Close more deals with a winning prospecting strategy

Win more deals and accelerate your pipeline by going after buyers who ready to buy from you
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
in Closed Wons
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
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
in 90 Days
Response Rate

Identify your most likely buyers


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

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 should have a reliable prospecting strategy

If you’re interested in attracting new customers and clients, you need to have a strong prospecting strategy.This will make it easier to find new leads that can help you grow your company.

What does prospecting mean?

Graphic with text “Use this simple prospecting strategy template: 1. Use a CRM to store data 2. Determine your target audience 3. Start prospecting"

Prospecting is the process of identifying new customers and clients for your company. There are plenty of sales prospecting tools that can help you. In order to grow you need to focus on identifying new leads. If you operate in the B2B area, you need to qualify, vet, and explore all opportunities. To close deals in a timely manner, you need to identify the right people. 

This means you have to:

  • Use plenty of data
  • Take advantage of analytics 
  • Put the right systems in place

Doing so enables your team to identify people who are ready, willing, and able to purchase products and services from your company. You have a lot on your plate already and you may not be able to do this on your own. That is why you need to invest in the right tools that can help you automate a lot of the tasks that you used to do by hand. 

Prospecting strategy template

It’s important to use the right prospecting tactics. Here’s a simple prospecting strategy template to utilize.

1. Use a CRM to store data

Take advantage of a CRM system that you can use to store data. This will give your team all the information they need to close deals. You can also evaluate this data to figure out what is working, what is not, and what you need to do to improve in the future.

2. Determine your target audience

You must clearly define your audience. You need to figure out who your ideal customer is. If you know who your ideal customer is, your sales teams can reach out to the correct people. 

3. Start prospecting

Now, you can move into prospecting. You know who you are looking for, so you can find the perfect people to sell to. This can make a significant difference in your overall business strategy. Make sure you have strong prospecting strategies that work well for you.

What's the most important strategic prospecting skill?

Your team should be able to notice a potential customer's pain and point and show how your product or service can help. This should be an important part of your prospecting strategy. If you can quickly hit the pain points of your prospects, you will quickly grab their attention. This is important for generating a strong connection with your potential clients. 

Matching my sales reps with the right tools

You may be asking, “How will your sales teams find the right people to prospect?” 

Fortunately, there are software and tools that you can use. For example, UserGems can help you determine cold leads vs warm leads. If you put this tool to work for you, your sales teams will understand exactly who they should be talking to. That way, they can close deals as quickly as possible.

Sales prospecting techniques to try

There are many sales prospecting techniques. Here are a few examples that can help you can get the most out of your outbound sales process. 

For example:

  • Using LinkedIn to search for businesses that may benefit from your product and services
  • Attending marketing conferences and live events
  • Hosting a webinar on a mutually beneficial topic
  • Ask previous customers for referrals 

The goal is to teach potential customers about how your products and services may be able to help them solve their problems. With a winning prospecting strategy and a tool to help streamline your sales process, you’ll be able to grow your business. 

Want to get more pipeline with less work?