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Automatically Retarget Open Deals in Your CRM for Better Conversion
Automatically Retarget Open Deals in Your CRM for Better Conversion

Convert more prospects into customers by continuously advertising to the same companies your sales teams are actively pursuing.

Paul Faure avatar
Written by Paul Faure
Updated over 4 months ago

Please note: Customers need to have a Web Visitors Identification (WVI) Solution subscription or a WVI Solution + Sales Intelligence (SI) Solution subscription.

Many companies stop advertising to target accounts once a lead is handed over to sales. However, these accounts have not yet converted into customers, and deals often fall through the cracks as prospects get sidetracked.

Dealfront automatically updates your list of open CRM deals, enabling you to maintain brand or product awareness through targeted campaigns aimed at nurtured leads and prospects.

How to set this up?

If you'd rather not read, just follow the steps demonstrated in this explanatory 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 finish the matching process.

STEP 3: Create a New Campaign in Promote

Go to Promote and select + Create Campaign.

STEP 4: Select Audience

Choose the audience as “CRM Open Opportunities”.

STEP 5: Select Global Targeting

Ensure your campaign targets a Global audience.

STEP 6: Upload Ads and Enter your Target URL

Upload the ads you want to use for the campaign as well as entering the Target URL that will be used in the Display advertisement.

STEP 7: Add a Daily Budget

Set a daily budget for the campaign, which is preferred over a total budget for continuous engagement.

STEP 8: Set Start Date:

Select the start date for your campaign.

STEP 9: Name Campaign and Finish

Give your campaign a clear and descriptive name. Once you are done select Finish to launch your campaign.

Tips for Successful CRM Integration: Addressing Key Details and Limitations

  • Subscription Requirement: Customers need to have a Web Visitors Identification (WVI) Solution subscription or a WVI Solution + Sales Intelligence (SI) Solution subscription in order to perform the above tasks.

  • Filter Limitations: CRM Open Opportunities lists cannot currently be sub-filtered by other CRM-related attributes for creating narrower lists.

  • Track the number of CRM open deals campaigns launched in Promote to measure the effectiveness of this feature.

By continuously advertising to the companies your sales teams are pursuing, you can keep your brand or product top of mind, ensuring prospects remain engaged and increasing the likelihood of converting them into customers.

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