February 17, 2023
Vlastimil Vodička

Using CRM for tracking accounts of prospects and customers

Automate your account tracking and lead generation efforts. Stay updated on job changes and target prospects more effectively to increase sales and grow your business.

Automate your account tracking

Get a list of Linkedin profile URLs of all of your target accounts or potential customers. Track your target accounts for job changes, new hires, and promotions.

‍Embracing automation in today's digital landscape is a game-changer for businesses looking to enhance their customer relationship and generate new leads. With a platform like LinkedIn, you have the power of navigation at your fingertips, allowing you to monitor target accounts for job changes and keep track of both existing customers and potential prospects. By leveraging your database effectively, you can identify and analyze trends in your prospects' and customers' professional journeys, ensuring that you're always one step ahead in meeting their evolving needs. Prospects are visitors today, but they can undoubtedly become your loyal customers tomorrow. Therefore, integrating account tracking with your CRM strategy can enrich the overall customer experience, nurturing long-lasting connections with those that matter most to your business.

Problem: Staying on Top of Target Accounts

For sales and marketing professionals, finding new customers and keeping up with changes in target accounts is a constant challenge. It's important to have the right information about who left, joined, or got promoted in order to reach the right people at the right time. Unfortunately, this process can be time-consuming and difficult, leading to missed opportunities and wasted resources.

On average, companies miss 40-60% of the contacts they should be reaching out to. Keeping track of job changes and updating your CRM can be a manual and labor-intensive process, taking up to 40% of a sales rep's time.

Opportunity: Maximizing Lead Generation Efforts

Knowing who is in a new role or has recently been promoted can help you identify warm leads who may be more open to trying new products or services in their new position. Keeping track of who has left a company can also help you avoid wasting time on leads who are no longer relevant.

By having the latest information about target accounts, you can also make informed decisions about where to allocate your resources and focus your efforts. This can lead to more effective lead generation and ultimately, more closed deals.

Solution: Automate Account Tracking with Pipebooster.io

Pipebooster.io is the solution for sales and marketing professionals who want to streamline their lead-generation efforts and prioritize their prospects. With real-time data updates, automatic alerts, and the ability to personalize messages, Pipebooster can help you close more deals and grow your business.

Automate your Account Tracking with Pipebooster

Benefits of Using Pipebooster.io:

  • Real-time Information: Stay on top of important changes and updates within your target accounts.
  • Targeted Prospects: Prioritize prospects based on factors such as past relationships, new hires, promotions, seniority, and persona.
  • Personalization: Draft or send personalized messages to your prospects with ease.
  • Efficient Outreach: Multi-thread opportunities for a higher chance of success.
  • Up-to-date CRM: Keep your CRM updated with the latest information about target accounts.
  • Reliable Email Deliverability: Benefit from Pipebooster's proprietary technology for generating and verifying email addresses, resulting in low bounce rates.
  • Streamlined Lead Generation: Save time and eliminate manual discovery of contacts, freeing up sales reps to focus on other tasks.
  • Better Lead Generation: Make informed decisions and target your efforts more effectively for better results.
  • Increased Sales: Close more deals and grow your business with Pipebooster's comprehensive solution.

Maximize Your Efficiency with Integrations

At Pipebooster, we understand the importance of integrating with the tools you already use. That's why our solution supports many integrations via Zapier, including email, Slack, and over 1,000 other apps. For example, when connected to your email, Pipebooster can draft personalized messages for you, making it easier for you to reach out to your prospects. If you prefer to receive notifications in Slack, Pipebooster can send you alerts there as well. 

How do you track prospects and customers?

To effectively track prospects and customers, businesses employ Customer Relationship Management (CRM) systems. These powerful tools collect data on customer interactions, preferences, and purchase patterns, enabling companies to adapt their marketing strategies and forge stronger connections with their targeted audience. Proper use of a CRM system allows for streamlined communication and enhances customer satisfaction levels.

Get started with Pipebooster today!

In today's competitive market, generating quality leads is essential for every business. This is where Pipebooster steps in as a unique solution to tackle the challenges of lead generation. By utilizing real-time tracking of job changes and providing relevant company information, Pipebooster enables you to monitor your prospects' status closely and tag them accordingly. With this insightful data, making informed decisions becomes seamless, allowing you to select the most potential leads to convert into clients.

Pipebooster's analytics capabilities display important metrics that can further enhance your lead-generation strategies. The platform also integrates effortlessly with popular CRM tools as well as Excel and Google Sheets via Zapier, ensuring a smooth workflow for managing contacts. Don't miss the opportunity to experience the benefits of Pipebooster; give it a try for free and see the remarkable results for yourself!

About the author
Vlastimil Vodička
Vlastimil Vodička

CEO of Leadspicker

Vlastimil Vodicka is a startup founder with a Venture Capital background. In recent years, with his co-founder, he has built a technology startup that Deloitte has recognized as the 16th fastest-growing technology company in the Central European Deloitte Fast 50 2019 program. After having bootstrapped and earned the first million dollars themselves, Leadspicker landed $2 million in seed funding from Reflex Capital and J&T Ventures.

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