AE/SDR User Experience- Boomerangs
AE/SDR Experience with Boomerangs
We're excited to help you understand how you can make the most of your Boomerangs.
Boomerang identifies your customer champions, monitors them for high-value triggers like job changes or recent renewals, and automates follow-ups to book meetings or get warm intros to target buyers.
Process:
Step 1: Job Change Notification: Every month, our engine identifies job changes and pushes them back into your CRM. Once a lead is assigned an owner via Leandata, a notification is sent out to them via Slack/Teams/Email or your companies notification tool.
From the notification- you can view details such as Current Company name, Previous Account name, Current Job Start Date as well as the Boomerang Play which tells you that this is a customer who has moved to a Target Account, hence this is a high value lead. _______________________________________________________________________
Step 2: Boomerangs Contact list view: Once you have received a job change notification, you want to access all the Boomerang leads assigned to you. You can do this by-
1. From your home page, click on the “Contacts” option as shown below-
2. Clicking on Contacts and selecting the list “My Boomerangs” as shown below-
3. This will display all the Boomerangs which have been assigned to you. In this view, you can see additional details including- Current Job Start Date, Linkedin ID, Past Account, Movement Type (Plays)
_______________________________________________________________________ Step 3: Boomerangs Account list view:If you are looking to make in-roads into a Target Account, you can access all the Active Boomerangs within a particular account by going to the Accounts View-
- Click on Accounts to access all your Accounts.
- From the dropdown, select “All Accounts w/ Boomerangs”
- Here you can see the number of active Boomerangs present in each column:
By clicking on any Account, you will be able to view the details of all the Boomerangs that are identified in that particular Account- _______________________________________________________________________ Step 4: Individual Contact/Lead View:Now that you are able to locate your Boomerangs, you want to click on the Contact/Lead for additional information and context provided by Boomerang.
- For each Contact/Lead, you will have a Boomerang section-
2. The rep can use additional details enriched by Boomerang which would help them in their outreach. For example-1. Boomerang Past Relationship: Customer This would help the rep set context and understand if the person is already customer who has used the product before.2. Boomerang Previous Contact Owner The rep can reach out to the previous contact owner to gather additional insights.3. Boomerang Linkedin Use this to send a connection request, see the current engagement and activity of the person etc.4. Boomerang Past CRM Contact The rep can access the Past CRM Contact for the lead to help gather additional context such as NPS score, Notes from previous contact owner etc. _______________________________________________________________________
Step 5: Setting up downstream plays: Once the rep has gained context on the person's job change, new role, activity from linkedin, previous relationship with your organisation, you would want to add these Leads sequences via Sales Engagement tools such as Outreach, Salesloft, Hubspot etc. Salesloft:
Outreach:
- To add leads manually to your Salesloft/Outreach Cadence, you can directly use the Salesloft/Outreach Chrome Extension for Salesforce to import contacts straight to Salesloft/Outreach via the buttons highlighted. Alternately, you can also reach out to them via Email/Mobile (shown above).
- To set up Auto-Enrollment of Sequences for multiple leads, you need to set up triggers and sequences on Salesloft or Outreach. You can take the help of Boomerang Playbooks and Messaging structures to set up downstream sequences.