Join us for a deep dive into the new Starbridge for Sales Reps launch. We cover the new actionable home feed, AI-powered insights, Slack integrations, and how to configure your environment to help your sales team close more deals effectively.
Chapters
00:00
Introduction
Welcome and overview of the webinar agenda and speakers.
03:58
Product Vision
06:46
Sales Rep Experience
13:46
Ask Starbridge
17:52
Admin Configuration
25:37
Team Management
27:26
Q&A Session
Transcript
Copy
00:14
Hey, Slain.
00:16
Hey, Jen, how are you?
00:17
Good.
00:18
we'll give folks a few minutes here just to trickle into the room.
00:24
Sounds great.
00:28
While we're waiting, we'd love to hear in the chat where people are calling in from and if you're a current customer of Starbridge.
00:52
Hey, Casey, hope the ice has melted down there in Atlanta a little bit.
01:01
Loki.
01:01
I wish it had snowed more in New York.
01:03
I was ready for like three feet of snow.
01:05
And I feel like we got like 7 inches and just like freezing cold temperatures for the week.
01:13
I do think that's the issue with like, snow in New York is that never, like, pays off in a really awesome way.
01:17
It's just like, very inconvenient.
01:20
Mm.
01:21
You're not a fan of snow?
01:23
I'm a fan of snow in general.
01:25
I think just like the version that New York tends to get is.
01:27
Is not particularly all, that much fun.
01:31
I don't know if you saw of folks like, they got so much snow in, in like, Eastern, Europe or Russia that folks who like, jump out of buildings into the snow.
01:42
Yes, I saw that too.
01:43
I thought it was like, AI generated.
01:46
No, I think for real.
01:48
Insane.
01:49
But who knows these days?
01:50
Yeah, I feel like the issue with New York is like, the snow just turns into slush and then like, gross mud.
01:56
Christy, it, sounds like Suede is going to have to give an awesome demo on this webinar.
02:00
I see you're a potential customer.
02:02
Sway and expectations are high over here.
02:06
Heard recent folks in warmer climates for sure.
02:13
I know Austin well.
02:14
I heard Austin got hit by the.
02:17
I think it ended up getting some cold at least.
02:19
Yeah, we actually, we had two BDRs that were trying to make it out to Tassa, which is in San Antonio, and they flew out four days early to make it to this conference.
02:28
We have awesome BDRs.
02:30
and they got there, they were like.
02:31
Only like a quarter of the vendors are even at this conference because of the snowstorm.
02:36
And like, San Antonio was just like freezing cold.
02:46
Okay, awesome.
02:47
I think we're at a good group here.
02:49
really appreciate everyone joining us today.
02:52
We're super pumped about this product launch has been in the works for a few months now.
02:56
Swain and his team have just done an absolutely awesome job of really incorporating customer feedback and really introducing some features that make it a lot easier for sales reps to truly action on.
03:07
Go to market data points on the agenda for today.
03:10
Swain is going to do a live demonstration of a few key features that were involved in Starbridge for sales reps.
03:15
And then we'll spend most of our time actually in a Q and A.
03:18
As questions come up from you all, use the Q and A feature at the bottom of your screen to input any questions.
03:24
And then after the demonstration is over, Swaine and I will go through them one by one.
03:28
feel free to use the chat as well for any feedback, commentary.
03:33
we want to make it as interactive as possible.
03:35
Swain is our legendary chief product officer also, I think employee two at Starbridge.
03:41
and he was really the mastermind of this feature.
03:43
Launch here and I'll turn it over to him.
03:45
Thanks, Jen.
03:46
you're very kind.
03:47
Legendary, but certainly, our chief product officer at least.
03:50
hey everyone.
03:51
Really excited and thanks for taking the time to join.
03:54
we know your time is valuable and appreciate your spending it with us.
03:58
I thought I'd kick off by talking a little bit about what motivated us to invest in Starburst for sales reps and take the approach that we did.
04:06
One of the things that we've generally heard from both customers and potential customers of ours over the years or so, is that they often see really a trade off in the way that go to market products approach giving data to their teams.
04:21
what we heard was there are some products out there that are really, really easy to use and are able to deliver experiences that reps really love.
