LinkedIn

Top 11 LinkedIn Lead Generation Tools in 2024

lemlist team
LAST UPDATED
July 29, 2024
READING TIME
7 min.
LinkedIn lead gen tool Best for Standout feature Free trial Starting price
Taplio Building a personal brand on LinkedIn AI generated posts & lead extraction Yes $49/mo (billed annually)
LinkedIn Sales Navigator Finding LinkedIn leads Advanced LinkedIn search Yes $79.99/month (billed annually)
Phantombuster Scraping people who engage with you on LinkedIn LinkedIn Post Commenters + Likers scraping Yes $56/month (billed annually)
lemlist Automating LinkedIn outreach steps and extracting leads' data LinkedIn steps and Chrome extension Yes $32/month (billed annually)
Dropcontact Finding leads LinkedIn profiles and scraping their info Unique search Yes $24/month (billed annually)
Expandi.io Sending LinkedIn connection requests on auto-pilot Multichannel outreach Yes $79/month (billed annually)
lempod Increasing engagement within specified network Automated likes and comments Yes $9.99 per pod
Demand Identifying and tracking LinkedIn leads Tracking + outreach automation Yes $59/user/month
Octopus Bypassing invitation limits and automating skills endorsement Automated LinkedIn steps Yes $6.99/month
Lusha Getting valid leads' information from LinkedIn Data extraction + List management Yes $29/user/month
Skrapp Finding verified leads emails LinkedIn scrapping Yes 42 eu/month (billed annually)

LinkedIn, with its network of 1 billion people, is a powerhouse for B2B lead generation. Yet, tapping into this potential is challenging without the right tools.

LinkedIn lead generation tools are essential for those who want to turn their LinkedIn profiles into $$$ without spending too much time or money.

These tools help you automate identifying and connecting with potential leads, enhancing both the quantity and quality of new business opportunities.

This article explores the top 11 LinkedIn lead generation tools, their pricing, key features, and how they can boost your sales efforts.

  • Taplio: Best for building a personal brand on LinkedIn
  • LinkedIn Sales Naviga: best for finding LinkedIn leads
  • Phantombuster: best for scraping people who engage with you on LinkedIn
  • lemlist: best for automating LinkedIn outreach steps and extracting leads' data
  • Dropcontact: best for finding leads LinkedIn profiles ans scraping their info
  • Expandi.io: best for sending LinkedIn connection requests on auto-pilot
  • lempod: best for increasing engagement within specified network
  • Demand: best for identifying and tracking LinkedIn leads
  • Octopus: best for bypassing invitation limits and automating skills endorsement
  • Lusha: best for getting valid leads' information from LinkedIn
  • Skrapp: best for finding verified leads emails

What is a LinkedIn lead generation

Thanks to its advanced search filters to identify potential customers (like industry, job title, and location), LinkedIn became a crucial platform for lead generation, especially in the B2B sector.

The key to this strategy is creating and sharing engaging content, showing your expertise, and fostering trust within your target audience.

LinkedIn also offers specialized native tools and features like Sales Navigator and targeted ad campaigns to enhance lead-generation efforts. But plenty of other external LinkedIn tools also help you grow your business.

You can use LinkedIn for personalized outreach - tailoring messages to each prospect's specific needs and interests, which significantly boosts engagement.

With its analytics section, you can continuously measure and refine your LinkedIn strategies to build a personal brand and make leads come to you.

To sum up, LinkedIn lead generation combines strategic content, personalized outreach, and the effective use of LinkedIn tools to make new connections and open opportunities.

7 benefits of using LinkedIn for lead generation

Here are 7 reasons why LinkedIn stands out as a powerful tool for lead generation:

1. Access to a network of 1 billion people

LinkedIn has one of the most extensive networks of professionals across various industries. Thanks to its advanced filtering, it gives you access to diverse potential leads and makes it easier to target decision-makers and influencers.

2. Precise targeting

The platform's advanced targeting capabilities allow businesses to pinpoint prospects based on job titles, industries, company sizes, and locations, ensuring sales efforts are focused on the most relevant audience.

3. Building credibility and trust

Sharing insightful content and engaging in industry discussions enhances reputation and fosters trust among potential leads.

