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Playbooks

Use case: contact tracking for Marketing teams

September 28, 2022
5 min

How does LoneScale’s Contact tracking feature integrate into your processes?

Your past users are your future customers. LoneScale helps your team to keep track of contact job changes. How to use it and how does it work?

The case of your contact (lead or customer) moving to a new organization

It's probably already happened to you: you run an ultra-precise campaign on top targets and you realize too late that several of your targets are no longer in their company.

Results: bad bouncing rates and missed opportunities with prospects you’ve spent time nurturing your relationship.

E-mail deliverability

So you take the resolution of spotting your moving contacts and make sure to keep on talking to them no matter what organization they are in.

But how do you achieve such a time-consuming task?

Solution

Fortunately for you, we have developed a feature, especially for these cases: "contact tracking".

🔗 https://www.lonescale.com/articles/what-is-contact-tracking-and-why-your-business-needs-it

With a contact list, LoneScale is able to spot the ones who are still in their companies and those who have changed organizations.

So, after updating this information in your CRM, all you will have to do is enrich their data (e-mails, phone numbers, etc) and continue your nurturing process.

You will have access to numerous opportunities with this mindset. For instance, re-sell to previous (happy) customers are quick and easy deals.

It's a deal!

Implementation

How to implement this into your processes?  It’s quite simple. You don’t have to change your organization or complete a formation to use LoneScale.

Our tool can be directly integrated with your CRM, and you can deal with your lists directly on our platform.

Contact tracking for marketing processes

Once you’ve generated the list of contacts you want to update, you can choose to:

  • Connect LoneScale to your CRM
  • Import your list directly into LoneScale
  • Use LoneScale’s API (recommended for development enthusiasts)

Still have questions?

☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️

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