Development of a Data-Driven Prospecting and Sales Enablement Platform

The client faces difficulties in accessing accurate and comprehensive company and contact data, leading to inefficient outreach efforts. They require a system that provides precise filtering, real-time updates, and efficient data management to improve sales team performance and reduce wasted effort on unqualified prospects.

A mid-sized B2B sales organization seeking to enhance its lead generation and client targeting capabilities through an advanced data analytics and prospecting system.

• Develop a web-based platform enabling detailed company and contact data search with real-time filtering and insights.
• Implement features allowing users to save searches, set up alerts for updates, and monitor key market changes.
• Integrate a subscription and billing system to support different user plans with flexible access and self-service options.
• Enhance data management through migration from legacy datasets, ensuring data accuracy and completeness.
• Enable sales teams to create and manage sales opportunities within the platform to streamline lead nurturing processes.
• Deliver a seamless user experience with a modern, intuitive interface.

• Advanced Search Builder based on Elasticsearch to refine searches with multiple filters and real-time result updates.
• Ability to export search results and insights into Excel or similar formats.
• Customizable alerts for specific companies, contacts, or saved searches, delivered via email notifications.
• Campaign management tools to define target groups, upload Do Not Contact (DNC) lists, and filter preferred contacts.
• User activity and usage reports for monitoring engagement and providing targeted training.
• Opportunity management interface for users to enter lead details, track stages, and manage sales pipelines.

• Payment processing system (e.g., Stripe) for subscription management
• Legacy data collection and migration tools for data import and compatibility
• Email notification service for alerts and updates

• System scalability to handle large datasets and concurrent users without performance degradation.
• High data accuracy and consistency post-migration.
• Secure user authentication and data privacy compliance.
• Responsive UI design optimized for various devices and browsers.
• Reliable real-time search performance with minimal latency.

The implementation of this prospecting platform is expected to increase sales team efficiency by providing highly accurate and targeted prospect data, reduce outreach time, and improve lead qualification. It aims to streamline sales processes, support strategic marketing campaigns, and ultimately drive higher conversion rates, contributing to significant revenue growth and market competitiveness.