Bailey Southwell & Co accelerates proprietary prospecting

The team had a manual process that lacked a strong data foundation, costing them time and potentially deals.

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The DataFox integration has finally allowed us to get everything out of DealCloud that we wanted and, as an organization, everyone has realized why we need a CRM with great data and prospecting tools.

Dan WardAssociate, Bailey Southwell & Co

As we target new sectors, I’m able to build out a full landscape of the space with DataFox and then add selected companies to specific lists while not having to leave DealCloud.

Dan WardAssociate, Bailey Southwell & Co

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Solutions
  • Company Fit: BSC used Datafox’s Similar Companies to identify opportunities to repeat those successes
  • Prioritization: Validated a market of targets and prioritize companies
  • Data-Driven Conferences: Used DataFox Conference Intelligence to identify the most relevant conference

Results

  • Reduced time manually updating and adding data into DealCloud across 5,000 accounts
  • More complete and data rich reports pulled for weekly partner meeting
  • The reporting in DealCloud gives the team the ability to gauge the efficacy of their efforts and to measure results so they can iterate
  • 5,000 accounts enriched
  • 2 new sectors explored in 3 months
  • 30% less time spent on conferences
Published:March 8, 2019