How it Works

The main user flows look like this (from the user’s side):

1)         I open Infotelligent and build a list of companies I want to go after. I select the companies I want to add to SalesLoft and click export. After I complete my export,I go to my SalesLoft and see that new accounts were created (or if I already had some of these accounts – those are updated)

2)         I open Infotelligent and build a list of contacts I want to go after. I select the contact I want to add to SalesLoft and click export. While doing that, if I want to activate them immediately, I can also select one of the available cadences – and all exported contacts will be added to that cadence. After I complete my export, I go to my SalesLoft and see that new contacts were created (or if I already had some of these contacts – those are updated). Also, Infotelligent created new accounts for these contacts (or if some of the accounts already existed – contacts got assigned to those accounts)

3)         I visit a website of a company I want to target (for example, ibm.com). I open Infotelligent Chrome extension and I can instantly see if this record already exists in my SalesLoft. If it doesn’t exist, I can create it in 1 click. If it exists, I can see its owner and last activity date as well as update this record or open it in SalesLoft.’

4)         I visit a profile of a contact I want to target (for example, I open his LinkedIn profile). I open Infotelligent Chrome extension and I can instantly see if this record already exists in my SalesLoft. If it doesn’t exist, I can create it in a couple of clicks and add it to a cadence if needed. If it exists, I can see its owner and last activity date as well as update this record or open it in SalesLoft.

5)         I open a person or account page in SalesLoft, and if it exists in Infotelligent, Infotelligent Chrome extension appears on the right. I can open it and see all data Infotelligent has about this record. I also can update information I have in SalesLoft by clicking 1 Update button in Infotelligent.