Skip to content
Sign in

A software services provider

62 first messages drafted, 53 built on the company's own case studies.

Mach read five years of CRM history and drafted first messages. Most use the company's own case studies.

A grid of 167 first messages, 53 in blue for those built on a case study, beside an envelope with a check.

Context

The company is a software services provider that builds custom software for other companies. Twelve people sell. Five years of selling sat in a CRM and inboxes: 51,571 companies and 142,717 people.

Problem

That history held real wins, but much of it lived in people's heads and in 41,617 notes.

When someone wrote to a new prospect, it was hard to know which past project to mention. A first message could easily miss the proof that mattered most.

Solution

  1. Mach read the whole CRM: 51,014 companies, 136,340 people and 1,719 deals.
  2. It read the mailboxes and filed 39,254 of 49,838 emails to the right person.
  3. It wrote down what the company sells and to whom. One person approved all 477 entries, 146 of them case studies.
  4. It drafted 167 first messages. 62 are ready to send, 53 built on the company's own case studies, and 105 were refused with a reason.

Impact

  • 62first messages ready to send
  • 53built on the company's own case studies
  • 51,014CRM companies read on the first day