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The Ultimate Sales and Marketing Workflow Using Lists
The Ultimate Sales and Marketing Workflow Using Lists
Explore this ultimate workflow to ensure Marketing pass only the most qualified leads to Sales.
Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

When using the Dealfront Basic apps together, this is the ultimate workflow you could design to ensure Marketing pass only the most qualified leads to Sales.

This workflow incorporates: Lists, Promote, Target Basic and Web Visitors

Step 1: Search for the right companies

Use Target Basic filters to define your target customer or ideal customer profile (ICP). Once finished, save the list of companies.

  • Tool: Target Basic

Step 2: Start ad campaign

Launch a display ad campaign in Promote to your target company list using specifically designed ads.

  • Tool: Promote

Step 3: Measure ad campaign performance

Create a custom feed for these target customers in Web Visitors to observe if they are visiting your website and showing intent.

  • Tool: Web Visitors

Step 4: Pass on the warm leads to sales

Send warm leads to your sales team 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: Web Visitors

Step 5: Find the right decision makers

Filter via your company list in Target Basic and add further contact filters such as location/job description.

  • Tool: Target Basic

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: Target Basic

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