B2B sales success often hinges on reaching the right people at the right time. Traditional outreach methods can be slow and labor-intensive, which is why automation is transforming the way companies engage with potential clients. Leveraging visitor recognition tools like LeadRebel, combined with automation platforms such as Clay, Instantly.ai, and JustCall, allows you to create an efficient and personalized outreach strategy that delivers results. By using these tools you can easily automate outreach and significantly improve your lead generation process.

In this article, we’ll cover the importance of automating outreach, introduce LeadRebel as a key player in visitor recognition, and dive deeply into step-by-step guides for automating email marketing and cold calling.

Automate Outreach: Why is it Important?

Outreach automation is more than a trend – it’s a necessity in today’s competitive business environment. Here’s why:

• Time Savings: Manual outreach is resource-intensive. Automation tools handle repetitive tasks, freeing your team for high-value activities.
• Scalability: Personalized outreach at scale is only possible with automation, enabling you to engage hundreds or thousands of leads without sacrificing relevance.
• Real-Time Action: With tools like LeadRebel, you can respond to a visitor’s interest while it’s fresh, increasing your chances of converting them into a customer.

When combined with visitor recognition technology, automation provides a data-driven foundation for targeted, impactful outreach efforts.

What is LeadRebel and How It Helps with B2B Outreach

LeadRebel is a visitor recognition tool that identifies companies visiting your website and provides actionable insights such as company names, industries, and contact information. By analyzing visitor behavior, LeadRebel helps you understand which prospects are most likely to convert and equips you with the data to engage them effectively.

Key Features of LeadRebel:

• Company Identification: Discover which businesses are exploring your website, even if they don’t fill out a form.
• Behavior Analysis: Gain insights into which pages they visited, how long they stayed, and their engagement level.
• Contact Discovery: Access relevant contacts within these companies, including email addresses and phone numbers.

With this information, you can create highly personalized outreach campaigns. Let’s dive into the processes for automating email marketing and cold calling using LeadRebel and other tools.

How to Automate Outreach with Email Marketing

Email marketing is a cornerstone of B2B outreach, offering a direct line to potential customers. By integrating LeadRebel with Clay and Instantly.ai, you can automate your email campaigns from data collection to follow-up. Here’s how:

Step 1: Extract and Analyze Data from LeadRebel

1. Log in to LeadRebel: Start by logging into your LeadRebel dashboard and configuring filters to focus on the most promising visitors. For example:

   – Visitors from specific industries relevant to your offerings.

   – High-engagement visitors who viewed multiple pages or key areas like pricing or contact forms.

2. Export Visitor Data: Export the filtered data to a CSV file or integrate directly with Clay for seamless data transfer. Ensure the data includes company names, industries, and any available contact information.
3. Evaluate Visitor Behavior: Use the data to determine the intent of each visitor. For example:

   – Did they spend time on your “Solutions” page? This indicates interest in specific offerings.

   – Did they visit the “Pricing” page? They might be close to making a decision.

Step 2: Enrich Data with Clay

Clay is a versatile tool that enhances raw data and prepares it for outreach:

1. Import Data into Clay: Upload your LeadRebel CSV file into Clay or use an integration to sync the data directly.
2. Add Missing Details: Clay offers data enrichment features to fill gaps in your lead profiles. For instance:

   – Use LinkedIn scraping to identify decision-makers at each company.

   – Find verified email addresses for key contacts.

   – Add contextual information, such as recent company news or funding rounds, to tailor your outreach.

3. Segment Leads: Categorize leads based on their likelihood to convert. For example:

   – Hot Leads: High intent, visited multiple key pages.

   – Warm Leads: Moderate intent, explored general information pages.

   – Cold Leads: Low intent, visited briefly but still of potential interest.

Step 3: Automate Campaigns in Instantly.ai

Instantly.ai is a powerful email marketing platform that excels at personalizing campaigns:

1. Set Up Integrations: Sync your enriched Clay data with Instantly.ai. This can be done through APIs, CSV uploads, or native integrations.
2. Create Personalized Email Templates:

   – Use dynamic placeholders to personalize emails. For example:

     – Subject: *“[First Name], insights into [specific solution] for [Company Name]”*

     – Body: *“Hi [First Name], I noticed your team recently explored our [specific page]. Are you currently looking for solutions to [pain point]?”*

   – Include a clear value proposition and a subtle call to action (e.g., suggesting a quick chat or sharing a case study).

3. Set Up Sequences: Configure automated follow-ups for leads who don’t respond immediately. For example:

   – Day 1: Initial email referencing their website visit.

   – Day 3: A follow-up with a helpful resource or testimonial.

   – Day 7: A reminder email asking if they’re open to a discussion.

4. Track Campaign Performance:

   – Use Instantly.ai’s analytics to monitor open rates, click-through rates, and responses.

   – Continuously refine subject lines, email content, and timing based on performance metrics.

By combining LeadRebel, Clay, and Instantly.ai, you can automate an entire email marketing workflow that’s personalized, efficient, and highly effective.

How to Create an Automation for Cold Calling

Cold calling, when done right, can be a highly effective way to connect with decision-makers. Using LeadRebel with Clay and JustCall, you can automate and optimize this process.

Step 1: Extract and Prioritize Leads in LeadRebel

1. Filter High-Value Leads: Focus on visitors who:

   – Spent significant time on decision-related pages, such as pricing or case studies.

   – Show patterns of recurring visits, indicating sustained interest.

2. Export Detailed Data: Include company names, potential contact points, and behavior metrics in your exported file.

Step 2: Enrich and Segment Leads in Clay

1. Import Lead Data: Upload your LeadRebel data into Clay.
2. Enrich Data:

   – Find direct phone numbers for relevant decision-makers.

   – Add contextual insights, such as recent company achievements, to use as conversation starters.

3. Segment Leads: Group leads into calling priorities:

   – Priority 1: Decision-makers at high-intent companies.

   – Priority 2: Influencers at medium-interest companies.

   – Priority 3: Broad contacts for long-term nurturing.

Step 3: Set Up Cold Calling Automation in JustCall

JustCall simplifies and scales cold-calling efforts:

1. Sync Data: Transfer your enriched lead data from Clay into JustCall.
2. Create Call Campaigns:

   – Develop campaigns targeting each segment with tailored messaging.

   – Use scripts specific to the lead’s behavior. For example:

     – Script for pricing page visitors: *“Hi [Name], I saw your team exploring our pricing page. I’d love to discuss how we can help you meet your [specific goal].”*

3. Automate Dialing:

   – Leverage JustCall’s power dialer to automatically connect with leads in succession.

   – Set up voicemail drops to ensure consistent messaging for unanswered calls.

4. Track and Refine:

   – Use JustCall’s analytics to monitor call outcomes, including connection rates and lead responses.

   – Adjust your approach based on data—such as calling at different times or tweaking your script for better engagement.

Pro Tip: Combine Calls with Emails

– After each call, send a follow-up email summarizing the conversation or reiterating your value proposition.

– Use email campaigns to warm up leads before calling, referencing their prior interactions with your website.

Automate Outreach with LeadRebel: Summary

Automating outreach using visitor recognition data is a game-changer for B2B companies. Tools like LeadRebel, Clay, Instantly.ai, and JustCall enable businesses to streamline both email marketing and cold-calling workflows, delivering highly targeted campaigns with minimal manual effort.

By following the detailed steps outlined above, you can:

– Leverage visitor insights to focus on high-potential leads.

– Enrich data for precision targeting and segmentation.

– Execute automated campaigns that are both scalable and personalized.

Embrace these tools and processes to elevate your automate outreach strategy and drive measurable growth for your business.

The post How to Automate Outreach Based on Data from Visitor Recognition appeared first on Leadrebel Blog.

The B2B lead generation landscape has grown increasingly competitive and dynamic, making it critical for businesses to adopt the right tools to identify, engage, and convert potential clients efficiently. As we move into 2025, advancements in AI, automation, and data-driven solutions have made these tools more powerful than ever. In this article, we’ll cover the 10 best B2B lead generation tools in 2025, detailing what each does, their benefits, shortfalls, and how you can effectively use them to boost your outreach and sales performance.

1. Clay

What It Does

Clay is a data enrichment and automation platform that gathers extensive information about prospects to help businesses execute highly personalized and effective outreach campaigns. It integrates with CRMs and external data sources, offering actionable insights on potential leads.

Benefits

– Robust Data Enrichment: Transforms basic leads into enriched profiles with detailed insights.

– Workflow Automation: Saves time by automating repetitive tasks like data entry and email outreach.

– Versatility: Integrates with tools such as Slack, Salesforce, and Zapier.

Shortfalls

– Learning Curve: Mastering its full suite of features can take time.

– Costly for Small Teams: Its premium pricing may not suit small businesses or startups.

How to Use

1. Connect to CRM: Sync your existing leads from tools like Salesforce.
2. Data Enrichment: Use Clay to append additional information like job roles, company size, or funding history.
3. Create Workflows: Automate personalized outreach campaigns.
4. Refine Results: Analyze campaign performance to enhance engagement.

2. LeadRebel

What It Does

LeadRebel is a web-based tool that identifies companies visiting your website, even if they don’t fill out a form or make direct contact. By revealing these “hidden leads,” it helps businesses target potential customers who are already showing interest.

Benefits

– Identify Anonymous Visitors: Capture companies visiting your website.

– Detailed Company Data: Provides industry, size, and contact details for better targeting.

– CRM Integration: Sync visitor data with popular CRMs for seamless follow-up.

Shortfalls

– No Individual Contact Details: Focuses on companies rather than individuals.

– Accuracy Varies: Occasionally misidentifies smaller companies or startups.

How to Use

1. Install Tracking Code: Add the LeadRebel script to your website.
2. Analyze Visitors: View detailed data on companies that visit.
3. Research Leads: Use the company insights to identify decision-makers.
4. Engage: Reach out via LinkedIn, email, or phone to initiate contact.

3. Instantly

What It Does

Instantly is an email outreach platform designed to automate cold email campaigns and improve deliverability. With a focus on scaling campaigns, it allows businesses to send thousands of emails while maintaining high open and response rates.

Benefits

– Campaign Automation: Schedule and execute campaigns effortlessly.

– A/B Testing: Test different email variations to determine what works best.

– Deliverability Optimization: Ensures emails land in inboxes rather than spam folders.

Shortfalls

– Email Sending Limits: Free and lower-tier plans limit daily email volumes.

– Limited Integrations: Fewer native integrations compared to competitors.

How to Use

1. Upload Lead Data: Import email lists directly into the platform.
2. Design Email Campaigns: Create and personalize email templates.
3. Schedule Campaigns: Automate follow-up sequences based on recipient behavior.
4. Analyze Metrics: Review open, click, and reply rates to refine future campaigns.

4. Apollo.io

What It Does

Apollo.io is a sales engagement platform offering access to an extensive database of over 250 million contacts, enabling businesses to find, enrich, and connect with their ideal leads.

Benefits

– Extensive Database: Provides access to millions of prospects globally.

– Built-in Outreach: Includes tools for email sequencing and calls.

– Detailed Analytics: Tracks engagement metrics for data-driven decision-making.

Shortfalls

– Data Overwhelm: Beginners might find the abundance of information difficult to navigate.

– Premium Features Are Pricey: Advanced features come with a higher price tag.

How to Use

1. Search for Leads: Use advanced filters like industry, company size, or location.
2. Export Contact Info: Import qualified leads directly into your CRM.
3. Launch Campaigns: Use Apollo’s built-in email tools for personalized outreach.
4. Refine Efforts: Monitor analytics to adjust targeting or messaging.

5. Cognism

What It Does

Cognism is a GDPR-compliant sales intelligence platform specializing in contact and company data for B2B lead generation, particularly strong in European markets.

Benefits

– Data Compliance: Fully adheres to GDPR and other global data regulations.

– Highly Accurate Data: Regularly verified to ensure reliability.

– Global Reach: Offers a broad database of leads, especially in Europe.

Shortfalls

– European Market Bias: Limited data availability outside Europe.

– Cost: High subscription fees may deter smaller companies.

How to Use

1. Search for Leads: Define criteria such as industry, region, or job title.
2. Export Leads: Export data into your sales tools or CRM.
3. Run Campaigns: Use contact data for compliant cold outreach.
4. Optimize: Regularly refine your lead lists for higher ROI.

6. LinkedIn Sales Navigator

What It Does

LinkedIn Sales Navigator leverages the world’s largest professional network to help businesses find and engage with decision-makers and influencers in their target market.

Benefits

– Advanced Filters: Narrow searches with detailed filters.

– Real-Time Updates: Receive notifications when leads change roles or companies.

– Lead Recommendations: AI-driven suggestions based on your saved preferences.

Shortfalls

– Expensive Plans: Premium tiers can be costly for small businesses.

– InMail Limits: Number of InMail messages is restricted by subscription level.

How to Use

1. Define Preferences: Set parameters for your ideal prospects.
2. Search Smartly: Use advanced filters like company size, job title, and industry.
3. Engage Directly: Send personalized InMails or connection requests.
4. Track Progress: Monitor saved leads and adjust strategies accordingly.

7. ZoomInfo

What It Does

ZoomInfo is a business intelligence platform offering a massive database of professionals and companies, enabling precise targeting and data-driven decision-making.

Benefits

– Comprehensive Data: Includes direct phone numbers and verified email addresses.

– Frequent Updates: Regularly refreshed to maintain accuracy.

– Seamless Integration: Works with major CRMs and marketing platforms.

Shortfalls

– Expensive Subscriptions: High cost makes it less accessible for smaller businesses.

– Overwhelming Features: The range of options can be daunting for new users.

How to Use

1. Search Database: Apply filters to identify high-quality leads.
2. Export and Sync: Transfer data to your CRM or outreach tools.
3. Analyze Results: Use reporting tools to measure lead engagement.
4. Refine Outreach: Adjust targeting based on performance metrics.

8. HubSpot Sales Hub

What It Does

HubSpot Sales Hub combines CRM functionality with lead generation tools, including email tracking, meeting scheduling, and deal management.

Benefits

– All-in-One Platform: Centralizes sales, marketing, and customer service tools.

– User-Friendly: Simple to set up and navigate, even for beginners.

– Free Version Available: Provides basic features without any upfront cost.

Shortfalls

– Scaling Costs: Prices increase significantly with larger contact lists.

– Feature Limitations: Advanced functions require higher-tier plans.

How to Use

1. Set Up CRM: Organize leads and deals within HubSpot.
2. Use Tracking Tools: Monitor email opens and link clicks.
3. Engage Leads: Automate follow-up emails or schedule calls.
4. Optimize Pipeline: Manage deals and forecast revenue effectively.

9. Clearbit

What It Does

Clearbit specializes in real-time data enrichment, providing businesses with updated profiles and company details to improve personalization and targeting.

Benefits

– Dynamic Updates: Automatically refreshes data to stay current.

– Integration-Friendly: Connects easily with CRMs and marketing platforms.

– Targeted Insights: Offers industry-specific insights for better segmentation.

Shortfalls

– Technical Setup: Full integration may require development resources.

– Usage-Based Pricing: Costs can escalate with heavy use.

How to Use

1. Enrich Data: Enhance existing leads with Clearbit’s enrichment tools.
2. Segment Leads: Use enriched data to create more precise audience groups.
3. Automate Outreach: Sync with tools like Salesforce or Mailchimp.
4. Refine Campaigns: Use insights to improve targeting and messaging.

10. Snov.io

What It Does

Snov.io is a versatile toolkit for lead generation, email verification, and automated email campaigns, making it ideal for startups and SMEs.

Benefits

– Email Verification: Reduces bounce rates with validated email addresses.

– Automation: Offers easy-to-use tools for creating email drip campaigns.

– Cost-Effective: Affordable pricing compared to competitors.

Shortfalls

– Basic Interface: The user experience might feel outdated.

– Limited Database: Smaller contact database compared to platforms like ZoomInfo.

