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Streamlining Sales & Marketing Alignment for a Global Technology Outsourcing Service company with Broot App

Client: Technology Company

Completed On: 5st Nov 2024

Background

A prominent Blobal Technology Outsourcing Service company with sales teams spread across North America, Europe, and Asia Pacific engages in a variety of offline activities to connect with potential retail partners and end customers. These activities include trade shows, product demos, and in-person sales meetings. Despite having a strong presence in the industry, the company faced challenges when it came to collecting and organizing the numerous offline contacts they generated through these interactions.

The sales team exchanged business cards and LinkedIn connections with potential clients, but these interactions were not systematically documented, leading to inefficiencies in follow-up and missed opportunities for both sales and marketing teams.

The Challenge

The consumer electronics brand faced several key issues:

  1. Inconsistent Data Entry: Offline contact information was often collected in disparate ways (business cards, LinkedIn) and was not always entered into a centralized CRM.
  2. Disconnected Sales & Marketing Efforts: Without a single source of truth, the sales and marketing teams struggled to align their efforts, leading to missed opportunities for cross-team collaboration.
  3. Delayed Engagement: The sales team often missed timely follow-ups with prospects due to disorganization in contact management.

These challenges resulted in missed leads, inefficient use of marketing resources, and slower sales conversion.

The Broot Solution

To address these pain points, the brand implemented the Broot App for seamless contact management and CRM integration.

  1. Effortless Contact Collection: The sales team used Broot’s business card scanning and LinkedIn QR scanning features to quickly capture contact information during trade shows and in-person meetings. This ensured that no leads were lost or forgotten.
  2. CRM Syncing & Centralized Data: All contact data was automatically synced into the company’s CRM system, providing the sales and marketing teams with a comprehensive view of leads and prospects.
  3. AI-Powered Personalization: Personalized AI scripts were generated by Broot for each new contact, helping the sales team craft more relevant and personalized follow-up messages that resonated with the prospect’s needs.
  4. Improved Sales & Marketing Alignment: With all contacts and interactions documented in the CRM, the sales and marketing teams could collaborate more effectively, ensuring that marketing campaigns were tailored to the right audience and that sales representatives received timely support in their follow-ups.

Results

With Broot in place, the consumer electronics brand experienced the following benefits:

  • Streamlined Lead Management: Sales teams were able to efficiently capture and track leads, ensuring no opportunities were missed.
  • Faster Response Times: AI-driven scripts enabled the sales team to respond quickly and personally to leads, enhancing engagement.
  • Stronger Sales-Marketing Alignment: Centralized data improved collaboration between the sales and marketing teams, leading to more targeted campaigns and higher-quality leads.
  • Boosted Conversions: With better data management and personalized outreach, the company saw an increase in lead conversion rates and stronger business growth.

Conclusion

Broot provided the consumer electronics brand with a powerful tool to manage offline contacts, improve sales-team performance, and align marketing efforts. By integrating offline engagement data into their CRM and personalizing follow-ups using AI, the brand saw a significant improvement in lead conversion and sales performance.