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Wouldn’t it be great if you had access to your entire team’s contacts and even had visibility on your director+ level colleagues' connections to the account you are working on? If you had the chance to delve into the new feature, Relationship Explorer, you probably discovered that you might be just one click away from seeing who to ask in your organization for a warm introduction. Would you like to make sure that you leave no stone unturned and empower yourself with your company’s executive network? Read along for three key highlights to keep in mind to do exactly that. 

 

  1. Relationship Explorer is all about helping you work laser-focused on finding decision-makers, hidden allies, and warm paths in. When you work on reaching out to leads, it is always worth checking if you can get a warm introduction. Once you build these simple steps into your core activities, you are on the way to maximize your results:
  • Open the target account and scroll down to the ‘People at’ section
  • Select or create your target Persona 
  • Filter for the most applicable spotlights to see the top 8 most relevant leads, including Teamlink and Executive Teamlink Spotlight filters*. 

 

Community Insider Tip: If you need a reminder on what Teamlink is, check out this previous Community Post where you learn about the ins and outs of this feature:
Everything you need to know about TeamLink, TeamLink Groups and TeamLink Extend

 

  1. Leverage the Executive Teamlink Spotlight* to see your executive team’s network. It can help you find the best path-in by pinpointing leads connected to your team's execs. It can become one of the most powerful tools that the sales team has at their fingertips: 
  • Save time to find a warm path by leveraging director+level connections that can lead to shortening sales cycle
  • Build trust early by receiving a warm introduction from the right person, which might result in a bigger deal size.

Community Insider Tip: Having a company culture that supports sharing connections and providing and receiving introductions will lead to achieving the overall organization goals as one team faster and more efficiently.  

*Teamlink and Executive Teamlink Spotlight filters are available for Advanced and Advanced Plus plans. 

  1. To find the best path, the key is to create specific personas as the first filter to keep your focus sharp on the target. Dedicate the time to outline and identify these personas that will go a long way and essential step to not miss. 

 

If you’d like to learn more about how to find a warm path in, using Relationship Explorer and create Personas, I recommend looking into these Community posts and articles:

 

I’m curious to hear about your experience and insights using this new feature. Or do you even have a success story already? Please don’t keep it for yourself, we would love to hear all about it! 

 

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