Sales Ops

We do the process-work, you do the prospect work.

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Great for Sales VPs, Sales Development Reps, and Sales Ops Managers.

Here are a few ways we can help:

Decide how we can help. For example, here’s a list of common people-ops processes we can take off your plate.

Prospect Development

Prospect Identification
Email Address Scraping
Lead Generation
List Building
Contact Management
Score, Sort, and
Enrich Leads
Lead Qualification

Pipeline Management

CRM Management
Pipeline Clean-Up
Mass Outreach
Generate Quotes
Generate Proposals
Update Promotion Codes
Manage Invoices & Licensing

Post-Close Paperwork

Generate Standard SLAs
Send Legal Agreements
Distribute Reports
Process Renewals &
Administer Upgrades
Monitor Accounts
Generate Reports
Monitor Social Media

How It Works

1.

You Decide

What recurring sales operations would you love to get off your plate?
2.

You Delegate

Offload those sales operations to us!
3.

We Deliver

We deliver results over and over again. Imagine an always-updated CRM, or thousands of new leads updated and cleaned every week.

Decide What to Delegate

What can you delegate? Use the delegation explorer.

Fast Facts

Personal Errands

Personal Errands

Order meals, groceries, or other lifestyle items.
Simplify Showings

Simplify Showings

Automate admin workflows - book viewings, sent email updates to third parties, coordinate with providers and collect references.
Organize Your Marketplace

Organize Your Marketplace

Continuously update buyer and seller information.
Build Property Lists

Build Property Lists

Generating lists of available commercial and residential rental properties, landlords or property managers
Research Regulations

Research Regulations

Researching state guidelines, property prices and deposits.
Plan Follow-Ups

Plan Follow-Ups

Send templated follow-up emails from your inbox
Draft Emails

Draft Emails

Draft emails are prepared and labeled your inbox, ready to send.
Network Management

Network Management

Send structured updates to your network. Send birthday greetings or gifts
Manage Your Stack

Manage Your Stack

Monitor usage of all subscription-based tools.
Clean Data

Clean Data

Let us manage the data so your analysts can make models.
Manage Postings

Manage Postings

Manage multi-channel posting for a variety of efforts
Report Customer Intelligence

Report Customer Intelligence

Aggregate and share data about how customers are using your product.
Support Customers

Support Customers

Answer standard inquiries right away through the tools you use.
Moderate Content

Moderate Content

Review user-generated content, ensuring it meets standards.
Qualify Leads

Qualify Leads

Score marketing leads by your selected criteria.
Update Clients

Update Clients

Let insurance clients know the status and progress of their claim filing.
Accelerate Quotes

Accelerate Quotes

Get quotes to would-be clients faster.
Streamline Issuance

Streamline Issuance

Speed up the quoting and issuance process - check all other policies, input data, etc.
Streamline Applications

Streamline Applications

Get application paperwork into your system, easily.
Manage State Filings

Manage State Filings

File documents with third-parties (like the state).
Process Renewals

Process Renewals

Process policy renewals.
Onboard Clients

Onboard Clients

Onboard new clients and update their information.
Calculate Loss Runs

Calculate Loss Runs

Assess loss runs.
Validate Claims

Validate Claims

Validate claims and confirm all information is available.
Input Claims

Input Claims

Extract information and put it in claims system.
Data Management

Data Management

Transfer information across sytems, sources, and document types.
Prepare Underwriters

Prepare Underwriters

Prepare documentation for underwriters to make decisions.
Monitor Social Media

Monitor Social Media

Receive scheduled reports of social media activity relevant to your company.
Post Close Paperwork

Post Close Paperwork

Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.
Monitor Accounts

Monitor Accounts

Monitor account usage and build reports that let you take action to keep client acocunts healthy.
Process Renewals & Administer Upgrades

Process Renewals & Administer Upgrades

When a client wants to renew or upgrade, execute the change fast!
Distribute Reports

Distribute Reports

Make sure your progress is visible - share reports with key stakeholders on a regular basis.
Send Legal Agreements

Send Legal Agreements

Generate and send standard legal agreements.
Generate Standard SLAs

Generate Standard SLAs

Generate and send standard service level agreements.
Manage Licensing

Manage Licensing

Maintain up to date licensing information.
Manage Invoices

Manage Invoices

Send invoices and invoices reminders.
Update Promotion Codes

Update Promotion Codes

Update promotion codes monthly - in all your systems and in all your promotional materials.
Generate Proposals

Generate Proposals

Use your step-by-step processes to generate and send quotes and proposals.
Pipeline Clean-Up

