by this kind of information?

If you have current customers, the best way to gather this kind of information is by simply talking to them. Here are a few key points to talk about with your customers: 

• Means of communication they prefer; 
• Social Media they consume the most;
• What is considered to be an achievement in their job role;
• Their motivations;
• What tools do you use as part of your daily routine? Why?
• What they like and dislike most about the job and communication with people;
• How they would describe a product’s purchasing journey;
• How would they describe their working persona;

Through these questions, the idea is to understand your potential customers’ true behavioral patterns and motivations. The more qualitative and quantitative detail you gather from this conversation, the better you will be prepared for these types of B2B Buyer Personas. 

If you do not have your customer base or someone from your buyer persona to talk to, you can use LinkedIn to search for this kind of person and see what they write about in their post and gather information from there. 

4. Identify buyer personas’ goals and pain points

In most cases, your prospects’ goals will be your own. Keep in mind, you are not just a salesperson, but the helping hand, a friend in need for their business efforts.

That is why you need to identify their goals, priorities, challenges, and pain points. Furthermore, depending on their pain point, you can adjust and personalize your outreach more to pinpoint and present what your prospects are looking for. 

This is where conversation with your current customers comes into play once more. What you need to keep an eye out for is what are...  

• your challenges?
• long-term and short-term goals? 
• technology and tools used to achieve your goals? 
• your work priorities?
• the influences of your purchasing decision?

Additional Note: If you do not have current customers, reach out to your leads anyway. You would be surprised how many people on LinkedIn will be willing to help by just telling them that you are doing the research. 

5. Common objections and value proposition

Sometimes when you talk with customers, they will speak about your product or service. Let them, because they will reveal much about your product itself, and the problems it solves for them. 

Furthermore, ask them about what they dislike about your product. It is important to understand negative viewpoints to bulletproof your outreach message. The message with this information will be a valid and irresistible value proposition for the B2B Buyer Persona. 

Now is the time to ask one last tricky question: What do they usually say when they try to decline the offer from a salesperson? This is perhaps the most valuable information since they will list of objection handling situations that you can prepare for when you outreach this type of B2B Buyer Persona.  

6. Assemble your B2B buyer personas

Gather your findings in one place and start building your B2B Buyer Persona. Keep in mind that every piece of information we mentioned above is applicable in practice, be it for outreach or prospecting. You can always go into even more details when defining a B2B Buyer Persona, such as marital status and so on, but the information mentioned above should be your core guide. 

With this information, you have a specific description of your potential customer. Give your Buyer Persona name and surname, a picture, and you are done - at least with this one 🙂 Remember to repeat the process in the first step to create a couple more Buyer Personas for the outreach.

B2B buyer persona example and template

Here is an example of how it looks when you sift through the information and present them neatly in the document. A sight for sore eyes, isn’t it?

We’ve even created the template for you. You can download this buyer persona by clicking here. Click on the “Make a copy” button, and it shall be done.

How to use B2B buyer persona in lead generation? 

Creating a Buyer Persona can be challenging, but now the real fun begins - it is time to put it into practice. 

Remember that these are your IDEAL Buyers. However, if the person outside of your Buyer Persona is interested in your product or a service, do not discard them and proceed with the sales process. 

Here is how you can use your Buyer Persona to find leads, create personalized messages and outreach them with more ease.

1. Find leads matching buyer persona using LinkedIn

There are two ways to find leads: by LinkedIn basic account search or Sales Navigator Search.

Find leads using LinkedIn basic search

Go to your LinkedIn account and research the position defined in your Buyer Persona document. Once you do, use additional filters available to narrow down the search according to your Buyer Persona, such as location, industry, and so on.

When the search is complete, create a CSV file with every prospects’ first name, last name, profile URL, and email if you can find it. Additionally, you can import variables such as Value proposition from your B2B Buyer Persona document. Save this file for the next step.

Find leads using Sales Navigator

Go to your Sales Navigator account and click on Lead Filters.

