Bailey Southwell & Co accelerates proprietary prospecting

Summary

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

Products

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 Ward

Associate, 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

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 Ward

Associate, Bailey Southwell & Co