04:30
And as reps, or those who work with reps, we know that time is money and so it's really critical that we're able to deliver, the experience, or the data that reps need as easily and quickly as possible.
04:44
so you can find what's valuable, take the action, and ultimately, do what reps do best, which is book meetings and close revenue.
04:52
but there's often a trade off between the products that are most easy to use and the ones that are really specific in their ability to deliver really tailored insights that are customizable to your specific business and the information your reps need, to be successful.
05:11
So generally when, folks have used those products, they'd say, I love conceptually how easy they are to use and how the data is delivered.
05:19
But the actual underlying data isn't actually that useful.
05:23
It's really generic, it's not sophisticated enough or specific to how I want to take action.
05:29
And so ultimately that those products were not very helpful.
05:33
We also heard the opposite, which is, you know, hey, there are products out there that provide really, really complex workflows that allow us to really customize the signals that we're receiving.
05:43
I'd argue that from some respects Starbridge, had been positioned more in this way prior to this launch.
05:48
but it was actually a little bit harder as a rep to easily understand exactly how I want to take that action and consume those signals.
05:58
and so there's always been this trade off and Starbucks said I don't think that trade off should exist.
06:04
and so we took on this project and launched what we are launching today, which we're really excited about, which ultimately allows you to do two things.
06:13
The first one is continue to take advantage of all the amazing customizability that Starbridge provides and deep, deep specific insights in the public sector around data, and not just data, but actually actionability of that data and then package that all up in a highly customizable way and put it right in front of your sales reps exactly where they are acting today.
06:35
Be that in their inboxes in Storbridge, or in their Slack so that they can have that data, and it's integrated directly into their workflows.
06:46
So what I'll first do is I'll walk through what the experience looks like for the sales rep.
06:52
Once you've set up your full storage environment, then I'll walk backwards and show you as someone who is setting up the storage environment.
07:01
This could be someone on your rev ops team, it could be a sales leader or it could be one specific repeat.
07:09
we see a specific rep or a couple of reps become the power users and they build the environment on behalf of their team, for the full organization and I'll give you some tips and tricks about how to best set that up, really show you the power of the underlying platform, and then you'll have everything you need to go in, and make sure that you're able to take advantage of storage for sales reps as well.
07:33
as Jed mentioned, please make sure to as questions come up, use the Q and A feature so we can get an awesome set of questions lined up.
07:41
for the Q and A section we'll spend most of our time there.
07:46
Amazing.
07:48
Let me hop in to our demo and the place that we'll start is actually in my inbox.
07:59
So as a user of Starbridge, every day I receive and will receive a new email digest, the brand new layout that's super, super actionable.
08:10
As you can see here.
08:11
I've come in, I have my digest for the day.
08:14
I can quickly go into Starbucks from here, but I'm also getting a high level overview of what I have to do.
08:20
So I have a bunch of new signals I want to take action on here.
08:23
are the actual signals here.
08:25
What's really really cool is these signals have all the information that I need to take action on them directly in this email digest.
08:32
I get really excited about the signals themselves and I want to go into Starbridge and start taking action.
08:38
So I'll click on one of these signals here and this drops me directly into the brand new Starbridge home feed.
08:46
What's really cool about this home feed is everything that I need to take action on this signal is directly in this card.
08:53
We'll show you how this works in a second.
08:55
But all of these fields are actually fully customizable and specific to my organization.
09:01
For example, I can from my Storbridge bridge lay out how I want the email sort of template to come through where I have this opening line, I have a solution for the pitch and then I have a call to action, all of which I have right here.
09:17
I can see why this score, why this meeting is relevant to me.
09:20
So score of 4.
09:21
Here's a summary of why it's so relevant.
09:25
I have the person that I should go contact here.
09:28
So we think this is Alex.
09:30
If I want to email him, I click here to directly copy his email.
09:34
and I get this customizable summary of all the things that I need to take action on, why this is relevant to me, how I want to do my positioning, etc.
09:44
You can see the breakdown of how we might think about customizing this.
09:48
in this case I might know that a really helpful thing for my reps is to be able to reference similar customers when I'm emailing or making a phone call to a customer.
