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LEAD SOURCING +
CRM MANAGEMENT

Empower Your Sales Team with Precise Prospecting, Streamlined CRM Setup, and Effective Audience Segmentation.

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Marketing Effectiveness

Marketing teams using CRMs are 128% more likely to have effective marketing strategies.

HubSpot

Sales Efficiency

Sales reps only spend 2 hours per day selling.

HubSpot

Decison Making

In a typical firm with 100-500 employees, seven people, on average, are involved in most buying decisions

HubSpot

From Prospects to Loyal Customer

A properly executed CRM is instrumental in B2B sales.

Move towards an efficient sales process and customer management in 3 steps

Step 1: Enable Customer Segmentation

Beyond Demographics

Activate firmographics (industry, company size) and behavioral data (purchase history, website activity) to create more granular segments.

Actionable Insights

Use segmentation to inform targeted marketing campaigns and sales outreach. Tailor messaging and offers to resonate with specific segments' needs and buying behaviors.

RFM Analysis

Consider purchases' Recency, Frequency, and Monetary Value to identify high-value segments and potential churn risks.

Dynamic Segmentation

Customer behavior and needs evolve. Regularly analyze customer data and update segmentation strategies to ensure continued relevance.

Metrics + Adaptations

Track the performance of your segmentation efforts. Analyze results and adjust your segments and strategies to maximize marketing and sales ROI.

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Step 2: Identify and Gather Lead Data

Lead Sourcing

We'll research and identify contacts that perfectly align with your Ideal Customer Profile (ICP) and buyer persona.

Data-Driven Decisions

We'll go beyond basic contact information. We'll uncover decision-maker details, industry trends, and relevant challenges they face.

Multi-Channel Identification

To find the most qualified leads, we'll combine tactics such as industry databases, social media monitoring, and website visitor tracking.

Contextual Sales Intelligence

We'll provide a comprehensive picture of each prospect, including recent content they've consumed, competitor activity, and potential buying triggers.

Seamless Handover

We'll arm your sales team with the intel they need to personalize outreach quickly and effectively. This can include pre-populated outreach templates and talking points tailored to each prospect's needs.

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Step 3: CRM Setup

Core Fields

Capture essential data for sales and marketing efforts. This might include contact information, company details, recent interactions, and deal stages.

Sales Process

Customize your CRM to reflect your sales funnel. Create stages, workflows, and automation to streamline lead nurturing and deal progression.

Data Maintenance

Maintain data integrity. Review and update contact information regularly to ensure accurate reporting and effective communication.

Relevant Integrations

Connect your CRM with other tools like marketing automation platforms and email marketing services to streamline workflows and improve data flow.

User Adoption

Train your sales & marketing teams on CRM functionality and best practices to encourage consistent usage and data collection.

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Step 1: Enable Customer Segmentation

Sales Process Transformation - Duplicate

Measure & Adapt

Track the performance of your segmentation efforts. Analyze results and adjust your segments and strategies to maximize marketing and sales ROI.

Sales Process Transformation