Case Study: Bailey Southwell & Co accelerates proprietary prospecting and enriches 5,000 accounts with Oracle DataFox

Bailey Southwell & Co accelerates proprietary prospecting

Bailey Southwell & Co, a private equity advisory firm, was hampered by a manual prospecting process and weak data foundations that wasted time and risked missing deals as they targeted new sectors. The team needed better, centralized CRM data and prospecting tools to build sector landscapes and efficiently track opportunities.

By integrating DataFox Data Management with DealCloud (via Oracle Sales), BSC used Similar Companies, prioritization tools, and Conference Intelligence to validate targets, enrich 5,000 accounts, and add select companies to lists without leaving the CRM. The outcome: more complete, data-rich reports for weekly partner meetings, the ability to measure and iterate on outreach, two new sectors explored in three months, and a 30% reduction in time spent on conferences.

Bailey Southwell & Co

Dan Ward

Associate