09:59
And so here we've pulled in relevant customer references, based on my current customer base.
10:06
And then maybe I don't just email, but I also actually am making calls as well.
10:09
So in this case we've also pulled in a cold call script that helps me if I were to be on the phone and maybe give Alex a call if I come back here to the home feed, I can see the full set of signals that I have in my feed.
10:25
And so this makes it really really easy for me to come through, find the ones I want to take action on, document what action I'm taking, and then go on with my day.
10:35
As you can imagine, a rep starts Their day in Starbridge hear the highest intent signals from today that I definitely need to take action on.
10:42
and that's what I do every day at 9am so here I have 104 signals in my current feed.
10:50
I can go ahead and filter down this feed.
10:52
Maybe there's certain types of signals I'm interested in today.
10:55
Maybe I have a couple of different bridges.
10:57
I only want to see a certain one.
11:00
I can obviously scroll through this feed and see each of the signals here.
11:06
But we've also built this really awesome ability to view the feed, what we call review mode.
11:12
If I click start review over here, it pulls up this awesome sidebar where we've actually, expanded all of the elements in that customized card view.
11:21
So I can read them really easily here.
11:23
Here's a cold call script.
11:24
Again, here's relevant customers.
11:26
Here's actually the relevant snippets from that meeting.
11:28
And I can navigate through this experience either with my mouse or with my keyboard.
11:36
So I can really quickly rev through all the signals I have and figure out what I want I need to do.
11:42
So let's say I'm like reading, you know, hey, we have this new cybersecurity advisory, council strategy plan came in recently.
11:49
I can a couple different statuses that I can set.
11:51
So maybe I want to give this Vermont agency, a call right now.
11:58
and so I pick up the phone, I give them a call or I send them an email.
12:02
Awesome.
12:02
I've taken action on the status and go ahead and click actions here and now that's been actioned and I've been moved on to my very next, meeting signal for this HCM quarterly meeting.
12:17
I actually want to come back to this later.
12:18
I want to spend some more time on this.
12:20
I, know this is potentially a really awesome prospect.
12:23
and so I'm going to start this signal for later.
12:25
So I come here, I can start now.
12:28
I've taken one action, and I've also started a meeting.
12:32
Have another one here.
12:33
This one I might know for some reason.
12:35
actually isn't super relevant to me.
12:38
maybe we don't have Headramp, for example.
12:41
and so this one's not interesting.
12:42
So I can mark that one as not interested and it goes right away.
12:46
And I can do all this with my keyboard as well.
12:49
So you can imagine I'm walking through, I'm seeing all this awesome stuff.
12:52
I can click a actioned, a actioned again.
12:57
a process that I really like, is the ability basically to look at all of your signals, and mark things as either starred or not interested and sort of use starred as like an inbox.
13:07
Right.
13:07
So I have my list of starred signals.
13:08
I've done my triage and maybe actually come back later and want to take action on those starred signals.
13:14
I can come in here, I can see I have two starred or one starred.
13:17
Here it is awesome.
13:19
And this is now the signal I want to take action on.
13:23
Once that's done, I come here and action.
13:27
So that's the home feed.
13:28
And what's awesome about the home feed is, we really want to make an experience where a rep can come in, get full advantage of Starbridge without really ever having to leave the home feed or dig any deeper, if they don't need to and they have everything they need to find most action.
13:46
Alongside the new home feed and the customizable card view, we've also introduced Ask Starbridge.
13:51
without Starbridge is, is a chatbot that allows me to do account research based on both all of the proprietary data that's available in Storbridge as well as, any data might be available on the web on a given buyer.
14:10
And I can ask that information just in natural language.
14:13
Right.
14:13
So where are the top priorities we say of San Mateo?
14:16
It goes through, does a bunch of research based on the relevant conversations that have been taking place recently and it gives me this awesome summary of what those are.
14:26
I can actually come in here and view those sources and I'm seeing these sources direct.
14:30
You know, many of these are actually from Starbridge.
14:32
So here's all the sources that we looked at as part of creating this answer.
14:37
And if we'd gone to the web as well and found all that stuff there, you'd all see the direct links.
