1.89.0 (22.06.2023)

A deployment of a new version of SodaStream and Client Portal inside the regular release window.

Prospects Page

The prospect tab changes include improved design and overall user experience. The improvement include revised columns to present the information most relevant to the client, but also very slick way to see the prospect details in the prospect side modal– without having to navigate outside of the prospect tab. The side modal is something that most of the CRMs provide which are tools regularly used by our clients, and with this change we’re aiming to provide seamless experience for them, but also we’ll have consistency in the design of the portal, as this modal will be used on multiple pages where prospect or company details are presented, including the coming soon Web Intent page. Figma link.

Please find below quick overview of each column and action on this page:

• Interest flag. The idea of interest flag is to enable users to manage their activities by marking the prospects of their interest, or unmarked them when the follow up activity they had in mind is done. The system will be adding interest flag on for all leads, meaning all prospects that have shown intent and have MQL or SQL tag on, which the users can then unmark if needed. Users can then filter the prospects with prospect flag on or off.

• Prospect name. Clicking on prospect name or anywhere on the prospect row opens the prospect details side modal. The prospect is hyperlinked to open the full prospects details in the side modal and not in the table as it was previously.

• MQL, and SQL tags are assigned to all prospects that are leads and these tags are visible in the Prospect column, and can be filtered on the buttons available on the top right end of the table.

SQL (sales qualified leads) stands for fully qualified sales lead, whereas MQLs (Marketing qualified lead) are generally the leads that require further nurturing to progress to the SQL stage.

The list below presents the intent activities that trigger prospects to be qualified as MQL or SQL leads. Please note an update we have in regards to the MQL and SQL tags is introduction of legacy tags. When the initial qualifying event is 6 months old, the badge turns grey and becomes a Legacy MQL or Legacy SQL badge.

Also, please consider that this list would be updated to reflect additional triggers once additional features that capture customer intent are added to our service.

ALL MQL

· Email response (Deferred interest)

· Email response (Referral)

· Web intent leads (I.e. Web-goals)

· Gift redemption leads

ALL SQL

· Email response (Positive response)

· Manual event leads (phone, LinkedIn, manual email – pitched booked)

• Company, Job title – no change to how these work currently.

• Stage. Refers to Emails stage and lists the regular prospecting activity stages as Email 1, 2, 3 and 4. IP match and activity email stages will be also presented in this column, but this something that is coming soon as part of the Web Intent feature.

• Last activity. The column will be always presented to display the last activity that is associated with the prospect and the date this activity occurred.

• Last activity date will be prefiltered to last 30 days, aimed to present the prospects that have most recently have had an activity by default, but the selection can be changed as needed or all prospect view can be displayed by clearing the filter.

• Intent. Intent tag is added to all prospects that have done an activity that is considered as MQL or SQL activity – please see list above.

• Owner. Refers to sales owner. The initials are pulled from prospect email profile first and last name record.

• Actions. No changes to how these listed actions work currently.

• Prospect side modal. Here you can see all the relevant prospect details and you can quickly navigate to see the prospect activities tab, shown by default or the website sessions tab. In the activity feed tab you can easily filter just the lead based activities by selecting the toggle, to support the case where there are lots of activities associated with a prospect and you want to quickly filter the lead ones.

Clicking the row will open the side modal and you can close it by selecting anywhere outside of the modal – something that most systems providing side modal support, hence users expect this to work same.

• Columns filtering and sorting– works same as before, the specific use cases are covered in the previous points.

• Search bar. Here you can easily search for a prospect or company name by typing the name, or email address in the case of searching a specific prospect.

• All prospects, MQL, SQL buttons. All prospects will be selected by default, but the user can select to see MQLs or SQLs only as well. Please see prospect description for more context on the meaning and use case for these tags.

• Export button. No changes to how this works currently. All additional data points that are not visible in the table will be available in the export.

Companies Page

Similarly to the Prospect page changes we included revised columns to present the information most relevant to the client, but also very slick way to see the company details in the prospect side modal– without having to navigate outside of the prospect tab.

Please find below quick overview of each column and action on this page:

• Companies. Same as prospect clicking on prospect name or anywhere on the prospect row opens the prospect details side modal. The prospect is hyperlinked to open the full prospects details in the side modal and not in the table as it was previously.

