Step 1: Complete the onboarding process

Complete the onboarding process to identify referrals (board members, investors, partners, resellers, colleagues, and customers) and connect your CRM to save data on new decision-makers and their relationship paths. It can significantly enhance your business development and relationship-building efforts.

Step 2: Import your target ABM list

Set up your target search filter and either import your ABM list in a file or manually enter each account in the search bar to automatically map your target accounts through your ecosystem relationships. The mapping identifies who has the strongest connections with each account.

Step 3: View your relationship mapping

Leverage your partners’ existing relationships in their ecosystem with your target ABM companies, to identify the partners with the highest probability of closing these deals faster. Verify overlaps between your CRM and your partners’ data, to conduct co-sales more effectively and the most connected partner with your target ABM list to bring a deal

Step 4: Push Decision-Makers contacts to your CRM

Automate the creation of new HubSpot contacts based on your ABM list, including the best relationship paths with your targets. No manual entry is required. Simply click to save 25 fields of contact information for both the target and its associated referrals, along with their relationship data.

Step 5: Reach Your Buyers' Committee Effectively

Send automated email-based relationships generated by our AI to multiple decision-makers. These emails will be sent from your email server, and you should expect to receive responses in your regular inbox. Recipients tend to respond quickly when they see a familiar referral name in the subject line, similar to an incoming phone call."