Workflow

Detect dissatisfaction with competitor software and send research to CRM account record

Identify prospects that aren’t happy with your competitors, and send this information to your CRM.

Prospects that aren’t satisfied with using one of your competitors are the perfect audience to target, and finding the correct contacts and automating outreach is a piece of cake with HockeyStack.

Step 1: Build your ICP segment

Under Account Intelligence, select Workflows

First, filter out companies that don’t meet your ICP to narrow down the accounts to research. Your ICP may be B2B software companies with more than 500 employees that are located in the U.S. and Canada.

Step 2: Define your audience

Next set filters for relevant job titles and seniority for contacts, such as directors in sales and business development functions.

Step 3: Scrape review websites 

HockeyStack does the heavy lifting of conducting research on review sites like G2, Capterra, and Trustpilot for negative reviews related to your competitors. This will help you narrow down your pool of prospects by immediate and priority needs.

Step 4: Push information to your account or contact notes in your CRM

You can then input this information into the relevant account’s notes in your CRM platform to be referenced during sales calls and email outreach. 

Personalizing your pitches has never been easier—now you can seamlessly highlight relevant pain points that drive meaningful conversations and increase conversions.