Enrich Your Inbound Leads Automatically

Charm provides you with a wealth of valuable information about millions of ecommerce brands and products. One of the best ways to operationalize this data to best serve your business on a day-to-day basis is to use this data to automatically enrich your leads.

The Importance of Enriching Your CRM

Your CRM is undeniably the cornerstone of your sales and marketing efforts, but it’s important that you have the right data in your CRM so you can manage leads and convert them into loyal customers. By enriching your CRM with data from Charm you’ll be able to access the key details you need to better understand your leads, customize your approach, and connect more effectively. It is especially helpful to enrich your inbound leads, so you can easily understand key points about the lead and assess if they’d be a good fit for your business.

When you enrich your CRM with data from Charm you’ll be able to view key details about your prospects and customers such as company size, revenue, technology stack, and much more, which are not typically available in conventional CRM systems.

In fact, the customer marketing platform Okendo benefits from Charm.io’s seamless integration with Hubspot. This enables the team to run Charm.io continuously in the background to enrich the data that they have on prospects and leads within their system. When Okendo runs special campaigns to expand its database, the team relies on Charm.io to create a list of target companies that are not already in their Hubspot system.

Enrich Your Leads in Real-Time

Charm’s real-time integration identifies accounts in your CRM and enriches them with key data points in real-time, so you can have a deeper understanding of these accounts, know if they are a good fit for your business, and tailor your pitch to meet their needs.

Charm’s CRM integration has several options that can be configured by the user on the Charm Account Page. These settings apply to both Hubspot and Salesforce integrations.

• Is Realtime: This enables the “Live” sync mode for the CRM integrations. When disabled, CRM companies and contacts will only be enriched during the once-weekly “Batch” sync
• Max Contacts: A limit on the number of contacts to enrich in the CRM account, per-brand. This setting can be useful to prevent the integration from creating a large number of contacts.
• Job Title Keywords: A comma-separated list of job title keywords. Only contacts with a job title matching at least one of these keywords (case-insensitive) will be enriched by the integration. This is helpful if you’re looking to access only contacts that have a certain title.

Keep in mind that the real-time enrichment will use credits as new accounts get added and new brands get enriched. You can always check the status of your credits on the Account Page.

Supercharge Your Lead Scoring

Lead scoring is a strategy used to rank prospects based on their perceived value to your organization. This score helps you prioritize which leads you should engage with, ensuring your efforts are invested wisely.

Charm elevates this lead scoring process with innovative Growth, Success, and Sophistication scores. These algorithmic, multidimensional rankings assess the potential of each lead based on an array of factors including historical growth, estimated revenue, social media presence, online traffic, and more.

Below you can see what it looks like to have accounts in your CRM enriched with Charm data such as Growth Score, Success Score, and Revenue Estimate.

Get Support from Your Customer Success Manager

Charm customers have the benefit of getting one-on-one support from their dedicated Customer Success Manager. If you have any questions about setting up your CRM enrichment, you can reach out to our Customer Success team at cs@charm.io. You can also attend our upcoming Charm 101 webinar to hear from our Customer Success Managers about how you can use Charm to build the perfect pipeline and get in-depth insights into any ecommerce brand.