Use case example: Hubspot & ICP Score for all new leads

August 24, 2024
Use case example: Hubspot & ICP Score for all new leads

Companies are increasingly relying on data-driven strategies to refine their outreach efforts and improve customer engagement. One of the most effective ways to achieve this is by leveraging Ideal Customer Profiles (ICPs). ICPs help businesses identify and target leads that are most likely to convert into loyal customers. In this case study, we’ll explore how Company ABC integrated Leadprio’s ICP scoring with their Customer Relationship Management (CRM) system to enhance their marketing automation and achieve remarkable results.

Company ABC’s (just an example, not an actual company) Challenge

Company ABC, a mid-sized B2B enterprise, was facing a common challenge: despite having a substantial lead database, their marketing efforts were not yielding the desired conversion rates. They realized that their one-size-fits-all approach to lead nurturing was inefficient and ineffective. With a diverse range of leads coming from different industries and varying in company size and revenue, they needed a more targeted approach to maximize their marketing efforts.

The primary goal for Company ABC was to improve their lead segmentation and create personalized marketing campaigns that resonate with their target audience. They knew that by identifying and prioritizing leads based on their Ideal Customer Profile (ICP) scores, they could significantly enhance their marketing automation processes. This led them to explore the capabilities of Leadprio, a powerful tool for creating and managing ICPs.

Step 1: Creating the Ideal Customer Profile (ICP)

Signing Up for Leadprio

The first step for Company ABC was to sign up for a free Leadprio account. The process was straightforward and user-friendly, allowing them to quickly get started without any technical hurdles. Once signed up, they were introduced to Leadprio’s intuitive interface, designed to help businesses create detailed and accurate ICPs using only public business data.

Defining Criteria for ICP

With access to Leadprio’s platform, Company ABC began defining their Ideal Customer Profile. They focused on several key criteria that were crucial for identifying high-potential leads:

  • Industry: They identified the industries that were most relevant to their products and services. By analyzing past customer data, they pinpointed the sectors where they had the most success.
  • Company Size: This criterion helped them determine the ideal size of companies they wanted to target. They considered factors such as employee count and annual revenue to narrow down their prospects.
  • Revenue: Understanding the financial health and purchasing power of potential leads was essential. They targeted companies with revenue figures that aligned with their product pricing and value proposition.
  • Geographical Location: They also considered the geographical regions where they had the most traction and where their products were most needed.

Leadprio’s platform allowed them to input these criteria and generate a detailed ICP. This profile served as a blueprint for identifying and scoring leads, ensuring that their marketing efforts were directed towards the most promising prospects.

Step 2: Setting Up the Integration

Using Zapier to Connect Leadprio with CRM

The next step was to integrate Leadprio’s ICP scoring with their existing CRM system. Company ABC used Zapier, a popular automation tool, to facilitate this integration. Zapier’s flexibility and ease of use made it an ideal choice for connecting different applications without requiring extensive coding knowledge.

By creating a Zap (an automated workflow), they were able to link Leadprio with their CRM, which in this case was HubSpot. This integration allowed for seamless data transfer between the two platforms, ensuring that ICP scores were automatically updated in the CRM.

Triggering Lead Addition to CRM

Once the integration was set up, Company ABC created a Zap that triggered whenever a new lead was added to the CRM. This trigger was essential for ensuring that every new lead went through the ICP scoring process. The Zap sent the lead’s details, such as company name, industry, size, and revenue, to Leadprio’s API. Leadprio then analyzed this information against the predefined ICP criteria and generated an ICP score for the lead.

Step 3: Scoring and Storing Leads

Sending Lead Details to Leadprio’s API

With the Zap in place, every new lead added to the CRM was automatically sent to Leadprio’s API for scoring. Leadprio’s sophisticated algorithms analyzed the lead’s details and compared them with the ideal customer profile criteria set by Company ABC. This process was quick and efficient, ensuring that leads were scored in real-time.

Updating ICP Scores in CRM

Once the ICP score was calculated, it was sent back to the CRM and updated in the lead’s record. This automatic update ensured that the sales and marketing teams always had the most up-to-date information at their fingertips. The ICP score provided a clear indicator of the lead’s potential, allowing the team to prioritize their efforts accordingly.

By integrating Leadprio’s ICP scoring with their CRM, Company ABC could now categorize their leads based on their scores. High-scoring leads were deemed high-priority and were immediately funneled into targeted marketing automation flows, while lower-scoring leads were placed in nurturing campaigns designed to gradually increase engagement.

Step 4: Automating Marketing Flows

High-Priority Marketing Automation for Top ICP Scores

Leads with high ICP scores, typically 8 or above, were placed in high-priority marketing automation flows. These leads represented the best-fit prospects for Company ABC’s products and services. To maximize engagement, the marketing team crafted personalized emails and exclusive content tailored to the specific needs and pain points of these high-potential leads.

The personalized approach included:

  • Tailored Email Campaigns: Emails were customized to address the specific challenges and goals of the leads’ industries. This personalization made the content more relevant and engaging.
  • Exclusive Content Offers: High-priority leads received access to exclusive resources such as whitepapers, case studies, and webinars. These offers were designed to provide value and demonstrate Company ABC’s expertise.
  • Timely Follow-Ups: Automated follow-up sequences ensured that high-priority leads received timely communications, keeping them engaged and moving them closer to conversion.