You will see the filters list you can use, so insert all the ones from your Buyer Persona document, such as Education, Years of Experience, Job title, etc.

Once you’ve filtered out the search, hit the “Save Search” button to save leads to the lead list.

Another great way to find leads that are a twin picture of your ideal B2B Buyer Persona is to find that exact person, preferably your current customer, in Sales Navigator and hit the “View Similar” button. Sales Navigator will find leads most similar to the lead profile you select, according to position, age, education, and so on.

Save this list by clicking the “Save” button next to their names, and you are done. 

2. Create an outreach campaign

You can outreach the leads you found manually, but to make this process easier, you can use a sales engagement tool to do it for you. Let’s take Skylead as an example. To create an outreach campaign, take the CSV file from LinkedIn results or URL from the Sales Navigator lead’s list, and upload or paste it into Skylead.

3. Create a Smart sequence for outreach

The Smart sequence will allow you to define the steps you need to take for your outreach towards the selected leads. Move and connect the elements, such as actions and conditions, will result in a sequence such as:

4. Personalize your approach

Remember when we mentioned the value proposition, motivation, and type character your B2B Buyer Persona is? This is where you are going to use them. When figuring out the message for the outreach, be sure to personalize it according to all these parameters. 

Depending on how many steps your sequence has, you might use these pieces of information sporadically. Here is an example of one type of personalized message for outreach. 

Summary

Buyer Persona helps you bring the right prospects to the table. Furthermore, it provides you with the details which you can use for prospecting and outreach, improving productivity and results. Here are the steps to remember: 

1. Customers’ Break-Down
2. Define Demographic Parameters
3. Define Psychographic Parameters
4. Identify Goals And Pain Points
5. Define Common Objections And Value Proposition
6. Assemble The Buyer Persona

Now you go! Create your outreach campaign, use the information you gathered and watch leads convert more efficiently and with ease.

Wish to use Skylead to find and outreach your Buyer Persona with ease? We would be happy to meet! Drop us a message via chat on our website. Or, try out Skylead by signing up for a 7-day Free Trial.

You chose your path and decided to walk towards Social Selling, a valley of flourishing prospecting fields, meaningful connections, and better conversion opportunities. Now we welcome you to the camp - The Ultimate Guide Part 2, where we will be discussing how to create a tailor-made Sales Strategy for your business.

If you haven’t checked out Part 1 yet, be sure to do so here, where we’ve covered:

• What is social selling
• How to measure social selling success
• 10 tips to boost your sales using social selling

Let’s jump to the sequel of our shared storyline and prepare you for the mountain climb. 

Benefits of Social Selling

Firstly, let's distinguish why we are all doing this. Social selling is the most effective sales strategy in recent years. Thus, there are many statistics to prove how vast its potential can be: 

76% of buyers are ready to have a social media conversation with potential providers.

Social sellers are 51% more likely to achieve sales quotas.

39% of B2B professionals said social selling reduced the amount of time they had to spend researching potential leads.

84% of C-Level executives use social media to make purchasing choices.

To name a few. So what does this mean, and how can your company benefit from it? Well…

1. Social Selling increases brand visibility.

When a sales team shares content and optimizes their social profiles, their networks grow and engage even more. Besides, these actions are free and organic, meaning you do not need to PPC the hell out of them. 

2. Attracts more high-quality leads.

As brand visibility improves, so shall the quality of leads. When you have a team of social sellers armed with good quality content, they are educating their network. So, let's take LinkedIn as an example. Firstly, people on this social network are far more interested in education from their field of expertise. Secondly, the more you post valuable and specific content, the more interest you will trigger, and your niche network will grow, aka you will have the opportunity to reach more qualified leads.  

3. Improves website traffic.

The more you share content from your company’s website, the more people will click on the link. On the other side, they will also search for more information on the web about your company.

4. Gaining respect as an individual and the company.

If you show you know what you are talking about and constantly offer value to your network, you will gain their respect. In addition, prospects aren’t easily swayed with any content. You need to provide them with what they do not know - constantly. The more you do, the more respect you will have “on the streets”. Consequently, more people will trust you.

