The challenge
Simply wanted to generate leads from specific niches and find the right DMU (Decision Making Unit) with all relevant company details and contact information such as email and phone number. They wanted a multichannel approach via LinkedIn and email with fully personalized messages per niche. Additionally, they wanted to know if companies used Salesforce, as they had a dedicated Salesforce app enabling more targeted outreach.
The analysis
The outbound sales market is competitive. Generic messages get ignored, so personalization per niche and per channel is essential for conversion.
We analyzed the complete sales process: from niche selection and lead sourcing, to DMU identification, data enrichment, and outreach sequences.
A unique opportunity lay in Salesforce detection: Simply had a dedicated Salesforce app, making prospects using Salesforce extra valuable. No off-the-shelf solution existed to detect this.
Manually searching for leads, verifying company details, and sending personalized messages cost the sales team hours per day of repetitive work.
Our solution
- Automated lead scraping from specific niches
- DMU identification with email addresses and phone numbers via data enrichment
- Multichannel outreach via LinkedIn and email
- Fully customized messages per niche and per outreach channel
- Smart Salesforce detection script that checks company names via SF URL variations
- 3x automatic follow-up sequences
- Real-time CRM updates and lead tracking
The Blueprint
Results
“The combination of automated lead enrichment with Salesforce detection was a game changer. We now reach out much more targeted and our conversion has significantly increased.”
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