How to Use

1. Find Emails: Use Snov.io’s search tool to locate valid email addresses.
2. Verify Contacts: Clean your email list with its verification feature.
3. Design Campaigns: Build automated email sequences with follow-ups.
4. Monitor Engagement: Analyze campaign performance to identify areas for improvement.

Conclusion: Best B2B Lead Generation Tools in 2025

The best B2B lead generation tools in 2025 offer a variety of capabilities tailored to different needs, budgets, and business sizes. From data enrichment to email automation, these tools empower businesses to discover and connect with their target audience more effectively. Whether you’re a startup looking to scale or an enterprise optimizing your sales funnel, choosing the right tools can make all the difference. By combining the strengths of tools like Clay, LeadRebel, Apollo.io, and LinkedIn Sales Navigator, you can stay ahead in the ever-competitive B2B landscape.

Image source: https://pearllemonleads.com/outsourced-lead-generation-companies-in-the-uk/

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In the world of B2B marketing, understanding exactly who is visiting your website can be the difference between successful lead generation and missed opportunities. While traditional tracking solutions provide insights on company-level data, many businesses now benefit from more granular, person-level insights. Person Level Website Visitor Recognition allows companies to identify individual visitors, creating a new level of personalization and relevancy in outreach efforts. This article delves into the concept of person-level recognition, explains how LeadRebel helps companies harness this for U.S. traffic, and outlines how to use LinkedIn outreach effectively with this powerful data.

What is Person Level Website Visitor Recognition?

Person Level Website Visitor Recognition is a tracking method that allows businesses to identify specific individuals who visit their website. Unlike company-level recognition, which only provides data on the organization visiting the site, person-level recognition captures data on the individual visitor, such as name, job title, and even email address in some cases. This level of detail enables businesses to create highly tailored marketing messages and connect directly with visitors who show interest in specific products or services.

The benefits of person-level recognition include:

– Targeted Engagement: Knowing who visited your website allows you to reach out with information and offers that resonate with their role and interests.

– Enhanced Personalization: Personalized communication is far more likely to capture attention than general marketing messages, leading to higher conversion rates.

– Efficient Follow-Up: Rather than casting a wide net, person-level recognition helps prioritize leads and focus on those most likely to convert.

While this tracking method is invaluable for many businesses, it does raise privacy and regulatory concerns, especially in regions with strict data protection laws. Consequently, providers of person-level recognition, like LeadRebel, must take steps to ensure compliance with these regulations.

How LeadRebel Helps Recognize Visitors on a Personal Level (for U.S. Traffic Only)

LeadRebel is a website visitor recognition tool that specializes in B2B lead generation by identifying individual visitors to a website. Due to data protection regulations, LeadRebel limits its person-level recognition to U.S.-based traffic. By focusing on the U.S. market, LeadRebel can provide compliant, in-depth data insights that empower companies to take targeted actions based on individual-level data.

LeadRebel’s approach to Person Level Website Visitor Recognition involves:

1. Alerts and Notifications: Once LeadRebel identifies a visitor, it sends alerts to your team. This ensures you can act on the information quickly, reaching out to potential leads while their interest is high.
2. Detailed Visitor Profiles: LeadRebel provides comprehensive profiles of identified visitors, including name, job title, company, and sometimes even LinkedIn profile information. This data gives your sales team a solid foundation for a personalized outreach.

It’s essential to remember that Person Level Website Visitor Recognition is intended for strategic, respectful outreach, rather than invasive or aggressive tactics. When used responsibly, it enhances your ability to engage meaningfully with prospects who have shown genuine interest.

Acting on Profiles Identified by LeadRebel with LinkedIn Outreach

Once LeadRebel identifies a visitor and provides their profile, the next step is effectively engaging with them. LinkedIn is an ideal platform for this outreach due to its professional nature and the ability to connect directly with decision-makers. Here’s a guide to combining Person Level Website Visitor Recognition insights with LinkedIn outreach for optimal results.

Step 1: Research and Personalize

After LeadRebel provides the visitor’s information, start by reviewing their LinkedIn profile to understand their role, experience, and recent activities. Look for shared connections, mutual interests, or recent posts that align with your offerings. This research will allow you to create a connection request or message that feels personalized and relevant.

For example, if LeadRebel identifies a marketing manager from a tech company, your LinkedIn outreach might include a note like this:

“Hi [Name], I noticed your interest in [relevant product/service]. We work with companies in the tech sector to improve [specific pain point]. I’d love to connect and share some insights that could be valuable for your team.”

Step 2: Connection Request

If the identified visitor is not yet in your network, send a connection request. Keep it short and focused, referencing something specific to make it relevant. Avoid mentioning that you identified them through your website, as this can come across as invasive. Instead, express interest based on their professional background or role.

Sample Connection Request:

“Hi [Name], I see that you work in [their industry/role]. I’d love to connect and share ideas on [relevant topic]. Looking forward to connecting!”

Step 3: Follow-Up Message

After the connection is accepted, send a brief follow-up message. Use this message to provide value, such as an article, report, or a case study relevant to their industry or position. Focus on starting a conversation, rather than immediately trying to sell.

Sample Follow-Up Message:

“Thanks for connecting, [Name]! I thought you might find this article on [topic] interesting, given your role in [industry]. Let me know if you’d like more resources or have any questions!”

Step 4: Transition to a More Formal Sales Message

Once rapport is established, you can transition to a more formal sales message or invitation for a meeting. At this point, based on their interactions or questions, you’ll have a good sense of whether they are a warm lead ready for a deeper discussion about your services.

Best Practices for Combining Person Level Website Visitor Recognition with LinkedIn Outreach

To maximize the effectiveness of Person Level Website Visitor Recognition and LinkedIn outreach, here are some best practices to follow:

1. Be Respectful and Transparent: Always approach with a mindset of adding value and building a relationship. Avoid direct references to website visits to maintain a professional and respectful tone.
2. Keep It Personalized: Person-level data allows for deeper personalization, so make the most of it. Mention specific aspects of their role, industry challenges, or shared interests to make your outreach relevant and genuine.
3. Use Content to Add Value: Rather than pitching your services immediately, offer valuable content first. This could be a case study, an article, or research relevant to their industry. Sharing helpful information establishes trust and positions you as a knowledgeable resource.
4. Follow Up But Avoid Over-Messaging: If your initial messages don’t receive a response, wait before following up. A gentle reminder after a week or two is usually appropriate. Avoid sending multiple messages in quick succession, as this can be off-putting.
5. Measure and Refine: Use analytics to track the success of your outreach strategy. Measure key metrics like response rates, engagement levels, and conversion rates to understand what works best. Over time, refine your approach based on what you learn from these metrics.
6. Combine with Other Channels: LinkedIn is just one channel; for some leads, email or phone outreach might be more effective. Try combining channels for a multi-touch approach, which can increase your chances of connecting with high-value prospects.

Summary

Person Level Website Visitor Recognition is a game-changer in B2B lead generation, allowing companies to connect with individuals who show interest in their offerings. Tools like LeadRebel make it possible to identify visitors on a personal level – within regulatory limits – specifically for U.S.-based traffic. By leveraging LinkedIn outreach in combination with this data, companies can build connections and initiate conversations that lead to higher conversion rates.

When used responsibly and with a focus on building genuine relationships, person-level visitor recognition offers a powerful way to enhance your marketing and sales efforts. LinkedIn outreach, in particular, is a natural fit for this approach, allowing you to connect directly with decision-makers and tailor your message to their unique needs. With the best practices outlined here, you can start turning website visitors into engaged leads, positioning your company as a trusted partner in their success.

image source: https://ccnull.de/index.php/foto/geschaeftsmann-zeigt-auf-linkedin-logo/1096757

The post Person Level Website Visitor Recognition and LinkedIn Outreach: A Winning Combination for B2B Lead Generation appeared first on Leadrebel Blog.

Person Level Visitor Identification: Introduction

Imagine the power of knowing that a potential customer visited your pricing page in real-time and being able to identify their name, company, and even LinkedIn profile. These valuable insights go beyond basic website analytics and IP tracking, providing in-depth, actionable data that can transform marketing efforts and significantly improve the efficiency of sales teams.

In the broader sense, person-level website visitor identification enables marketing teams to track and analyse the behavior of specific individuals, allowing them to understand the customer journey better and optimise their marketing campaigns for improved conversion rates. For example, RH Commercial Vehicles (RHCV) could generate £50k in revenue, achieving an 1150% return on investment (ROI) through website visitor identification tools.

Overview

1. Person Level Visitor Identification: Introduction
2. GA4 (Google Analytics) – Market leader in ‘Anonymous’ Web analytics
3. Website Visitor Identification on “Classical” Company Level
4. Quick overview of “Company-level” identifier platforms
5. Personal-level Website Visitor Identification market in 2024
6. How does LeadRebel’s Visitor Identification Technically Work?
7. GDPR and Legal Compliance for LeadRebel and Person-Level Website Visitor Identification Tools
8. LeadRebel’s Data Compliance with Global Legal Landscape
9. Comparing LeadRebel vs. RB2B Personal-level Website Visitor Identification Tools
10. How do Marketing and Sales Teams Benefit from Personal-level Website Visitor Identification
11. Integration Use Cases for LeadRebel’s Person-level Website Visitor Identification tools (Email Marketing Tools, Personalized LinkedIn outreach, and Targeted Cold Calling)
12. Summary and Future Trends

GA4 (Google Analytics) – Market leader in ‘Anonymous’ Web analytics

With over 9 million website integrations, GA4 holds 86.1% of the web analytics market, thanks to its free platform, integration with Google’s ecosystem, and advanced features for tracking user behavior and engagement.

GA4 (unlike Universal Analytics) is an event-based model that identifies every visitor interaction – page views, button clicks, video plays, or file downloads -as an event. A code snippet added to the website is used as a tracker for GA4 to identify individual events on a web page.

However, GA4 does not identify “company-level or person-level” data. The platform is capturing most on-site events as anonymised data. Let’s dive deeper into GA4’s limitations – for Lead Generation and B2B retargeting:

Yet, with features like Cross-platform profiling (user behavior monitored across websites and apps), Measurement Protocol, Custom audiences, ML, and integration with Google Ads, GA4 offers a unified view of ICP’s journey, making it a marketer’s free and favorite tool for non-selective ICP retargeting.

Website Visitor Identification on “Classical” Company Level

The next-generation website visitor identification tools focused on offering “Company-level” information and recognising ‘Buyer Groups’ (two or more website visitors from the same company). The trend started in 2009 when Lead Forensics launched its reverse IP tracking platform to identify anonymous website visitors for B2B brands and convert them into actionable sales leads.

Since then, several visitor identification tools have pioneered sourcing Company-level data by leveraging a combination of proprietary and public network sources such as IP addresses, firmographics, and network databases.

Image Source: Leadforensics

Quick overview of “Company-level” identifier platforms

• LeadRebel: Initially developed as a company-level identification platform, LeadRebel empowers B2B businesses to track and identify global website visitors (including those from the EU). Uniquely, LeadRebel specialises in personal-level identification for U.S. visitors, offering a first-of-its-kind platform that combines individual contact information with detailed firmographic data. This dual focus—on both company-level and personal-level insights—enables businesses to access granular data and more actionable intelligence on their website traffic.
• Lead Forensics: Leverages reverse IP tracking and proprietary databases to identify individual visitors and fetches their Company name, pages visited, and financials. The platform claims to process over 2 billion data points annually to process company identification and can potentially ‘unmask’ even remote corporate visitors.
• Leadfeeder: Built as an internal tool for a digital marketing agency, Leadfeeder serves over 40,000+ business customers globally.
• Clearbit: With their flagship Enrichment APIs and Webhook integrations, popular SaaS tools (Asana, Salesforce, and Intercom) have backend integrations with Clearbit to deliver real-time company-level data on visitors and leads. 
• Salespanel: Built to identify high-intent leads, the platform accelerates conversions with real-time alerts on B2B SaaS companies and businesses with high-value sales cycles. Even if a website visitor remains anonymous, the platform uses tracking codes to log these visits and provides firmographic information. 

Image Source: Salespanel.io

The scope and abilities of a ’Company-level’ visitor identifier tool go beyond GA4 (Google Analytics) to offer specific insights on the visitor’s company information – firmographics, technographics, and (if available) the visitor’s purchase intent.

In addition, company-level data aggregators operate via basic IP-to-company lookup functions or integrate databases. Hence, these tools strictly comply with GDPR/ Data Privacy Regulations across global markets.

However, generic firmographic data can only enhance sales intelligence or account-based marketing (ABM) but lacks data accuracy and falls short of identifying person-level information of ICPs. 

To address the challenge of identifying individual website visitors, RB2B (R! B2B) pioneered a disruptive technology that provides real-time identification of website visitors, empowering website owners with valuable insights. LeadRebel.io followed suit, offering an improvised tool to help B2B businesses know the identity of their anonymous website traffic.

Personal-level Website Visitor Identification market in 2024

A step ahead of offering ‘Company-level’ information is fetching ‘Personal-level’ information of website visitors, which RB2B pioneered, LeadRebel and some other companies followed, disrupting the B2B Lead Generation and marketing space.

Image: Personal-level data vs. Company-level data identifiers. Source: RB2B

On the surface level, LeadRebel.io aggregates personal-level information from 1st and 3rd party cookies, device IDs, and IP addresses, matching them with an “extensive proprietary publisher network” (more on this in the next section).

Two Specific Challenges that ‘Personal-Level’ Visitor Information Solves for Marketing and Sales Teams

• Authorized Personal-level data: While company-level identifiers stop at revealing visitor firmographics, LeadRebel goes a step ahead by identifying visitor contact information and pushing their profiles to CRM. RB2B, too, identifies a visitor’s LinkedIn profile to sales teams on Slack. These real-time systems allow for more verified and targeted outreach efforts for Sales Teams and reduce dependency even on third-party data validation tools.
• Instant engagement with Warm leads: With real-time push notifications on CRM and Slack, sales teams can act swiftly to engage with a warm/potential lead while they actively evaluate a product or service on the B2B website. This (as the platform claims) has potentially led to faster sales cycles and increased conversion rates.

How does LeadRebel’s Visitor Identification Technically Work?

LeadRebel.io visitor tracking and identification works by embedding a proprietary pixel script (similar to Google Analytics) onto a B2B website header to collect visitor IP, further referenced with a barrage of other datasets to identify visitor profiles. Let us dive deep into the visitor identification mechanism:

Step #1: Pixel installation and Initiating tracking

• LeadRebel embeds a JavaScript tracking code (a pixel) onto a client’s website header. 
• The code captures visitor data, including IP address, browser information, operating system, and on-site behavior (pages visited, time spent, etc.).

Step #2: IP Address Resolution and Enrichment

• From the captured IP address (of a visitor from the US), LeadRebel leverages range of  IP to company databases and matches it with own data and potentially other data enrichment sources to identify the visitor’s company and build a more comprehensive company profile.

Note 1: LeadRebel respects the browser’s “Do Not Track” (DNT) feature, whereby the entry in local storage is not created if the end-user explicitly disables this through a browser setting.

Note 2: LeadRebel does not rely on cookies, allowing them to track visitors even with cookie restrictions.

Step #3: LinkedIn and Database Matching

• LeadRebel further enhances the IP and Company data enrichment process by leveraging LinkedIn data to provide more detailed insights into the companies visiting your website. 
• This process involves analyzing various data points, including company name, website domain, and employee names (if available), but potentially cross-references even social media activity.

Step #4: Automation, Real-time Alerts and CRM Integration

• LeadRebel integrates with HubSpot (or other CRM tools) to push real-time notifications of a website visitor with a link to their LinkedIn bio. This enables sales teams to engage with their leads quickly.

Source: LeadRebel.io

GDPR and Legal Compliance for LeadRebel and Person-Level Website Visitor Identification Tools

While integrating LeadRebel, or similar personal-level website visitor identification tools with a website, business owners must carefully evaluate GDPR or applicable data-protection norms. 

