How Charm Software Helps You Prospect for New Customers Effortlessly

Finding the right customers can feel like searching for a needle in a haystack. Charm Software changes that. 

It pulls data from millions of brands, ranks them based on their growth and success, and helps you connect with businesses that actually need what you offer. Instead of cold calling random leads, you get a curated list of high-value prospects.

Let’s break down how Charm makes customer prospecting easy and effective.

Charm Software Strategies to Prospect for New Customers

Finding the right prospects is about more than just gathering names. It requires the right data, filters, and scoring to ensure you’re spending time on leads that actually convert. That’s where Charm Software steps in.

1. Build Your Perfect Pipeline

Not all leads are created equal. Charm tracks key business indicators like:

• Charm Growth Score™ – Measures how fast a brand is scaling.
• Charm Success Score™ – Evaluates overall business health.
• Ad Count – Shows how aggressively a brand markets itself.
• Tech Stack – Identifies the software tools a company relies on.
• Marketplace Presence – Tracks where brands sell (Shopify, Amazon, etc.).
• Social Media Metrics – Highlights audience size and engagement.

With access to data on 4M+ brands, you can filter and sort prospects based on the factors that matter most to your business. Instead of chasing dead-end leads, you focus on companies ready to buy.

2. Supercharge Your Lead Scoring

Wasting time on low-quality leads is frustrating. Charm solves this by ranking prospects based on real-time data.

More qualified leads mean more closed deals. Less time wasted. By leveraging Charm’s proprietary scoring system, you can see how each brand ranks in terms of the Charm Growth Score and the Charm Success Score. These metrics allow you to:

• Identify brands that match your ideal customer profile.
• Prioritize high-potential leads instead of sorting through thousands of names.
• Increase your win rate by focusing on businesses that align with your offering.

3. Personalize Messaging to Prospects

Cold emails don’t work if they sound generic. Charm provides data-driven insights that let you craft highly targeted outreach.

You’ll know:

• The tools they use (and don’t use)
• Their growth stage.
• Their biggest competitors

With this information, you can write emails that resonate instead of ending up in the trash. Higher open rates. More replies. Better conversions.

Prospecting for Fast-Growing Brands Selling on Shopify

Charm isn’t just about data—it delivers real results. One software client offering a Shopify plug-in used Charm to find and close 23 new customers from high-growth Shopify brands.

By leveraging insights like Charm’s data on the fastest-growing Shopify brands, they targeted companies that were scaling quickly. Instead of guessing who needed their solution, they focused on businesses already in growth mode.

If your software integrates with Shopify for example, you can easily find the brands that would most benefit from your solution.

How Charm Transforms Your Lead Pipeline

Charm Software helps businesses find high-quality leads faster, score them efficiently, and personalize outreach to boost conversions.

Without Charm

• Time-consuming prospecting – Manually searching for brands that match specific criteria takes significant effort. You may need to sift through multiple databases, websites, and social media platforms.
• Unqualified inbound leads – Even if you receive inbound leads, there's no guarantee they fit your ideal customer profile. Sorting and validating these leads requires extra work.
• Lack of outreach insights – Without data on potential customers, crafting personalized, high-converting outreach emails is difficult. Generic emails lead to lower response rates.

With Charm

• Efficient lead sourcing – Charm automates brand discovery, using key indicators like Growth Score™, tech stack, and social engagement to pinpoint valuable leads.
• Improved lead scoring – CRM integration and API access allow businesses to operationalize the data and easily rank prospects based on their Charm Growth Score™ and Charm Success Score™, ensuring smarter follow-ups and better conversion rates.
• Personalized outreach – With access to detailed data, sales teams can craft targeted messages that resonate with prospects, increasing email open rates and engagement.

How Charm Helps Our Valued Client

Charm’s software isn’t just about finding leads—it helps businesses close more deals. Here’s how our clients use Charm to refine their sales process:

• Better Lead Targeting – Identified Shopify-based DTC brands that fit their ideal customer profile.
• Enhanced Data Enrichment – Integrated with HubSpot to keep prospect data fresh and accurate.
• Competitive Insights – Monitored competing solutions used by DTC brands, helping them adjust their pitch.
• Prioritized Outreach – Used Charm Growth Score™ and Charm Success Score™ to focus on high-growth brands, increasing conversions.
• Seamless Customer Support – Connect with your dedicated Customer Success Manager  for instant troubleshooting and strategic advice.

Win More Business with Qualified Leads From Charm

Charm Software helps software companies, 3PLs, lenders, and agencies build a pipeline full of qualified prospects. Instead of guessing which brands fall into your ICP, you get access to data that pinpoints brands that would be a good fit for your solution and that are ready to buy.

Want to fill your pipeline with high-value leads? Book a demo with Charm.io today.Want to see Charm in action? 

Attend our monthly Charm webinar where our Customer Success Managers will show you how Charm can help you grow your business.