4. Effective content distribution

LinkedIn is an ideal platform for sharing content that resonates with a professional audience, helping to establish thought leadership, and keeping prospects engaged with your offer.

5. Direct engagement

The platform enables direct and meaningful interactions with prospects through features like InMail, messages, and group discussions, which are crucial for building relationships that lead to conversions.

6. Analytics and insights

LinkedIn provides valuable analytics, allowing businesses to track the effectiveness of their lead-generation efforts and double down on success.

Checklist to choosing the best LinkedIn lead gen tool

Here's a checklist of 10 things to do when choosing your best LinkedIn lead-generation tool:

1. Define lead generation goals

[ ] Identify specific objectives (brand awareness, sales, types of leads, etc.)

2. Targeting capabilities

[ ] Ensure the tool offers advanced targeting (industry, company size, job title, location)

3. Integration and compatibility

[ ] Check compatibility with existing outreach tools (CRM, email platforms)

[ ] Check out the ease of integration

4. Automation features

[ ] Evaluate automation capabilities (connection requests, follow-ups, post-scheduling)

[ ] Balance automation with personalization options

5. Analytics and reporting

[ ] Look for comprehensive analytics features

[ ] Ensure availability of detailed reporting for campaign tracking

6. User Reviews and Recommendations

[ ] Research user reviews and feedback

[ ] Seek recommendations from industry peers or forums

7. Pricing and ROI

[ ] Analyze the pricing structure of the tool

[ ] Consider the potential return on investment

8. Trial and testing

[ ] Check if a free trial is available

[ ] Test the tool to evaluate its fit with your needs

9. Customer support

[ ] Check out the quality of customer support provided

[ ] Make sure they have enough resources for troubleshooting and assistance

10. Scalability

[ ] Ensure the tool can handle increasing lead volumes and data

Native LinkedIn lead generation tools & resources

LinkedIn personal profile

Correctly filling out your LinkedIn profile is one of the most crucial steps if you want to engage with potential buyers.

That includes a sharp profile picture and cover photo, a relevant headline, and a detailed about section with previous experience.

You can also use keywords in your descriptions to position your profile higher in LinkedIn searches.

Grab your LinkedIn leads' attention, give a clear vision of who you are to people landing on your profile, and your network will increase with potential clients.

Make a nice LinkedIn profile to get leads

LinkedIn business page

Your company can also have its page on LinkedIn, allowing you to engage with customers, leads, and partners.

You can join conversations, share content in different formats, react to posts that mention your brand, create events, etc.

And all these actions are done under your brand name and logo.

It also lets you know more about your audience by following the trends and understanding your metrics.

LinkedIn lead generation from company pages

Going on a competitor's LinkedIn page can also expose some potential leads.

You can see their followers or the list of people who liked and engaged with a specific post.

Once you've identified your most relevant followers, you can scrap all the profiles with tools like Phantombuster (which we covered later in this article) and convert them into LinkedIn leads.

LinkedIn lead ads

There are different types of LinkedIn ads that you can choose according to your needs.

  • Sponsored content to promote your company in the LinkedIn feed
  • Sponsored InMail to send personalized messages to your leads
  • Text Ads (pay-per-click) with a small headline, a description, and an image

This helps your content appear in front of more qualified leads.

LinkedIn ads are not mandatory for your LinkedIn B2B lead generation (we're not spending any $ at lemlist, but we still have millions of views on our posts every month).

However, when you're a beginner, you can boost a post with ads, allowing you to check if you're reaching the right audience.

LinkedIn lead generation forms

You can add LinkedIn lead forms to your message ads and sponsored content.

This type of content allows more info about the user - their information from the profile will be filled in automatically when they open the form.

The ultimate list of top 11 LinkedIn lead generation tools

When you're using LinkedIn for lead generation, there are some tools you can use to be more efficient.

They'll help you find the right LinkedIn leads, scrap info, and redirect them to your campaigns.

1. Taplio

Rating ⭐⭐⭐⭐⭐

Product Hunt - 4.5 (16 users)

Overview

Taplio is a tool that allows you to leverage AI to generate leads on LinkedIn.

