Best Access Doors

Cold Email/Telephone Marketing Optimization and management

Background

Best Access Doors is a Canadian-based company specializing in the manufacturing and distribution of access doors. With a focus on providing tailored solutions for accessing concealed spaces or areas requiring specialized door entry, the company serves industries such as construction, manufacturing, and various environments where secure and convenient access points are essential. Noticing the huge amount of data generated from their operations, the Growth department decided contact us in order to take advantage from it, integrating a reliable data infrastructure that offers powerful insights and allows optimize their operations, saving time, efforts and maximizing revenues

Problem

Having large amounts of data and having meaningful data are two co-dependent concept with many aspects in between that should be covered before insights can be gained. the Best Access Doors operations are distributed, among others, between 3 SaaS platforms: Hubspot, Zoho and Koncert, so the proper planning of the ETL process is vital to ensure the integrity of the insights (what is a conversion for each platform? which one fits better with the needs of the Growth department? which one is more accurate in update time and relevance matters? and more), once the data obtaning part is done, is a key step having a fast, easy-going and reliable platform for reporting so the members of the staff can integrate and operate it on their daily basis routine

Solution

Using well studied and selected tools (Python Scripting, SQL scripting and Power BI) were developed and deployed reporting solutions that allows: Obtain the Ideal Customer Match so strategies and prospecting can be done based on who their customers really are, recognize which kind of lead profiles are working better for each SDR and assign more of them to those representatives who ideally fits, monitoring the SDRs performance on KPIs that matter and giving tools to improve their rates on them such as real causes for an possible SQL rejection or best performing hours to call, giving information about why some contact attempts with leads doesn’t work and is not SDR responsibility, total and accurate revenue generated due to SDR actions and more.

Results

Once the insights were given and actions/recommendations were implemented, the operations of the Best Access Doors’ Growth department operations did a great jump in optimization terms:

From 150 daily calls they jump to 400 in less than a month, their call activity time was reduced form 5 hours to 3 hours, keeping the new daily rate.

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