How to Have an Outreach Party with Surfe

What makes a good party? 

The music? The food? The drinks? 

All of the above are important, sure – but the key element of a good shindig is the guests you invite. To propel your party into legendary lore, you need a combination of characters to keep things interesting: the friend who loves dancing, the friend who can talk to anyone (and we mean anyone), even the friend who’s bound to cause some gossip. 

You know what’s similar? Sales outreach (we mean it, bear with us). 

Ultimately, you’re not going to have a good time doing sales outreach if you don’t have the right mix of tools to hand. You need something to help you with calls, something to help you with personalization, something to help you with emails…you get the picture. 

The problem is, managing all these tools can get a little bit tricky – a bit like making sure all your guests are having a good time, if you will. 

The good news is, there’s a tool out there that makes managing all your outreach technologies a breeze – leaving you to get back to what you’re actually good at (that’s selling, in case you need a reminder). Keep reading to find out: 

• The Challenge of Managing Multiple Outreach Tools
• Surfe’s Integrations with Popular Outreach Tools
  • Aircall
  • Lemlist
  • Salesloft
  • Outreach
  • Gmail

Let’s get ready to party.

The Challenge of Managing Multiple Outreach Tools

Think back to the last time you adopted a new tool at work. First of all, you had to teach yourself – and your team – how to use it. Day-to-day, a new tool means switching between even more tabs, managing an entirely new set of data, making sure you know what your credentials are, plus managing your teams’ access. 

It’s a lot of work, right? Now multiply that by the amount of tools you use daily 🫠

Here’s the thing: having a good tech stack is important. High-performing sales teams use almost three times as many tools as underperforming sales teams. They’re essential contributors to your success, but if they’re not managed correctly they will take up a lot of your time. And in a world where only 39% of a sales rep’s time is spent actually selling, you can’t afford to lose any more of it. 

If you’re wondering about what the big deal is with losing a bit of time here and there, we’ve got a sobering fact for you. There’s a 10x drop in lead qualification if you wait longer than five minutes to respond, and a 400% decrease when you respond within 10 as opposed to five minutes.  

Spending those extra minutes hunting around for your password for that new tool really could be the difference between signing a prospect, and seeing your competitor’s beaten you to it. 

So, what’s a sales rep to do? 

Download a new tool, of course. 

Before you write us off as the ultimate hypocrites (we’re not, promise), hear us out. This tool – spoiler alert, it’s Surfe – is so insanely easy to use you don’t even need to teach yourself how. And once you’ve got it set up, managing the rest of your outreach tools will be much, much easier. 

First things first, you need to download the Surfe Chrome extension. Connect it to your LinkedIn account and your CRM of choice (you’ll be automatically asked to do so) and you’re now ready to integrate it with your outreach tools of choice, and streamline your workflows in the meantime. 

Let’s show you how.

Surfe’s Integrations with Popular Outreach Tools

So, you’re wondering exactly how Surfe makes using all your outreach tools so easy. It’s pretty simple. Surfe integrates with each and every tool, which allows you to do two things: 

1. Automate a lot of activity you’d normally have to do manually 
2. Access each tool from one place: Linkedin (which is probably where you do a lot of your outreach anyway) 

Sounds pretty nice, right? Let’s dig a little deeper.

Aircall 

We’re sure you’ve heard of Aircall, but in case you haven’t: it acts like a phone, but on your computer. Use it to make a cold call directly from your computer, and you’re getting rid of the time it takes switching between hardware (which nobody wants to spend any time on). 

Plus, it can also connect with your CRM and automatically log each call’s activity, meaning you – and everyone else on your team – can keep track of your touchpoints. 

The Surfe integration with Aircall brings it to LinkedIn, meaning your outreach workflows take even less time to run through. In a nutshell, you’ll log onto LinkedIn, find a prospect you like the look of through LinkedIn Sales Navigator or the search bar, use Surfe to find their mobile number, and then use the Surfe-Aircall integration to call the user. 

All this – without having to switch tabs, or even make that many clicks. Lovely. 

Lemlist

Lemlist is one of our favorite tools for sales outreach. You can use it to add prospects to workflows and then automate sending them personalized content – at scale. When you’re having to reach out to ten, twenty, thirty, forty-plus prospects a day, this is pretty neat. 

