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A prospect queue that arrives already qualified

Sales teams often build their own prospect lists. A sourcing and scoring pipeline replaces that, delivering a ranked queue into the CRM each morning with the reason for each score written on the record.

B2B services

What the automation does

Sales teams often build their own prospect lists. A sourcing and scoring pipeline replaces that, delivering a ranked queue into the CRM each morning with the reason for each score written on the record.

Systems involved

  • CRM
  • Postgres
  • Custom API

Example automation. An illustration, not a client result.

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