The sales team spent more time finding and researching companies than talking to them, and call notes lived in spreadsheets.
A research-driven CRM for a B2B sales team
A pipeline that discovers new companies, researches each one and hands qualified, context-rich leads to a calling CRM.
Pipeline
Company discovery→Automated research→Lead qualification→Calling CRM
The challenge
What we did
01
Discovery
New companies are pulled from official registers every day.
02
Research
Each company is researched automatically: what it does, its size and its likely needs.
03
Qualification
Leads are scored against the client’s ideal-customer rules before anyone picks up the phone.
04
Calling CRM
Callers see the research, script and follow-ups in one workspace, with every conversation logged.
The result
Callers start every conversation with context, and the team spends its time selling instead of searching. Screens are not shown to protect client and prospect data.
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