Routines / Platform Project Signals
Platform Project Signals
Every weekday morning Jane reads job postings and company news for the platforms your firm delivers on, such as SAP and Workday. She finds the person who runs the platform, adds them to your client database and writes outreach that names the project stage and comparable work you delivered.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
ZoomInfo
Apollo
RocketReach
LinkedIn
Gmail
Outlook
Slack
- 1
Platform postings and news appear
Every weekday morning Jane reads new job postings and company news for the platforms your firm delivers on, such as SAP and Workday.
- 2
Jane finds the platform owner
For each company starting a platform project, Jane finds the person who runs the platform and adds that contact to your client database.
- 3
Jane writes to each platform owner
Jane writes to each platform owner with outreach that names the platform, the stage of the project and comparable projects your firm delivered.
Questions about Platform Project Signals
What does the Platform Project Signals routine do?
It finds companies starting or changing a SAP, NetSuite, Workday, Guidewire or ServiceNow project, finds the person who runs that platform, and drafts outreach about the project for a rep to approve.
Can we add other platforms?
Yes. Tell Jane the platforms and the kinds of project your firm delivers, such as Databricks or Salesforce, and she watches for those too.
Does Jane message people on LinkedIn herself?
No. She drafts the LinkedIn message for the rep, who sends it from their own profile after approving it. Jane does not add contacts on LinkedIn for you.
Which systems does it work with?
HubSpot, Salesforce, Bullhorn and most other CRMs, plus LinkedIn and your Gmail or Outlook mailbox.