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  • Customer References

    • Bailey Southwell & Co

    Oracle Customer Success

    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

    Get the Details

    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

    Products list

    Published: March 8, 2019