Nurturing Flow for Lower-Scoring Leads

Leads with lower ICP scores were not neglected but placed in nurturing flows. The goal for these leads was to gradually increase their engagement and readiness to purchase. The nurturing campaigns focused on educational content aimed at addressing common industry challenges and highlighting the benefits of Company ABC’s solutions.

The nurturing approach included:

  • Educational Content: Emails featuring blog posts, industry reports, and how-to guides helped educate leads about relevant topics and establish Company ABC as a thought leader.
  • Gradual Engagement: By gradually increasing the frequency and depth of interactions, the marketing team aimed to build trust and interest over time.
  • Segmented Campaigns: Even within the nurturing flow, leads were further segmented based on specific interests or behaviors, allowing for more precise targeting.

Benefits of ICP-Driven Marketing Automation

Integrating Leadprio’s ICP scoring with their CRM provided Company ABC with numerous benefits, enhancing their marketing strategy and improving overall business outcomes. Here are some key advantages:

Enhanced Personalization

Personalization has become a cornerstone of effective marketing. With the ability to score leads based on their ICP, Company ABC could tailor their marketing messages to address the specific needs, challenges, and interests of each lead. High-scoring leads received personalized content that resonated with their unique situations, leading to higher engagement rates. This personalized approach helped build stronger relationships with prospects, making them more likely to convert into customers.

Improved Efficiency

One of the most significant advantages of automating the ICP scoring process was the efficiency gains. Previously, Company ABC’s marketing and sales teams spent considerable time manually evaluating and categorizing leads. By automating this process with Leadprio and integrating it with their CRM, they eliminated the need for manual intervention. This automation freed up valuable time for the team, allowing them to focus on higher-level strategic tasks such as campaign planning and content creation. The seamless flow of data between Leadprio and the CRM ensured that leads were scored and updated in real-time, maintaining the accuracy and relevance of their lead database.

Strategic Segmentation

Effective segmentation is crucial for any marketing strategy. With clear ICP scores, Company ABC could segment their leads more strategically. High-priority leads, identified by high ICP scores, were funneled into targeted marketing campaigns designed to convert them quickly. Meanwhile, lower-scoring leads were placed into nurturing flows aimed at gradually increasing their engagement and interest. This strategic segmentation ensured that marketing efforts were focused where they could have the most impact, optimizing the use of resources and maximizing return on investment.

Better Decision-Making

The integration of ICP scores into their CRM also provided Company ABC with valuable insights for decision-making. By analyzing the performance of leads with different ICP scores, they could identify patterns and trends that informed their marketing strategies. For example, they could determine which industries or company sizes were more likely to convert, allowing them to refine their ICP criteria further. These insights helped them continuously improve their targeting and messaging, leading to more effective marketing campaigns over time.

Consistent Lead Quality

With the automated ICP scoring system, Company ABC maintained a consistent standard for lead quality. Every lead was evaluated against the same criteria, ensuring uniformity in the scoring process. This consistency was critical for aligning the efforts of the marketing and sales teams. High-scoring leads were universally recognized as high-potential prospects, leading to a more coordinated and effective approach to lead management.

How Leadprio Can Transform Your Marketing Automation

If you’re inspired by Company ABC’s success and want to achieve similar results for your business, Leadprio offers a robust solution for creating and managing Ideal Customer Profiles. Here’s how Leadprio can transform your marketing automation:

Free ICP Creation

With Leadprio, you can create detailed Ideal Customer Profiles for free using public business data. This feature allows you to define the criteria that matter most to your business, such as industry, company size, revenue, and geographical location. Leadprio’s platform is user-friendly and designed to help you get started quickly and efficiently.

Seamless Integration with CRM

Leadprio integrates seamlessly with popular CRM systems like HubSpot and Salesforce through automation tools like Zapier. This integration ensures that your leads are scored and updated in real-time, maintaining the accuracy of your lead database and streamlining your marketing processes.

Automated Lead Scoring

Leadprio’s automated lead scoring system evaluates your leads against your predefined ICP criteria and generates scores that help you prioritize your marketing efforts. High-scoring leads are identified as high-potential prospects, allowing you to focus your resources on the leads that are most likely to convert.

Enhanced Personalization and Segmentation

With accurate ICP scores, you can segment your leads more effectively and create personalized marketing campaigns that resonate with your target audience. High-priority leads receive tailored content and exclusive offers, while lower-scoring leads are nurtured with educational content designed to increase their engagement over time.

Data-Driven Insights

Leadprio provides valuable insights into the performance of your leads and marketing campaigns. By analyzing the data, you can identify trends and patterns that inform your marketing strategies, helping you continuously improve your targeting and messaging.

Get Started with Leadprio

Ready to take your marketing automation to the next level? Sign up for a free Leadprio account today and start creating your Ideal Customer Profiles. With Leadprio’s powerful tools and seamless integration capabilities, you can transform your marketing efforts and achieve better results.

By focusing on the right leads and delivering personalized content, you can build stronger relationships with your prospects and drive business growth. Let Leadprio help you unlock the full potential of data-driven marketing automation.

Written by

Julius

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