Name: RelPro - Untapt success story
Uploaded: 2016-05-24T21:02:45.000Z
Duration: 2 min 26 s
Description: Learn how Untapt is using RelPro to boost their prospecting and lead generation process

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### Sales Intelligence
User sentiment regarding RelPro's sales intelligence capabilities is generally positive, with many praising the platform for its ability to streamline prospecting and provide accurate contact information for key decision-makers. Users appreciate the ease of use in targeting specific industries, revenue sizes, and locations, which enhances their prospecting results. While some users note occasional inaccuracies in data and the need for improvements in de-duplication functionalities, overall, RelPro is seen as a valuable tool for identifying and connecting with potential business development prospects efficiently and effectively.

### Prospecting and Lead Generation
Users appreciate RelPro's ability to efficiently identify key decision makers and target prospects based on specific criteria such as industry, revenue size, and location. The platform's intuitive interface and comprehensive data sources enable users to generate accurate lead lists and make meaningful connections with potential clients. While some users find the abundance of information slightly daunting, the overall consensus is that RelPro is a valuable tool for enhancing prospecting and lead generation efforts.

### Business Development Strategies
Users consistently highlight RelPro's business development strategies as a key asset, enabling them to identify qualified prospects efficiently and target their efforts effectively. The platform's intuitive interface and accurate contact information have accelerated their progress in forming new relationships. Additionally, the platform's ability to provide industry and geography-specific company data of varying sizes has been instrumental in enhancing their business development initiatives.

### Contact Management
Users consistently praise RelPro for its robust contact management capabilities. They appreciate the ease of finding accurate contact information for targeted executives at various companies, enabling efficient outreach and relationship-building. The platform's intuitive interface and ability to provide up-to-date contact details have been highlighted as key strengths by users across different industries. Additionally, users have found RelPro to be a valuable resource for creating targeted lead lists and connecting with key decision-makers effectively. The tool's ability to streamline the process of obtaining and verifying contact information has been instrumental in enhancing users' productivity and success in their outreach efforts.

### Data Accuracy and Management
Users appreciate RelPro's commitment to data accuracy, noting its ability to pull information from multiple sources to ensure the most precise results. While some users mention occasional inaccuracies and duplicates, the overall consensus leans towards RelPro being a reliable platform for managing and maintaining accurate data. The platform's ease of use and focus on providing accurate contact information for medium and large companies are highlighted as key strengths by users. Despite minor drawbacks such as data exporting delays and occasional duplicates, users find that RelPro's data accuracy and management functionalities contribute significantly to their business development efforts.

### CRM Integration and Management
Users also appreciate the comprehensive data on individuals provided by RelPro, coupled with its powerful Advanced Search feature that aids in identifying new contacts for outreach. The Salesforce integration further enhances the user experience by facilitating smooth data capture into CRM databases. Customer service is another aspect that receives positive feedback for being friendly and responsive. However, there are some mixed opinions regarding the overall effectiveness of RelPro's CRM integration and management capabilities, with some users expressing a desire for further improvements in this area.

RelPro 2.0 has been praised by users for its ability to efficiently track donors and prospects. Users have found that the platform provides access to relevant news and activities via email and the platform, allowing them to stay organized and up-to-date. The product has been particularly valuable for prospect research teams, as it enables them to provide timely intelligence to their major philanthropy team, avoiding missed opportunities for cultivation and securing gifts. RelPro also stands out for its ability to create research profiles for top donors and prospects, offering information that is not readily available on other platforms. Users have successfully built networks of lost alumni, strengthened their brand, and identified potential business opportunities using RelPro. Additionally, the tool streamlines corporate engagement efforts by providing connections and insights into potential donors' backgrounds, skills, motivations, and interests. Users rely on RelPro to source contact information for prospects and determine the susceptibility of companies to their prospecting efforts. The software allows users to directly contact key executives at private companies, bypassing main reception numbers or personal assistants. By leveraging advanced and customized data, users are able to create a personalized approach and stand out from mass-marketing efforts. Overall, RelPro has proved valuable in various areas such as fundraising outreach, sales campaign management, lead generation, market research, territory contact base building, demand generation, prospecting, gathering intelligence on companies and people of interest, qualifying leads, managing relationships, staying updated on client news and interests, sourcing new contacts, generating missing relationships, identifying the right contacts at specific departments of a company, easily finding the right contacts for hundreds of companies, saving time spent on collecting contact information, identifying industry-specific leads based on job titles within an organization or geography-specific companies of a certain size in business development prospecting efforts.