If you’re wondering how to find prospects to add to Lemlist workflows in the first place, we’ve got the answer for you: the Surfe-Lemlist integration, of course!

Once you’ve found a prospect you like the look of, hit ‘Add as contact’ to automatically find their email address. Without even leaving LinkedIn, you can then add this email address to your Lemlist campaign and let it work its magic. 

Salesloft

Salesloft helps you manage your relationships with your prospects. Key features include a CRM integration, email tracking and management and sales cadence management – all built to keep communication simple and make each prospect feel loved and cared for. 

If you want to do all of the above without even switching tabs, you’re in luck. Surfe helps you: 

• Add prospects to Salesloft cadences from their LinkedIn page
• Specify the stage in the cadence you want your contact to be added to 
• Access Salesloft from any webpage 

Time for a quick breather. We’ve got a really awesome testimonial about the Surfe-Salesloft integration from our client Axel Debreilly, the Business Operations Manager at Batch, that we want to show off:

“Previously it took at least 15 minutes to put a prospect from LinkedIn to SalesLoft while also recording it on Salesforce. Now with Surfe, it takes ⅓ of the time and I don’t have to leave LinkedIn.”

Is that what they call a mic drop? We think so.

Outreach

Outreach is a sales engagement platform. It ties together all your customer interactions – across email, phone and social media – and uses machine learning to predict what action you should take next. 

Using Surfe, you can add your prospects to Outreach cadences in just one click, track the sales funnel stage, and access Outreach in a handy side panel. That’s all without leaving LinkedIn- say goodbye to convoluted workflows and hello to a process that’s so smooth, you’ll barely even notice you’re doing it. 

Gmail

Ok, we’re not going to bother to introduce Gmail (sorry – you can Google it if you really have to). 

The Surfe-Gmail integration allows you to send emails directly from LinkedIn. Once you find an email address with Surfe, you’ll spot that the icon next to it changes to a little Gmail icon. If you click it, a window pops up where you can type out the subject line and email body, and choose whether to include your signature or not. 

If you sometimes feel like never seeing the inside of your inbox again, this one’s for you (not that we’d actually recommend never opening it again, but you get the picture).

Let’s Wrap It Up! 

You’ve brought the right combination of outreach tools together and used Surfe to manage them. And as a result, your day felt just like a really, really good party: the conversation flowed, the awkward bit at the beginning flew by, and everyone (including you) had a great time. Just don’t blame us if you never want the working day to end again. 

FAQs About Bringing Your Outreach Tools To One Place With Surfe 

What is the Meaning of B2B Outreach? 

B2B Outreach means engaging with prospects that you have identified as good businesses to sell to. Outreach comes after prospecting, which is the process of identifying these leads. An effective outreach strategy will use multiple channels – LinkedIn, email and voicemail, for example – and will have multiple touchpoints spread out over a set amount of days. A sales rep ultimately aims to nurture relationships and move prospects down the sales funnel using outreach. 

What is a Sales Outreach Tool?

A sales outreach tool is a piece of tech that sales reps will use to enhance the outreach process. Here are some examples: 

• Aircall: allows you to make phone calls directly from your computer 
• Lemlist: allows you to add prospects to workflows and personalize messages at scale 
• Salesloft: helps you manage your relationships and interactions with your prospects 
• Outreach: ties together your communication channels and uses machine learning to predict what you should do next
• Gmail: here’s a simple one – allows you to send emails directly to prospects 
• Surfe: integrates many popular sales outreach tools with LinkedIn, meaning you can use them without having to switch tabs or tools 

What are Outreach Methods? 

Outreach methods will vary depending on your business and its unique sales cycles. Generally speaking, your outreach process will be some combination of reaching out to and engaging with prospects over email, phone call, voicemail and social media. Best practice is to use a combination of these channels over a set period of days, to make sure you stay top of mind without becoming intrusive. 

What is the Outreach Sales Process? 

An outreach process enables sales reps to get in touch, nurture and connect with potential business partners. It usually comes after prospecting (which involves finding people to reach out to) and before the first call with a prospect. An outreach sales process will involve using a combination of channels (like social media, email, phone and voicemail) over a set number of days until the prospect agrees to a meeting.