Why should Business owners bother about GDPR?

Similar to the EU’s General Data Protection Regulation (GDPR), certain mandatory data protection laws focus on protecting citizens online privacy and to restrict commercial use of their web activity. Such laws define personal data as information about an identifiable natural person. 

In specific, GDPR has set a global standard for data privacy and includes direct identifiers (like names and email addresses of website visitors) and indirect identifiers (like IP addresses and online identifiers) as personal data.

Is the LeadRebel Tool GDPR compliant? Yes, LeadRebel is GDPR compliant. As LeadRebel operates globally, including extensively within the EU, it adheres to strict data protection regulations. However, for businesses operating in both the U.S. and EU markets, note that:

• LeadRebel processes Company and firmographics data by identifying website visitors and sourcing their internet activity and company profiles (from both U.S. and the EU) while ensuring full compliance with GDPR requirements. 
• However, person-level recognition is exempt from GDPR if it involves only U.S.-based individuals, as GDPR does not apply to personal data from U.S. visitors.

LeadRebel’s Data Compliance with Global Legal Landscape

Data privacy regulations like the CCPA (in California) are more lenient than GDPR, and hence LeadRebel is free to operate by anonymising IP addresses and focusing explicitly on B2B interactions (not B2C).

However, any person-level visitor identification tool operating globally will be challenged with a complex global compliance landscape that includes:

• Stronger Emphasis on User/Visitor Consent: Regions outside the US might require explicit consent for data processing, increasing operational complexity.
• Data Management or Localization: Countries like Russia and some Asian nations mandate local data storage, complicating cross-border data handling.
• Platform Restrictions: Use of LinkedIn can be restricted in certain countries like China, hindering data aggregation efforts.

Compliance with Data Privacy Norms: Update your website’s Privacy Policy and Data Usage terms to inform your visitors and avoid getting penalized. 

Comparing LeadRebel vs. RB2B Personal-level Website Visitor Identification Tools

While both LeadRebel and RB2B offer website visitor identification, LeadRebel goes a step further. It combines both company-level and personal-level data, providing a more comprehensive view of your website visitors and their potential fit with your Ideal Customer Profile (ICP).

Here’s a closer look at what sets LeadRebel apart. Please note, that feature landscape might change anytime and we make no claim to completeness. If you see any discrepancies, please notify us.

Table 2: Comparing LeadRebel.io and RB2B Tools

In essence:

• LeadRebel offers a broader focus on both company-level and personal-level data, with more extensive integration options for visitor activity. Hence, the platform is ideal for B2B businesses that want a deep understanding of both visitor behavior and identity. 
• RB2B, on the other hand, excels in real-time individual-level identification, providing businesses with actionable insights to enhance their sales pipeline, making it more suited for high-intent, fast-paced outbound sales environments.

How do Marketing and Sales Teams Benefit from Personal-level Website Visitor Identification

Studies show that only about 2% of website visitors convert on their first visit, and identifying the other 98% opens up a huge opportunity for lead generation. With tools like LeadRebel, B2B businesses can leverage visitor-identification alerts to gain a significant advantage and drive-in revenue.

• Prioritising High-Value Prospects: By identifying key decision-makers from target accounts visiting a website, sales teams can prioritize efforts to target high AOV (Average Order Value) prospects and buyer groups with high purchase intent.
• Anonymous Visitors turned into Qualified Leads: Rather than letting potential customers slip away, marketing teams can identify their prospects, learn about their specific interests, and proactively engage with them by leveraging firmographics and contact details such as email addresses or phone numbers.
• Personalized Outreach to Improve ROI: Knowing a visitor’s web activity (dwell, scroll depth and page visits) allows marketing teams and sales teams to craft a pitch to address the specific needs and interests of the visitor. Such personalised outreach efforts yield 6x ROI compared to a generic retargeting call or mail.
• Lead Nurturing and Shortened Sales Cycles: Engaging with warm leads who expressed interest in a website offering accelerates the sales process and closes deals faster. Snov.io identifies that such lead nurturing can increase sales leads by 50% at a 33% lower cost.
• Improve Conversion Rates (CRO): Insights from visitor profiles can help optimise website layouts and assist in A/B tests to yield higher conversion rates and CTA clicks. For instance, B2B businesses that use visitor tracking tools see an average conversion rate increase of 10-20%.

Integration Use Cases for LeadRebel’s Person-level Website Visitor Identification tool

A. Email Marketing Tools:

Combining a website visitor identification tool like LeadRebel with email marketing platforms like Instantly or Apollo.io unlocks powerful capabilities for targeted outreach and personalized engagements. Email marketers can benefit from:

• Integrating visitor data (e.g., job title, company names, company size) with email marketing platforms enhances lead-scoring accuracy through AI. In addition, with behavioral and engagement data, Predictive lead qualification can boost conversion rates by 20-30%.
• According to a study by Mailchimp, hyper-personalized email campaigns that tailor messages to visitor interests, such as browsing history or past purchases, achieve 26% higher open rates and 41% higher click-through rates than a generic cold-email outreach.
• Automation can also be enabled with Event-triggered email campaigns, Automated sales outreach, and Personalized sales funnels, allowing more effective marketing efforts than traditional methods.

B. Personalized LinkedIn outreach:

When high-intent visitor data from LeadRebel is combined with LinkedIn outreach tools, marketers can transform LinkedIn outreach into a more meaningful and relevant one.

• Connection requests can be tailored based on visitors’ on-site behavior, specific pages they visited, and on-page events to demonstrate a genuine interest in building user satisfaction. LinkedIn highlights that such personalised connection requests are 3x more likely to be accepted.
• Sharing content with prospects on live chat based on their browsing history and LinkedIn interests: For example, if a visitor views a case studies page, send them a personalised message with a relevant case study and a call to action. Research by HubSpot shows that targeted content can increase lead conversion rates by up to 80%.

C. Targeted Cold Calling:

LeadRebel, used in conjunction with tools like Ocean.io or Apollo.io, can enrich firmographic data, boosting the sales team’s cold-calling efforts with more informed, relevant, and timely outreach.

• With real-time alerts and the ability to reach out to high-quality leads while they are actively engaged with your website. According to InsideSales.com, contacting a lead within 5 minutes of their website visit can increase the likelihood of qualifying that lead by up to 100x times compared to waiting 30 minutes.
• LeadRebel.io can identify valuable leads who demonstrate interest by their on-page engagement and number of page visits. Research by Gartner shows that prioritising leads based on their engagement can increase B2B Marketing conversion rates by up to 30%.

Summary and Future Trends

Person-level website visitor identification tools like LeadRebel.io revolutionize how businesses connect with potential customers. With integrated personal-level and company-level data such as email addresses and phone numbers, B2B marketing teams can reach out to high-intent leads at the right time and improve lead-generation efforts combined with lead scoring and account-based marketing.

However, website owners must also be mindful of data privacy regulations like GDPR compliance and CCPA to avoid getting peanalised. Ethical considerations, transparency and lawful control of customer data must be ensured by website owners while processing personal data like IP addresses, contact details, and other personal information.

Future trends: With advanced automated triggers and API integrations, personal-level tools will get a sophisticated upgrade with Machine learning and AI-enhanced features. Advanced tools like LeadRebel.io, RB2B, and other website visitor tracking software will likely play a key role in helping businesses navigate the evolving AI-driven digital marketing and sales landscape.

The post Personal-level Website Visitor Identification: A Guide appeared first on Leadrebel Blog.

Website Visitor Identification — Introduction

Website visitor identification is a lead generation process that allows B2B companies to identify anonymous website visitors based on IP addresses or other tracking methods.

This technology has long been a neglected marketing opportunity that few people knew about. In the past, Google Analytics contained a report showing which Internet networks the website visits originated from, but it attracted only a few marketers’ attention since the data was very rough and unreliable. Meanwhile, various software tools have emerged that adopted and professionalized website visitor recognition. One such tool is LeadRebel.

The Google discontinued respective in late 2019, which spurred the growth of our industry even further. Nowadays, website visitor recognition enjoys high popularity as a marketing method. In the wake of increasingly strict cookie tracking requirements, it is being embraced as an alternative to visitor tracking and retargeting.

Many marketers ask themselves the same question over and over again: Who visits my website? Quite surprisingly, though, many are unaware that a direct answer to this question even exists. Rather than trying to accomplish this by using indirect methods like audience analysis and segmentation, LeadRebel lets you see which employees from which companies came to your website.

This guide tries to answer the most frequent questions about technology, the industry, and LeadRebel.

Overview

1. Website Visitor Detection: FAQ
2. The three main benefits of website visitor detection
3. For whom does website visitor identification make sense?
4. ​​How do I find out exactly which person was on my website?
5. How does website visitor detection work?
6. Factors affecting website visitor recognition
7. What do I have to do to see who visited my website?
8. Website visitor identification: legal side
9. How do I integrate website visitor recognition into my sales process?
10. Helpful LeadRebel features
11. Effects of website visitor recognition on your marketing and sales activities
12. What tools should you use alongside website visitor recognition software?
13. Identifying website visitors – conclusion

Website Visitor Detection: FAQ

What is website visitor identification?

Website visitor recognition refers to the technology that allows you to identify visitors to your website by collecting and analyzing their IP address, cookies or other identifiers.

Can I see which person exactly visited my website?

Yes, you can! Unfortunately, this is only available for US traffic due to various regulations around the world. However, if you do business in the USA and have US traffic, it is definitely possible, and LeadRebel will show you exactly which person has visited your website.

What data can be collected through website visitor identification?

By using website visitor recognition, you can collect information about your visitors, such as their geographic location, the companies they work for, how often they visit your website, and the pages they visit. This information can be used to improve your marketing strategy by creating personalized messages, customizing your website content and improving your audience analysis.

Is Website Visitor Identification GDPR Compliant?

Website visitor identification is GDPR compliant when done in accordance with data protection regulations. The General Data Protection Regulation (GDPR) contains strict rules to protect the personal data of EU citizens. If you collect personal information from visitors to your website, you must ensure that you do so in a transparent, legitimate and lawful manner. You must inform your website visitors about the collection of personal data and ensure that you have obtained their consent to do so.

Top 3 Benefits of Website Visitor Recognition

Before we dive in, here are three key benefits of website visitor identification for you to better grasp what this marketing and sales method has to offer:

• You know which companies have visited your website and their intentions
• Are aware of the relevant people to talk to at these companies
• You can integrate the software seamlessly into your sales process due to its outstanding flexibility and powerful export functions

It sounds like a lead machine, and it is! Read on to learn whether website visitor recognition is a suitable solution for you.

For Whom Does Website Visitor Recognition Make Sense?

Software that identifies website visitors doesn’t add up for every business. Based on our experience, such a software tool is a game-changer for the following organizations:

• Industry: B2B. Why? Because website visitor tracking only works at the business level. You can’t and may not apply this technology for recognizing individual users. As such, there are hardly any advantages this method can offer to B2C companies.

• A reasonably functioning website is essential.

• Traffic: at least 50 website visitors per day, better more.

• The company should have a sales team. Ideally, one person is in charge of going through all the leads at least once a day and distributing them to the sales team that takes care of them.

• This distribution process must be automated for recognition software to become an integral part of this automated process.

These are just five factors we believe are critical to the successful deployment of website visitor tracking.

How Do You Know Which Person Visited My Website?

Well, the good news is, you do not need to know which member of company XY visited your company’s website. LeadRebel, like similar software solutions, is not permitted to tell you who precisely the individual was that browsed your pages. This would be untenable in terms of data privacy as well as from an ethical standpoint.

The good news is: You do not need this information at all. Why? Simply by using visitor recognition software, you learn that company XY has an intention to buy.

You also already know which department is responsible for purchasing your products or services. Using LeadRebel’s “Search for employees” function, you can find out who works for company XY.

In other words: You know which company is interested in which product, which department is responsible for ordering your products or services, and— thanks to LeadRebel—who works in this department along with their contact details.

That is why it does not matter which particular person visited your website but taking the above factors into account is sufficient.

How Does Website Visitor Tracking Work?

You need to embed the tracking code on the website provided to you right after registering to use our software. Once the code is included, we will receive traffic information from your website for analysis.

Website visitor tracking is mainly based on the visitors’ IP addresses. The tracker captures IP addresses and matches them using internal and external databases to identify which network the visitor came from. The next step is to look up the network name from the internal (or external) database to find a company matching the network. To this end, LeadRebel, like comparable software providers, maintains an extensive company database that LeadRebel moderators manually curate should automatically aggregated data sets be insufficient.

The result of this largely automatic process is displayed on your dashboard as a list of organizations that have visited your website. This is (almost) the whole science behind website visitor recognition.

The tools differ in the use of cookies, though. As mentioned above, the use of cookies by website operators is becoming more and more restricted. LeadRebel uses a few optional cookies, but they do not limit the functioning of the software if they get blocked.

Factors Influencing Website Visitor Recognition

What do you need for our software to identify your website visitors? There are several “ingredients” that determine the success or failure of this technique.

• Traffic: Having a website online alone is not enough; it must attract visitors too. The more visitors your website has, the more the software will recognize. If you find yourself with insufficient website visitors, this article may help you with generating more traffic. As a rule of thumb, you should have more than 50 visitors per day. Of course, the methodology works just as well with less. Yet, you should ask yourself why your website draws such a small audience.

• A significant share of B2B visitors to the website: A fountain of traffic will not benefit you much if it does not come from B2B sources, that is, from corporate networks. We cannot and must not assign visits from private households. Business-to-business traffic can come in different shapes and sizes: Some companies receive mostly business visitors, while others have hardly any corporate visits. As a consequence, our software detects between 5 % and 30 % of website visitors. Using the tool at LeadRebel, we enjoy a detection rate of about 20 %, which means that 20 out of 100 users are recognized as companies. Please keep in mind that these ratios are subject to weekly and seasonal fluctuations. This means LeadRebel will detect fewer website visitors on weekends and during the vacation season than on weekdays and off vacations.

Geographic origin and company size also matters

• Geographic origin: The recognition rate differs with the country from which the website is being visited. The highest recognition rates are achieved with B2B traffic coming from the EU or the USA. In emerging markets, recognition rates are typically lower.

• Company size: Needless to say, large companies are more easily recognized than small ones. Here, some skeptics might object that knowing that someone from Apple or Microsoft has visited your homepage will not benefit you much. While this is true, the good news is that the recognition rate among mid-sized companies is quite impressive, and even many smaller companies operate their own networks. Discovering self-employed individuals, of course, is a trickier task.

Interim conclusion:

Being a B2B company with a high percentage of business-to-business traffic and more than 50 visitors per day, preferably from SMEs in the EU or the US, you must use the website visitor recognition software. Why “must”? As a matter of fact, most of your competitors already utilize such software and thus have a strategic advantage over you.

What Do I Need to Do to See Who Has Visited My Website?

Above, we have already touched on factors influencing website visitor recognition. They are the foundation for working effectively with LeadRebel but are only part of the overall process.

What you should do and pay attention to:

• Ensure that you have enough traffic coming to your website.

• Sign up for LeadRebel.

• Embed the tracking code on your website. If you are using a popular CMS, ensure that any plugins do not block the tracking code.

• Share the software with your colleagues.

• Add the text module provided by LeadRebel to your privacy policy. It helps you use visitor recognition software in a GDPR-compliant way.

That’s it! You are all set to see who is visiting your website.

Legal Aspects of Website Visitor Recognition

At LeadRebel, we had a detailed legal audit conducted on the use of our software. This proves that you can confidently use LeadRebel as part of your sales process. Verdict: Our software is GDPR-compliant.

The critical element here is that we are not collecting any personal data of website visitors. Instead, we work exclusively with company data that are publicly available anyway. The IP addresses that we analyze are solely used to identify the corporate network the traffic is coming from and not the individual user.

Also, you are in good company. Website visitor recognition methods are widespread and used by many companies, including enterprises with rigorous compliance requirements. They all want to know who is visiting their websites.