5. Building relationships and gaining trust.

Would you rather talk to a real person or a logo? Of course, the real person. That is why social selling works as you get the chance to build relationships with people. We as a human race wish to feel the connection with the people first and foremost. That is why, apart from posting, you should focus on mingling and chatting with other people. The good-quality relationships you have, the more people will trust you, and that is the true benefit of it all. Do not forget to be honest, genuine, and authentic in the process, otherwise, it will not work. 

6. Skyrockets conversion.

Due to gaining respect and building relationships, social selling is also a fantastic way to increase the number of meetings per month - meaning more chances to close the deal and more income to the company.

How to create a sales strategy for Social Selling

A sales strategy is a documented plan with activities and metrics for the sales team to follow and enables them to generate income for the company more efficiently. In other words, if you wish to do social selling, you cannot be sloppy - you must be detailed and organized as your main goal is to convert prospects into customers. In short, here are the steps to tailor-make your social selling strategy.

1# Determine which social media platforms are right for you

Most companies use different social media platforms to raise awareness and their presence. When it comes to social selling, you need to do the same. It might be overwhelming, but know this - you do not have to do everything on every platform possible, as you might do with your company’s presence. Think about what platform your prospects use the most and start from there. Once you establish your presence, you can use other platforms to connect with the prospects. For instance, here is what social media networks proved to be the most effective, according to DataBox.

2# Determine your goals and metrics

Social selling doesn't work unless you set goals. Without clear goals and metrics (which we mentioned in Part 1 of the Ultimate Guide), your random acts of social selling will produce uneven results. Hence, to prevent this and prepare a field for the most accurate social selling describe goals using specific words and KPIs. 

Social Selling goal examples:

3# Determine the right ICP

We already mentioned in Part one the importance of the right ideal customer profile. So, be selective of who you interact with. In other words, you cannot expect that just everyone will buy your product or service. When prospecting on LinkedIn, find your niche ideal customer profile and build a relationship with them.

On this mission, you will find out that many tools can help you find who to reach out to.

4# Determine tools to support your sales strategy

Many tools can help out your social selling activities. Some might save you time when you do outreach, such as Skylead, some will help you filter your niche ICP like LinkedIn Sales Navigator, or you simply need to keep all your prospects organized, such as Pipedrive.  

5# Determine your unique content strategy and product key benefits

To keep things clean, organized, and as simple as possible, you can create a separate document to join your sales strategy - a Content Strategy. For example, this can be a document that contains: 

• Type of content you will be posting
• Posting frequency by days
• Content format
• Content distribution groups or channels

In addition, be careful about the type of content you post, as according to Social Spout, 46% of people may unfollow you if your content is too promotional.

6# Determine Social Selling activities 

There are only a handful of social selling main activities you need to perform. You can decide which ones you will use, but you must know that this sales strategy works best if you combine them.

Post

Post your original, educational content, and do it frequently. Consequently, prospects will love it and follow you more.

Share

Sharing other people’s content for a change will eliminate the potential prospect’s perception that you’re self-centered.

Reactions

This is a useful social selling activity for the moments when you are short on time or if you do not have anything to contribute. It shows that you are following the prospect even though you are not engaging more actively. 

Comment

Your comment must not be just a sales pitch. Instead, offer your educational 2-cents on the topic in discussion, and link your content or website page ONLY if it can be applied. In addition, comments are a nifty indicator of your genuine interest, as it shows that you are not solely the “distributor” of your own content, but rather a social being. Speaking of nifty - comments are also free publicity on other people’s posts.

Message

Engage with the prospect on a more personal level with DMs. Example:

Hey Bethany,

I’ve just noticed you reached your 2nd anniversary at SaleChart. Just wanted to congratulate you on that. How are things going at SaleChart?

