Case Study: Financial Services Firm achieves 2x sales team productivity with Connotate automated web data extraction

Improving Sales Intelligence & Lead Lists Using Automated Web Data Collection

Financial Services Firm was missing sales opportunities because it could not quickly detect when prospects’ legal filings signaled a change in lead status. To address this challenge, the firm used Connotate alongside Salesforce to track leads and monitor sensitive, password-protected government websites for new filings and status changes.

Connotate implemented an automated web data extraction and collection solution that pulled keywords from Salesforce each evening and returned updated lead data each morning. As a result, Salesforce stayed current, relevant filings were captured more reliably, and the sales team’s productivity doubled; the case study also reports 100% lead captures.