• MQL and SQL tags. These tags are inherit from prospects lead stage, meaning if there is at least one prospect within that company associated with MQL or SQL tag, then this will be displayed for the company as well. Should there be prospects at different stages, the higher one- SQL will be displayed.

• Stage. The companies status are simplified to reflect what the client can do next with the respective company, but also to provide consistency with the company statuses added in Web Intent and these are: Active engagement and Opportunity for reengagement.

These statuses are derived from prospects status but support the scenario where company has multiple statuses for multiple different prospects engaged. Please see the matrix below for details – the company statuses in the 2nd table were the ones that were replaced with the new statuses, hence why these are displayed below.

• Industry, company size. No changes to how it currently works.

• Number of prospects. The total number of engaged prospects for the selected campaign is displayed here.

• Intent. Same as prospect – if there is at least one prospect within a company that has shown intent, the company will inherit the intent tag.

• Last prospected. The company list is ordered by most recently prospected companies on top and prefiltered to show the companies prospected in the last 30 days. This is a filter that can be changed as needed.

• Company side modal. Here you can see all the relevant prospect details and you can quickly navigate to see the prospect activities tab, shown by default or the website sessions tab and prospects engaged tab. In the activity feed tab you can easily filter just the lead based activities by selecting the toggle, to support the case where there are lots of activities associated with a prospect and you want to quickly filter the lead ones. Prospect tab provides quick overview of prospects engaged, their status and sales owner, and clicking the prospects in the prospect tab will open the prospect details view.

Clicking the row will open the side modal and you can close it by selecting anywhere outside of the modal – something that most systems providing side modal support, hence users expect this to work same.

• Search bar. No changes to how it currently works.

• All prospects, MQL, SQL buttons. All companies will be selected by default, but the user can select to see MQLs or SQLs only as well. Please see prospect description for more context on the meaning and use case for these tags.

• Export button. No changes to how this works currently.

Portal menu

The portal menu will be updated to support better visibility of the upcoming Web Intent feature, but also the other features/tabs that are planned and due to be added in the next months. The aim was to present better the tabs that the users are expecting to use on a regular basis, and group under Tech config the tabs that are used for configuration of the service and are typically used just once during campaign setup, and perhaps few more times if changes/updates in the setup are needed.

Please see below the ordering of the revised portal menu structure.

• Dashboard

• Onboarding

• Companies

o All companies *Layout and functionalities explained above

o Leads *Same view as All companies, but prefiltered to display MQL and SQL leads only

• Prospects

o All prospects *Layout and functionalities explained above

o Leads *Same view as All prospects, but prefiltered to display MQL and SQL leads only

• Web Intent *coming soon feature. On the release date the tab will be visible for Sopro campaigns only

• Exclusions

• Email templates

• Campaign inbox

• Reporting

• Tech config * Tech config groups the tabs that are used for configuration of the service and are typically used just once during campaign setup, and perhaps few more times if changes/updates in the setup are needed.

o Web plugin

o Intent goals

o CRM sync

• Compliance

• Deal Navigator

• Billing

• Reward scheme

• Feedback survey

New SDR log - LinkedIn Polite Decline

As part of teh LinkedIn connections project it was requested that we add new SDR log type i.e. LinkedIn - Polite Decline. When this type is selected in the SDR menu the prospect will be treated as a responder. This will help us exclude the prospects which we had conversation on LinkedIn, and the conversation didn't fit any of the existing SDR types.

Pitch prep in the Portal

The aim of this project is to build a Pitch Prep tool to assist with the research sales agents conduct into companies they are going to communicate with and pitch to.

Prior to a sales pitch, a sales agent will carry out some research on the company they are speaking with, usually looking at their website, LinkedIn company/profile pages, and the campaign repository.

The limitation of the campaign repository is that the filters are basic, for example, if you want a finance company that targets the logistics industry, it will show any finance company that has logistics included in their targeting, even if it makes up a small %. Same with company sizes.

This new portal will make use of Open.ai to produce a more accurate match up of Sopro clients using company info, offering, and target market.

Unsubscribe link not working

It was reported that for some campaigns the unsubscribe didn't exclude all prospects. We added additional validation and now all prospects that have clicked on the unsubscribe button won't receive any follow up emails.