14:41
Here's the necessity quotes, the reasoning why we talked, looked at this.
14:45
I can go into any specific meeting documents as well.
14:51
This is super helpful.
14:52
You know, if I'm maybe I discovered a signal right in Start Merge and I want to do some additional research as I'm thinking about reaching out or potentially, I'm like on the phone with a prospect, and I realize I don't have a piece of information that I need, and I want to do that in the background, to make sure that I have the information to answer the questions, from our prospect.
15:15
What's really cool about Storbridge is not only have we introduced Storbridge in the Storbridge web experience, But we've also introduced it directly in my Slack So here we've integrated the Storbridge bot into my Slack environment.
15:36
I've asked a question.
15:37
What are the top priorities of the city of San Mateo?
15:40
I've gotten the same readout here.
15:41
Otherwise, stuff directly in Slack.
15:44
I can come in and view the sources.
15:46
Right.
15:46
I can get redirected to storage if I need to, to do more research.
15:51
And so I can do everything I need without ever having to leave the storage environment or Slack environment, which is awesome.
16:08
Let me pull storage back up here.
16:14
Amazing.
16:15
So that's a little overview of both the new home feed with customizable card view, the new email digest, as well as Storbridge.
16:23
one other cool feature here is I can actually go ahead and I can share this conversation so I can copy it to my clipboard.
16:29
I can share it with someone in Slack, for example.
16:31
So I say, this is a super awesome insight.
16:33
The team needs to know this.
16:35
I can grab that, grab that full copy, and just copy the conversation history in, or I could save this for later.
16:41
I could put it into a document, I can move it to some other source, put it in my notes, wherever I need to reference it later.
16:47
The other super cool thing that we can do, with Starbridge in Slack is I can actually add the Starbridge bot to public channels with my team and I can ask the storage bot questions.
16:59
So let's say I'm having a discussion about the best strategy to approach a new prospect.
17:05
and we want to know, hey, we might want to reach out this way if they are currently a customer of maybe, some piece of complimentary software of ours.
17:15
And so in that conversation thread, I actually could add Starbridge in and say, hey, at, Starbridge, are they currently a customer of this person?
17:24
And Storage can provide that information directly in line.
17:26
So my full team can see that, and then we all have the information we need to continue the conversation.
17:33
So it's really awesome way to make, sure that Starbucks data isn't like, siloed and also introduce your full team to Starbridge with the power of it.
17:45
Awesome.
17:46
So that's a little overview of kind of the experience that you see as a rep coming into Stybridge.
17:52
What I'm going to do now is, flip to a little bit more of the configuration options and show you exactly how, you should configure this so that your environment can look like this as well.
18:06
So, one of the core things that we've done is we've actually created two new roles in Storage we have the consumer role, which is what reps would often have in storage.
18:18
This is awesome because, it allows you to provide a super streamlined view of the environment where they just see the home feed, they see Ask Starbridge, and they can just see the bridges that are shared with them and only see the relevant items in those bridges for their territory.
18:35
So they never see anything that isn't a relevant signal that they might want to take action on.
18:41
The second role is the builder view, which is what I'm in right now.
18:44
And the builder view allows me to build bridges, configure, share with the reps, and all that sort of that, all that stuff.
18:52
So as the builder, I come into my bridges and the first thing I want to do obviously is build out my bridge exactly as I've done in the past.
18:59
So here we've pulled in all the relevant stuff that I might need in my bridge.
19:02
I have my opportunity analysis, my positioning.
19:06
Here's the opportunity type.
19:07
We can actually see obviously the specific prompts that have gone into this and the configuration of those.
19:14
We see someone's present in the meeting, we see the customer references section, the email template I was showing you before, the cold call script, we pulled in the meeting summary and the AE center.
19:28
So we have everything that we need now to take awesome action on these signals that are coming in now.
19:35
I'm going to configure this bridge to be consumed by my reps.
19:39
So the first thing I'm going to do is I'm going to come into this consume mode.
19:43
This can seem as awesome because I might be someone who both builds and consumes, especially at small organizations, or if you're an AE power user, you're building out bridges and then you're coming into consumption.