When using LeadRebel, keep in mind to add the provided text module to your privacy policy. Cookies placed by LeadRebel are detected and classified by most cookie scanners automatically. You may also briefly mention using LeadRebel for website visitor recognition by including a note in your cookie banner.

How Do I Integrate Website Visitor Recognition Into My Sales Process?

There is no one-size-fits-all solution to this, as each company has its own unique sales process depending on its industry, company size, and various other factors. It all comes down to seamless software integration into your workflow, another strong point of LeadRebel. Using our software purely for informational purposes is not a good idea. You will harvest the biggest payoff when you proactively target leads and try approaching customers.

Find out how we use LeadRebel for our own sales activities, along with three case studies from our customers.

Below is a summary of our in-house process:

• Edit leads: Skim through recognitions, purge or block list non-interest visits, tag interesting website visits, and export them to CRM.

• Find your point of contact: There is a feature for it in LeadRebel. If no suitable contacts can be found, we search the website or LinkedIn ourselves.

• Three steps to get in touch: 1. Initial contact on LinkedIn (go here for our guide regarding LinkedIn B2B customer acquisition); 2. Contact by email (insider tips on email marketing campaigns); 3. Call the respective contacts (if you prefer not to do it yourself, contact one of the B2B telemarketing companies).

• Outcome: Out of 1000 website hits, we identify on average 200 organizations. After filtering out all irrelevant visits, 100 companies remain; about 20 respond after being approached, and five sign up. By this activity, our conversion rate increases by 0.5 %, which is not that bad compared to a typical conversion rate of 2 %.

That’s how we do it. However, you should incorporate website visitor recognition into your sales process based on your requirements. To accomplish this, consider the following:

General

• You ought to have someone who analyzes the identified website visitors and distributes the data to your sales team. This is enough if this activity is performed once a day (depending on the number of leads captured daily).

• Reach out to these contacts indirectly (like we do) or call them straight up. The latter is often more effective because the one-hour rule applies here: prospects are most responsive within an hour of inquiry (or visit). Suppose the contact is made within an hour, there is a high probability that the visitors are still considering the offer.

• Do not mention to the customer that you have identified them as visitors to your website; many dislike to hear that. If someone complains about “your spying methods,” just apologize and acknowledge the complaint. As we have explained, the procedure is harmless in terms of data privacy law (concerning competition law aspects, everyone should decide for themselves and clarify which strategy is acceptable in more detail. Please refer to our checklist for outbound sales).

• Use a CRM system. Not even the best website visitor recognition software can replace CRM — nor can LeadRebel. If you cannot find your CRM on the integration list, please feel free to contact us at info@leadrebel.io.

• If you prefer working with email marketing, do your best to automate the process. To do so, Zapier is particularly well suited, but you can also use our native API to integrate with CRM and email marketing software. This way, you combine the benefits of website visitor recognition software with other lead generation solutions. A good overview of such applications can be found here and here.

• Integrate your website visitor recognition into your sales funnel and measure KPIs.

• Follow standard rules and best practices for B2B lead generation.

Helpful LeadRebel features

• You can export leads from LeadRebel in various ways (e.g., Excel, PDF, or zip file), either individually or in bulk as a list. Then, simply email the leads to yourself (or your coworkers) or export them right into your CRM of choice.

• Work with tags. You can assign a staff member’s email to a tag label. For example, if the email address stefan@beispiel.com is given to the tag “Stefan,” any leads tagged in this way will be sent directly to “Stefan” once you choose to forward those leads by email.

• Use the Person of Interest (POI) function. This feature allows you to define the roles of the employees you are targeting as potential buyers (e.g., Sales Manager, Marketing Manager, CMO). If you define POIs, they will be displayed at the top of the list when you search for employees in a company.

• Automate with Zapier. With the LeadRebel app available on the Zapier platform, you can connect our software to hundreds of services ranging from Gmail to Salesforce.

• LeadRebel will show you the LinkedIn profiles and emails of employees in a company saving you time-consuming research.

• You can add all the visitors which are irrelevant for you to the blacklist. This is a great way to clean up your dashboard over time from recurring entries that are not in your focus, be it competitors, offices, or other sources.

Impact of Website Visitor Identification on Your Marketing and Sales Activities

Our article on sales funnels clearly illustrates the impact that software like LeadRebel can have on your KPIs. Let’s compare two sales funnels, one with and one without website visitor recognition software:

Traditional funnel based on the following assumptions:

• 2000 visitors per month
• 2 % traffic conversion rate (i.e., 2 % of visitors send a request and register for a free demo)
• 5 % lead conversion rate (rate of active visitors who became paying customers)

Traditional funnel: 2000 visitors * 2 % * 5 % = 2 customers/month

Now we deploy LeadRebel with the following assumptions:

• 2000 visitors per month
• 20 % of visitors are recognized by LeadRebel
• 50 % of discovered website visitors are relevant and can be addressed directly
• 2 % lead conversion rate (rate of relevant visitors converted into paying customers)

LeadRebel tunnel: 2000 visitors * 20 % * 50 % * 2 % = 4 customers/month

You have already doubled the customer acquisition rate with a lead conversion rate of “just” 2 %.

Needless to say, it takes much work and requires solid sales skills (both online and offline) to achieve it. But as you can see for yourself, combined with LeadRebel, your efforts directly leverage lead conversion rates because you are able to focus on the relevant visitors.

Let us recap the main advantages of website visitor identification:

• You know which companies are visiting your website.

• You know what companies are interested in.
  Was it product A or service B? How long did these visitors remain on the respective page? With this, you can directly target the visitors.

• You know what is happening during a visit.
  You can watch a video recording of it. What did the visitors click on? Which sections caught their interest?

• You have a point of contact.
  You no longer have to search for contacts at potential customers manually. On LeadRebel, they are just a click away.

• Will steadily receive “warm” leads.
  Continually extract leads from your visitor stream at a much lower price than, say, Google Ads.

• You watch the competition.
  Capture competitor traffic and can detect threats promptly.

So You should ideally complement LeadRebel with other tools for maximum impact.

What Are the Tools That Should Be Used to Complement Website Visitor Identification Software?

For marketers and salespeople, it is exceedingly helpful to know which businesses have visited their company websites. But visitor identification software alone won’t get you very far. There are numerous tools available to help you better evaluate the results and target your prospects. Here’s a quick rundown of which tools you can use to automate your lead generation and sales funnel:

5 useful tools to automate your lead generation

• CRM. Whether it’s Salesforce, Hubspot, or any other CRM. Thanks to the API, you can conveniently import the leads from LeadRebel into your CRM and process them there. Additionally, many CRMs allow for data enrichment and feature automatic email sequences, which can help you automate your sales process even further.

• Email Marketing Software. Tools like Mailchimp, ActiveCampaign, and Sendpulse are another great addition to visitor recognition software. Take a look at Mailchimp, ActiveCampaign, or Sendpulse. By using them, you can segment the detected leads according to various criteria and create automatic email sequences to power your lead generation.

• Buy Leads. In this article, we have described where and at what price you can buy leads. You can, for instance, purchase a record of potential customers in your target market and import them into your CRM. Then, you approach the potential customers and measure in LeadRebel who responded to your pitch and how. Next, you export the visits to CRM and enrich the existing records with information from LeadRebel. With such in-depth information, you can now talk to your potential buyers again in a very targeted way.

• Use company data records. Similarly, you can also purchase company records from local or global providers such as Echobot, Bureau van Dijk and Ocean.io. We have compiled a list of 50 B2B databases for you.

• Use LinkedIn Sales Navigator. LinkedIn is a beneficial tool for B2B lead generation if you know how to leverage it. If you need even more data about your website visitors, make use of LinkedIn Sales Navigator.

There are plenty of other tools and software solutions that you can combine with website visitor identification software. We will be happy to advise you on this matter. Just contact info@leadrebel.io.

Website Visitor Identification — Conclusion

Website visitor identification technology is a powerful weapon in your marketing and sales arsenal. But this marketing method is not a silver bullet. What you need is a functioning website, enough B2B traffic, and the desire to integrate this lead source into your sales process in order to utilize it for your company.

Appropriately used, website visitor identification software like LeadRebel turns into a veritable lead powerhouse that can meet the lead nurturing demands of many B2B companies. It generates “warm” leads and empowers your sales team to convert your visitors to new customers successfully. Sign up now to get a free trial account.

Translated by FabForward Consultancy

The post Website Visitor Identification — a Low-Cost but Powerful Lead Machine! The Ultimate Guide appeared first on Leadrebel Blog.

Our last article dived deep into intent-based marketing — the types of intent signals, Identifying user intent, and data tracking strategies – and evaluated their performance (KPIs) using AI-automated outreach methods. 

In today’s post, we will explore various methods for identifying the ideal customer profiles (ICP) and the right prospects to target so that instead of trying to generate more leads to satisfy sales quotas, intent-driven targeting can improve sales enablement and make it easier to close deals.

1. Collecting Prospects’ Intent (Data) Is Not Straightforward – Technical Challenges
2. Process for Identifying a Potential Prospect Through intent-data
3. Identifying Intent Data From ‘Websites’
4. Case Study: Marriott Increased Bookings by 289% Using First-Party Website Data
5. Identifying Intent Data from ‘Email Campaigns’
6. Identifying Intent Data from ‘Social Media’ 
7. Identifying Intent Data from ‘Landing Pages’
8. Identifying Intent Data from ‘Ads’
9. Identifying User Intent from Competitor Platforms

The Need to Identify Intent?

One of the most complex parts of being a marketing/salesperson in the digital B2B space is knowing when and how to target specific prospects. Marketers often feel like they are wasting their time with their outreach activity by guesswork. 

With intent data, instead of guessing whether to target the prospect or what outreach method could better resonate with the prospect, marketers can categorise passive and active prospects and target them with an educated conversation based on information the buyer is actively looking for and address their specific needs for better conversion. 

“Stat: 55% of sales leaders saw increased lead conversions when using intent data.”

This article aims to present you with methods that will help you understand a prospective Client’s interests and help marketers personalise their outreach to specific groups of buyers instead of the entire account book. 

Collecting Prospects’ Intent (Data) Is Not Straightforward – Technical Challenges

1. Over-Abundance of Prospects Data: Due to the sheer volume of data types available across millions of companies (as potential prospects), one can be deluged with intent data from various streams, making it difficult to determine the right level of coverage and data types needed. 
2. Outdated Intent Data: Reaching out to prospects who have already made a purchase decision wastes valuable sales time and resources. As prospects quickly move through the buying journey, intent data that is even a week old can become irrelevant and misleading. 
3. Inaccurate or Misleading Data: Distinguishing between strong intent signals (e.g. a CTO researching a specific product) and weak signals (e.g. an intern Googling the company name) is crucial to avoid wasting time on unqualified leads. Third-party intent data sources can include errors, such as outdated or misattributed intent signals. 
4. Over-reliance on online intent: Intent data derived solely from online behaviours can provide an incomplete picture, as it fails to capture the influence of offline interactions and human conversations on the buying process. 

The challenge is how marketers can address these issues and build effective intent-data collection streams to extract meaningful ROI from an outreach campaign.
Process for Identifying a Potential Prospect Through intent-data

The first stage in an Intent-data marketing outreach (adjacent flowchart) is ” identifying” the right prospects. 

This involves (Collecting intent data, Refine and filtering, and Enrich the data):

Step-1: Collect first-party intent data from various data streams, such as website, email campaigns, landing pages, ads, search engines, and social media pages.

Step-2: Prioritise engagement metrics and refine the data for active purchase intent.

Step-3: Filter the identified accounts to only those that match the ICP using firmographic and technographic data.

Step-4: Leverage Third-party data to supplement first-party data to get a more comprehensive view of prospect interest. Various tools track intent signals across the web. 

These four steps form the foundation for an effective intent-outreach campaign. In the following sections, let us explore the methods and tools available for intent data collection (First-party and third-party) with case studies mentioning how user intent can be recorded, refined, and targeted.

Collecting First-party Intent-data: Methods and Tools

First-party intent data offers insights into your prospects’ interests, behaviours, and buying signals.

Depending on the data stream, the type of intent data collected shall vary. Here are a few examples of the kinds of data and techniques used to collect purchase intent from websites, email campaigns, landing pages, social media sites, and capturing intent data from ads.  

A. Identifying Intent Data From ‘Websites’:

• Data Types: Site analytics (GA4), site search, organic traffic, content engagement, and behavioural tracking (heat maps).
• Tools Available: 

– Google Analytics (GA4): Tracks user interactions, providing insights into page views, session duration, and conversion paths.

– Hotjar: Offers heatmaps and session recordings to visualise user behaviour.

– Crazy Egg: Provides A/B testing and scroll maps to optimise engagement.

Identifying Intent Data from First-party Website Data – Case Study: 

Marriott Increased Bookings by 289% Using First-Party Website Data

Marriott International traditionally faced inefficiencies in identifying potential clients from their website visitors and was dependent on generic retargeting methods, resulting in high costs and low conversion rates. They partnered with The Trade Desk and Digitas to implement Dynamic Creative Optimization (DCO) and Universal Pixels to track user behaviour and intent to address this.

When deployed on Marriott’s website, Universal Pixel started collecting first-party data from website visitors, tracking their behaviours and interactions — browsing habits, purchase histories, and other behaviours. Leveraging pixel data, re-targeted ad campaigns were automated based on traveller location, language, and preferences, enabling real-time assembly of targeted advertisements and enhancing precision marketing efforts.

The strategic use of first-party data resulted in a 289% increase in Marriott bookings. They could achieve a 55% reduction in cost per acquisition, with an impressive 65% increase in return on ad spend. Marriott also expanded its audience reach by 272%, reducing the average booking completion time from 8 to 5 days.

Note: While the above case study leverages complex technologies to build robust automated intent identification and behaviour-tracking systems, these platforms are often resource-intensive and can only yield accurate results for sites with significant visitor traffic. LeadRebel.io simplifies the process with a few clicks. 

Check how it works here: User-Friendly Website Visitor Tracking Software – Leadrebel.io. Or check the list of tools for website visitor recognition.

For websites with low to medium traffic, LeadRebl.io is best suited to manually collect First-party data and derive user intent. Read more: Intent-based Marketing – Case Studies and Effective Strategies (leadrebel.io)

B. Identifying Intent Data from ‘Email Campaigns’

Data Types: Tracking CTRs, events (downloads, form fills, or clicks), and email cadence or responsiveness.

Tools Available: 

• Mailchimp: Offers advanced segmentation and automation, with a reported average open rate of 21.33% across industries.
• HubSpot: Provides comprehensive analytics on email performance, including click rates and user engagement metrics.
• Marketo: Enables detailed tracking of email interactions and lead scoring.

Image reference: https://www.clicdata.com/dashboards/hubspot-email-marketing-performance/

Tracking Intent Data from Email Campaigns – Example Case Study: 

The goal is to improve prospecting and targeting by leveraging email campaign data to identify high-intent prospects for LeadRebel.io, a B2B lead-sourcing platform. 

• Deploy ‘BuiltWith’ to find potential prospective clients for LeadRebel.io (websites using competitor products). Once the prospect’s website list is ready, use ‘Hunter.io’ to scrape and extract their email lists and segment them into groups (based on industry, Saas, etc.)
• HubSpot: Launch an email cold outreach campaign to monitor key metrics such as link CTRs (Click-through rates), Form fills, Download events, or Open and response rates.

• Market-Average Intent signals: The average email open rate for the “Software and Web App” industry category is 39.77% according to benchmarks (Check this HubSpot report for average opening rates across industries: Average Email Open Rates by Industry). Higher response rates indicate a more substantial interest; for example, a follow-up email response rate of 10% is considered good in B2B. 

• Classify users based on intent signals: High-intent prospects open emails and engage promptly, while moderate and low-intent prospects may exhibit lukewarm engagement. These include clicking on links (tracked through CTRs). Check the MailerLite report for average CTR for your industry, and classify prospects with high intent signals. 

