Product Tour

The Hub is our super intuitive client portal, offering total visibility on all elements
of your live SoPro Campaign. Here's what to expect.

Dashboard

Dashboard

The all-seeing Eye. Everything you need. Now.

It’s true, the best thing about SoPro is the hands-free nature of it all.
Prospecting as a Service… delivered by a team not a tool. It means your dashboard is no longer a complex control panel with settings, levers and a long list of stuff you need to remember to… do.

Far from it, this is a done-for-you service. Kick back and log in whenever you feel like it for a real time, crystal-clear drill down into every aspect of your campaign.

Or don’t bother. You might be busy, you might not like dashboards. Your campaign will run like clockwork either way.

  • Real time campaign performance
  • See your campaign at a glance
  • All positive responses listed
  • See and search all recent prospects
  • All data and actions at your fingers tips
See you Delivery and Lead Rates in real time
See your campaign at a glance
All positive responses listed
See and search all recent prospects
All data and actions at your fingers tips
Onboarding overview
Campaign targeting
Manage exclusions
Customise your messaging and email templates
Email deliverability and technical set up

Onboarding

Onboarding

Time to roll up your sleeves and… grab a sandwich. We’ve got this.

A lot of work goes into setting up a campaign. Fortunately, you don’t have to do any of it. We detail 30 of the most important steps here, but don’t be overwhelmed, we have the campaign setup process down to a fine art these days.

Setup takes 14-21 days and the SoPro Hub gives you a real time status report across all stages and tasks as your campaign readies for launch.

  • Onboarding overview
  • Campaign targeting
  • Manage exclusions
  • Customise your messaging and email templates
  • Email deliverability and technical set up

Source, Review and Approve Prospects

Source, Review and Approve Prospects

Lean back.

Your SoPro swat team will research and qualify each new prospect in accordance with your brief, we then source and verify the correct contact details before queuing each prospect for one-to-one engagement.

Feel free to review and approve each prospect prior to messaging, or if you prefer, switch on auto-approval and go fishing. It really doesn’t matter.

  • Targeting
  • Source prospects
  • Review and approve prospects
  • Source and verify contact details
Targeting
Source prospects
Review and approve prospects
Source and verify contact details
Business Pages
Influencers
Groups

Audience Insights

Audience Insights

Use this page to review the Social Media groups, influencers and business pages followed by every prospect in your audience. Quickly understand the key pages, people, and groups you should be interacting with to stay visible and relevant to your audience, use this valuable intel to inform sales conversations with your prospects.

  • Business Pages
  • Influencers
  • Groups

Account Based Marketing

Account Based Marketing

Your single, centralised view of each target organisation.

A rolling scorecard of every business SoPro have engaged on your behalf, together with the individuals contacted and a full audit trail of messages, responses, and engagement events such as email opens and website visits.

  • Organisation details
  • Account list
  • Comms trail
  • Known prospects in the organisation
  • Recent news
Organisation details
Account list
Comms Trail
Known prospects in the organisation
Recent News
Complete visibility of campaign exclusions
Update and export exclusion lists
Review and edit exclusions by type

Exclusions Management

Exclusions Management

Exclusions management needs to be 100% watertight. We’re obsessed with feeding you great prospects and that naturally requires bulletproof processes to avoid any prospects you’d rather not contact, existing customers, for example.

SoPro accepts exclusions by company, (I.e. domain level) or at individual level, email them through or upload directly in the Hub.

  • Complete visibility of campaign exclusions
  • Update and export exclusion lists
  • Review and edit exclusions by type

Email Templates

Email Templates

Gaze in wonder at the email copy masterfully crafted just for you.

We should probably mention that SoPro build the campaign messaging for all client campaigns. Experience has given us great insight into what works and what doesn’t, and we excel at crafting superbly personalised and conversational messages. Our writers take great measures to truly understand the exact customer challenges you solve, enabling us to strike just the right line to resonate perfectly with each target prospect.

Tech-wise, this panel gives you immediate visibility of all email templates in use. Review templates for sign-off, view and compare response rates by version, subject line, or message stage.

  • SoPro template writing team
  • Performance stats by template
  • Your sophisticated emails jam-packed with variables
  • Email deliverability tester
  • Email awesomeness tester
oPro template writing team
Performance stats by template
Your sophisticated emails jam-packed with variables
Email deliverability tester
Email awesomeness tester
Performance by stage
Performance by company size
Performance by job title
Performance by day

Reports

Reports

We’re proud of being geeks. We love data and these reports are as good as they get. Real time reports on campaign performance by sector, by size and much more.

We strongly advise removal of socks before viewing the SoPro campaign reporting suite. We’ve had a few “incidents” recently and the truth is they’ll be knocked clean off.

  • Performance by stage
  • Performance by company size
  • Performance by job title
  • Performance by day

Compliance

Compliance

We’ve slept through a lot of legal briefings to ensure that every SoPro campaign complies with the various regulatory frameworks in place.

To support the GDPR our campaign compliance centre offers the full suite compliance tools such as subject access request (SAR) extracts, legitimate interest assessment docs, unsubscribe management and notifications, template FAQ responses. It’s a compliance officers dream.

This section is 55% us showing off… and 55% critical functionality. Adding up to the usual 110% you can expect from every SoPro campaign.

  • Compliance FAQ
  • Compliance LIA
  • Subject Access Functionality
Compliance FAQ
Compliance LIA
Subject Access Functionality
Pre-integrated CRM plugins

CRM Integration

CRM Integration

SoPro Integrates directly with Salesforce, Hubspot, Pipedrive, Zoho, Microsoft Dynamics and hundreds of other leading sales and CRM platforms via Zapier.

This interface is where the magic happens. Punch in your API key and watch prospects magically drop into your CRM account.

Prospects are source coded and assigned to ales agents in accordance with your setup.

  • Pre-integrated CRM plugins

Cross Campaign Inbox

Cross Campaign Inbox

When prospecting campaigns are deployed to support multiple sales reps, it can quickly become difficult for marketing managers to maintain clear visibility of all responses and all leads reaching each member of the team.

Stay abreast of all responses, all the time, with our centralised cross-campaign inbox.

  • Real time cross campaign inbox
Real time cross campaign inbox