Design study - A lead-generation engine around an existing CRM
Building a repeatable prospecting pipeline around an existing CRM. Design study.
- Client
- Wiley CPA
- Year
- Service
- Lead intelligence, CRM integration, Sales automation
- Engagement
- Design study
The Challenge
Referrals and manual logging did not provide a repeatable prospecting system running in the background.
The Approach
BeeNex designed an internal prospecting workflow that sources leads, enriches context and applies qualification rules before human review. Qualified records and reviewed drafts would feed Accelo and the team's existing sales process.
Capabilities
- ICP definition
- Apollo sourcing
- Firmographic enrichment
- Rules-based qualification
- Draft preparation
- Slack approve/edit/reject
- Accelo handoff
- Funnel visibility
Workflow
- Define target criteria
- Source leads
- Enrich context
- Score fit
- Prepare and review draft
- Approve CRM handoff
- Track contact/meeting progress
- Apollo
- Accelo
- Slack
- AI enrichment
- Workflow automation
Outcome
The design defines a repeatable sourcing and qualification workflow around the firm's existing CRM. Human review and sales follow-up remain part of the process.