Ocean.io

Use cases

Lead scoring

Lead scoring is a simple enough process: you identify high potential inbound leads and focus on these rather than risk valuable time on deals that have a significantly lower chance of bringing in the desired revenue. How you identify the highest potential leads varies but, of course, always relies on the data you have available and your understanding of all the companies involved, whether they are existing customers or prospects.

Better data and better classification of companies means better quality lead scoring. A platform that identifies Adobe as a similar company to Pipedrive, for instance, probably doesn’t have as sophisticated an understanding as you need to truly automate the process.

By normalizing and segmenting your existing CRM data we can generate ideal customer profiles and score any inbound against that.

If you’ve tried automated lead scoring in the past and failed, it’s probably because the tool relied on overly broad industry codes, which aren’t sufficient, or poor data.

Our industry-leading approach to defining companies, combined with firmographics, technographics, and thorough analysis of the transactional data in your CRM from existing customers, means we provide automated lead scoring you can rely on.

Lead assignment

Allocating a new lead to an account rep is a process that can be done manually and quite simply: the next rep in line or the one currently free, for instance.

Of course, even with a team of truly brilliant salespeople, that often means the best rep for a particular lead isn’t assigned the job of closing the deal. Moreover, a lack of alignment between sales and marketing teams often exacerbates this.

We analyze your transactional data in addition to our own datasets to automatically assign the best person to each new lead, factoring in experience with companies of similar size, location, language, web traffic, social media presence, and potential deal size as well as the precise value proposition.

Having the best people on the best prospects gives you the best chance of closing. Ocean automates that process for you seamlessly.

Opportunity finder

You’ve just closed a great deal, with a company who is perfect for your value proposition. A few more companies just like them would make a significant impact on your growth. With Ocean.io, those similar prospects automatically appear within your CRM, “each with their status in your CRM clearly stated to avoid duplications and therefore double work for sales reps. For instance, they might be new to your CRM, already in your CRM but “up for grabs”, or in your CRM but taken already by someone else. No need to manually search. How do we do this? We group your customer pool into clusters of companies with clearly identified key

characteristics that represent your best current customers and add that to our analysis of your transactional data. Not just the accounts you’ve closed and the ones you haven’t, but the time taken to close, the value of the deal, any cross- or up-selling. Then we take those results and search through both your CRM and our own proprietary database to present you with the perfect next prospects. And the automation doesn’t stop there. You can schedule a certain amount of new leads to be generated and added to your pipeline every specified amount of time so you always have a pipeline waiting for you.

Customer analysis

How well do you know your customers? With Ocean.io, your insight becomes unrivalled.

We analyze your CRM and present you with the big picture and reveal key trends: the specific products and services your customers offer, their most-used technologies, web traffic and social media presence, language distribution, potential for up-selling and cross-selling, locations, and so on.

We also provide detailed information on each individual company, giving you a precise understanding of any company and the means to approach them. On a macro and micro level, Ocean.io has the analysis you need. Better yet, every time you add another company to your CRM, our machine learning tracks it and updates so the analysis gets better and better — meaning you will too. It’s the smart path to rapid growth.

Personalized targeting/ABM

B2B companies have struggled to match the granularity in campaigns as the B2C market has achieved in recent years. With Ocean.io, that’s all changed. Our approach moves past traditional, overly broad industry codes and allows us to correctly classify companies that operate in an intersection of different categories and fields of expertise. Instead of classing Drift as a “Software” company, we’ll classify it as a “Software”, “Conversational AI”, “Marketing Automation” company – and so on until we get the most accurate classification.

This, combined with your transactional data, gives you exactly the type of targeted customer segmentation your organization needs, allowing you to focus on the right types of accounts to bring in, taking into account your previous successes. You’ll have the insight and resources you need to successfully target them already, including case studies showing how you helped similar companies with similar pain points. We then generate B2B lookalike audiences in any market of your choice for your marketing campaigns and sales outreach. The sophistication of B2C marketing is now available.

API

We know sometimes you need flexibility. That’s why you can integrate Ocean.io’s API directly into any product as you please. Our API is available for two essential features.

  • Complete data enrichment: our full service, including our proprietary industry classification and detailed contact data, is available via domain searches.

  • Opportunity finder: discover new companies in your global target market by any input criteria, including domain, industry, social media reach, and more.

