Identifee Saves Clients 95% in Prospecting Time

Overview: 

Identifee makes it simple for banks and credit unions to have better, more meaningful engagement with their clients and to find new clients through their engagement platform. The traditional prospecting process can be very time consuming and involve several labor-intensive steps. With RocketReach’s API integration, Identifee is able to streamline the processes and enable a 95% time savings for its customers.

Challenge: 

The traditional prospecting process faced by Identifee’s clients involved several labor-intensive steps, including logging into separate systems to manually pull prospecting lists and then entering the customer data into their CRM. This process not only consumed a significant amount of time but also led to potential errors and inaccuracies in client profiles.

Solution: 

With their deep understanding of the workflows for regional banks and credit unions, Identifee has created an engagement platform specialized for the financial services industry. By partnering with RocketReach and embedding RocketReach’s extensive and powerful database via our email finder API, Identifee has significantly shortened the process and time to impact.  

The once labor-intensive prospecting process has been automated and condensed from hours and hours of effort to just a few clicks per sales representative per month. Instead of manually pulling and entering data, users only need to type in an initial contact search, click import, and then all company records get automatically applied to the right company profile. 

On top of that, with the integration into RocketReach’s accurate and comprehensive database, Identifee clients were able to identify suitable leads, evaluate various companies, and understand their technology landscape right in one platform. 

Results: 

The RocketReach and Identifee partnership has resulted in a remarkable reduction in lead time for Identifee’s customers. Lead times went from dozens of hours per month to approximately 20 minutes – a 95% time savings. The accuracy of client profiles has also improved, enhancing the effectiveness of outreach efforts. The success of this partnership showcases the power of modern technology to create more meaningful customer engagements in the financial services industry.