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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