As you may now, Luphy's mission is to help funds save time on low-value time-consuming tasks. It can be through our tool or through custom developments.
Talking with a lot of investors in the past months some questions are recurrent. One in particular: How do we synchronize our Linkedin and our CRM?
How to track leads after a campaign?
The question is pretty valid as VCs (might be you're case) don’t really use email or phone to reach out. You might use Linkedin primarly because it's easier to find, qualify start-ups or new founders. And then also easy to connect with them and send them a message. But more than often, if you can track the results of your outbound campaign using tools like Waalaxy or SalesMind, it's near impossible to keep track of the conversation once the start-up founder replied. While monitoring your pipe of start-ups it's a big loss of time to go back to Linkedin each time you have a doubt on who replied what.
There's also a lot of solution that allow you to add leads from Linkedin to CRM. Rarely they allow you to keep track of updates. So again you're facing the same black hole. No information is escaping from this black hole.
A solution to track your messages in Linkedin
While we could say we have found many custom work arounds, sometimes it’s best to say: « There’s a product for that ».
This product is Surfehttps://sales-mind.ai/https://sales-mind.ai/.
Surfe is super useful because it allows us to:
- Synchronize contacts with our CRM even when we don't have an email.
- Fill automatically the contact properties (job title, email, etc). It also does the same for custom properties (ex: in our case if it’s an analyst or not)
- Enrich missing informations like phone number, scholar background, time in the firm, you name it.
- Synchronize messages with your CRM. For us this is the greatest feature, especially if you combine it with a campaign tool. It allow you to track what you've said to a founder. Of course to avoid too much information, you can manually chose the specific person you want to synchronize the messages. Thanks to this feature you can after leverage your CRM to make list of founders you want to launch a campaign on in 6 months.
Alternatives to Surfe
If you really don't want to buy a product you can still create your own version of Surfe. Using Zapier (we would advise to use Make) you can build an automation that allow you to scrap the text of your messages, or the person you're discussing with, to log it as a note in your CRM.
This solution while slightly more economic is going to take you a lot more time than just buying a product. More than often when you have a lean approach and a small team, in the « make VS buy » debate when it comes to tools, the buy makes more sense. It saves you some time and some money.
In the end, no matter if you decide to make or buy, the important is that it works for you and it fits your process.
PS: contrary to what you may think, this post is absolutely not sponsored. We are just happy users.
