B2B ERP Sales Outreach
The Client
A leading provider of Enterprise Resource Planning (ERP) software solutions targeting mid-to-large-sized organizations.
The Issue
An Enterprise Resource Planning (ERP) company needed a streamlined way to manage their outbound sales efforts. Their sales team was manually tracking leads and sending emails and LinkedIn messages, resulting in an inconsistent pipeline and low reply rates.
The sales team was bogged down by administrative tasks, toggling between spreadsheets, email clients, and LinkedIn. Follow-ups were frequently missed, and there was no unified view of prospect engagement across different channels.
The Solution
Centralized Lead Hub
Developed an internal CRM that aggregates prospect data and tracks all engagement history in one place.
Multi-Channel Sequences
Created automated playbooks that trigger emails and LinkedIn connection requests/messages in a coordinated sequence.
Analytics & Reporting
Implemented tracking for open rates, reply rates, and meeting conversions to continuously optimize outreach copy.
Business Impact & Benefits
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