19:55
You'll notice a couple of things here.
19:57
The first is I can't actually go in and run any of the columns from here.
20:01
So this is the view that rep would see.
20:02
I still can come in, I can look at different statuses, I can filter this bridge down, I can sort it by different things.
20:07
So I have a lot of flexibility when it comes to that.
20:10
but there's no sort of like destructive actions I can take in this view, if that makes sense.
20:15
I can also view this bridge as both a table view, which is what most folks are familiar with, viewing a bridge, and that same card view we were seeing before.
20:24
And I can actually switch back and forth.
20:26
So, it's super helpful if sometimes I want to see this card view, sometimes I want to Skim and look at the table.
20:31
Both options are available to me and I can come in here and I can download this full bridge as a CSV just as I did before.
20:38
And I'll see just the rows that are relevant for me in exactly the format that I have it formatted as.
20:46
What's really cool is I can actually customize this view based on how I want my reps to see it.
20:52
So as an example, you'll notice the aesummary before in the builder view was actually at the very, very end of the bridge.
20:59
That's because when I was building it, that's where I placed it.
21:01
But I don't want this AE summary to be the very first thing that the rep sees.
21:05
So I'll come in here to configure the consumer view and you'll see two tabs here at the top.
21:10
The first one is layouts and the second is filters and sorts.
21:13
And so in this view what I'm able to do is move around and decide which columns from my original bridge do I even want consumers to see and in what order do I want them to be seen.
21:26
So we already said, hey, we want this AE summary to do the very first thing.
21:29
Maybe we want the AE summary to even be before posted date.
21:32
So let's move it over there and boom, now I have this brand new layout.
21:35
Maybe I don't want folks to come in like take action until they've read the a summary and seen the posted date and the buyer name.
21:41
So I'm actually gonna move status down here and now status is my fifth column, so lots of flexibility there.
21:48
Maybe.
21:49
we've decided that calling is not really a use case for us anymore.
21:55
so it's having to come in and delete something from my bridge.
21:58
I can just hide the cold call script for a little bit.
22:00
and now that cold call script is gone, which is awesome.
22:04
and then in the future if you decide, hey, we're going to do some more calling, I can bring it back.
22:07
this is a really good way to make sure that the information being presented to your rep is exactly the information that they need at that given moment, even as your strategy might change or evolve over time.
22:19
And I can do exactly the same thing in my feed view.
22:23
So, some cool things we can do here.
22:25
or we can, you know, move stuff around as you said before.
22:29
So maybe I want the state, code connects to the buyer name and then the posted date.
22:33
Actually that's better to me, I'm gonna keep it that way.
22:36
maybe this cold call script, not everyone's calling.
22:39
So this feels like it's taking up a little bit too much vertical real estate.
22:42
So I'm actually gonna turn this into a single line, just a single line there.
22:47
Obviously I can still click on it, to expand the full thing.
22:50
But even if my card is a little bit shorter and easier to deal with, so that's how I can customize both these views.
22:58
What's really awesome is the way I might consume the card might be different from the table.
23:01
So maybe I want my cards to be, a little bit simpler.
23:05
maybe I'm not going to have this full sales email template here.
23:10
I, really just want the score, maybe I want the score above the contact and that looks great to me.
23:18
and then my table, I might want more information, a little bit of a denser format.
23:22
That's perfectly fine as well.
23:29
The other thing that I can do is I can come in and I can actually determine, how I want my signals to be emitted to my consumers.
23:40
So here in mean filters, we're going to only show consumers meetings from the buyers in that user's territory.
23:46
So that means if Jen and I each are territories and we have those assigned in our accounts, I'll see just signals from mine, Jenny will just see the signals from hers.
23:55
but obviously as the builder, I'll see the full set of all the signals that are actually in the bridge.
24:00
So I can build the bridge once and I can really easily admit those signals to everyone on my team, respectful of their territory.
24:07
So even If I have 20, 50, 100 sales reps, I'm not having to do a ton of configuration for every single bridge.
24:15
Maybe I only want my reps to see the very, very best stuff from start, I can come in here and I can filter down, what information is passed to that maybe I want to filter, for example based on, the posted date, or the score or something like that.
