The only B2B prospecting tool you will ever need

Maximize ROI and get the most from your sales team
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.

Understanding B2B prospecting

What does B2B mean?

B2B stands for business to business. This means that you target other businesses as potential clients. 

One of the biggest hurdles you will have to overcome in this industry is the relatively long sales cycle. Businesses take a long time to make their decisions because they need to evaluate the features and benefits of each option before they decide. If you want your business to grow, you need to focus on B2B prospecting using some of the best sales prospecting techniques available.

What’s a B2B prospecting strategy?

A B2B prospecting strategy refers to looking at your prospecting list and figuring out the best sales methods to convert your different client types. 

This is where account-based marketing can be helpful. With the right tools in place, you can customize the marketing plan to meet the needs of each account. This can make it easier for your sales and marketing teams to work together to close more deals. If you want to figure out which marketing strategies will work best for each account, it is important to take advantage of a prospecting tool such as UserGems.

With UserGems, you will have access to an active CRM. This means that you can clearly see each prospect, how the interactions are going, and how far along they are in your B2B funnel

Establishing your B2B prospect list‍

If you are trying to find new clients for your company, you’ll want to create a B2B prospect list. If you are wondering how to build a prospect list, there are plenty of B2B prospecting methods out there. 

One option is to purchase a list 

Because it can take a long time to create your own, you may be thinking about purchasing your prospect list from another company. This list will give you a lot of contact information you can use to identify potential clients.

If you’re thinking about buying your prospect list, you should know there are a lot of pitfalls you might run into. For example, you might be purchasing contact information that is outdated. Or, you might be purchasing information that is inaccurate.

The best option is to build your own

If you want access to the best B2B prospect list you should consider building on your own. Using lead generation tactics like SEO, ads, webinars, and email marketing is a great way to start collecting prospect information. Then, you can use this information to generate your contact database

B2B sales prospecting best practices

If you want to get the most out of your prospect list, then you have to follow B2B sales prospecting best practices. 

Graphic with text “B2B sales prospecting best practices: Prioritize customer experience Utilize customer data to make decisions Define a clear customer journey Offer personalized solutions Build relationships”
  • Prioritize customer experience
  • Utilize customer data to make decisions
  • Define a clear customer journey
  • Offer personalized solutions
  • Build relationships

B2B prospecting methods

Try these prospecting methods and see which works best for your business so you can build your toolkit. A prospecting toolkit will give your marketing and sales team the tools and tactics they need to succeed. 

Define your ideal customer

The first thing your business has to do is to develop an ideal client profile. 

  • Who is the perfect customer for your business? 
  • What industry do they operate in?
  • What are some of the biggest issues they are trying to deal with? 

You need to think about who will benefit from your product and services. That way, you can narrow down the number of people you are trying to target. This will make it easier for you to figure out the perfect business client for your company. There are tools you can use to make this process easier for you.

Build relationships with cold outreach

Cold outreach isn’t dead. This prospecting tactic is tried and true for a reason. Even though people today don’t answer the phone as often there are ways to make cold outreach successful. Pivot to new methods of communication like email and social media. If you do your research and can determine where your ideal customer prefers to communicate then you’ll be in good shape to make cold outreach work for you.

Account-based marketing

Take advantage of account-based marketing campaigns. These are campaigns that your marketing department orchestrates. They will use the information on each prospect and customize the marketing materials they see to meet their specific needs.

If you want to get the most out of this marketing strategy, then you need to have an ideal client profile and a strong CRM. Once you have this, you have the information you need to run an effective campaign. You also need software in place that can help you track this type of campaign, allowing your sales teams to get involved at the right time. This can save you a significant amount of time.

Considering B2B prospecting services

If you are trying to improve your prospecting tactics, you need to think about the various types of prospecting in sales. You may be looking for the best B2B prospecting services. Even though there are plenty of B2B prospecting tips that could help you, such as using a B2B lead list, you might also be thinking about working with agencies and consultants. These are professionals who are trained to help you find the best clients for your business. Even though you can hire them to find and vet your prospects for you, this can be very expensive. If you are looking to limit the overhead expenses of your business, you need to think about how you can do some of this on your own.

You might be able to qualify leads on your own with access to a CRM and other tools. As an example, UserGems is a tool that can help you examine your existing list of leads and make it easier for you to identify people who are ready to convert. The software can do the heavy lifting for you, allowing employees to focus on more important areas of your business. Furthermore, you do not have to pay someone to do clerical work for you. If you can automate this process, you will have an easier time identifying individuals who are ready to convert into paying customers. 

In the current environment, time is your most valuable resource. If you can identify a software that can automate a lot of these tasks for you, you may be able to save a significant amount of time and money. 

Finding the right B2B prospecting tool

If you are looking for the best B2B prospecting tools, it is important to remember that there are numerous examples of prospecting. Prospecting for customers can look different depending on a company’s product or service. This means that the right prospecting tools for your company may not be the best prospecting tools for another company. 

There is plenty of software that can help your company find new prospects. You might have heard of ZoomInfo, which might provide you with numerous databases. You might even want to take advantage of LinkedIn prospecting tools, which could help your company target other businesses.

Even though these tools can work in certain situations, they will not get you all the way to the finish line. If you try to do everything using only these tools, you will run into a lot of issues. For example, you might be using information that has not been updated in a long time.

If you are looking to make this process faster, then you may want to take advantage of software that can help you figure out which of your warm leads is ready to convert. That is where UserGems can help you. Instead of wasting your time on people who will not become paying customers, use this tool to place your sales teams in the best possible position to succeed. 

Want to get more pipeline with less work?