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Recession-proof Your CRM Data

You’re wasting $$$ if your CRM data doesn’t measure up. Our research proves it.

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Speakers

Nipul Chokshi

VP of Marketing, Atrium

David Howard

VP of marketing, BuzzBoard

Create More Buzz with a High-Qualified Target Account List

Creating a list of qualified accounts is the most important step to any successful
account-based marketing campaign.

With BuzzBoard, you will be able to

Generate lists of best-fit SMBs that match your ideal customer profile.

Access data on over 30 million SMBs and filter by key purchase triggers (e.g. ad spend, technology usage, and revenue) to find SMBs that need your solutions.

Easily download or bulk import leads to your CRM of choice.

Enrich your CRM with new and up-to-date intelligence about your SMB customers

Identify customers that are a fit for cross-sell and upsell opportunities.

Identify at-risk customers and reach out before it’s too late.

More Technology, More Data, and More Agility

Just like you, we pride ourselves in being the SMB experts too. Our strength lies in sourcing and analyzing data to profile SMBs for various GTM organizations for digital and cloud solution offerings, including fintech.

Join us, along with Dr. Stephen Krauss (author, TedX speaker, and professor of marketing), as we discuss the role of data in helping fintech companies reshape the SMB market.

Be it defining your ICP, building and segmenting your TAM, or qualifying and scoring your prospects, the right data set can set up your GTM teams for success and revenue acceleration.

In the webinar, we will demonstrate examples of how we have helped some of our SMB-focused fintech customers use data to size up their SMB opportunities and prospect more effectively.

3 key takeaways from the webinar:

  • Fintech solutions SMBs are consuming
  • New data sources & models–Building your ICP and TAM
  • AI models to qualify and score your prospects

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The State of CRM Data 2022—our second annual survey with Modern Sales Pros—is now live! We published the report in a live readout with over 600 RSVPs!

In the words of one attendee, “we are carefully watching expenses. It feels like we are halfway in a recession.”

We’re already seeing the signs of economic contraction, and if you aren’t already, it’s likely you’ll soon be asked to deliver the same results with fewer resources.

The release of this report is timely for revenue leaders trying to navigate a new, pre-recessionary, economic environment.

Watch this analysis recording as we get into the weeds on key findings and actionable ways to squeeze maximum results from your CRM data in the face of increased belt-tightening

Discussion Topics

  • Discover trends as we draw comparisons to last year’s results (see last year’s results here).
  • Explore the results within the context of this pre-recession period we are in.
  • Learn how to prepare to keep your KPIs at comparable levels while having less resources to do so.

Key Takeaways

There is increased demand for signals that help sales teams prioritize by account. Organizations are increasingly turning to rich data to help them better characterize accounts within their TAM, and prioritize sales and marketing outreach to the best fit accounts that demonstrate the greatest need and promise to close the fastest.

Respondents who lacked account scoring data were twice as likely to suffer a loss of revenue and a loss of trust.

However, there is still a huge divide on how data can accelerate revenue-driving initiatives and current providers’ ability to deliver.

3 key takeaways from the webinar:

  • Fintech solutions SMBs are consuming
  • New data sources & models–Building your ICP and TAM
  • AI models to qualify and score your prospects

About the Speakers

Dr. Stephen Kraus

Dr. Stephen Kraus writes and speaks widely about market research, social trends, demographic changes, and human behavior. He is author of three books, and delivered a TEDx talk on the impact of income concentration on The American Dream. He teaches marketing at the University of San Francisco, and holds a Ph.D. in social psychology from Harvard University.

David Howard is the VP of marketing at BuzzBoard and has over 10 years of experience in B2B SaaS marketing and demand generation. His past experiences include companies like Five9, which built its core telemarketing call center software business in the SMB space and enjoyed an IPO in 2014, and Salesforce. An alumni of UC Berkeley, David joined BuzzBoard from Platform9. He is also a hobbyist photographer who enjoys shooting the natural outdoors, particularly in Marin County, California.

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