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A Need To Uncover the Motivation of Leads and Working Closely With Sales

Testify operates with a very small core marketing team of two people. And, they need to work closely with Sales. However, there were two problems. One, the business did not have a framework to analyze lead activity and buyer motivation. And two, they also did not have the means to convey marketing information to their sales reps. During her research, Christina came across Salespanel and it has been able to address both of these challenges for her.

Implementing Salespanel To Understand Customers and Avoid "Chaos"

When Christina and her team discovered Salespanel, it was able to check all of her boxes. A critical requirement for Testify was to seamlessly connect marketing data to CRM without requiring the assistance of developers.

Segmenting and Qualifying Leads Faster and Nurturing Them With Emails

Testify used Salespanel to establish a segmentation and lead scoring framework that helps them process leads faster and qualify in real-time. As soon as leads are qualified, they get automated email sequences and are transferred to Sales using Salespanel integrations.

Achieving Sales and Marketing Alignment in Auto-pilot

Salespanel automatically syncing leads to the CRM along with their activity data means marketing does not need to continuously update lead records for the sales team. Christina believes Salespanel provides all the data their sales team needs to work autonomously and make the right decisions.

Bird's Eye View for Marketing Tracking

Salespanel has not only provided a top-level view of marketing operations to Testify but has also saved them hours of meaningless work. Previously, the marketing team had to work with clutters of data in an unstructured manner. Now, with everything under the Salespanel dashboard, Christina and her team review their marketing progress easily.

Thoughts on Salespanel Support and Services

Hear this from Christina herself:

Conclusion and Advice for Businesses Considering Salespanel

Salespanel has proven to be an invaluable asset for Testify, enabling them to understand customer motivations, enhance lead qualification processes, achieve sales and marketing alignment, and gain a holistic view of their marketing operations.

Here's Christina's advice for businesses that are evaluating Salespanel and considering whether we are a right fit for them: