Intro to Unify 201 (Sales)

Intro to Unify 201: Sales Professionals

Welcome to Unify 201 for Sales, your advanced training track designed specifically for sales teams ready to scale outbound and manage pipeline like pros. Whether you’re an AE, BDR, RevOps leader, or sales manager, this module will help you unlock Unify’s full power—without adding more hours to your workday. If you’ve already completed Unify 101, you know the fundamentals: how to build sequences and plays. Now, it’s time to apply that foundation to real-world workflows that drive pipeline at every stage of the deal cycle.

Sales today looks different than it did even a few years ago. The old adage—that the best reps spent hours every day on manual prospecting—no longer holds. With Unify, you can automate all the repetitive work, from prospect research to initial outreach, so you can focus your time where it matters most: qualifying deals, running demos, and closing. No more manual list-building, no more cold-start emails, and no more missed signals from high-intent prospects.

This module will teach you how to automate your outbound using signal-based sequences, expand deals through multi-threading, and trigger outreach based on job changes, CRM stage updates, or customer behavior. You’ll also learn how to re-engage closed-lost deals, monitor renewal risk, and collaborate with marketing to create a seamless go-to-market motion. Whether you’re building net-new pipeline or driving expansion, these are the workflows modern sales teams rely on to hit quota consistently.

Unlike marketing’s broad, campaign-driven use of Unify, this sales track focuses on targeted, tactical automation. You’ll learn how to build plays based on your territory or named accounts, use LinkedIn and job-change data to stay ahead of prospects, and trigger sequences from CRM and customer lifecycle events. This isn’t just about outbound—it’s about building a proactive, full-cycle revenue engine.

By the end of this course, you won’t just be sending better emails—you’ll be operating like a full-stack seller. Your Unify instance will act as a 24/7 AI-powered SDR: surfacing the right contacts, delivering the right messages, and accelerating deals from prospecting to post-sale expansion.

Let’s dive in. Welcome to Unify 201 for Sales—where automation meets execution, and your next level as a seller begins.