CRM enrichment is one of the most common use cases we see at Captain Data.
Finding emails in 2024 is fairly simple, you can use Lusha, Datagma, Hunter, and many many more.
But how do you find people behind an email address?
Especially, how do you do that for a personal email address?
Mathilde, RevOps @Captain Data, is going to cover this in the video below 👇
Mathilde from Captain Data introduced a pivotal workflow for enriching inbound leads using Outlook and LinkedIn, a strategy that has proven effective for enriching 70% of our inbound requests.
This guide outlines how you can leverage this workflow to gather comprehensive people and company information, ensuring your outreach efforts are precise and informed.
The Importance of Email Enrichment
Email enrichment is crucial for understanding your leads better and tailoring your interactions to meet their needs effectively. While personal emails offer a great start, the ability to enrich professional emails listed on LinkedIn profiles adds a valuable layer of depth to your lead data.
Key Outcomes of the Workflow
By implementing this workflow, you can expect to gather:
- Company Details: Information such as Crunchbase URL, city, number of employees (exact count or range), industry, and funding events.
- Contact Information: Details including job titles, employment durations, full names, LinkedIn profiles, and direct contact information like phone numbers and emails.
- Meta Information: Additional data points that were initially part of your Excel input, ensuring no valuable insight is lost during enrichment.
Setting Up the Workflow in Captain Data
Step 1: Selecting the Workflow
Navigate to Captain Data and choose the "Enrich Emails with Outlook and LinkedIn" workflow. This workflow is specifically designed to retrieve detailed information about both individuals and their affiliated companies from an email address.
Step 2: Configuring Your Job
- Input Preparation: Start by preparing your file of email addresses. Although this demonstration focuses on a single instance of enrichment, Captain Data supports automation for ongoing inbound request processing.
- Outlook and LinkedIn Integration: Connect your Outlook account to the workflow. Captain Data will attempt to find Outlook profiles associated with the provided emails and then proceed to extract LinkedIn data based on these profiles.
- Launching the Job: With your file uploaded and accounts connected, launch the job by specifying it as an inbound request enrichment task.
Automating the Enrichment Process
While this guide covers manual setup for one-time enrichment, it's possible to automate this process to handle all future inbound requests. This automation ensures that as soon as a lead comes in, their profile is enriched, allowing your sales team to access comprehensive lead information almost instantaneously.
Benefits of Automated Email Enrichment
- Time Efficiency: Automating the enrichment process significantly reduces the time between receiving an inbound lead and having a fully enriched profile ready for outreach.
- Data Richness: By leveraging both Outlook and LinkedIn, you ensure that your CRM is populated with rich, actionable data.
- Improved Personalization: Access to detailed lead information enables more personalized and effective outreach strategies.
Email enrichment with Outlook and LinkedIn via Captain Data offers a robust solution for enhancing the quality of inbound lead information.
By integrating this workflow into your lead processing routine, you not only streamline your sales funnel but also empower your sales team with the data they need to engage leads effectively.
As we move forward, automating this process will be key to maintaining efficiency and ensuring that every lead is approached with the most relevant and personalized strategy possible.
Happy automating!