Apollo x XR
Your CS Workflow
with Apollo
Three workflows your CS team can use today — finding the right buyers, keeping them engaged, and turning every call into intelligence.
People Search
+
Automated Sequencing
+
Conversation Intelligence
Workflow 01
Find the Right People
in Every Account
Use Apollo's People Search to identify decision-makers and expansion contacts across your book.
STEP 01
Open People Search
Navigate to Search > People in Apollo. Use the Saved Search filter or start fresh.
STEP 02
Filter by Account
Add your target company name or domain in the Account filter to scope results to your book.
STEP 03
Layer Title + Seniority
Filter by job title keywords (e.g. "Integrated Media", "Campaign") and seniority to find the right buyer level.
STEP 04
Check Contact Info
Reveal verified email and mobile. Apollo shows confidence scores so you know which contacts are fresh.
STEP 05
Add to a List
Bulk-select and push contacts to a named list (e.g. "XR — Expansion Q3") for sequencing or export.
STEP 06
Save the Search
Save the filter set so Apollo alerts you when new contacts matching your criteria appear.
Pro tip
The Org Chart view shows reporting lines at target accounts — useful for mapping who owns the budget vs. who uses the product day-to-day.
Workflow 02
Run Sequences
That Actually Land
Build multi-touch outreach that reaches contacts at the right time with the right message — without manual follow-up.
STEP 01
Create a Sequence
Go to Sequences > New Sequence. Name it for the motion (e.g. "XR — Re-Engagement — Q3").
STEP 02
Add Steps
Mix email, LinkedIn, and call tasks. A 4-step cadence over 12 days is a strong starting point.
STEP 03
Write with AI Assist
Use Apollo's AI messaging tool to generate a first draft, then edit to match your voice and XR's context.
STEP 04
Connect Your Mailbox
Link your work email under Settings > Mailboxes. Apollo sends from your address and tracks opens and replies.
STEP 05
Enroll Contacts
From your People list, select contacts and click Add to Sequence. Apollo queues the outreach automatically.
STEP 06
Monitor & Reply
Use the Tasks view to handle replies and manual steps. Apollo surfaces who opened and who clicked.
Note
Keep sending volume under 50 emails per mailbox per day to protect deliverability. Apollo will warn you if you're approaching the threshold.
Workflow 03
Turn Every Call into
Actionable Intel
Apollo's Conversation Intelligence records, transcribes, and analyzes your calls so nothing falls through the cracks.
STEP 01
Set Up CI
Go to Settings > Conversations. Connect your calendar and enable call recording for your account.
STEP 02
Join the Call
Apollo's notetaker joins automatically from your calendar invite. No manual dial-in required.
STEP 03
Get the Transcript
Within minutes of the call ending, the full transcript and AI summary appear under Conversations.
STEP 04
Review AI Summary
Apollo highlights key topics, objections, next steps, and follow-up commitments from the conversation.
STEP 05
Sync to CRM
Push the call summary and action items to Salesforce or HubSpot with one click — no copy-paste required.
STEP 06
Search Across Calls
Use keyword search in Conversations to find every call where "renewal" or "expansion" was mentioned.
Why this matters
CI means your team keeps institutional knowledge even when reps turn over — every account's history is searchable, not stuck in someone's head.
The Full Picture
Three Tools,
One Connected Motion
Each workflow feeds the next. People Search fills your pipeline, Sequencing keeps it moving, and Conversation Intelligence improves every future touch.
People Search
Find the right contacts
→
Sequencing
Reach them at scale
→
CI
Learn from every call
→
CRM Sync
Keeps SFDC current
3x
More contacts reachable per account with People Search
4–6
Touchpoints in a standard CS re-engagement sequence
100%
Call coverage when CI notetaker is enabled
Where to Start
Your Next Steps
with Apollo
Pick one workflow to run this week. Each one takes under 30 minutes to set up the first time.
🔍
Run a People Search
Pick one account from your book, search for contacts you haven't reached, and add them to a new list. Takes 10 minutes.
✉️
Build a 4-Step Sequence
Create a re-engagement sequence for a quiet account. Connect your mailbox and enroll your first 5 contacts.
🎙️
Enable CI on Your Next Call
Turn on the Apollo notetaker before your next customer call. Review the transcript and push the summary to SFDC.
Open Apollo →