Lead scoring

Lead scoring is a simple enough process: you identify high potential inbound leads and focus on these rather than risk valuable time on deals that have a significantly lower chance of bringing in the desired revenue. How you identify the highest potential leads varies but, of course, always relies on the data you have available and your understanding of all the companies involved, whether they are existing customers or prospects.

Better data and better classification of companies means better quality lead scoring. A platform that identifies Adobe as a similar company to Pipedrive, for instance, probably doesn’t have as sophisticated an understanding as you need to truly automate the process.

By normalizing and segmenting your existing CRM data we can generate ideal customer profiles and score any inbound against that.

If you’ve tried automated lead scoring in the past and failed, it’s probably because the tool relied on overly broad industry codes, which aren’t sufficient, or poor data.

Our industry-leading approach to defining companies, combined with firmographics, technographics, and thorough analysis of the transactional data in your CRM from existing customers, means we provide automated lead scoring you can rely on.

Lead assignment

Allocating a new lead to an account rep is a process that can be done manually and quite simply: the next rep in line or the one currently free, for instance.

Of course, even with a team of truly brilliant salespeople, that often means the best rep for a particular lead isn’t assigned the job of closing the deal. Moreover, a lack of alignment between sales and marketing teams often exacerbates this.

We analyze your transactional data in addition to our own datasets to automatically assign the best person to each new lead, factoring in experience with companies of similar size, location, language, web traffic, social media presence, and potential deal size as well as the precise value proposition.

Having the best people on the best prospects gives you the best chance of closing. Ocean automates that process for you seamlessly.

Opportunity finder

You’ve just closed a great deal, with a company who is perfect for your value proposition. A few more companies just like them would make a significant impact on your growth. With Ocean.io, those similar prospects automatically appear within your CRM, “each with their status in your CRM clearly stated to avoid duplications and therefore double work for sales reps. For instance, they might be new to your CRM, already in your CRM but “up for grabs”, or in your CRM but taken already by someone else. No need to manually search. How do we do this? We group your customer pool into clusters of companies with clearly identified key

characteristics that represent your best current customers and add that to our analysis of your transactional data. Not just the accounts you’ve closed and the ones you haven’t, but the time taken to close, the value of the deal, any cross- or up-selling. Then we take those results and search through both your CRM and our own proprietary database to present you with the perfect next prospects. And the automation doesn’t stop there. You can schedule a certain amount of new leads to be generated and added to your pipeline every specified amount of time so you always have a pipeline waiting for you.

Customer analysis

How well do you know your customers? With Ocean.io, your insight becomes unrivalled.

We analyze your CRM and present you with the big picture and reveal key trends: the specific products and services your customers offer, their most-used technologies, web traffic and social media presence, language distribution, potential for up-selling and cross-selling, locations, and so on.

We also provide detailed information on each individual company, giving you a precise understanding of any company and the means to approach them. On a macro and micro level, Ocean.io has the analysis you need. Better yet, every time you add another company to your CRM, our machine learning tracks it and updates so the analysis gets better and better — meaning you will too. It’s the smart path to rapid growth.

Personalized targeting/ABM

B2B companies have struggled to match the granularity in campaigns as the B2C market has achieved in recent years. With Ocean.io, that’s all changed. Our approach moves past traditional, overly broad industry codes and allows us to correctly classify companies that operate in an intersection of different categories and fields of expertise. Instead of classing Drift as a “Software” company, we’ll classify it as a “Software”, “Conversational AI”, “Marketing Automation” company – and so on until we get the most accurate classification.

This, combined with your transactional data, gives you exactly the type of targeted customer segmentation your organization needs, allowing you to focus on the right types of accounts to bring in, taking into account your previous successes. You’ll have the insight and resources you need to successfully target them already, including case studies showing how you helped similar companies with similar pain points. We then generate B2B lookalike audiences in any market of your choice for your marketing campaigns and sales outreach. The sophistication of B2C marketing is now available.

API

We know sometimes you need flexibility. That’s why you can integrate Ocean.io’s API directly into any product as you please. Our API is available for two essential features.

  • Complete data enrichment: our full service, including our proprietary industry classification and detailed contact data, is available via domain searches.

  • Opportunity finder: discover new companies in your global target market by any input criteria, including domain, industry, social media reach, and more.