Image reference: Marketo Email Performance Insights dashboard

• Resources, Personalized offers and free trials for High-intent prospects: The goal is to move high-intent prospects down the funnel from Consideration to Conversion. This can be through additional resources — free product demos, a trial, webinars, and industry reports. 
• Re-engage with Moderate-Intent users: These prospects must be nurtured through special discounts, surveys, or an incentive program. By consistently tracking their engagement over some time, they can move up the ladder into high-intent prospects. 

By leveraging email engagement metrics and tracking a user’s intent, industries can identify and avoid sales efforts on low-intent prospects while doubling their targeting and prospecting efforts on high-intent prospects. 

C. Identifying Intent Data from ‘Social Media’ 

Data Types: Social listening tools, engagement metrics, and conversion events.

Tools Available:

• Hootsuite: Ideal for tracking brand mentions and measuring the impact of social media campaigns, Hootsuite monitors social media interactions across various platforms to provide detailed analytics on likes, shares, comments, and other engagement metrics. 

Image reference: Sprout Social Campaign dashboard

• Sprout Social: Sprout Social is best suited to understanding audience sentiment and identifying trends in social media discussions. The platform offers advanced social listening features to monitor and analyse conversations around specific topics and provides detailed reporting on social media performance, including engagement rates, follower growth, and audience demographics.

• Brandwatch: Equipped with advanced models, Brandwatch offers sophisticated social listening and sentiment analysis tools by analysing large volumes of social data to identify trends, patterns, and sentiments around brands or topics. Brandwatch is ideal for understanding social media sentiment and competitor benchmarking.

Case Study: ESCP Europe Leveraging LinkedIn’s Spotlight Ads 

Spotlight Ads, a dynamic ad format on LinkedIn, is designed to promote content directly to users based on their profile data, activity history, portfolio, job titles, skills, and interest pages. The LinkedIn algorithm identifies the prospect’s intent and automates the targeting, resulting in higher ROIs.   

A successful record of utilising LinkedIn Spotlight Ads to identify user intent to identify prospects and then target them resulted in a conversion rate of 14%, double their initial target recorded by HubSpot. 

ESCP Europe, the World’s First Business School, aimed to generate applicants for their Masters in European Business. Their secondary goal was to build a global leads pipeline by identifying and engaging prospective students. Here is how they leveraged Spotlight Ads:

• Identifying Target account profiles: Using LinkedIn’s targeting features, ESCP contacted students interested in higher education.
• Demographic Insights: Analyzed the profiles of users who interacted with the ads to understand their backgrounds and interests.
• Targeting profiles with Ad Content: Featured valuable information such as scholarship opportunities to attract high-quality leads.
• Engagement Indicators: Filtered on users who not only clicked on the ads but also engaged with the landing page content, provided their information and marked them as High-interest users. 
• Click-Through Rate (CTR): Tracked the CTR to determine the effectiveness of the ads. Spotlight Ads on LinkedIn typically see higher engagement due to their personalised nature.
• Follow-Up Interactions: Nurtured leads through follow-up calls and interviews to convert them into applicants.

Results of ESCP’s intent-driven targeting campaign:

• Impressions: Over 2M+ impressions from potential students.
• Conversion Rate: Achieved nearly 14%, almost double the intended goal of 7%.
• Leads Generated: Exceeded the goal by generating 290 high-quality leads (40 more than targeted).
• Geographic Insights: Identified three countries with the highest qualified leads, adding to their global pipeline development.

D. Identifying Intent Data from ‘Landing Pages’

Data Types: Conversion rates, engagement metrics (time spent on a page, scroll depth, etc), and performance data from A/B testing.

Tools Available: 

• Instapage: Heatmaps and detailed visitor analytics to track user engagement.

• Unbounce: Create and test (A/B) landing pages. It also reports an average conversion lift of 30% from optimised pages.

• Leadpages: Offers drag-and-drop customisation and analytics on page performance.

Identifying Intent from ‘Landing Pages’ – Method and Example Case Study:

The goal is to capture High-Intent Leads for an HR and Recruiting Services Company. 

• Search Job Search Platforms to identify companies recruiting employees: Platforms like Indeed and LinkedIn Jobs can help identify companies actively hiring in a specialised field.

• Gather the Company’s HR Contacts (Email IDs): Through web scrapping and social media tools (LinkedIn Sales Navigator), gather HR Managers’ Email IDs. Use Hunter.io to find and verify email addresses.

• Create Optimized Landing Pages: Design landing pages for specific job roles, such as software engineers, data scientists, and UI/UX designers. Use Unbounce or Insapage to create the pages. Test them (A/B) using Unbounce for different headlines, CTAs, and page layouts, aiming for maximum conversion.

Image reference: Key Insights on How to Get More Conversions

• Emails and PPC Ads with Landing Pages: HubSpot data shows “companies do see a 55% increase in leads when increasing their number of landing pages from 10 to 15“. Leveraging this, include landing pages in your emails, lending them your expertise and assistance in finding the right candidate for the job. 
• Identify High-Intent Prospects through Engagement Metrics and Behaviour:

– Use Instapage to monitor how visitors interact with the landing pages. Identify sections that get the most attention and those parts causing drop-offs.

– Find how far visitors scroll down the page. If users consistently drop off before reaching the CTA, consider repositioning critical information higher up on the page.

– Find Time Spent on the Page to identify purchase intent. Longer page times indicate higher interest levels.

• CRM integration and Follow-up: CRM tools like HubSpot or Salesforce offer integration with Landing pages to streamline the follow-up of high-intent leads. From the insights gained through engagement metrics, highlight and provide solutions to specific pain points relevant to their behaviour on landing pages. 
• Track conversion metrics from Landing pages: Conversion Rate is the percentage of visitors who convert into leads. On average, a campaign is successful if the conversion rate is more than the average of 2.35%.

Tools like Unbounce, Instapage, and Leadpages help track and analyse landing page engagement metrics effectively. With precise Target account profiles and a data-driven strategy, brands can identify high-intent prospects and improve their targeting and follow-up strategies to increase conversion rates and client acquisition.

D. Identifying Intent Data from ‘Ads’

Data Types: Insights on demographics, ad audiences, click-through rate, and CTRs.

Tools Available: 

• Google Ads – Ad Extensions (Assets): Google is the Ad market leader and offers enormous data on Ad efficiency. However, Ad Extensions have been proven to help improve ad performance and understand user behaviour/intent (Read more: Google Ads Extensions). Though extensions are primarily used to extend ad real estate to drive more clicks for your PPC campaign, the intent data from such campaigns can yield information on the type of content the audience is looking for, and help address their specific needs.

Image Reference: Maximize Google Ads ROI With Ad Extensions

• Facebook Ads Manager: Allows for detailed targeting and information on user behaviour and interests. The platform also offers insights on demographics, user data, and engagement metrics to help marketers understand the mode of interactions, frequency, and type of content prospects are interested in.
• LinkedIn Campaign Manager and Spotlight Ads: LinkedIn ads are Ideal for identifying B2B prospects based on job titles, industries, and company size. Marketers can find prospects ‘ LinkedIn profiles to check their activity and purchase interests from an existing CRM or BuiltWith data (of profiles classified based on passive/active intent).  

These accounts can be targeted according to their purchase intent. For instance, prospects with low engagement recorded from an Email campaign can be targetted with LinkedIn Sponsored content (0.44% average CTR). In comparison, prospects with moderate engagement can be targetted with LinkedIn Text & dynamic ads (0.024% average CTR). Personalised Message ads have recorded a high average CTR of 3.2% for High-intent prospects.

Identifying User Intent from Competitor Platforms

By identifying high-intent prospects already using competitor products, businesses can increase the chances of conversion, demonstrating a strategic use of third-party data to understand and act on user intent. 

Here is our list of reference tools available to help gather website data alongside the methods to capture prospects:

Case Study: Finding Prospective Clients for ‘LeadRebel.io’ software 

The goal is to identify and target prospects who already use LeadRebel’s competitor tools, implying their active intent to use lead generation tools. Here is how the right prospect is identified and targetted:

• Use BuiltWith: Identify websites using competitors’ tools. For instance, BuiltWith can reveal if a prospect uses Google Analytics, just like 72% of top websites do. Similarly, check websites that use other competitor products – from Finder.io, CoPilot AI, or others.

Image reference: https://builtwith.com/

• Find Prospect Contacts: Utilize LinkedIn Sales Navigator to locate key persons running these websites with competitor tools. Prospects include marketing managers or IT directors to start a personalised outreach.
• Email Campaigns: Design targeted email campaigns marketing ‘Lead Rebel’. Studies show that these targeted, personalised emails can increase open rates by 26%.
• Example Implementation: Finding 500 sites using Google Analytics and contacting their marketing managers, achieving a 10% response rate.

To summarise, mastering intent-based identification methods is pivotal for precise B2B prospect targeting. LeadRebel.io offers an advanced platform that integrates seamlessly into existing workflows for businesses seeking to capture high-intent leads efficiently. Check here: LeadRebel.io

The post Targeting Right B2B Prospects: Methods for Identifying User intent, Case Studies appeared first on Leadrebel Blog.

Cloud VoIP systems are increasingly becoming the go-to choice for small and medium-sized enterprises (SMEs) for communication needs. These cloud-based systems offer a range of features and benefits that traditional phone systems cannot match. In this article, we will explore the top five cloud VoIP systems for SMEs and highlight their features and benefits.

Key Takeaways

• Cloud VoIP systems offer a range of benefits to SMEs, including cost-effectiveness, flexibility, scalability, and easy setup and management.
• It enables businesses to access multiple features like video conferencing, call recording, and call forwarding, which can help improve business efficiency and productivity.
• Businesses must carefully evaluate their needs and requirements to choose the right provider.

Understanding Cloud VoIP Systems

Cloud VoIP systems are virtual phone systems that use the internet to make and receive calls. They are hosted on servers in data centers and can be accessed from anywhere with an internet connection. This technology has revolutionized the way businesses communicate by providing a cost-effective and flexible alternative to traditional phone systems.

Benefits for SMEs

Small and medium-sized enterprises (SMEs) can benefit greatly from cloud VoIP systems. These systems eliminate the need for expensive hardware and maintenance costs associated with traditional phone systems. Additionally, they offer affordable pricing plans suitable for SMEs with limited budgets.

Cloud VoIP systems also provide mobility and flexibility impossible with regular landlines and on-premise phone systems. Employees can make and receive calls from anywhere using their laptop or mobile device, which makes it easier for SMEs to operate remotely or have a distributed workforce.

Key Features to Consider

When selecting a cloud VoIP system, SMEs should consider several key features that will help them improve their communication efficiency and productivity. Some of the essential features include:

• Call management: Cloud VoIP systems offer advanced call management features such as call forwarding, call routing, and call recording. These features enable SMEs to handle calls more efficiently and improve customer service.
• Collaboration tools: Many cloud VoIP systems offer collaboration tools such as video conferencing, instant messaging, and screen sharing. These tools allow SMEs to communicate and collaborate effectively with their team members and clients.
• Integration with other business applications: Cloud VoIP systems can integrate with business applications such as CRM software and project management tools. This integration enables SMEs to streamline their workflows and improve their overall efficiency.

Top Cloud VoIP Systems for SMEs

When it comes to choosing a Cloud VoIP provider for SMEs, there are several options available in the market. Here are the top 5 Cloud VoIP providers for SMEs:

Nextiva

Nextiva stands out as a reliable Cloud VoIP system for SMEs, catering to over 100,000 satisfied customers. Their user-friendly approach is a major perk, with a simple setup process that gets you up and running in minutes. Plus, Nextiva takes care of software maintenance, leaving you free to focus on your business.

Nextiva boasts a range of features that empower your team’s communication. Enjoy unlimited calling, video conference recordings for easy reference, and mobile and desktop apps for on-the-go accessibility. They even offer workflow optimization tools and omnichannel communications to streamline your processes.

But Nextiva’s strength truly lies in its integrations. From Google Workspace and Microsoft Teams to Hubspot and Rippling, you can seamlessly connect Nextiva to your existing suite of business applications. Nextiva goes beyond by integrating with industry-specific solutions like Zendesk, and ConnectWise, and even offers virtual faxing – a secure option ideal for healthcare providers.

Here’s a quick breakdown:

• Pros: Feature-rich with conference calling, voicemail transcription, multi-level attendant, and more. Integrates with popular CRMs and business tools. Offers secure virtual faxing. Includes 24/7 customer support for peace of mind.
• Cons: Lacks integrations with Slack and Zapier. Pricing might be higher for some small businesses, with plans starting at $18.95 per user per month.

Nextiva also sweetens the deal with a free 7-day trial, allowing you to experience firsthand benefits before committing.

Mitel MiCloud

For small and mid-sized businesses (SMEs) seeking a robust and user-friendly Cloud VoIP system, Mitel MiCloud offers a compelling solution. MiCloud goes beyond basic calling features, equipping your sales and customer support teams with a comprehensive communication platform.

Here’s what makes Mitel MiCloud stand out:

• Untethered Communication: Never miss a call with seamless call forwarding to mobile numbers.
• Enhanced Collaboration: Foster teamwork and client engagement through high-quality video conferencing capabilities.
• Simplified Management: The drag-and-drop call flow designer empowers users to customize call routing with ease.

Mitel goes beyond core features by offering seamless integrations with the tools you already use. From Microsoft Outlook and Salesforce to Google Contacts, Skype for Business, and Microsoft Teams, MiCloud integrates with your CRM systems, marketing automation platforms, and other business software to streamline workflows.

Benefits for Your Business

Beyond the feature set, MiCloud boasts several advantages for SMEs:

• Increased User Efficiency: Mitel’s intuitive interface (though with a learning curve for some) and feature-rich platform enhance user productivity, regardless of their location – perfect for remote or office-based teams.
• Scalability Made Easy: The flexible phone system design adapts to your growing needs. You can easily add or remove users without incurring high costs, making it a cost-effective solution.
• Prioritizing Customer Experience: Mitel understands the importance of exceptional customer support. You’ll have access to readily available assistance should any issues arise.

Potential Drawbacks to Consider

It’s important to consider all aspects before making a decision. Some G2 reviewers have mentioned occasional connectivity issues, so a reliable internet connection is key. Additionally, while the interface is intuitive overall, there can be a learning curve for new users.

A Trial Run Before You Commit

While Mitel doesn’t display pricing directly on their website, they offer a free 7-day trial. It allows you to experience the platform firsthand and see if it aligns with your business needs.

Vonage

A veteran in the VoIP space, Vonage boasts over two decades of experience and a strong reputation for reliability. This stability is crucial for SMEs, ensuring consistent, clear calls.

But what features does Vonage offer beyond rock-solid connections? Let’s dive in:

Key Features for Streamlined Communication:

• Automated Attendant: Never miss a lead! An auto-attendant greets callers and directs them to the appropriate department, ensuring a professional first impression.
• CRM Integrations: Streamline workflows and boost efficiency by integrating Vonage with your existing CRM software.
• Unified Communication Hub: Foster collaboration with built-in voice and video conferencing capabilities.
• Advanced Call Management: Rely on call forwarding services to ensure you never miss an important call, even when you are on the go.

Pros to Consider:

• Smart Call Routing: Vonage empowers callers to route themselves using their name or an extension for a more user-friendly experience.
• Seamless Integration: Maintain call quality even with bandwidth-intensive applications running in the background.
• Virtual Receptionist Feature: This handy feature automatically directs calls to the right department, saving you valuable time.

Cons to Weigh:

• Cost Comparison: While Vonage offers a comprehensive solution, it might be pricier than some competitors. Be mindful of potential hidden fees that can inflate the overall cost.
• Scalability Considerations: Depending on your growth trajectory, Vonage’s plans may not offer the ultimate flexibility for rapidly scaling businesses.

Pricing:

Plans start at $13.99 per line per month, with additional charges of $0.03 per minute for outbound calls. A 14-day free trial is available to test the service before committing.