The product has received positive feedback from users who appreciate its accuracy in finding contact information quickly compared to other databases. Users also find value in RelPro's ability to generate a large number of new contacts, saving hours of tedious online research. Moreover, the tool has been particularly helpful in identifying key decision-makers at companies and providing multiple contact points such as email addresses, fax numbers, and cell numbers to improve calling effectiveness. RelPro has made prospecting and lead intelligence more effective and efficient for users, resulting in more connections with prospects. It has also proven to be a valuable asset for marketing efforts, offering precision targeting and reliable information for direct mail campaigns or event invitations. The product has supported IT staffing firms by enabling them to target specific

Advanced Search Features: Users find the advanced search capabilities of RelPro to be extremely helpful, enabling them to easily narrow down their searches and locate the information they need. Many reviewers appreciate the keyword searches and the ability to save titles for a specific group without having to retype them.

Extensive Database: Reviewers value the extensive database offered by RelPro as it allows them to gather a highly tailored list of contacts, including phone numbers and emails. This comprehensive resource opens doors for connecting with numerous new business targets.

Integration with Salesforce: The integration with Salesforce is appreciated by users as it streamlines prospect data gathering and enhances business development reach. It saves time and effort by seamlessly integrating with existing workflows in Salesforce.

Lead411 is a sales intelligence solution that provides provides news-driven sales leads, IT intelligence and unlimited company contacts within a simple UI. Key differentiators are unlimited downloads, fresh daily leads based on territory, and a no commitment monthly offer.

Basic

Enterprise Unlimited per Year

All Plans

RelPro

Sales intelligence (SI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of information to help salespeople keep up to date with clients, prospect data and drive business.

Sales Intelligence

Relationship Capital Partners (founded in 2009) launched RelPro with a mission – to help businesses establish and develop executive-level relationships efficiently and systematically – by leveraging data aggregation and analytics. Like you, we know that business runs on relationships – and that success relies on the ability to establish, deepen, and defend these relationships over time<br>RelPro integrates data from best-in-class partners and the web to provide you with a unique Global database of over 7 Million Companies &amp; 150 Million Business Decision-Makers, allowing you to easily identify new prospects and close deals faster. RelPro includes automated Prospect Research to quickly inform your outreach, and powerful Alerts that provide a call-to-action prompting timely interactions with prospects and clients.

Relpro, Inc.

Learn how Untapt is using RelPro to boost their prospecting and lead generation process

RelPro - Untapt success story

Prospecting

Features related to generating leads and finding new contacts.

Advanced search

Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

Web browser extension

Allows users to search across the internet to find and capture new leads using a web browser extension.

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

List quality

Lists generated by the tool are typically high quality.

Email contacts

Generates email contact information for leads.

Direct dial contacts

Generates direct dial contact information for leads.

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Ideal customer targeting

Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

LinkedIn integration

Data.com integration

Load time/data access

Provides fast and consistent access to lists and leads.

Reverse IP lookup

Allows users to identify unknown web visitors using reverse IP lookup; because they have expressed interest, newly identified visitors are considered prospects.

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

Contact information

Information about individual contacts is available and high quality.

Industry information

Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

Lead qualification process

Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

Smart lists and recommendations

Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Company/business profiles

Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

News updates

Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

Web traffic insights

Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

Prospect tracking/following

Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.

Alerts and reminders

Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.

Data hygiene

Helps users maintain clean lists and records, including duplicate management.

Automatic data refresh

Contact and company data are automatically kept up to date.

Filters and segmentation

Allows users to filter contacts and segment leads to explore data and create lists.

Notes

Allows users to attach notes to contact and company records.

Salesforce opportunity creation

Allows users to easily create an opportunity in Salesforce from within the SI tool.

Ability to append contact, lead, and account level data

Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

Automated initial emails

Initial emails can be triggered to send to leads automatically.

Sales email templates

Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

Sales landing pages

Users can create landing pages and link to landing pages in sales emails.

Engagement tracking

Allows users to track audience engagement with emails.

Append emails to records

Allows users to selectively or automatically append email threads and attachments to leads/contact records.

RelPro

Overview

What is RelPro?