Deep Dive with Drift: Sales User Training Follow Up

Thank you for attending our Sales User Training hosted by Callan Levine and Andrew Preuse who shared insights into using Drift for both inbound and outbound sales.

To go along with the training we wanted everyone to have some resources so you can review the information we talked about and get more details about the different features to help your sales teams connect with buyers more often and more efficiently.

Settings Check

• Update your Profile Picture
• Update your Name
• Connect your Calendar
• Turn on Notifications

Inbound Sales Resources

• Conversation View
• Use Slash Commands in Chat
• Saved Replies can Save Time
• Use Drift Video

Outbound Sales Resources

• Drift Prospector Helps You with Target Accounts (Don’t forget to enable your Daily Digest Notifications)
• Understand your Buyer with the Activity Feed
• Drift Video Helps with Outbound Sales Too

Tips and Tricks

• Build custom sections in your conversation view to manage your conversations the way you need to best stay on top of them. You can create filters based on tags so you can follow up with customers later.
• Use Video to personalize messages to your customer. You will have a higher success rate with email opens and replies using Drift Video.
• Use the built in LinkedIn Drift Video tool to send personalized messages to your prospects.

Didn’t attend the webinar? Don’t worry! You can find the recording on our Events page but we’ve specifically shared the link to this latest session here.