JustCall

Justcall seamlessly integrates with over 100 popular business applications like HubSpot, Pipedrive, Salesforce, and Zapier. This streamlines your workflow by allowing you to manage calls directly within your existing CRM or helpdesk platform.

Pros to Consider:

• Enhanced Customer Experience: Integrations with popular CRMs and a dedicated mobile app for iOS and Android devices provide flexibility and convenience for both your team and clients.
• Global Presence: Local phone numbers in over 95 countries open doors to international markets.
• Data-Driven Decisions: Gain valuable insights with real-time analytics that track call performance and identify areas for improvement.

Cons to Be Aware Of:

• Limited CRM Features: Compared to some competitors, Justcall’s CRM integrations may offer a slightly smaller feature set.
• Chat-Based Support: While helpful, phone support might be preferred by some users.

Pricing and Trial:

Justcall offers a user-friendly pricing structure starting from $19 per user per month. Additionally, they provide a generous 14-day free trial, allowing you to experience the platform firsthand before committing.

Dialpad

Dialpad isn’t just another name in the Cloud VoIP game – it’s a reliable and feature-rich solution built for SMEs. It boasts a user-friendly interface with built-in AI that helps streamline workflows. Their advanced analytics provide valuable insights into call performance, and customer support teams will appreciate the integrated live chat, phone hotline, and knowledge base.

Here’s what makes Dialpad a strong contender for your SME communication needs:

Pros:

• Rock-solid reliability: Voice intelligence keeps calls crisp and clear, while uptime hovers between an impressive 99% and 100%.
• Cost-effective calling: Make free calls to the US and Canada from anywhere in the world.
• User-friendly design: A modern, well-organized interface and extensive training resources make Dialpad easy to learn and use, with a well-built mobile app for on-the-go connectivity.

Cons:

• Dialing limitations: While Dialpad offers a power dialer, it lacks a smart dialer for automated dialing based on predefined lists.
• Limited visual call flow design: There’s no visual flow editor for the call flow designer so some technical knowledge may be required for advanced configuration.
• SMS limitations: Currently, SMS functionality is restricted to the US, Canada, UK, and Australia.
• Integration limitations: While Dialpad integrates with popular tools like Salesforce and Google Workspace, the overall integration options might be less extensive compared to some competitors.

Pricing:

Dialpad offers a range of plans starting at an affordable $15 per month, making it a budget-friendly option for SMEs. To test-drive the features before you commit, take advantage of their generous 14-day free trial.

Choosing the Right Provider

When choosing a cloud VoIP system for your small or medium-sized enterprise (SME), it’s important to consider factors to ensure you select the right provider. Here are some key areas to assess when making your decision:

Assessing Your Business Needs

The first step in choosing a cloud VoIP system is to assess your business needs. Consider the number of employees who will be using the system, the features you require, and any specific integrations you may need. For example, if you have a remote team, you may require a system that offers video conferencing capabilities. Alternatively, if you deal with international clients, you may need a system that supports multiple languages.

Comparing Pricing and Plans

Another important factor to consider when choosing a cloud VoIP system is pricing and plans. Compare the pricing and features offered by each provider to determine which one offers the best value for your business. Also, keep in mind that some providers may offer a lower monthly fee but charge extra for certain features, so make sure to read the fine print before making your decision.

Evaluating Customer Support

Finally, it’s important to evaluate the customer support offered by each provider. Look for a provider that offers 24/7 customer support and multiple channels for contacting them, such as phone, email, and live chat. Always read reviews and testimonials from other customers to get an idea of the level of support they received.

Cloud VoIP Systems: The Bottom-Line

In conclusion, cloud VoIP systems offer SMEs a cost-effective, scalable, and feature-rich solution to their communication needs. With various providers and plans available, there’s a perfect fit for every business. Leap to a modern and reliable phone system – explore the options we mentioned and discover how cloud VoIP can empower your SME success.

The post Top 5 Cloud VoIP Systems for SMEs appeared first on Leadrebel Blog.

LinkedIn is a powerful platform for businesses and professionals to connect and network with each other. With over 700 million members, it’s no wonder that businesses are turning to LinkedIn to expand their reach and generate leads. However, manually reaching out to potential clients can be time-consuming and inefficient. That’s where LinkedIn outreach software comes in.

There are several software options available to automate and streamline your LinkedIn outreach campaigns. In this article, we will explore the five best software options for LinkedIn outreach campaigns: Expandi, Hyperise, PhantomBuster, Dripify, We-connect and Dux-Soup. Each software has its unique features and benefits, making it crucial to choose the right one for your business needs.

Evaluating the Top 6 LinkedIn Outreach Software

When evaluating the top 6 LinkedIn outreach software, it’s important to consider the features, ease of use, pricing, and customer support. Here’s a breakdown of the pros and cons of each software:

1. Expandi

Expandi stands out as a user-friendly and secure LinkedIn automation tool designed to streamline your sales efforts. Unlike other software, Expandi prioritizes your safety by mimicking human behavior and staying within LinkedIn’s connection limits. Plus, you can squeeze in an extra 100 connection requests weekly using their Mobile Connector feature.

The real magic lies in Expandi’s ability to run 24/7 in the background, freeing up your valuable time. It goes beyond just sending connection requests; you can design personalized outreach campaigns that include profile visits, post likes, and strategically timed follow-ups to maximize engagement. To personalize your outreach even further, Expandi integrates with tools like Hyperise and Sendspark, allowing you to incorporate personalized images, GIFs, and videos at scale.

In addition, Expandi caters specifically to sales teams and lead generation agencies by offering advanced functionalities for managing multiple accounts and tracking team performance. However, its intuitive dashboard and customization options make it accessible for everyone, regardless of experience level.

Pricing

At $99 per seat per month, Expandi offers a competitive solution with a free 7-day trial. This means you can launch your campaign and potentially see positive results within the free trial period itself.

Pros

• Powerhouse Automation: Expandi boasts a comprehensive set of features to automate various LinkedIn outreach tasks, saving you significant time and effort.
• Laser-Focused Targeting: Go beyond basic search and identify ideal prospects with Expandi’s advanced targeting capabilities, ensuring your outreach reaches the most relevant audience.
• Seamless Integration: Boost your workflow by integrating Expandi with your CRM and other business tools, centralizing data and streamlining communication.
• Expert Support: Expandi offers dedicated customer support to ensure you get the most out of the platform and navigate any challenges.

Cons

• Investment Required: Compared to basic automation tools, Expandi comes with a higher price tag. However, its extensive features can deliver significant ROI.
• Careful Calibration: Expandi’s power requires responsible use. Over-automation can backfire, so strike a balance for natural-looking outreach.
• Stay Compliant: Always prioritize compliance with LinkedIn’s policies to avoid account suspension. Expandi doesn’t offer specific guidance on navigating these policies, so be sure to do your research.

2. Hyperise

Hyperise is another marketing tool that seamlessly integrates with your existing outreach and automation software for LinkedIn, allowing you to personalize images at scale. Imagine automatically incorporating a prospect’s company logo, website screenshot, or even their profile picture into your outreach messages. This “clever pattern interrupt” stands out from generic messages saturated with just names and works wonders, especially since LinkedIn users are accustomed to seeing their information.

Moreover, Hyperise lets you add dynamic layers like logos, QR codes, and more to images and GIFs, creating a truly personalized experience that sparks conversation. Plus, it integrates perfectly with other LinkedIn automation tools, so you can leverage platforms like Expandi to send automated messages with a unique, attention-grabbing touch.

Pricing

Hyperise offers tiered pricing plans to fit your needs, starting at $69 per user per month for image personalization, with options for website and video personalization at higher tiers.

Pros

• Stellar Support: Hyperise boasts a highly responsive and helpful support team that goes the extra mile to guide users and improve their experience.
• Template Powerhouse: Dive into their extensive library of pre-made templates to jumpstart your personalization journey. Alternatively, upload your creations for ultimate creative control.
• Investment Potential: While the full potential remains untapped for some users, the positive impact on conversions and revenue is a promising sign.
• Lifetime Access Option: For those seeking a long-term solution, Hyperise offers lifetime access deals, potentially maximizing value.

Cons

• Personalization Pitfall: Activating personalization for all visitors, including those who haven’t interacted, can lead to inaccurate results and potentially damage your outreach efforts.
• Workaround Workload: Certain limitations may necessitate the creation of workarounds, adding complexity for some users.
• Customization Constraints: The current offering limits custom fields and struggles with handling longer text inputs.
• Integration In-Progress: While not currently available, Hyperise is actively developing additional integrations for a more streamlined workflow.

3. PhantomBuster

PhantomBuster is also a powerful automation tool that streamlines your LinkedIn prospecting and social media marketing. Forget coding – PhantomBuster empowers you to extract targeted leads from any corner of the web, not just LinkedIn.

Need to enrich your database with missing contact information? PhantomBuster handles that too, with automated data enrichment to fill the gaps. Plus, you can craft personalized outreach messages at scale and automate your entire campaign workflow, all while tracking performance for maximum impact.

And the best part? PhantomBuster goes beyond LinkedIn, offering automation solutions for Instagram, Facebook, Twitter, and more. So, if you’re ready to find high-quality audiences, automate your outreach, and personalize your communication – all under one user-friendly platform – PhantomBuster is the key to unlocking explosive growth.

Pricing

With a flexible pricing structure ranging from free to $900 per month, there’s a plan to fit any budget and business need.

Pros

• Simple and Intuitive Interface: Easy to navigate and understand, even for beginners.
• Pre-Built Templates: Saves your time by offering a variety of templates for common LinkedIn outreach tasks.
• Clean Design: Provides a user-friendly experience with a well-organized layout.

Cons

• Limited Exporting & Storage: This may not offer all the exporting and storage options you need for your data.
• No Field Separation AI: Currently lacks AI functionality to automatically separate data fields during extraction.
• CRM Integration Focuses on HubSpot: While it offers an AI migrator for HubSpot, it doesn’t support other popular CRM platforms.

4. We-Connect

We-Connect can revolutionize your lead generation efforts with its robust automation features. Imagine sending personalized messages, initiating connection requests, and managing follow-ups – all on autopilot. We-Connect streamlines this entire process, freeing you up to focus on closing deals and building relationships.

This powerful LinkedIn automation tool boasts over 30 features designed to maximize your productivity while keeping your account secure. Craft personalized outreach campaigns tailored to specific audiences, leverage AI-powered content creation for faster message writing, and seamlessly integrate with your existing email marketing platform. We-Connect caters to diverse needs, making it ideal for sales professionals, marketing agencies, consultants, and coaches alike.

Intrigued by the power of automation but worried about complexity? We-Connect offers a user-friendly interface with dedicated customer support to ensure a smooth onboarding experience.

Pricing

Its straightforward pricing model eliminates confusion – just $49 per user per month unlocks the full potential of We-Connect’s automation magic.

Pros

• Powerful Automation: We-Connect automates outreach tasks like sending connection requests, messages, and endorsements, saving you tons of time.
• Personalized Touch: Craft unique outreach sequences with custom messages for a more human touch.
• Streamlined Workflow: Integrate We-Connect with your email marketing platform for a seamless communication flow.
• Expert Help: Get assistance from their dedicated customer support team whenever you need it.

Cons

• Learning Curve: New users might need some time to familiarize themselves with all the features.
• Advanced Features Cost More: Unlocking the full power of We-Connect might require a higher pricing tier.
• Stay Compliant: Close monitoring is essential to ensure your outreach aligns with LinkedIn’s policies.

5. Dux-Soup 

Imagine seamlessly connecting with qualified leads, nurturing connections, and boosting engagement – all while saving precious time. Dux-Soup integrates directly with your LinkedIn account (Chrome browser only), so there’s no need to juggle external platforms.

New to LinkedIn? No worries! Dux-Soup’s intuitive interface and comprehensive support resources make it a breeze to navigate, even for beginners. With Dux-Soup, you can automate tedious tasks like sending connection requests, following profiles, and even sending personalized messages. This allows you to focus on building meaningful relationships with potential clients or partners.

Pricing

Dux-Soup caters to various needs with its flexible pricing structure. The free plan offers a taste of its functionalities, perfect for testing the waters. For growing businesses, the Professional plan ($11.25/user/month) unlocks valuable features like multi-channel outreach and automated follow-up sequences. Power users seeking advanced automation and in-depth analytics can opt for the Turbo plan ($41.25/user/month).

Pros

• Effortless Setup: Dux-Soup functions as a Chrome extension, making it user-friendly and easy to integrate with your LinkedIn workflow.
• Automation Powerhouse: Automate repetitive tasks like sending connection requests, follow-ups, and even endorsements, saving you valuable time.
• Seamless LinkedIn Synergy: Dux-Soup integrates smoothly with LinkedIn, allowing you to manage outreach directly within the platform.
• Budget-Friendly Options: Choose from affordable pricing plans that fit your needs.

Cons

• Feature Focus: Dux-Soup excels in automation but might lack the advanced features offered by more comprehensive LinkedIn outreach tools.
• Compatibility Considerations: Occasional compatibility issues may arise with LinkedIn updates, requiring adjustments.
• Limited Insights: Dux-Soup’s basic analytics and reporting capabilities might not provide the in-depth data some users require.

6. Dripify

Dripify can be your game-changer. This advanced automation tool streamlines your prospecting efforts, allowing you to connect with the right people and build valuable relationships effortlessly.

Here’s how: Imagine filtering highly targeted leads directly from your LinkedIn searches, then setting up a personalized drip campaign in minutes. Dripify lets you craft a sequence of automated actions like sending connection requests, follow-up messages, and even endorsements, all sprinkled with strategic delays to mimic natural human interaction. Plus, you can leverage smart conditions to tailor your outreach based on lead responses, maximizing engagement and boosting lead conversion.

Pricing

Whether you’re a business owner, marketer, or recruiter, Dripify empowers you to scale up your prospecting with ease. Try it risk-free with their seven-day trial, and unlock the full potential with their tiered pricing plans. Choose from Basic ($59/month) for individual users, Pro ($79/month) for growing teams, or Advanced ($99/month) for high-volume outreach – there’s a perfect fit for every need.

Pros

• Saves Time: Streamlines lead generation process, freeing up valuable time.
• Easy to Use: Simple integration and automation features make it user-friendly.
• Cost-Effective: Offers competitive pricing compared to other LinkedIn lead generation software.
• Powerful Features: Includes a comprehensive suite of tools for effective lead generation.

Cons

• Customer Service: Reviews mention inconsistency and potential issues with responsiveness.
• Messaging: Concerns were raised about outdated message templates and the usability of the message builder.
• Account Suspension Risk: Aggressive automation might trigger LinkedIn’s anti-spam measures.
• Billing Issues: Some users report unclear billing practices.

Conclusion

Hence, with the right software, you can craft effective LinkedIn outreach campaigns that nurture relationships and generate leads. From automating connection requests to personalizing messages at scale, these tools empower you to maximize your outreach efforts. So, don’t wait any longer! Sign up for a free trial of one of the software options listed above and watch your LinkedIn connections blossom into valuable business relationships.

The post Top 6 Software for LinkedIn Outreach Campaigns appeared first on Leadrebel Blog.

The proliferation of AI and automation tools has significantly increased the volume and frequency of email outreach and marketing campaigns. While marketers are integrating AI to reach target inboxes efficiently, the surge in automated outbound messages is often seen as a “white noise”—undifferentiated and frequent irrelevant communication that prospects tend to ignore, failing businesses to bridge the initial contact. Notably, 91% of all such outreach emails are ignored. And hence, intent-based marketing is gaining prominence globally.

Post-COVID, McKinsey found that 71% of B2B consumers expect companies to offer personalized communications, and 79% become frustrated when this doesn’t happen. The study iterates that companies can achieve up to 40% higher revenues by addressing client intent rather than using generic messaging. Consequently, 39% of businesses now spend more than half of their marketing budget on intent data, reporting an average ROI realization within six months.

