Welcome to Seamless.AI!
We are excited to help you build your pipeline and drive more sales with our real-time contact and company search engine! The video and article below will give you some quick details on getting started with Seamless.AI so you can hit the ground running.
In this article:
This article will help make sure that your basic features and settings are in place, both to optimize your search results and ensure that your data integrates into the rest of your sales workflows as much as possible.
Pro Tip: If you'd like a live walk through of the platform, we hold regular training sessions hosted by our CEO, Brandon Bornancin and Director of Customer Success, David Tull. You can sign up for a session right here.
To see the set-up in action, you can watch the on-demand training video embedded below. We recommend using this video to follow along with the instructions detailed in this article.
If you're the first person at your organization to use Seamless.AI, you can sign up and register for your Seamless.AI account: https://www.seamless.ai/.
If you're joining other teammates at your organization who are already using Seamless.AI, you can ask your org admin to invite you as either a Free or Unlimited user, depending on whether your organization has any Unlimited licenses available for distribution. Click here if you and your org admin can review more instructions on User Management and Inviting New Users.
1) Install the Seamless.AI Chrome Extension
One of our most popular and well-reviewed features, the Seamless.AI Chrome extension allows you to search and find contacts outside of the app, particularly in LinkedIn and LinkedIn premium products. Click here to read a full user guide for our Chrome extension in LinkedIn.
You can install our Google Chrome extension by clicking here.
Pro Tip: While you're installing the Chrome extension, we highly recommend setting Google Chrome as your default browser for Seamless.AI. You can download Chrome here and make it your default browser. Our Chrome extension provides efficiency and high value for many of our users, so if possible, we recommend making use of it.
2) Connect Seamless.AI to your CRM and other Apps
Seamless.AI offers one-click integrations with Salesforce and Hubspot, with more direct integrations planned in the future. You can also connect your Seamless.AI data to the rest of your tech stack using Zapier.
1. First click the Account Menu button in the top right of the app
2. Click on "Settings" and navigate to Connected Apps.
Next, complete setup of your CRM settings here so you can select if you want to import your contacts as Leads or Contacts into your Salesforce or Hubspot CRM.
3) Set up your Default Lead Lists
The easiest way to keep your Seamless.AI contacts and companies organized is by creating Lists that you can use to automatically sort them as you search and find contacts.
To get started, select 5-10 campaigns you'll be performing using contacts with Seamless.AI.
Then enter each campaign as a list in your drop down menu under My Contacts.
Whichever list is selected in that drop down when you search will automatically store contacts as you click Find or Find All, either in the Seamless.AI app search or using the Chrome extension. You can then filter your contacts by these lists for easy Export/Import.
For more instructions on how to use list to organize, download and import your contact data, click right here.
4) Add Seamless to Email:
Add Seamless.AI to email to get sales emails, phone numbers and insights for everyone that emails you.
Additionally save any email signature automatically into your email search list here so you can never miss a contact from your email and auto-import direct dials, phone numbers and emails from every single email signature you ever receive!
You can view all the email signatures saved here.
5) Join our Affiliate Program and set up your Referral Code / Link
Once you're ready to start spreading the word about Seamless.AI, you can follow these steps below to join our Affiliate program. You can also learn more about our Affiliate program policy by clicking right here.
1. Click your Seamless.AI options tab
2. Click the setting option
3. Select Affiliates in the left navigation
4. Invite your contacts
5. Invite by sending a direct email
6. Copy and share your referral code and link with your network
Once your settings are in place, it's time to start building your lead lists and saving contact information for your future customers.
Finding Contacts in Seamless.AI:
Below is a walk through of our basic search functionality. For a deeper walk-through of how to use our search features, both the app and the Chrome extension, check out our article on Searching in the Seamless.AI app.
1. Use the in-app search to apply your filters and search for contacts.
2. Click 'Find' or 'Find All' to have Seamless.AI use its real time search engine to locate that information.
3. Information is then displayed for you to view instantly.
4. View those contacts in your My Contacts section as well.
You can learn more pro-tips on using our in-app search right here in the Search section of our Knowledge Base.
Finding Contacts on Linked In with our Chrome Extension
Check out our Social Search article to view the versions our extension works on and for an in-depth look at the search process.