Aside from creating content with AI, with Taplio, you can also find your LinkedIn leads, expand your network, and export data.

it helps you create content lists, engage automatically with people in your industry, send DMs to the right people at the right time, and integrate fully with your CRM and outreach tools.

Pricing (Billed annually) & Functionalities

Taplio offers free 7-day free trial, and includes paying plans: Starter for $49/mo, Standard for $49/mo (with discount), and Pro for $149/mo.

Taplio also includes a 30-day money-back guarantee in all their plans!

✅ Pros

  • Content inspiration section
  • Responsive support team
  • Seamless UX and UI

❌  Cons

  • Paywall limitation
  • Lack of affordable options for smaller businesses

2. LinkedIn Sales navigator

Rating ⭐⭐⭐⭐

Capterra - 4.6 (136 reviews) | G2 - 4.3 (1825 reviews)

Overview

LinkedIn Sales Navigator is an advanced sales tool that allows users to create more personalized and targeted outreach on LinkedIn.

It's a premium version of LinkedIn with additional features for sales professionals to generate leads.

It allows you to perform more advanced searches to filter your results precisely, quickly discover the right people, and take them down the sales funnel.

Pricing (Billed annually) & Functionalities

LinkedIn Sales Navigator offers free trial, and has paid plans Core (Professional) for $79.99/month, Advanced (Team) for $108.33/month, Advanced Plus (Enterprise) for starts at $1600/month.

✅ Pros

  • Advanced Search Filters: Allows for more precise targeting of potential leads.
  • In-Depth Insights: Provides detailed information about companies and individuals.
  • Lead Recommendations: Suggests potential leads based on your sales preferences.
  • Integration with CRM: Can integrate with various CRM platforms for streamlined workflow

❌ Cons

  • Cost: More expensive compared to the basic LinkedIn account.
  • Learning Curve: Some users may find it takes time to utilize all features fully and effectively.
  • Limited InMail Messages: The number of InMail messages is limited based on the subscription plan.

3. Phantombuster

Rating ⭐⭐⭐⭐

Capterra - 4.6 (59 users) | Chrome Stats - 4.1 (35 users)

Overview

Phantombuster is a tool that helps you generate leads by automating LinkedIn engagement and reaching out to your prospects.

For example, this tool can scrape people who commented on or liked your posts.

Linkedin lead generation tool

Since they already know you, reaching out to them will make more sense and bring more replies.

Pricing (billed annually) & Functionalities

Phantombuster offers a free trial, and paid plans: Starter for $56/month, Pro for $128/month, and Team for $352/month.

✅ Pros

  • Powerful data extraction
  • Automates sales processes
  • Efficient downloading lists

❌ Cons

  • Issued with the use of personal data
  • Issues with LinkedIn integration

4. lemlist

Rating ⭐⭐⭐⭐⭐

Product Hunt - 4.9/5 (432 reviews) | Capterra - 4.6/5 (370 reviews)

Overview

With lemlist and its Chrome extension, you can add anyone to your outreach campaign while visiting their profile and automate LinkedIn profile visits, connection requests, and messages.

You can add details in the extension so you never miss an opportunity to add personalization for your LinkedIn lead (latest post published, type of topics shared, previous experiences, etc.).

And when you conduct a larger search, you can also add a list of leads from a LinkedIn search directly into your outreach campaign.

This extension is a time saver for your LinkedIn lead gen strategy.

No need to copy/paste from one app to the other; everything is done with a few clicks on the same screen!

Once you add your new leads to the outreach campaign, you can use lemlist's AI to generate personalized multichannel sequences, including LinkedIn steps!

You can perform LinkedIn steps such as invite, profile visit, text or audio message - 100% on auto-pilot.

Pricing (billed annually) & Functionalities

lemlist offers 14-days free trial, and paying plans Email Starter ($32/mo/user/1 sending email), Email Pro ($55/mo/user/3 sending emails), Multichannel Expert ($79/mo/user/5 sending emails), Outreach Scale ($129/mo/user/15 sending emails).