Before dwelling on Intent-data, every email marketer must consider the above statistics, especially as AI-generated email campaigns and automated funnels crowd the marketplace, often generating “white noise” without practical conversions.

In this article, we will statistically explore the reasons behind declining response rates, examine several key performance indicators (KPIs) such as click-through and conversion rates, and illustrate how intent-based Marketing are emerging as a more effective strategy.

AI-Only Approach Fails to Meet KPIs – Case Study

A recent study by Sam Koch, published in the Journal of Business and Artificial Intelligence, investigates the performance of AI-augmented cold outreach compared to traditional human-led and hybrid approaches.

The study spanned over three (3) months, involving a B2B client offering sales development services to SAAS and private equity firms. The targeted prospects were sales development leaders at B2B software companies with an average annual revenue of $5 to $50 million. The goal was to study three distinct approaches with 2,000 prospects each and compare the performance and cost:

• Human-Alone Method: Traditional cold outreach conducted solely by human sales representatives.
• AI-Automated Tools: Fully automated AI-driven cold outreach campaigns.
• Hybrid Approach: A combination of human sales representatives utilizing AI-powered tools.

The key performance indicators (KPIs) evaluated in this study:

• Prospecting Cost: The cost associated with researching and identifying potential leads.
• Personalization Cost: Customizing outreach messages to stand out from the competition.
• Human Resource Cost: The labor cost of sales representatives.

Results: The study’s findings revealed significant differences in the performance of the three approaches:

• Human Alone Method: $350 cost per booked appointment.
• AI Automated Tools: $250 cost per booked appointment.
• Hybrid approach (Human utilizing AI tools as necessary): $141 cost per booked appointment.

(Refer to the journal for further outcomes from the study: Journal of Business and Artificial Intelligence)

This study demonstrates that while AI and automated outreach tools can significantly enhance lead generation and customer engagement, particularly in high-tech B2B companies, their success is still dependent on human expertise to refine the Gen-AI messages, monitor the output and AI models, fine-tuning and for effective data curation. 

AI Cold Outreach – Addressing the ‘White Noise’ Problem

Bloomberg reports that the Gen-AI market is projected to grow significantly, reaching $1.3 trillion globally by 2032. This trend is driving an increasing number of AI-based startups, SaaS products, and automation agencies, which are rising to help businesses integrate AI tools into their operations. 

However, as AI integration in business outreach activities scales rapidly to improve efficiency and reduce operational costs, it contributes to the “white noise” problem. The result? 91% of outreach emails are ignored!

Most AI-automated cold outreach campaigns often flood inboxes with spammy content, prompting ISPs like Google (Gmail) and Microsoft (Outlook) to restrict domains and damage deliverability.

Read More: Bulk Email Deliverability – Gmail and Outlook’s 2024 Guidelines and Enforcements

AI Cold Outreach — Negative Impact on Marketing KPIs:

AI-driven cold outreach often fails to deliver positive results, negatively affecting key marketing KPIs:

• Low Response Rates: Only about 9% of cold emails get a response due to generic, unengaging content.
• High Bounce Rates and Spam Issues: Misidentification by AI tools can lead to high bounce rates and spam emails.
• Generic Content: Monotonous AI-generated messages fail to engage recipients, reducing conversion rates.
• Difficulty in Extracting Insights: Overwhelming content volume makes it hard to find actionable insights, affecting campaign optimization.
• Negative Perception and Satisfaction: Poorly tailored outreach creates a negative brand image and reduces customer satisfaction and retention.

Given the challenges posed by AI-driven cold outreach, intent-based marketing is emerging as a promising alternative to solve these issues. 

Intent-Based Marketing — Solution to Automated Cold Outreach Issues:

Today, 98% of B2B marketers consider intent data as an essential ingredient for lead generation. In addition, 48% of B2B teams that implement intent data report a high level of success in their marketing strategies. Therefore, intent-based marketing is taking over AI-automated outreach tools as the popular go-to strategy while addressing the “white noise” problem.

Image reference: Intentifydemand 

Understanding Intent-Based Marketing

As the name suggests, an Intent-based strategy is built on a solid understanding of the purchase interests and the intent of potential customers to create highly targeted and personalized outreach content. 

Five Key Components of Intent-based Marketing Outreach:

Every intent strategy is built on five pillars: Gathering intent data, classifying intent signals (active or passive), Creating a target account profile, Content & messaging, and Advertisements.

• Intent Data:

  This constitutes behavioral data about users’ web content consumption, such as search queries and page visits. The goal is to understand what users are searching for, who visits specific pages, and what sections are the most viewed on a page. Tools like leadrebel.io help marketers track and gather behavioral, technographic, search and query data, forming the foundations for intent-based marketing and targeting. 

• Intent Signal Classification:

  User intent is categorized as active or passive based on purchasing tendencies for a targeted approach. Active intent is characterized by proactive measures prospects take to acquire in-depth knowledge about a product or service, signalling a positive intent to purchase or convert. Passive intent is mostly informational, hinting at the research phase with no urgent compulsion to decide (sales funnel’s awareness stage).

Machine learning models can often be used at this step to classify large data sets for segmenting audiences based on their journey (awareness, consideration, etc.) and to score the intent signals into active or passive, or high, moderate, neutral, and negative scores.

• Target Account List (TAL) or profile:

  A TAL is like building the target customer persona, a comprehensive document outlining the ideal client profile. This profile helps understand how target customers interact across social media platforms, brands, and digital ads. 

• Content, Messaging and Ads:

  Based on the intent data, signal, and customer profile, content (written, audio, or video) is built to target the specific interests and needs of the audience. This includes blog entries, whitepapers, product evaluations, and other content.

Such customized outreach content is scheduled according to prospect behavior to reach their inboxes, mimicking human-like interactions and frequency. 

• Ads and Campaign Optimization:

  Intent-based ads are designed with a mix of display, video, or audio formats, customized to the service or the product, and resonating with the specific inquiries of the audience. Intent data helps to understand prospects’ social media preferences and to optimize ads using A/B testing and real-time monitoring for better engagement and campaign KPIs.

These five components form the basis for an intent-based marketing outreach. Now, let’s dive deep into the types and methods of Intent (Signals or Triggers) data, as well as the means of collection.   

Intent Signals / Trigger Data Collection – Deep Dive:

Before delving into how intent signals are recognized, collected, and managed, let’s first understand their importance across organizations. 

A survey of 200 senior B2B marketers from large companies (500+ employees) in the USA and UK revealed that 99% utilize intent data through various tools (first, second, or third-party). Among them, 80% have established intent collection strategies that have been operational for over 2 years, with 37% maintaining strategies for over 5 years.

This highlights a mature approach among organizations to predict B2B user engagement and purchasing patterns through robust intent signal mechanisms. 

Types of Intent Data

Intent signals are typically sourced from five key types of data:

1. Search Intent: Derived from keyword and query analysis.
2. Web Browsing Intent: Tracked through analytics and cookies.
3. Digital Interactions: Includes clicks, downloads, and other engagements.
4. Firmographics: Demographic data of businesses for targeted marketing.
5. Predictive Modeling: Using historical data to forecast future behaviors.

Let’s review each of these in detail — why they matter, the data collection methods, and the usage of user intent:

1. Search Intent (Keywords and queries):

According to ThinkwithGoogle, B2B prospects conduct an average of 12 searches before visiting a specific brand, underscoring the critical role of search intent in the buyer’s journey. This stat is important as it leaves a trail of the customer’s search and interactions before arriving on a web page.

Research indicates that 71% of prospective buyers begin their journey by searching online with general queries to find solutions or information. And by the time they land on a brand’s website, they have already completed about 57% of their decision-making process.

This ‘Search phase’ is crucial as it provides deep insights into where users stand in the buying cycle and their likelihood of making a purchase.

Let us explore specific Intent Signals/Triggers that should be tapped during the “Search phase.”

A. Informational Search Queries: These initial queries reflect early-stage interest, such as “how to improve SEO” or “benefits of organic marketing.”

Tracking methods:

• Google Analytics or Search Console: GA4 allows brands to monitor the keywords driving traffic to your site, and the search console helps you identify the search terms that bring users to the site and how the pages rank for those terms.
• SEO Tools: Popular platforms like SEMrush, Ahrefs, or Moz offers insights into the specific informational keywords that the target audience is using, along with information on keyword volume, difficulty, and competitive analysis.

Why they matter: These queries indicate users are in the research phase, seeking information rather than making immediate purchasing decisions. Marketers can leverage this insight to create targeted content like blogs and guides.

B. Navigational Search Queries: Users perform these searches when they have a specific website or page in mind, such as “LinkedIn login” or “LeadRebel blog.”

Image Reference: Monsterinsights 

Why they matter? Navigational queries suggest familiarity with a brand or its competitors, highlighting the importance of brand visibility and user experience.

Tracking methods:

• Google Analytics (Acquisition reports) or Google Search Console is used to identify the navigational search terms that land on the site. 
• Tools like Mention or Brand24 can detect mentions of a brand across the web and provide insights into navigational searches.

C. Internal Search Queries: These searches occur within a website, indicating specific user interests like “features” or “contact support.”

Why they matter: Internal search queries provide direct insights into user preferences and can reveal opportunities for content optimization and improved navigation. For example, if users repeatedly search for “pricing,” the pricing section/page can be more accessible or featured prominently.

Tracking methods:

• Google Analytics: Site search (View Settings) tracking enables to monitor what users are searching for on a website. 
• Tools and plugins like Swiftype or Algolia offer detailed analytics on internal search queries.

D. Transactional Search Queries: These queries demonstrate a clear intent to purchase or act and often use terms like “buy,” “best,” “discount,” or “compare,” or phrases like “best SEO tools” or “cheap web hosting.”

Image reference: SEMrush

Why they matter: High purchase intent signals that users are at the decision-making stage, making it crucial for brands to optimize landing pages and content with strong CTAs.

Tracking methods:

• Google Ads Keyword Planner: This tool can help identify transactional keywords with high intent, such as “buy,” “discount,” “best,” and “compare.”
• E-commerce Analytics: For e-commerce sites, Shopify Analytics or WooCommerce Analytics can track what users search for when looking to purchase.
• SEO Tools for PPC: SEMrush, Ahrefs, and similar platforms offer insights into high-intent keywords and the competitive landscape for PPC campaigns.

Brands can target these queries with optimized landing pages or posts, with strong calls-to-action (CTAs) to convert visitors into customers. For example, if a potential customer searches for “best email marketing software,” a landing page comparing the product favorably against its competitors can drive conversions.

Capturing intent signals through these four types of Search queries—informational, navigational, internal, and transactional—brands can create more personalized content that aligns with a customer’s search intention.

2. Web browsing Intent data (Cookies and tracking content)

In 2022, a global survey among marketers managing customer acquisition strategies revealed that 37% of brands rely exclusively on website-based first-party data for personalizing customer experiences, up from 31% in 2021. This underscores the growing importance of user-driven data in global business strategies.

Apart from first-party data, tracking page visits provides valuable insights into customer behavior through the use of cookies, which monitor user activity across sessions. 

However, it’s crucial to adhere strictly to data privacy regulations and obtain user consent before using this data for targeting purposes. 

Let’s break down the web tracking strategies with examples:

A. Content and on-site engagement:

Understanding what content users consume and how they interact with it reveals their intent. Marketers employ various methods to track this:

• On-site user tracking: Measures how users interact with different types of content (blogs, videos, product pages) on a website. Tools like Hotjar offer heatmaps and session recordings to see how users interact across webpages, help track users’ paths, and identify high-intent behaviors.

Metrics (KPIs) for on-site tracking include scroll speeds, link clicks, hotspots, number of downloads, and reviews.

Image reference: hotjar

• Tracking External content sites: This data provides insights into user behavior beyond a brand’s website, helping to understand user interests and intent across the web. Tools like LeadRebel and Bombora aggregate intent data from various B2B content sites to offer insights into user interests and behavior patterns.
• Tracking Social Media and Communities: Through social listening, organizations can track mentions and user engagements to gain insights into specific topics and discussions that resonate strongly with the target audience. Hootsuite and Sprout Social offer social media analytics and listening capabilities that help users understand their specific interests.

B. Tracking Browsing Behavior with Cookies:

Websites often use cookies to track user activity and preferences. There are two main types:

• First-party Cookies: Set by brands on their own websites, these track sessions, pages visited, and user journeys. This data helps in tasks like cart abandonment tracking and personalized recommendations. 
• Third-party Cookies: These are set by domains other than the brands to track user behavior across different sites.  

Image reference: cookieyes.com

The goal is to understand user’s interests and intent and target them with ads and products. Google Ads is a classic example of using third-party cookies to serve targeted recommendations.

Although effective for targeting, third-party cookies are subject to restrictions like Google Chrome’s phase-out plan by Q3 2024, emphasizing the shift towards first-party data and privacy-preserving technologies like Google’s Privacy Sandbox.

Integrating CRM systems with cookie data further improves personalization efforts and offers insights to build Customer personas or TAL profiles. A Salesforce or Hubspot CRM system integrated with browsing data can identify a lead who has repeatedly visited pricing pages and bump them up the lead scoring system to trigger a sales follow-up.

3. Intent from Digital interactions:

While ‘Web Browsing Intent’ provides a broad overview of user behavior and interests, ‘Digital Interactions Intent’ focuses on specific, deliberate engagements with content or features. 

For instance, a browser cookie can capture user page visits and content categories browsed, offering a generalised user intent. However, tracking digital interactions such as downloads, form submissions, button clicks, video plays, or other feature interactions provides granular, event-based data that signifies deeper user engagement or intent.

Image Reference: Tracking Digital Interactions – File downloads and Clicks

Consider this example: frequent visits to product category pages indicate interest but not immediate purchase intent. Conversely, downloading a product brochure or requesting a demo demonstrates high interest and potential buying readiness. 

Therefore, triggering an email campaign based on a user’s download of a specific eBook or completing a survey is highly effective compared to a content recommendation engine, which suggests articles on a “Technology” if a user frequently visits tech-related pages.

Tracking Digital Interaction signals:

• CRM Systems: Platforms like Salesforce, HubSpot, and Zoho track and manage customer interactions across various touchpoints. HubSpot CRM, for example, integrates seamlessly with email marketing, social media, and websites to provide a comprehensive view of user interactions and preferences.

• Marketing Automation Platforms: Marketo, ActiveCampaign, and Pardot automate marketing processes and track user interactions across various channels. Marketo, for example, allows marketers to automate email campaigns triggered by user actions. Actions, for instance, could be visiting a product page or downloading a resource.

Image Reference: ActiveCampaign

• Web Analytics Tools: Google Analytics and similar web page analytic tools can also provide detailed insights on clicks, page visits, and download events to help understand content performance and user engagement. 

Once interaction data and action signals are captured, Conversion Rate Optimization (CRO) tools can optimize user experiences and increase conversions through systematic testing and analysis of user interactions.

4. Firmographic Data in ABM

In an Account-Based Marketing (ABM) strategy, firmographic data enables marketers to focus on high-value prospects by analyzing specific company attributes. This data includes industry type, company size, annual revenue, number of employees, and geographical location.

Why Firmographic data matters? 

While intent signals (from Search, Browsing, and Actions) help marketers understand and predict user interests and engagement readiness, firmographic data allows for segmentation and targeting based on company demographics. It also assists in defining the ideal customer profile and identifying high-value targets for B2B sales.

For example, identifying a mid-sized tech company searching for “best CRM software” indicates potential buying intent, contrasting with a new-age startup that may rely more on free tools.

Tools for identifying Firmographic data:

• CRM systems: Salesforce, HubSpot, and Zoho centralize and manage firmographic data alongside customer interactions, storing various profiles and high-profile prospects.

• ABM Platforms: Specialized platforms like Demandbase, Terminus, and 6sense excel in identifying high-value target accounts and aggregating firmographic data for precise targeting.

