Hit your quota with better sales prospecting tools

Increase conversion rates and revenue by going after the right people and companies, at the right time.
See UserGems in action
UserGems email template
Steve Jones
“UserGems is the type of tool that I've been looking for quite a while. The key is to reach out to your alumni customers at the right time - UserGems helps us achieve that at scale.”
Steve Jones
Steve Jones
  •  
VP of Demand Generation
$1M+
in Closed Wons
18X ROI
in One Year
Becc Holland
“When I came across UserGems, I thought it's really brilliant. It makes our sales conversations shorter. "Hey, you've used our product before. How can we help you in this new role?"
Becc Holland
Becc Holland
  •  
CEO & Founder
Dwight Richards
“This week alone, we had several demos booked in the first hour with opportunities we wouldn't have found otherwise. We also identified current clients that had our main contact leave. This level of insight is invaluable!
Dwight Richards
Dwight Richards
  •  
VP of Sales & Client Success
7X ROI
in Closed Wons
David Pitta
“With UserGems, we saw immediate ROI in deals generated—an 8X increase within 90 days—by monitoring buyers' job changes from and to our target accounts."
David Pitta
David Pitta
  •  
CMO
8X ROI
in 90 Days
26%
Response Rate

Identify your most likely buyers

CONTACT TRACKING

Track your customers when they change jobs

Reconnect with your customers and users when they moved to a new company. Because they already know you and your product, you'll get a competitive edge.

Every month, UserGems surfaces these warm leads and their new contact information directly in your Salesforce.

UserGems for Sales
UserGems for Sales
ACCOUNT TRACKING

Identify new buyers In your target accounts

Reach out to buyers when they're actively evaluating tools and still have the budget.

UserGems monitors your target accounts and surfaces prospects that match your persona when they've just started their new roles.

Meeting AssistAnt

Capture & enrich new contacts from your Calendar to Salesforce

Spend less time on admin tasks and more on selling. UserGems automatically enriches new contacts from your Calendar and adds them to Salesforce (Accounts and Opportunities).

UserGems Calendar Tracking
UserGems Calendar Tracking

Integrate with your existing tools

We integrate enriched data with your existing workflow and tools so your team has easily accessible data that’s actionable and yields real results.

Why UserGems?

Drive bigger pipeline

20% of your customers change jobs every year. Convert them to be your customers again.

Increase win rate

Buyers spend 70% of budget in their first 100 days. Reach out to them before your competition.

Reduce churn

Prevent customer churn when a champion leaves and/or a new executive joins the account.

Why you need sales prospecting tools

Sales prospecting has completely evolved for the digital world of today. Finding and vetting new customers remains an essential component of maintaining a healthy sales funnel. But the tools Sales Development Representatives (SDRs) use have changed rapidly with the invention of Customer Relationship Management systems (CRMs) and data enrichment solutions. Whether you’re in need of contact information verification, or lead qualification, a new suite of sales prospecting tools exists today that will enhance your tech stack.

Understanding the sales prospecting process

Sales prospecting is the process of trying to identify people who might be interested in the products and services that you provide. 

Even though you can manually do this, there are far more efficient ways to carry out the sales prospecting process. With numerous advances taking place in the world of prospecting technology, you should incorporate sales prospecting tools as a part of your sales process. If you combine these tools with the right prospecting methods, you can quickly increase your conversion rate, helping you make inroads in your target market.

The goal of all sales prospecting tools is the same. These tools are supposed to help you make the sales prospecting process more efficient. 

Examples of B2B sales prospecting tools

Graphic with text “Examples of B2B sales prospecting tools: 1. CRM 2. Email automation tools 3. Chatbots”

These are just a few of the examples of tools you may want to incorporate as a part of your sales prospecting process. 

CRM

You can take advantage of a customer relationship management program, usually shortened to CRM, that can help you manage all of the contact information of your potential clients. 

Email automation tools

There are also prospecting tools available that can help you automate emails, allowing you to effectively orchestrate an email drip campaign. 

Chatbots 

There are even tools available that can automate a lot of your online chats with your customers, funneling them into a more personalized area when they reach out to you. 

