When using the Dealfront products together, there are some ultimate workflows you could built to ensure Marketing pass only the most qualified leads to Sales.
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The Ultimate Workflow Using the Leadfeeder Solution
Step 1: Identify your ideal customers
Ensure the Leadfeeder Tracker is correctly installed on your website and able to track identifiable companies. Create a custom feed for your 'ideal customers' - the ones who are displaying characteristics of companies you most want to sell to, and are most likely to buy from you.
Product: Leadfeeder
Save these companies to a List.
Step 2: Start ad campaign
Launch a display ad campaign in Promote to the list you just saved out of Leadfeeder: your ideal customers who have been visiting your website. You already have achieved some brand awareness as they've been on your website, so create specifically designed ads to drive them further down the funnel.
Product: Promote
Step 3: Measure ad campaign performance
We will automatically create a custom feed in Leadfeeder, filtered by the Company List selected, to see if they are visiting/showing intent on the website. You could also create a separate custom feed based on your own criteria, such as Page URL, for a specific landing page. Now you can see which companies returned to your website and what actions they took.
Product: Leadfeeder
Step 4: Pass the warm leads on to sales
Send warm leads to your sales team from within Leadfeeder via CRM automation/other automation like Slack. You may choose to complete steps 5 and 6 first, to see if you can send your sales team even more granular data.
Tool: Leadfeeder
Step 5: Find the right decision makers
Use the Contacts section within Leadfeeder to search for individuals with relevant job titles, who work in key departments, or are located in certain countries.
Product: Leadfeeder
Step 6: Close the deal
Reveal the contact details of these decision makers and send the data directly to your CRM for your sales teams to contact.
Product: Leadfeeder
The Ultimate Workflow Using the Target Solution
Step 1: Search for the right companies
Use either Target or Target Basic's comprehensive search system to create a list of companies/contacts you wish to reach out to based on your own specific criteria. These could be your ideal customers, or a subset for a specific sales team. Once finished, save the list of companies.
Product: Target/Target Basic
Target:
Target Basic:
Step 2: Qualify your target accounts
Open your saved List in Connect and use the deep insights to go through each company in detail to qualify or rule out each based on your own set criteria of what makes an ideal prospect. You can then solidify an even more refined company list, making each point of outreach even more valuable.
Product: Connect
Step 3: Start ad campaign
Launch a display ad campaign in Promote to the company List you just refined in Connect. Create specifically designed ads to encourage brand awareness.
Product: Promote
Step 4: Find the right decision makers
Now that you're raising brand awareness amongst your companies of interest, it's time to start reaching out to suitable contacts who work here. Filter via your company List in Target or Target Basic and add further contact filters such as location/job description to find those individuals who may be most directly interested in knowing more about your offering.
Product: Target/Target Basic
Step 5: Close the deal
Export the contact details of these decision makers, all ready for your sales teams to contact.
Product: Target /Target Basic
The Ultimate Workflow Using the Dealfront Platform
Step 1: Identify your ideal customers
Ensure the Leadfeeder Tracker is correctly installed on your website and able to track identifiable companies. Create a custom feed for your 'ideal customers' - the ones who are displaying characteristics of companies you most want to sell to, and are most likely to buy from you.
Product: Leadfeeder
Save these companies to a List.
Step 2: Qualify your target accounts
Open your saved List in Connect and use the deep insights to go through each company in detail to qualify or rule out each based on your own set criteria of what makes an ideal prospect. You can then solidify an even more refined company list, making each point of outreach even more valuable.
Product: Connect
[Optional] Step 3: Start ad campaign
Launch a display ad campaign in Promote to the company List you just refined in Connect. Create specifically designed ads to encourage brand awareness. You could then return to Leadfeeder and save a new List from the custom feed automatically created for your Promote campaign, before advancing to Step 4 with this list.
Product: Promote
Step 4: Find the right decision makers
Now it's time to start reaching out to suitable contacts who work at your qualified target accounts who already have awareness of your brand. Filter via your company List in Target and add further contact filters such as location/job description to find those individuals who may be most directly interested in knowing more about your offering.
Product: Target
Step 5: Close the deal
Export the contact details of these decision makers, all ready for your sales teams to contact.
Product: Target
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