Image Reference: Demandbase for Salesforce

• Data Enrichment Tools: Platforms like ZoomInfo, Clearbit, and Dun & Bradstreet add context and enrich existing CRM data with further firmographic information. For example, Clearbit is a popular tool used across marketing teams to enhance their lead and customer data with firmographic details and help build a clearer picture of target accounts.

• Sales Intelligence tools: Platforms such as LinkedIn Sales Navigator, InsideView, and DiscoverOrg offer detailed insights into companies and key contacts. These tools help identify decision-makers and influencers within target accounts, enabling more informed and personalized outreach efforts. 

For example, LinkedIn Sales Navigator can offer insights into a company’s hierarchy, recent activities, and key personnel, helping to create more informed and personalized outreach efforts.

• Business Information Services: Hoovers, Crunchbase, and PitchBook provide comprehensive company profiles and market intelligence, covering financials, leadership, industry positioning, acquisitions, funding rounds, and other significant business events.

Reference: Crunchbase from Techcrunch

In practice, leveraging firmographic data often involves combining CRM systems, ABM platforms, data enrichment tools, and sales intelligence services. These tools collectively facilitate the identification of target accounts, data enrichment, and personalized marketing and sales strategies tailored to resonate with high-potential prospects.

5. PM of historical intent-based Marketing data

PM (Predictive modelling) uses historical and real-time data to forecast future behaviors and decisions. By identifying patterns and trends within existing customer data, marketers can predict the actions of new prospects who demonstrate similar behaviors, enabling more efficient and effective targeting strategies.

Why does Predictive modelling matter? With historical data available, marketers can choose to engage potential customers before they even express clear intent through their actions.

However, predictive modelling requires high specificity and advanced tools to predict the behaviors of individuals when compared to other intent signals. Accuaracy of which can depend on understanding and reacting to the actual behaviors and company demographics. 

Tools for Predictive Modelling:

• Predictive Analytics Platforms: These platforms use high computational machine learning and AI models to analyze vast amounts of data and recognize user patterns to predict future customer behavior. Lattice Engines is an excellent example of a Predictive platform that helps build lookalike models to target new prospects resembling existing best customers.

• Customer Data Platforms (CDP): CDPs aggregate data from various sources onto a unified platform. Tools like Segment collect data from web, mobile, and in-store interactions to create lookalike models, targeting new online users like top spending customers.

• Machine Learning and AI Tools: These tools leverage AI to deliver predictive insights. Salesforce CRM Einstein, for instance, analyses past customer interactions to predict future behavior, automating lookalike modelling and suggesting the next best actions for sales and marketing teams.

• Marketing Automation Platforms with Predictive Features: These platforms employ predictive lead scoring to assess historical customer data and identify new leads likely to convert. Like AI models, they also use this data to create lookalike profiles, identifying new prospects who resemble your best customers.

Image reference: dnb.com, Customer Data Platform

In essence, predictive intent and lookalike modelling provide foresight into potential customer behaviors by analyzing patterns in past interactions and using them to anticipate future actions. This proactive approach focuses on identifying new prospects statistically likely to exhibit behaviors similar to those of your best customers.

Proven Benefits of Intent-based Marketing:

Intent Data Trends (2022) shows that 17% of B2B sales and marketing professionals have improved their lead conversion rates by 30% using intent data, reflecting a 33% year-over-year increase. Globally, over 90% of marketers have observed excellent results from intent-based marketing through data collection, including better prospect building, enhanced content creation, and more effective campaign integration. 

The following report from InboxInsight graphically presents how an intent-based marketing strategy can yield better outreach results:

Intent-based marketing excels in conversions and engagement by precisely targeting the right audience with the right message at the right time. However, an AI-driven cold strategy can also be effective for initial contact and relationship building. 

Therefore, synergising the two methods to leverage both strengths is a better approach. This comprehensive approach drives better ROI, KPIs, and Customer satisfaction while reducing the white-noise problem.

The post Intent-based Marketing – Case Studies, Metrics, and Effective Strategies appeared first on Leadrebel Blog.

In 2024, 16% of marketing emails failed to reach their intended inboxes. According to EmailToolTester.com, and 15 Email Service Providers (ESPs), an average of 10.5% of these emails landed in spam folders, while the remaining 6% bounced back.

While marketers are constantly trying to personalise campaigns and test different email service providers (ESPs) to reach inboxes, ISPs (Gmail and Outlook) on the other side are continually updating their spam filters and enforcing stricter policies on what gets delivered.

Even if emails escape these spam filters, they might still end up in the “Promotions” tab. In 2024, about 37.74% of delivered emails landed in Promotions, while only 57.8% could make it to the Primary Inbox.

While many articles on the Internet offer advice on improving email deliverability, they often overlook the recent updates and evolving policies of Internet Service Providers (ISPs). A case study from Seventh Sense highlights how conventional techniques like Mail merge can backfire in 2024 due to ISPs directly flagging large-volume email campaigns as spam.

Therefore, Seventh Sense devised a solution to adjust their email sending frequency to match human rates, resulting in a remarkable 93% improvement in email deliverability. This resulted in a 178% increase in website page visits from email marketing. 

This post will help you explain the latest updates from ISPs like Gmail and Outlook. We’ll break down how spam filters evolve and give you practical tips to optimise your bulk email campaigns for better deliverability.

ISP Email Deliverability Updates — Timeline:

To better understand the impact of recent ISP email deliverability updates, let us first understand the timeline of Bulk Email Marketing Guidelines. We will focus on the legacy (conventional) practices (pre-2022) by the marketers and then explore in detail the current updated guidelines (2023-24) from various ISPs. 

Legacy Bulk Email Marketing – ISP Guidelines (2021-22):

• Google (G-Suite/Gmail): Google had announced a stronger focus on AI for spam filtering in Gmail. This stressed the need for marketers to prioritise content relevance, implement authentication protocols such as Sender Policy Framework (SPF), DomainKeys Identified Mail (DKIM), and Domain-based Message Authentication, Reporting & Conformance (DMARC), and avoid spammy tactics.
• Microsoft (Outlook): Microsoft Outlook emphasised the importance of a good Sender (domain) Reputation for reaching inboxes. A positive domain reputation means lesser bounce rates and better engagement metrics (opens, clicks) while following permission-based email practices.

In essence, between 2021 and 22, ISPs placed an onus on marketers to understand and adopt authentication protocols, avoid spammy content, and maintain a strong sender reputation. 

Post-2022 saw ISPs take proactive measures for bulk email marketing and campaigns. This proactive shift is evident in Google’s enforcement of mandatory authentication protocols and Gmail’s introduction of engagement-based inbox tabs (promotional and social), aiming to drive most marketing emails to Promotional or Spam boxes.

Updated ISP Guidelines (2023-24): Microsoft and Google Bulk Email Marketing Enforcements

Responding to the ever-evolving cyber threats, specifically via spam Emails, the recent updates and guidelines from various ISPs have underscored the importance of a comprehensive, multi-layered protection approach for email security. 

Fundamentally, this means a shift from solely relying on the sender’s reputation to establishing robust defence mechanisms, spanning from the network’s edge to post-delivery actions. For example, Microsoft Defender for Office 365 exemplifies this approach with its powerful multi-layer protection stack, ensuring that every phase of email handling is secure. Take a look:

By this multi-level spam defence strategy, Microsoft Defender for Office 365 has ensured protection against various email-based threats. A recent Forrester report highlights how Microsoft’s Defender stack has decreased the time to investigate threats by 92% and an overall 95% reduction in time to block malicious links.

Understanding these technological changes, email campaign marketers must align with the measures while optimising their email campaigns to maximise reach and engagement.

Now that we have explored the ISP security stack let’s understand the updated norms from ISPs for bulk Email Deliverability:

1. 1. Who gets classified as a Bulk Sender? According to Google, a bulk sender is any email sender that sends close to 5,000 messages or more to personal Gmail accounts within 24 hours. Messages sent from the same primary domain also count to the 5,000 limit. If senders meet the above criteria at least once, they are permanently considered bulk senders, and this status does not have an expiration date.
   2. Spoofing and ISP guidelines: Spoofing is when a sender sends an email with @Gmail (From header), but the mail was not sent from @gmail. This is a common form of email abuse by spammers. In their recent update, Google mandates that Bulk senders that spoof gmail.com will start getting notifications about temporary failures. (explained in next section) 
   3. Spam rates and ISP guidelines: ISPs expect the senders to limit daily spam rates below 0.1% and should prevent spam rates from ever reaching 0.3% or higher. Otherwise, the bulk sender remains ineligible for mitigation and won’t be eligible for any actions that could help improve their deliverability. 
   4. One-Click Unsubscribe and ISP guidelines: Starting June 1, 2024, all bulk senders must implement one-click unsubscribe in all their commercial and promotional messages, while the Transactional messages are excluded from this clause. The Unsubscribe headers must meet RFC 8058 requirements. The goal is to restrict and maintain a low spam rate and improve delivery.
   5. DMARC and Authentication guidelines for bulk sensors: Senders must ensure that their “From:” header is identical to the SPF or DKIM domains. At least one of these must be aligned to avoid temporary error codes. Regarding DMARC, ISPs recommend that all senders fully align DMARC to SPF and DKIM. This is soon to become a mandatory requirement for senders.
   6. What happens when ISPs reject the Sender’s Emails? ISPs (Google and Microsoft) send a message with the rejection code and a reason for the rejection. For more information on Microsoft Outlook SMTP Error codes, refer to Postmaster.live.com, and for Google error codes, you can refer to Postmaster tools.

ISP Enforcements for Non-Compliance of Bulk Email Sender Guidelines (Starting April 2024):

Starting in April 2024, Google begun gradually rejecting non-compliant email traffic. Initially, senders shall start getting temporary errors. These should be considered as reminders to comply with ISP guidelines.

However, starting June 2024, the enforcement of these requirements begun strictly for all Bulk senders:

• DMARC record with a minimum policy of none (p=none).
• One-click unsubscribe in marketing messages (excluding transactional messages)
• Mitigations are unavailable when user-reported spam rates exceed 0.3% or if the sender has not met the authentication or one-click unsubscribe requirements.

Image reference: Google Sender Guidelines Link

Note: The Non-compliance ISP guidelines apply to Google / Gmail, while there is no specific mention of any new requirements or actions Microsoft took in 2023/24 as comparable to Google and Yahoo’s upcoming ISP enforcements for Non-compliance.

Improve Email Deliverability by Optimising Email Campaigns (ISP Guidelines 2024):

So far, we have discussed the guidelines and the consequences of non-compliance. Now, let us explore how, as an email marketer or a user of an Email Service Provider (ESP) promoting your brand online, you can ensure your messages land in the inbox.

To simplify, let us first categorise all ISP guidelines into Authentication, User Privacy and Engagement, and Email-Content Optimization. 

A. Authentication & Reputation:

• DMARC Alignment with SPF and DKIM: Use DMARC Analyzer or MxToolbox to set up and monitor DMARC, SPF, and DKIM records. These tools provide insights and reports and ensure proper configuration and alignment with ISP’s guidelines.

• Maintain a Good Sender Reputation: Services like Sender Score (by Validity) let you monitor the domain sender’s reputation. Regularly check your domain and IP reputation and address any issues promptly.

Image reference: https://www.theseventhsense.com/blog/email-marketing-frequency-best-practices

B. E-Mail List Hygiene & User Engagement:

• Keep Spam Complaints Below 0.1%: Use email verification tools like ZeroBounce or NeverBounce to clean your email list regularly. Hunter.io and similar email verifiers can be helpful in checking email validity. You can also monitor complaint rates using your ESP’s analytics and remove inactive or unengaged subscribers.

• Offer a One-Click Unsubscribe Option with Clear Link: Ensure your ESP provides a one-click unsubscribe feature. Test your emails to see if the unsubscribe link is prominent and functional.

• Process Unsubscribe Requests Within 1-2 Days: Automate the unsubscribe process using your ESP’s built-in features. Regularly audit the process to ensure compliance with the 1-2 day timeframe.

C. E-Mail Content and Design Optimization:

• Ensure Emails Comply with RFC 5322 Standards: Use email testing tools like Litmus or Email on Acid to check for RFC 5322 compliance. These tools can also be tested across multiple email clients to ensure consistency.

• Avoid Impersonating Gmail “From:” Headers: Ensure the “From:” address is clearly associated with your brand to avoid severe penalties and deliverability issues.

• Avoid Common Spam Triggers in Content: Before sending, spam check tools like SpamAssassin or Mail-Tester let you analyse emails for common spam triggers. Avoid excessive use of exclamation marks, all caps, and misleading subject lines, an easy trap to land into a spam box.

Image reference: https://www.theseventhsense.com/blog/email-marketing-frequency-best-practices

D. Increase the relevancy of your emails:

1. Make sure you send relevant emails to a relevant audience: Targeting the right audience is key. If your offer is highly relevant to the targeted audience, the interaction with your emails (open, click, and reply rates) will be high, which will send a positive signal to ISPs. This, in turn, will increase the deliverability rates of your future emails.

2. Use tools for better targeting: While we are going to write a separate article about this topic, it is important to use audience recognition and creation tools, as well as signal generation tools, like LeadRebel, apollo.io, Clay, Builtwith, etc., to generate a high-quality audience for your campaigns and ensure content-audience fit. Techniques like website-visitor recognition will help you narrow down your audience to highly relevant prospects, resulting in a very high interaction rate.

Additional Considerations to Improve Email Deliverability:

• Monitoring and analysing Email Bounce rates: Bounce reports are often provided by the ESP. Monitoring them to identify and address the causes of hard bounces (e.g., invalid email addresses) and soft bounces (e.g., temporary delivery issues) can offer insights into campaign performance.  You may also use tools like Mailgun and SendGrid, which can offer detailed bounce analytics.

• Finding the optimal frequency for sending emails: Sending too many emails can often overwhelm subscribers and lead to higher unsubscribe rates and spam complaints while sending too few can result in low engagement.

Image reference: https://www.theseventhsense.com/blog/email-marketing-frequency-best-practices

• An effective way is to use A/B testing to determine the optimal frequency for your audience. By monitoring open rates, click-through rates, and unsubscribe rates, you can find a balance that maintains high engagement without overwhelming recipients. 
• According to HubSpot, most companies successfully send emails 1-3 times per week.

• Understanding user engagement metrics: Engagement metrics such as open rates, click-through rates, and conversion rates provide insights into how well the emails were received. Tools like Google Analytics and the analytics dashboards of ESPs like Mailchimp or SendGrid can offer and track these metrics.

By leveraging these tools and strategies, marketers can significantly enhance email deliverability and align with best policies and updated (2024) ISP guidelines.

Source Links:

Google / Gmail’s Updated guidelines for Bulk Email deliverability: 

1. Prevent spoofing, phishing, and spam (Gmail security precautions recommended for all users): https://support.google.com/a/topic/9061731?sjid=13424071737467088473-AP
2. Google Bulk email sending guidelines & tools: https://support.google.com/a/topic/7279058?hl=en&ref_topic=28609&sjid=14246194665660467212-AP
3. Email sender guidelines FAQ (latest updates about our Email sender guidelines (previously called Bulk sender guidelines): https://support.google.com/a/answer/14229414?hl=en&ref_topic=7279058&sjid=14246194665660467212-AP
4. Guidelines for ESPs, Sender requirement updates, and Monitoring tools: https://support.google.com/a/answer/81126?hl=en

Microsoft / Outlook Bulk Email deliverability guidelines:

1. Email Protection Basics in Microsoft 365: Bulk Email https://techcommunity.microsoft.com/t5/microsoft-defender-for-office/email-protection-basics-in-microsoft-365-bulk-email/ba-p/3445337
2. Troubleshooting email delivery issues for senders while reaching Outlook.com users: https://postmaster.live.com/pm/troubleshooting.aspx
3. ISP Deliverability Guide: Microsoft OLC (Updated for 2023): ISP Deliverability Guide: Microsoft OLC (Updated for 2023) (spamresource.com)

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