Follow up when a Demand Scan is opened
When a prospect opens a Demand Scan you shared, it notes it in the CRM, gives the owner a follow-up task due today and posts it to Slack.
3 stepsEach view
The workflow diagram
What this workflow does
When a prospect opens a Demand Scan you shared, it notes it in the CRM, gives the owner a follow-up task due today and posts it to Slack.
Why it works. Someone reading a scan of their own market is thinking about the problem right now, which is the best time to talk.
Nothing is sent to buyers.
How it works
It starts: When a Demand Scan is opened or shared.
- 1
Note the view in your CRM
Adds or updates the records in your CRM.
- 2
Follow-up task due today
Creates a follow-up task for the right person.
- 3
Post it to Slack
Posts a message to your team chat.
What you need
- MarketPulse in your BrandWell plan
- Outreach in your BrandWell plan
- Your CRM
- A Slack channel
- Outreach
What it costs
Uses what is already in your plan. Nothing is charged per result.
- Assumes plan with MarketPulse intent data enabled. Subscription fees are separate. Pulls use your plan allowance; extra pulls cost more unless explicitly included below.
- Assumes Outreach is already enabled in your plan. Subscription fees are separate.
- Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.