ZELIQ User Guide

Discover the main features of ZELIQ

Updated this week

Welcome to Your Guide Success πŸ‘‹

I'm Camille, CSM at ZELIQ, and I'm excited to guide you through ZELIQ. This guide is all about showing you how ZELIQ to achieve your goals, improve efficiency, and maximize the value you get from our platform. πŸš€

Plan Content:

πŸ”Ž Search or Import Leads.... from our Search, LinkedIn, CSVs, or your CRM

✨ Enrich Your Data

πŸ“§ Connect Your Email & Start a Sequence

πŸ’« Cold Emailing Golden Rules

πŸ‘₯ AI Personality Generator

πŸ’₯ Prioritize with Task Management & Lead Scoring

We're here to support your success and can't wait to see what we can achieve together. Let's get started!

πŸ”Ž Search Leads

ZELIQ Search

  • Click on πŸ”Ž in the ZELIQ menu

  • Choose your filters

  • Add leads to your leads list!

N.B: You can click on "Save search" to keep a history of your searches in the "Saved Searches" tab.

LinkedIn Extension

  • Download LinkedIn Extension here!

  • From LinkedIn, Search for Leads, add them to your pipeline in ZELIQ and enrich their data in one click!

CSV Import

  • Read all about importing contacts via CSV in our article!

CRM

  • Read all about importing contacts from your CRM in our article!

✨ Enrich Data

πŸ«‚ No credits will be deducted if we don't provide you with the data!

"Add Leads and Enrich."

As easy as it sounds we provide you with accurate data to gain time on your prospecting tasks.

With 80% verified email and 40% phone number success rate, our enrichment tool is THE BEST one in the market.

Not finding the data on your first request? Don't worry!

We use waterfall workflow from several providers like Datagma, Prospeo, and 11 others, giving you the most updated contact information. You'll be notified directly on your ZELIQ's workspace once the data is available!

πŸ’‘ Tired of multi-clicking to enrich leads 100 by 100? Let us introduce the "Enrichment Hub" 😍

Import and enrich CSV Files up to 15K+ leads. πŸš€

πŸ“§ Connect Your Email & Start a Sequence

Have I already mentioned that ZELIQ enables you to complete all your sales tasks? What about taking your sales cycle to the next step by reaching out to them?

Here are the steps to easily create a sequence with ZELIQ:

⚠️ Before starting, I invite you to check that the leads are properly assigned to the right person and that the assigned person's email account is connected to ZELIQ.

  1. Connect Your Email Address

2. Create a new sequence

  • In the menu "Prepare", click on "Sequences"

  • Click on "+ Create a new Sequence", located at the top right of the screen

  • Choose the source of your leads

πŸ’‘ Feel free to use Labels to make your sequence creation simpler! πŸ‘‡

  • Start to build your sequence and click on the step you want to launch (email or LinkedIn Automation)

  • Set up the sending conditions and decide when you want to stop the sequence

  • Enrich the leads for which the email address is missing.

  • Check for potential errors and send the sequence! πŸŽ‰

πŸ’₯ Use multichannel Outreach Strategies by integrating LinkedIn Automation in your sequences! Learn more

πŸ’« Cold Emailing Golden Rules

As a sales expert, I'm sure you would be interested in some tips to help you use cold emailing and automation wisely.

Increase your deliverability by:

βœ… Add Your SPF and DKIM Records: SPF and DKIM Records are methods of email authentication. They allow email servers to identify who is sending emails and verify if they’re trustworthy or not.

πŸ’‘ You can directly check if they are added through your ZELIQ's setting space: Settings -> Email Accounts -> Domain -> DNS Settings

βœ… Keep Your Sending Volume Reasonable: Keeping your sending volume lower and spending more time personalizing each email will help you avoid spam filters and help you get more replies.

πŸ’‘ Control the number of daily emails with ZELIQ setting space: Settings -> Email Accounts -> Domain -> Safety Settings. We recommend you 50 - 70 emails/max per email address.

βœ… Verify Emails before sending them: We got your back! ZELIQ tests email addresses before sending them content, so you avoid high bounce rates and improve the health of your domain.

βœ… Personalize your emails: Sending the same email template to 1,000 recipients will indicate spam filters that you don’t care about your recipients.

πŸ’‘Use ZELIQ's variable to personalize your emails.

πŸš€ Want more details? Feel free to read our articles about it here!

πŸ‘₯ AI Personality Generator

As you know, finding the right words to address your prospects is crucial. 😎

Try ZELIQ AI Personality Insights!

Go beyond basic information and tailor your communication style to your leads'. It will help create meaningful conversations and make the best first impressions! πŸ’₯

πŸ’₯ Prioritize With Task Management & Lead Scoring

Prioritizing your actions is a challenging task.🫣 It's all about TIMING.

Some of the most powerful features ZELIQ provides are lead scoring and automated task management.

🀌 To keep it simple:

  • Organize your tab by priority to maximize your efficiency;

  • Access all your tasks, snooze if needed, schedule follow-up calls or emails, and flag it as done with comments.

πŸ™ What's even better?

Everything is automatically synchronized in your CRM.

πŸ‘©πŸΌβ€πŸ’» For further information, please do not hesitate to contact us:


Master the Sales Game by checking our ZELIQ Academy on our Website or through our YouTube Channel πŸš€

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