✅ Pros

  • AI-Powered Campaigns: Lexlist's AI helps create highly personalized multichannel campaigns.
  • Smart Enrichment: Extracts valid email addresses and LinkedIn information without relying on your LinkedIn profile.
  • Warm-up & Deliverability Booster: Ensures emails avoid spam folders and land in the recipient's inbox.
  • Multichannel Outreach: Engage leads on their preferred channels, including email, LinkedIn, and more.
  • Integration with CRMs: Native integrations with popular CRMs like Salesforce, HubSpot, and Pipedrive.

❌ Cons

  • Some advanced features might be available only in higher-tier plans.
  • Integration with certain third-party tools might require additional setup.

5. Dropcontact

Rating ⭐⭐⭐⭐⭐

Capterra - 4.6 (21 reviews) | Dropcontact - 4.7 (34 reviews)

Overview

Dropcontact is a SaaS solution that enriches, cleans, and corrects data directly in CRMs without human intervention.

It helps you scrap leads' LinkedIn profiles to find their details and everything you need for personalized outreach.

You just have to type the person's name and company; these tools will search for the info you need so you can generate LinkedIn leads.

For example, here I just typed "Lucille" and "lemlist.com" ⬇️

LinkedIn lead generation tool for phone numbers

Pricing (billed annually) & Functionalities

Dropcontact offers free trial and paying plans: Email search and enrichment for $24/month and CRM integration with a price on request.

✅ Pros

  • Very accurate information
  • Large database
  • GDPR compliant

❌Cons

  • Low integration possibilities with other tools

You can check out our blog article for more ways to find someone's email address.

6. Expandi.io

Rating ⭐⭐⭐⭐

G2 - 4 (76 reviews) | Capterra - 4.4 (32 reviews)

Overview

Explandi.io is a LinkedIn automation tool designed to enhance LinkedIn outreach and engagement.

It offers hyper-personalized cold outreach campaigns and allows users to send up to 300 LinkedIn connection requests per week.

By building your LinkedIn network you can showcase your personal brand to your leads, build trust and credibility, and generate more leads.

Pricing (billed annually) & Functionalities

Expandi.io offers free trial and paid plans: Business for $79 per month and Agency with custom pricing for 10+ seats).

✅ Pros

  • Advanced Personalization: Offers features like image and GIF personalization for outreach messages.
  • Automation Capabilities: Automates various actions like profile visits, content likes, and connection requests.
  • Integration with Email: Allows combining LinkedIn and email prospecting for enhanced follow-up strategies.

❌ Cons

  • Some user mentioned poor customer service and lots of bugs

7. lempod

Rating ⭐⭐⭐⭐

Capterra - 4.1 (6 reviews)

Overview

lempod is an AI-powered LinkedIn automation tool designed to significantly increase user engagement on LinkedIn posts. It does this by automating likes and comments from a user's pod aka network.

Pricing & Functionalities

lempod offer a free trial and paid plans: Marketplace for $9.99 per pod and Private Business Pod for $3.99 per user in a pod.

Pros

  • Enhanced Engagement: Increases LinkedIn post views and engagement through likes and comments.
  • Targeted Audience: Allows users to join relevant engagement pods to ensure content reaches the right audience.
  • AI-Powered Comments: Offers AI-generated comments to enhance the authenticity of interactions.

Cons

  • The comments can sometimes be too generic

8. Demand (ex-Saleshub)

Ratings ⭐⭐⭐⭐⭐

G2 - 4.8 (17 reviews)

Overview

Demand is a comprehensive lead generation platform that integrates AI to enhance LinkedIn outreach and engagement.

It's designed to help companies identify and connect with their ideal customers on LinkedIn more efficiently.

Pricing & Functionalities

Demand offers a free trial and paid plans: All-In-One for $99/user/month, Sales Acceleration for $59/user/month, and Social Selling (required Sales Navigator) for $59/user/month.

Pros

  • AI-Powered Personalization: Utilizes AI to generate personalized LinkedIn messages and emails.
  • Automated Sentiment Analysis: Analyzes replies and handles them based on their sentiment, ensuring efficient follow-ups.
  • Social Selling Automation: Engages with leads and potential customers through automated social selling techniques.

