Please note: Customers need to have a Sales Intelligence (SI) Solution subscription or a Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription.
B2B sales often involve multiple stakeholders, but sales teams frequently lack comprehensive visibility into additional potential contacts within existing CRM opportunities. This lack of visibility leads to missed engagement opportunities and reduces the chances of closing deals, resulting in inefficient use of resources and suboptimal sales performance.
How Does Dealfront Help Sales Teams in Reaching out to the Right Stakeholder?
By allowing you to automatically add relevant contacts of other employees within the company to your open opportunities in the CRM, ensuring you engage with all key stakeholders.
If you want a quick guide on how to do it, just watch this video 👇
STEP 1: Integrate Your CRM with Dealfront
Navigate to your Account settings and follow the steps explained in this article.
STEP 2: Wait for Matching to Complete
Allow Dealfront to complete the matching process for your contacts and opportunities.
STEP 3: Apply Filters in Target Search
Company Filter > CRM status
Add an exclusion filter for companies already present in your CRM Open Opportunities by selecting "CRM Open Opportunities"
STEP 4: Refine Your Search
Add additional filters for seniority, department, etc., to find the most relevant contacts.
STEP 5: Select Contacts
Select all relevant contacts from the filtered search results.
STEP 6: Add to CRM and Review Records
Click Add to CRM to add/create these contacts with your open opportunities.
Review and decide how the selected records will be handled when adding to the CRM. Click Proceed.
The records pushed will run in the background, adding the selected contacts to your CRM.
Tips for Successful CRM Integration: Addressing Key Details and Limitations
Subscription Requirement: Customers need to have a Sales Intelligence (SI) Solution subscription or a Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription.
Contacts and company matchers will attempt to match as accurately as possible with existing CRM data. Upon pushing these contacts to your CRM, you will receive a review based on your CRM connection status. If contacts are marked as possible matches, you can review and choose how to handle them.
Track the number of additional contacts created/added to open opportunities to measure the effectiveness of this feature. Customize the information that is send to the CRM by following this guide.
You can ensure that you are engaging with all relevant stakeholders within your open opportunities, increasing your chances of closing deals and improving overall sales performance.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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