Pipeline Clean-Up

Clean up pipeline lists.
CRM Management

CRM Management

Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.
Lead Qualification

Lead Qualification

Review lists of leads to make sure every name meets your ideal customer profile criteria.
Score, Sort, & Enrich Leads

Score, Sort, & Enrich Leads

Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.
Contact Management

Contact Management

Confirm all information and demographic data is accurate for everyone in your CRM.
Build Lists

Build Lists

Build lists of target customers, competitors, industry events, and more.
Email Address Scraping

Email Address Scraping

Updated email addresses for everyone on your prospect list and in your book of business.
Prospect Identification

Prospect Identification

Build lists of sales prospects - save your SDR time.
Send Engagement Surveys

Send Engagement Surveys

Send and prepare engagement survey reports
Track Learning & Credentials

Track Learning & Credentials

Confirm all credentials are up to date; track ongoing learning.
Maintain HRIS

Maintain HRIS

Run scheduled updates to all critical contact information, such as address updates and marital status updates.
Send Benefits Reminders

Send Benefits Reminders

Manage open-enrollment with reminders and updates.
Fill out HRIS

Fill out HRIS

Transfer information from your ATS to your HRIS.
Log Equipment

Log Equipment

Maintain company equipment inventory.
Order Equipment

Order Equipment

Order the equipment for your new hire - from computers to office supplies to business cards.
Set Up Accounts

Set Up Accounts

Create a workflow that assigns new hires access to the systems and files they'll need - whether it's a reimbursement system, a project management platform, an HRIS, or an online portal.
Verify Credentials

Verify Credentials

Confirm background checks and transcription records.
Mass Outreach

Mass Outreach

Systematically reach out to every prospect, candidate, or referral partner on your list.
ATS Management

ATS Management

Engage candidates - we'll make sure everything is tracked in your ATS.
Data Enrichment

Data Enrichment

Verify the names and addresses of candidates with whom you want to connect.
Boolean Searches

Boolean Searches

Find exactly who you're looking for: we'll run Boolean list-building processes for you.
Filing an Expense

Filing an Expense

Have your assistant files expenses on your behalf.
Paying a Bill

Paying a Bill

Have your assistant complete payment on a bill or invoice.
Screening a List of Candidates

Screening a List of Candidates

Screen a list of candidates to find the best fit for the position.
Purchasing an Item Online

Purchasing an Item Online

Your assistant can make personal or professional purchases on your behalf.
Labeling Emails in an Inbox

Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.
Sending a Mail Merge

Sending a Mail Merge

Send personalized email inquiries to lists of potential contacts via your assistant.
Transcribing a Text File

Transcribing a Text File

Transcribe record meetings into actionable intelligence.
Maintaining Records in a Spreadsheet

Maintaining Records in a Spreadsheet

Have your assistant aggregate records in an easy-to-read spreadsheet.
Sending a Legal Agreement

Sending a Legal Agreement

Your assistant can deliver legal documents.
Managing a Hiring Funnel

Managing a Hiring Funnel

Consolidate your hiring process by having your assistant manage the hiring funnel.
Finding a Location for a Meeting

Finding a Location for a Meeting

Your assistant can schedule meetings, as well as reserve spaces
Managing Your List of Subscribers

Managing Your List of Subscribers

Have your assistant manage your subscription lists.
Managing Marketing Subscriptions

Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.
Creating and Scheduling Email Blasts

Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.
Sending LinkedIn Requests to a List of People

Sending LinkedIn Requests to a List of People

Have your assistant send personalized LinkedIn invitations to build and strengthen your network.
Sourcing a Specific Email

Sourcing a Specific Email

Have your assistant hunt down email addresses you need.
Lead Generation

Lead Generation

Generate a list of leads for sales, recruiting, or otherwise. We can use any tools - this demo shows how we use keywords to build lists from LinkedIn.
Research Vendors

Research Vendors

Assess a new market or competitors quickly and efficiently using your assistant as a researcher.
Verifying a Lead

Verifying a Lead

Have your assistant take over the task of individually verifying leads.
Inventory Upkeep

Inventory Upkeep

Keep your online inventory up to date with your assistant's help.
Onboarding a Team Member

Onboarding a Team Member

Have your assistant set up a new hire's accounts and tools.
Lead Sourcing

Lead Sourcing

Your assistant can generate a list of leads from multiple sources and following varied parameters, including visual or text based queues, upon request.
Schedule Meetings

Schedule Meetings

Get what matters prioritized on the calendar

We’ve got your back

Hildah
Lead, Kenya
Felix
Operator, Ghana
Nichole
‍Lead, Philippines.

Start growing your business
with Invisible today.

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