24:32
If there was some filter I wanted to add to my bridge, I could do that from here.
24:41
Awesome.
24:42
Now done all the configuration that I need, for my bridge and I now want to share this bridge with the folks on my team.
24:53
So I can come in here and click share and you'll get a summary of.
24:58
Here are the folks who have access to this bridge, the bridge we're shared with them.
25:03
It, also shows me admins and builders always have access to all bridges in the environment.
25:07
So if I'm in builder View, I see all this so I can see who those folks are and I can come in and if there were folks on my team, I could share this bridge directly with them.
25:18
Anyone with the consumer role in my environment.
25:21
But that's actually like a lot of work to do, right?
25:23
If I have a ton of reps, I'm coming in.
25:25
I'm like adding and sharing every single person, every single bridge.
25:28
and so we said that's a little too complicated.
25:31
The way I actually want to deal with this is to create teams and add relevant folks to those teams.
25:37
Maybe I have bridges that are relevant for my BDRs that are more top of funnel and maybe I have bridges that are relevant for my AE team that are more around deals that might be in motion.
25:47
and so I can come into my storage settings and this view is only available to admins in your organization.
25:54
And when to come in I can add a team.
25:57
And so maybe I'll call this the BDR team.
26:02
I can assign some users.
26:03
so Jen will be on the BDR team and I'm going to create this team by one user.
26:09
No bridges are shared with them yet.
26:12
But I come in here and I can share a bridge directly from this view.
26:15
So we're going to share that same.
26:17
Maybe we'll share this RFP bridge with that team.
26:20
Now one bridge is shared with them or from my bridges view, as I'm coming in here, I can decide, let's also share the BDR tin.
26:33
And now that bridge is shared, we have this one person on the team.
26:36
Share that team.
26:37
Feel really good about the outcome.
26:39
Awesome.
26:45
So that's a quick overview of as a builder and as an admin, how you want to come in and configure your bridges, get all their, all the information into your bridge, really find the right way to surface it to your reps.
27:01
share that with them.
27:02
So they're just seeing the stuff that's relevant in their environment.
27:05
and then obviously once they come in, they'll see the new modified home feed with exactly the signals of all the things you put into your bridge to make them super actionable.
27:20
Sweet.
27:21
we'll move to Q and A now.
27:23
I'm sure folks have been asking some questions.
27:26
Jen, do you want to take it away?
27:28
Yeah.
27:29
Awesome.
27:29
I see one from Katie.
27:31
Here are these Consumer view configuration options only available for admins, not currently seeing cold call script or customer references, for example, available in my environment.
27:43
Yeah, Great question, Katie.
27:45
Many of the columns that we're adding here are actually fully customizable columns from storage.
27:51
So an example here is this cold call script, is actually just a analysis, that we are running, right?
27:59
So here, is the prompt for this cold call script that we put in.
28:06
And the way you generate this on your side, is you can come in here and click add a column and you can use our handy generate column with AI feature.
28:16
so I'm going to have some instructions about what I want my call to look like.
28:19
I might say generate cold call script, to the buyer of the meeting, referencing relevant context for the meeting, and why, we agree and I can be this specific as I want here.
28:44
One like general piece of guidance, right, Is you know, we provide tons of context to your organization, or about your organization to our models.
28:53
But, in general we're only going to be as good at reading your mind of what great material looks like as you are.
29:00
Right?
29:00
So what I generally say about Starbucks is Starbridge is really, really good at helping you turn like one off examples or trends in what you're seeing as being super successful in your business and allow you to do that at scale.
29:13
So let's say you have, a really amazing BDR who creates really good at cold calling.
29:22
What you might want to do is actually go talk to them and say, what are some examples of how you talk on the phone?
29:30
What are the scripts you're using?
29:31
What are the things you're referencing?
29:33
And providing all of those as context, to the Starbridge AI as part of this prompt.
29:39
Maybe they like, actually break this out into three different sentences or I always start with this starter, and the more specific that you can be, the more actionable we will be able to be, in getting you something that feels exactly like, what you're looking for.
29:57
So here's the script we generated.
