Supercharge your sales prospecting process

Find great leads that actually turn into buyers
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.

What is sales prospecting?

Prospects are potential customers. So sales prospecting is when sales reps identify and reach out to potential customers in hopes of making a sale.

Why sales prospecting matters

If you’re looking to grow and scale your business you need a steady flow of new leads in your pipeline. In this modern era, it can be difficult to identify the leads that are most likely to convert. Luckily, there are tools to help streamline your sales prospecting process. 

How to make your sales prospecting playbook

As you start to build your B2B prospecting playbook you should first consider your target audience. You need to identify your best customers and their demographics, interests, and business needs. Consider what industries would be a good target and the ideal company size. You might even want to look at the clients of your prospects and figure out what their clients are buying from them.

Then you should identify your prospects’ pain points. That way, your team can answer your prospects’ questions. And make sure you show how your product or service can help relieve their business pain points. This will increase the level of confidence they have in your company.

All of this can go a long way toward helping you place your company in the best possible position to succeed. If you can figure out a way to improve your B2B sales prospecting process, you’ll succeed in filling your pipeline with warm leads.

Once you've created a sales prospecting playbook with key strategies in place your team can start reaching out to leads. If you want to help optimize their prospecting process you should equip them with B2B sales tools.

Sales prospecting best practices to follow

Graphic with text "Sales prospecting best practices: Do research on your target prospects Create buyer personas Outline your prospects’ pain points Create a smart tech stack  Build relationships Measure your results”

As you look to improve your sales prospecting process, there are a lot of hurdles to overcome. Learning the best practices in prospecting can go a long way toward helping you improve your prospecting strategy. Here are a few essential sales prospecting best practices to follow.

  1. Do research on your target prospects
  2. Create buyer personas
  3. Outline your prospects’ pain points
  4. Create a smart tech stack 
  5. Build relationships
  6. Measure your results

Sales prospecting techniques that close more deals

It’s also important for you to look at sales prospecting techniques. There are plenty of B2B prospecting strategies out there but you need to learn the best way to approach prospects. If you can determine the best prospecting techniques for your business then your sales reps can convert more prospects. Try out these sales prospecting techniques to see what works best.

Find the right targets

The first step is to find people who are interested in your products and services. If you can show them that your product and services provide value, you will have an easier time converting them into paying customers. 

Demonstrate your expertise

Provide information and assets that demonstrate the expertise of your business. That way, you can engage them in conversation and gain more trust as you move through the sales process.

Develop scripts

You may also want to write clear scripts for calls and emails. This will give your team members the resources they need to clearly explain the benefits of your company’s products and services. 

Prospecting will only work if you can identify the right people at the right time with the right needs. If you can put these sales prospecting techniques to work for you, you should have an easier time accelerating your sales pipeline.

Sales prospecting methods to drive success

If you’re looking for creative ways to reach prospects there are several types of sales prospecting methods to try. 

There are numerous prospecting methods in sales. You should take advantage of them if you want to increase the success of your sales and marketing teams

Establish lead vetting criteria

Create vetting criteria that your teams can use. Even though you want to reach out to everyone with a certain title, this isn’t necessarily the best option. Vetting criteria will help them quickly and easily go through their client lists and find ones that are most likely to convert.

Focus on the right communication tactics

Look at your communication tactics as well. You want to ensure you’re reaching out to prospects in the way they will most likely respond to.

Ask yourself:

  • What will be the best methods that can help you develop strong relationships with your prospects? 
  • Do they prefer to use email, phone, or text? 
  • Do you have all the info on your contacts, their roles, and responsibilities? 
  • Are systems in place to track job changes or pain points that need to be explored? 

There are lots of examples of sales prospecting methods that can be helpful. Even though you want to find the best option for your business, keep in mind that the best option for one company will not necessarily be the best option for yours. It is critical to compare the benefits and drawbacks of each option before you decide what is best for your business. 

This isn’t something you have to go through on your own. There are professionals who can help you look at these options, evaluate the benefits and drawbacks, and help you make the best decision for your business. Finding a strong B2B prospecting process can make a significant difference in your company’s ability to attract customers and clients. It can also help you stay one step ahead of your competition and gain a competitive advantage.

If you want to focus on finding the right people, then UserGems can help you. This is a tool that can help you prospect more leads. 

Sales prospecting tools you should consider

As you find ways to improve prospecting, you need to explore B2B sales prospecting tools that can help you. Fortunately, there are a lot of prospecting tools at your disposal that can help you grow your company. 

As you look at B2B prospecting tools, it is important to provide your teams with an active sales pipeline. Otherwise, they will have a difficult time hitting their goals. You need to identify and convert your leads as quickly as possible.

Email outreach tools

You might be looking for email outreach tools that can help you automate this process. That way, you can reach out to potential clients and customers using email, which is noninvasive.

Contact database tools

To simplify your prospecting process it is key to keep track of your contacts.  A contact database can store all your leads’ information and keep track of your outreach. 

Sales intelligence tools

You might also want to use sales intelligence tools that can help you research your prospect. That way, you can have an easier time figuring out which of your prospects is ready to convert. This is an area where UserGems might be able to help you. This is a platform that can help you track job changes and examine your leads and figure out which of them are ready to convert. That way, you do not waste your time on people who will not become paying customers.

These are just a few of the many tools at your disposal. It is important for you to look at these tools and figure out the one that is best for your business.

Want to get more pipeline with less work?