How B2B sales prospecting tools can help your team

The B2B and B2C worlds are very different. If you are trying to sell to your average consumer, you are probably going to run a routine advertising campaign, trying to target their emotions to convince them to purchase a product or service you provide. 

In contrast, the sales cycle in the B2B world is much more prolonged. Businesses are much more intentional with the decision-making process. Therefore, you need to keep this in mind when you are trying to prospect leads.

When it comes to prospecting leads, you need to take advantage of the right B2B prospecting tools. B2B prospecting methods are going to be geared towards professional profiles. Prospecting strategies have to do a great job of converting potential companies into new accounts. 

Whether you are trying to conduct outbound emailing, navigate social media accounts, or keep track of some of the email chains you currently have going, you need to use tools that are going to help you track potential clients over an extended amount of time. 

Sales prospecting techniques

There are numerous sales prospecting techniques available to use when building your prospecting playbook. You should take advantage of all of them in a unified strategy. 

Referrals

You may want to start with referrals from other people in your industry. If you have strong business relationships in your field, you can lean on them, generating referrals for your product and services. 

Social media

You should also take advantage of social media. Some of the most popular social media platforms today include Facebook, Instagram, Twitter, LinkedIn, and even Snapchat. Even though you do not need to have a profile on all of these platforms, you do need to figure out where your target market hangs out. Then, you can reach out to them and vet the likelihood of them becoming a potential prospect.

As you start to reach out to people, you need to keep track of your conversations with your potential clients. That way, you can remember where all of your clients are located in your sales funnel. Strong sales prospecting software can help you unify all of these options under one, cohesive strategy. That way, you can close the deals efficiently, growing your business. 

The sales prospecting process

If you want to get the most out of your sales prospecting process, you need to develop a strong sales prospecting plan that is filled with the best sales prospecting methods

There are a few steps that you need to accomplish if you want to get the most out of your prospecting process. These include:

First, you need to identify your ideal persona. Who is the person that is going to benefit most from your products and services? 

Then, you should identify ideal businesses where you are likely to find those personas. What companies have those people who will benefit from your products and services?

Next, you need to go through the outreach process. Making first contact with them in a productive manner is key. 

After this, you need to sort all of your conversations with your potential contacts and a prospecting database. That way, you can track your conversations as you close your deals. 

You need to have materials that will meet the needs of your prospects throughout this journey. As you track their performance over time, you can make changes to your sales prospecting process, improving your conversion rate.

That is where a tool such as UserGems can be helpful. If you are able to predict how likely it is that a lead is going to convert to a paying customer, you can partition your resources better. As you go through the sales prospecting process, you want to maximize your investment return. The only way you can do this is by putting the right tools to work for you. If you take advantage of a tool like UserGems, you can prioritize where you spend your time. This can help you improve your conversion rate and your sales prospecting process. 

Free sales prospecting tools

In your prospecting toolkit, you may consider taking advantage of free sales prospecting tools. For example, you may want to use LinkedIn to develop professional relationships. Or, you might want to take a look at business listings on other websites. 

Free sales prospecting tools are a great jumping-off point. They can help you figure out which tools are helpful to your business and which features you might not need. But these free tools are only going to get you so far. 

By taking a closer look at your prospecting process, you can figure out exactly which sales prospecting tools are helpful to you. Once you figure out what you need, be prepared to invest in an advanced software program. This is how you can keep your sales pipeline strong in the modern era. Take advantage of everything these prospecting tools have to offer. 

The best B2B sales prospecting tools 

If you are interested in getting the most out of your sales prospecting strategy, it is important for you to put the best B2B prospecting tools to work for you. Your time is your most valuable resource. That is where prospecting automation can be helpful. 

There are a few common tools that you may be able to use to help you with your sales prospecting strategy. For example, you may want to use LinkedIn Sales Navigator, which has a free trial you can use before you pay for the whole thing, to identify potential business relationships in your field. You can also use ZoomInfo and Hoovers to help you identify individual contacts. 

Ultimately, you can use these tools to give you a database of people you can reach out to. But these tools are not going to help you prioritize which leads are most relevant to you specifically, or more likely to convert. That is where a tool like UserGems can help you. If you can figure out which leads and companies from your existing contact database you should be spending your time on, you can increase your conversion rates, and generate more revenue for your business.

Want to get more pipeline with less work?