30:00
I could generate a couple examples of these when I add the column, see if this looks good to me.
30:06
and so you say, example script.
30:13
Awesome.
30:13
I'm gonna run like five of these rows and we'll see the script pop right up.
30:21
And maybe they'll be good, maybe they'll be bad.
30:23
We just spent a ton of time on this prompt and I can actually come in and iterate on this prompt over time to make the script look exactly like what I want it to be.
30:34
So here's the script.
30:35
This looks a little long to me off the bat, right?
30:37
So I'd probably come in and provide some examples of, hey, I want more of just like the first line of the script, or whatever that might look like here.
30:47
It's cool.
30:47
We actually pulled in the specific person, that was talking to the meeting.
30:50
So that's really cool.
30:53
So that's how you go about building out columns like that.
30:56
Katie, Another question here.
31:02
How should I think about the role of my CRM when it comes to Starbridge for sales reps?
31:08
Yeah, that's a really good question.
31:10
so generally we see Starbridge for sales reps as being really complementary to the CRM environment.
31:18
So as a general rule, what we want to make sure happens in the CRM is that you have all of the relevant material about a given account, in your CRM.
31:30
And so I'll give you kind of example of how you would pull that in.
31:34
here's an example bridge, where we're actually generating an account score, for a set of potential prospects we're going after.
31:45
And so one thing I could do is I could actually sync down this account score, based on how ready we think they are into my CRM.
31:53
I also make sure that my CRM is up to date.
31:55
It has all the relevant materials.
31:57
It also has the right contacts in place.
32:00
Let's say I have my full list of contacts that comes in from Starbridge.
32:04
I've synced those contacts down to my CRM.
32:07
Then a rep discovers relevant signal in Storbridge and reaches out to that contact.
32:12
I already have that contact associated to the right account in my CRM.
32:16
So that email goes out, like, you know, the Salesforce HubSpot plugin can do that association automatically and everything gets logged in place.
32:23
So we think like the best possible experience with Storbridge is likely one where you're both sinking down a little bit more like static data of this type, especially to the buyer object.
32:33
so that could be like accounts or companies depending on what CRM you use.
32:38
And then reps are actually taking their sort of immediate actions, in Storbridge.
32:45
one way I like to think about this a lot is what is the day in the life of a rep, right?
32:51
So, what's worked really well for some of our most successful customers in Starbridge is you say, awesome.
32:57
As a rep, I kind of am going to do three things in a given day.
33:01
The first one is, I want to take action on the very hottest signals I possibly can.
33:07
Like if there's something super, super high intent that's likely to book me a meeting, I, I would start my day there and get that meeting vote.
33:13
And that's where starting my day in my feed with anything that's super relevant, you know, I spend like 15 or 20 minutes actually the most relevant signals.
33:21
And that's the beginning of my day.
33:24
The next thing I want to do is I want to make sure I'm following up on any sort of current, prospects I'm working with, make sure that I'm like moving those through the pipeline.
33:34
And that's where I leverage Alex Starbridge to make sure that I'm usually getting all the relevant materials on those accounts.
33:40
I'm prepping for my meetings, and I have all my meetings, and I'm doing a great job of closing business and then maybe I have some more time at the end of the day.
33:49
And so the last question I have is, okay, cool.
33:51
So across my entire territory and all the accounts I could go after, which of those accounts should I actually target?
33:58
And one way I've seen folks do this is if you have your full account score synced down to your CRM, you can actually create a report that allows every rep to see their territory stack ranked by account score or readiness or whatever you've generated in Starbridge.
34:14
And they can basically just walk down, through their territory over the course of the quarter or the half or the year and make sure they're touching every single high intent account.
34:25
And so that gives them a really, really good answer to the question of like, when I have a second to go, like do some prospecting, who should I go reach out to?
34:35
and when we've asked a lot of folks, you know, how do you make that choice today?
34:39
They often say I actually don't really have that data.
34:42
And generally one of the things we're trying to do is if you can decrease sort of decision paralysis, in those sorts of moments, you can ultimately spend more time doing the thing that you ultimately actualized to close business, which is doing the prospecting itself.
34:59
Awesome.
