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Best Practices for Integrating Cold Call Steps into Email Campaigns

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Cold Email to Cold Call Automations Hi everyone! I’m looking for best practices for integrating cold call steps into a cold email campaign workflow. Here's the structure I’m considering— would love to hear if this makes sense or if there are better approaches: WORKFLOW

Running cold email campaigns on platforms like Instantly or Smartlead.
when we get a NOT interested reply

Add them to the CRM.
apollo/clay enrichment to get phone number
create a task to immediately call this person

when lead is interested

let the inbox mangers handle it
Add them to the CRM.
apollo/clay enrichment to get phone number
if the lead hasn't replied to a follow-up in 3 days, create a task to call him

CRM FEATURES

The CRM should have a built-in dialer and support call recording/transcription.
Currently, I know of Close.com for this. Do you have any other CRM suggestions that work well for this process?

Thanks!

2 comments

Channeled
APP
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Here are some best practices for integrating cold calls with email campaigns:1. Qualify leads early in your workflow to focus efforts on the most promising prospects: • Use basic enrichment data to qualify leads before investing time in calls • Ensure contact information is complete and accurate 2. Consider these alternative outreach methods alongside cold calling: • Email marketing with personalized campaigns and automated follow-ups • Content marketing to attract decision-makers • Social media outreach for relationship building • Webinars and online events for engagementFor CRM integration with calling capabilities:1. Choose a dialer that's compatible with your CRM system 2. Configure proper settings for data synchronization 3. Ensure your team can: • Make/receive calls directly in the CRM • Add call notes • Log call information • Track call outcomes and conversion ratesFor specific CRM recommendations with these features, you'll need to contact our support team as our sources don't list current options. Sources: What is Sales Calls? | Clay What is Sales Dialer? | Clay Salesforce integration overview | Documentation | Clay University
Channeled
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