1. Enter your search terms to have Linked In pull up those contacts and allow the Seamless.AI Chrome Extension to send their information to your My Contacts.
2. Visit someone's direct profile and use the Seamless.AI Chrome Extension to locate information
3. Data is populated back to your My Contacts in your Seamless.AI account
Seamless.AI makes it easy for you to automatically set daily leads searched goals that help you hit your target commission rates and remain disciplined to growing your pipeline.
In Settings>Income Calculator, you can assess your daily leads searched goals with just four values
- Set your own salary/annual commission goals
- Your average commission value
- Leads/Booked Appointment conversion rate
- Appointment/Closed Won conversion rate
Fill out those four fields, and the quota will automatically populate in the fields below
Pro-Tip: 10X your goals to maximize your results. Psychologically, this will push you to make incremental gains every day that eventually provide maximum results beyond your own expectations.
Once your goals are set, your lead total will automatically update every time you "Find" a contact using Seamless.AI or our Chrome extension. That total will also automatically update at the top right of your screen.
We'll also show you where you currently stand against the all Seamless.AI users on the leaderboard, which you can find in Settings>Goal Tracking. This is also where you can review updates on your current progress and links to pro-tips that will help you achieve your goals.
What's the gong for?
To celebrate your success! Whenever you book a meeting or close a deal, hover your mouse over the gong and give it a hit. You'll get a congratulatory gif, and an opportunity to share your success with your network to further augment the social proof of your product.
Pro-tip: Make sure your Seamless.AI Affiliate Account is set up before sharing your gains. If you have an active affiliate portal, your affiliate link will automatically be shared when you post. You can learn more about setting up your Seamless.AI Affiliate portal right here.
If you'd like to turn off the notifications you receive when other users post wins (booked appt/closed won), you can adjust those in your Preferences, right here.
You have multiple options for next steps on saved contact and company data.
- Download a .CSV file or spreadsheet
- Integrate your CRM for automatic or manual import (Salesforce or HubSpot only)
- Use Zapier to automate data transfer to your CRM
Downloading an Excel spreadsheet of your contact data
Downloading your data into an Excel CSV or spreadsheet is easy. All you have to do is log into Seamless.AI, go to your my contacts, and then click the download all button so that you could take all of your data from Seamless.AI and get it into your CRM, marketing automation platform or dialer.
You can also filter individual lists for download by hitting the filter icon, selecting which lists you'd like to export, and clicking Download Filtered.
Wondering what the difference is between Raw and Clean data files? We have you covered right here in this article.
Seamless.AI allows you to import into Salesforce or Hubspot per contact, in bulk, or automatically. In Setting, navigate to CRM Settings and you can setup your global and import mappings for all contacts from Seamless.AI to your CRM.
Auto-Import into your CRM:
First, connect your Seamless.AI account to CRM before you set your preferences to automatically import. Please click this link and follow the instructions to learn how to connect Seamless to your CRM: Adding Seamless.AI to CRM
Once you have connected, please follow the steps below to set it to automatically import to your SalesForce
1. Click on the Seamless.AI dropdown menu
2. Click on Settings on the menu and navigate to CRM
3. Click YES, to automatically import into your SalesForce or Hubspot instance
Connect your CRM using Zapier
If you use a CRM without a direct integration to Seamless.AI, you should still be able to automate data management through Zapier. For more on how to use Zapier to connect Seamless.AI with the rest of your apps, click here to read on.
Visit your User Management section of your Account Menu Settings to make changes to your organization.
Manage CRM Settings Across Your Team
Manage your CRM settings in your Account Menu and CRM Setup page.
For more detailed instructions on your User Management settings, you can click here to jump to that section in our Knowledge Base.
Use our knowledge center to review tutorials, videos, demos, guides and quick answers for all of your Seamless.AI questions in our knowledge center here:
In the knowledge center if you need any additional support you can also fill out a ticket here:
That's a wrap! You are all setup, trained and ready to go! If you still need a walk-through for anything, we hold regular training webinars and post the recordings here as well. You can browse recordings and sign up for a session right here.
Keywords: Getting Started, setup account