Connection request or a Follow

Social experts say that it is best to wait to make a connection with someone until you’ve had an appropriate reason to. In order to create this “reason” you need to go personal. Therefore, reference their blog post, the content they shared, or mutual connection.

Example of the LinkedIn connection request that will stand out:

Hi Jessie,

Your comment about a couple of sales techniques on Michael's post was quite insightful.  So I wanted to add you as my connection. If you are interested, I would like to discuss it further. 

Once you determine the activities, you need to keep in mind that they should always be honest, relevant, and hyper-personalized.

7# Determine sales communication funnel

When you create a sales strategy, every activity has to belong to a certain part of the sales funnel. This applies to social selling, as well.

In other words, you need to establish a valid sales communication funnel to know how to engage and warm up the leads, apart from engaging with their content. As people are naturally different and there is no one-size-fits-all when it comes to social selling, we cannot give you the precise sales communication funnel. However, what we can do is to provide you with a basis to start with. 

8# Finishing up sales strategy: Activity checklist 

Phew! That was a lot, wasn’t it? we’re almost done. Now that you’ve determined this sales strategy, create an activity checklist you need to do daily. Social selling can take a lot of time during the day, especially since sales reps already have a lot on their plate. Trust us because this sheet will help any salesperson organize daily activities and save a lot of time. 

Social selling activities will depend on previous steps defined. Since this is the Ultimate Guide, here is an ultimate checklist, which you can use for any platform.

• Firstly, post a content
• Secondly, share relevant content
• Like or comment your prospect’s content
• Take a look at who viewed your profile (if available)
• Send a connection requests to those who did and personalize your approach if they are ICP
• Check out who interacted with your content. Additionally, interact with them
• If people who interacted with your content are not in your network, connect with them
• Review social media notifications for any birthdays, job change etc and act accordingly
• Add new leads to your CRM
• Check on your leads status in CRM and interact with them on social media
• Respond to any messages
• Initiate casual conversation with the leads
• Initiate the connections
• Engage in existing groups
• Find new groups and join
• Lastly, attend events

Once you start doing social selling, you must constantly provide valuable contributions (unless you are on vacation :). Uneven or infrequent social selling can backfire. Every action matters as long as you do not vanish and appear in a month or two.

Sales strategy examples for Social Selling

How does the theory above manifest into reality? Let’s take a look at short-form sales strategy examples.

1# Sales strategy: The one when you become a thought leader

Let’s start with the statistics. According to Hubspot, 92% of buyers are willing to engage with an industry thought leader. For instance, if you learn fast, write faster, and like to mingle, this is a perfect social selling strategy for you. 

Thought leaders often use social media to share their experiences. Firstly, their posts are always straight to the point and educational - never promotional. Secondly, they act as a kind of influencer in their niche field.

Scenario: For example, let's say you have B2B software Budgetfy that scans companies' spending and suggests budget optimization.

Goals for 3 months

• Increase revenue by 10% (Metric: Percentage of revenue, profit rate)
• Expand network by 400 connections (Metric: Number of invitations sent, Number of connections accepted)
• Reach 60.000 website visits (Metric: Number of webpages visits)
• Publish a minimum of 36 posts

Social media platform

LinkedIn, Slack groups

ICPs

Chief financial officers, Accountants

Tools to use

• Pipedrive for managing leads
• Sales Navigator for lead search
• Skylead LinkedIn Automation & Cold Email Software to speed up outreach process (outreach campaign, lead discovery, connection requests, view and follow, hyper-personalized cold LinkedIn messaging)

Content strategy and product benefits

• Content format: Text, video, documents, image, link to website, LinkedIn poll
• Content type: content about budget optimization strategy, metrics to follow, business process optimization, finance trends, liquidity management, financial challenges, budget allocation, financial risk management, finance department digitalization…
• Distribution channels: LinkedIn profile, Slack channels, Website communities
• Posting frequency: posting approximately 5 times a week 
• Key software benefits: easy control over company’s spending, all invoices in one place, budget optimization recommendations, all-in-one tool, data-driven decisions

Sales communication funnel