SuccessHACKER

Industry
Training and Development
Location
San Carlos, CA
Company Size
8

SuccessCoaching.co, a customer success training company, sought to enhance lead generation. We built an Apollo.io instance with automated cold email outreach, integrated it with HubSpot, and incorporated various lead data sources. This resulted in a $750K+ sales pipeline, six-figure closed deals, and 62 open opportunities

Client Overview: SuccessHACKER (aka SuccessCoaching.co) is a leading customer success training company focused on empowering organizations to enhance their customer engagement and retention strategies.

Challenge: SuccessCoaching was mostly relying on inbound leads for the enterprise portion of their business. They needed a more efficient system to automate their outreach efforts, identify and prioritize target accounts, track website visitors, and leverage various lead sources to maximize their sales opportunities.

Solution: To address these challenges, we implemented a comprehensive solution utilizin. The project included:

Building Out Apollo.io Instance: We set up a fully functional custom Apollo.io instance tailored to SuccessCoaching's specific needs, creating a centralized platform for managing outbound. This included creating a custom account scoring model to prioritize target accounts, personas, sequences with dynamic variables and conditional logic for personalization, and workflows to automate outbound.
Cold Email Infrastructure: Developed a scaleable, automated cold email outreach infrastructure that integrates seamlessly with Apollo.io.
Integration with HubSpot: Ensured smooth data flow by integrating with HubSpot, allowing for streamlined lead tracking, lead enrichment, and remaining compliant.
Incorporation of Lead Data: Enhanced the lead generation process by integrating Apollo website visitor ID, intent data, and additional lead sources, including targeted lists from platforms like G2.
Training of existing sales and SDR on Apollo.io, with best practices

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Results: The implementation of this automated lead engine led to significant outcomes for SuccessCoaching.

$750K+ Pipeline Created: The new system generated a robust sales pipeline, providing with numerous opportunities for growth, including outreach to companies like Avaya, MSFT and Salesforce as well as smaller growing startups.
Six-Figure Closed Won Deals
62 Open Opportunities - $750K in opps

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Conclusion: By building out the instance and establishing a cold email infrastructure, we empower automate their lead generation process effectively. The integration with HubSpot and incorporation of various lead data sources and workflows to automate targeted, personalized outreach have positioned them for sustained growth.