35:00
Next question here, from Cody.
35:02
Can you show how to remove a type of prospect, for example, let's say two year colleges, from appearing in a meeting, signal, bridge, for example, maybe I like only want to see the signals from a four year call from a four year college.
35:17
Yeah, great question.
35:19
So there's actually two ways that you could do this.
35:22
one is actually by making a list of buyers to base your meetings on.
35:28
that doesn't include that.
35:30
And the second one is if you haven't done that and you've already built your bridge, you can filter the map.
35:34
So I'll show you kind of both paths.
35:36
if I come into buyers here, I can come and I can create a buyer list and I'll create a dynamic buyer list with a set of filters.
35:43
And so here I just want higher at and then we have specific filters by institution type.
35:54
So maybe I only want large research and undergrad liberal arts, but I don't want community colleges for example or technical schools or medical schools.
36:04
So I can just have a set of these and this will create my initial buyer list.
36:08
and then when I create my bridge, I'll be able to do that directly from there.
36:13
You can see kind of this full set of all the things that we have is institution level.
36:17
So you know Cody's here.
36:18
Sick question.
36:18
If you just wanted four year, just add four year there you can see exactly what this is.
36:25
So that would also work sort of as the filter that was what you're looking for.
36:29
Then I have the buyer list.
36:30
I can build my bridge based on that buyer list.
36:33
So if I come in to build a bridge, one of the things you want to do is let's say I want like all the meetings from those colleges when I come here to buyer filters.
36:41
I'll see my example, buyer list here, I can select it and it'll only build the bridge based on that.
36:49
The other way to do this, let's say you're coming to meetings.
36:55
We'll see if these are all counties in this bridge.
36:58
So I won't be able to give you a good example of using that.
37:02
What I'd actually do is I would come into add column and I would add a specific piece of buyer info.
37:09
So I can come in and I could say institution type.
37:15
Institution type is here.
37:16
If I add to this bridge, obviously none of these counties are institutions.
37:20
You won't see values there.
37:22
but let me pick another good example of something I might want to filter on.
37:33
They want to filter on like population, right?
37:36
So I'm going to come in here and filter and add population as an attribute of my branch.
37:43
So for all of the counties and add my population, then I'm going to consume mode and I can say, hey, I configure consume mode and I'm going to filter on population being greater than 5,000 and now I'm just going to see the entries that match my filter criteria.
38:18
Awesome, Awesome.
38:23
Final question here.
38:24
Do admins have access to metrics on their reps utilization of the platform to ensure they're logging in and completing such viewing tasks.
38:34
Super good question and one, we get a ton, today we don't.
38:39
if you're interested in seeing metrics for your current usage, feel free to reach out to your customer solutions architect.
38:46
and they're happy to provide you metrics on a monthly basis of who's logging into the platform.
38:50
and also rest assured that this is very high in our roadmap.
38:54
So expect to see it coming down the pipeline from us, very soon as well.
38:58
we definitely want to be empowering admins and builders to be encouraging their apps to come into the platform.
39:04
make sure they're actually signals and things like that.
39:07
One cool thing we did related to this, is actually in your email digest now at the very bottom, we'll show you the total number of signals that have been actioned in your organization since your organization was created.
39:20
And this is a super cool way is like you continue to make progress as an entire organization at Starbridge to see like, whoa, look how much work we've all done together, and how much awesome data we've ultimately contributed to our sales motion.
39:40
Awesome.
39:41
Those are all the questions I currently see.
39:45
Final call from folks here today on any questions at all.
39:48
These have all been great.
39:53
One additional note, if folks here are current customers of Starbridge and you're excited to start implementing some of these new features, I would definitely reach out to your CSA and they're excited to walk you through some features in more depth to maybe set up some of these prompts that we were demonstrating today and get your team really adopted on some of these cool new features.
40:19
Awesome.
40:20
Looks like those are all of the questions.
40:21
Really appreciate everyone's time today.
40:23
Thank you so much for joining us.
40:25
if you're not currently a customer but you're interested in getting a live demo and seeing more of the platform specific for your use cases.
40:35
we'll be sending out communications after this webinar so keep an eye out for that.