Cons

  • Some users reported poor UX

9. Octopus

Rating ⭐⭐⭐⭐

Capterra - 4.6 (270 reviews) | G2 - 4.4 (115 reviews)

Overview

Octopus CRM aims to simplify prospecting efforts on LinkedIn, allowing users to automate various tasks such as sending connection requests, messaging, profile viewing, and skill endorsing.

Pricing (billed annually) & Functionalities

Octopus CRM offers a free trial and paid plans Starter for $6.99 per month, Pro for $9.99 per month, Advanced for $14.99 per month, and Unlimited for $24.99 per month.

Pros

  • Comprehensive Automation: Offers a range of automation features including connection requests, messaging, and profile views.
  • Safety Measures: Implements numerous safety measures to protect LinkedIn accounts.
  • Integration Capabilities: Can integrate with Zapier and Hubspot for extended functionality.
  • Bypass Weekly Invite Limit: Feature to get around LinkedIn's weekly invitation limit.

Cons

  • Some users report lack of crucial features in basic plans
  • Lack of automation capabilities

10. Lusha

Rating ⭐⭐⭐⭐

Capterra - 4.1 (359 reviews) | G2 - 4.2 (1,412 reviews)

Overview

Lusha is a B2B database and sales intelligence platform that provides high-quality company and contact data to generate more qualified leads.

The main goal of Lusha is to facilitate more effective sales and marketing outreach by providing reliable data for prospecting, including phone numbers and email addresses.

Pricing & Functionalities

Lusha offers free plan and paid plans: Pro for $29/user/month, Premium for $51/user/month, and Scale with pricing on request.

Pros

  • High Data Accuracy: Lusha emphasizes an 80% data accuracy rate, which is crucial for effective prospecting.
  • Increased ROI: Users have reported significant returns on investment, with some citing an 800% ROI increase.
  • Enhanced Meeting and Demo Booking: The platform is credited with increasing the number of meetings and demos booked.

Cons

  • System sometimes doesn’t give 100% accurate information
  • Cost may be on the pricier side

11. Skrapp

Ratings ⭐⭐⭐⭐

Capterra - 4.6 (54 reviews) | G2 - 3.9 (11 reviews)

Overview

Skrapp is an email lookup tool that specializes in extracting leads from LinkedIn. It allows users to find verified professional email addresses quickly.

The main goal of Skrapp is to facilitate email prospecting and outreach campaigns by providing an efficient way to gather email addresses from LinkedIn and Sales Navigator.

Pricing (billed annually) & Functionalities

Skrapp offers free plan and paid plans:  Starter for 42 eu per month, Seeker for 84 eu per month, Enterprise for 169 eu per month, Global for 254 eu per month.

✅ Pros

  • Efficient Email Lookup: Quickly finds verified email addresses on LinkedIn.
  • Integration with LinkedIn and Sales Navigator: Enhances the process of collecting leads from these platforms.
  • Email Verification: Ensures the accuracy of the email addresses collected.

Cons

  • Data isn’t always accurate

Final points

Navigating through LinkedIn's native features for lead generation can be daunting, but the right tools can turn this challenge into a strategic advantage.

As we've explored, each LinkedIn lead generation tool offers unique features and capabilities, catering to different aspects of the lead generation process.

From automating outreach to providing insightful analytics, these tools are designed to enhance your sales efforts and drive business revenue.

lemlist team
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G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
CDP Software
CRM Software
Approach
Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
Goals
Personalized customer experiences across all channels.
Better customer relationships, streamlined processes, and improved profitability.
Benefits
Data integration, management, and accessibility, allowing for detailed analysis and segmentation.
Better communication within teams and with customers by organizing information about customer interactions and history.
Data Handling
Handles both identified and anonymous data, stitches together various data points.
Deals primarily with identified customer data.
Use Cases
Personalized marketing campaigns, targeted advertising, content customization across multiple channels.
Managing campaigns and leads, enhancing customer service, providing better customer support, increasing customer satisfaction and loyalty.
Examples
Insider, Bloomreach, Salesforce Marketing Cloud CDP
HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
square-check
Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
square-check
Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
square-check
Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
square-check
Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
square-check
Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
square-check
Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
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Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
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Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
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Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
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Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

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