Your MSP Marketing and Sales Enablement tool is useless without this!

How will it save me time?
Not only does segmenting your list help you to better target your audience – it can also save you time. With smart lists you can automatically have the lists created in your account. When you add in more contacts they will be filtered into their respective lists, if they fit the designated conditions.

Organize by record data
For instance, if you have a list of healthcare contacts, we can create a smartlist mapping to the Industry field in their contact record. Later, when you add more contacts that also have their Industry filled in as “healthcare” they will be added to that list.

Organize by activity or contact event
Additionally, you can create lists based off of actions that your contacts have done. For example, do you want to know all the contacts that fill out a form on your website? This is a default list in your account.

Increase visibility across the organization
Company smart lists allow you to easily share a list out to your entire company. This way your whole team gets to see the insights on your contact list. This can save you time when you are reviewing your contact list or taking a deeper look at contact interactions as a team.

Get important updates
Smartlists also allow you to receive notifications on any of the given conditions or contact activities. This way you can stay up to date with your contact list. Having real-time updates on contact activities enables you to respond faster than before.

Shorten your sales cycle
The insight from a smart list allows you to quickly get the information you need to begin the sales outreach. Smart lists allow you to spend less time filtering through your contacts and more time on other important tasks. A faster response time ideally leads to a short sales cycle.

Summary
Smart lists are a vital part to your sales and marketing efforts. Being able to segment your contacts allows you to hone in on a target market. Additionally, smart lists allow you to view your contacts based on their interactions. Enabling notifications on these lists gives you the advantage of speeding up your response time. Speeding up your ability to respond to prospects allows you to save time in the sales cycle. Closing leads faster is a goal of any sales team.

If you need assistance enabling specific smart lists in your account reach out to support@mindmatrix.net.