Fintech platform (product-led growth)
Name auf Wunsch des Kunden nicht genannt
PLG Fintech Doubles Warm Pipeline from Contacts Already in the CRM
A product-led fintech platform sees more than 20,000 signups a month. Many of them use personal email addresses, so sales could not see which company was behind them. Our system matches these signups to their employer and turns them into business profiles. Around 80,000 personal addresses were converted this way, and warm pipeline from contacts already in the CRM doubled.
Veröffentlicht November 2026 · Zahlen: Angabe des Kunden
2×
Warm pipeline from CRM contacts
20,000+
Signups per month
~80,000
Personal emails matched to an employer
Hintergrund
Seed-funded fintech platform from North America that grows through self-service signups (product-led growth) and also has a sales team for larger customers.
Auf einen Blick
Herausforderung: Signups with personal addresses
Lösung: Employer identified automatically
Ergebnis: ~80,000 business profiles
Herausforderung: Warm contacts unused in the CRM
Lösung: Profiles enriched in the CRM
Ergebnis: Twice the warm pipeline
Herausforderung: Sales can't see which company uses the product
Lösung: Prioritization by usage within each company
Ergebnis: Targeted outreach to existing user companies
Die Herausforderung
The platform did not have a reach problem but a visibility problem: a large share of signups came in with Gmail or other personal addresses. To sales, these contacts were anonymous, even though they included employees of companies that were potential customers.
- 1More than 20,000 signups a month, many with personal email addresses
- 2Sales could not tell which company was behind a signup
- 3Warm contacts sat unused in the CRM
Die Lösung
We built a system that identifies the employer behind every signup with a personal address and creates a business profile from it. Sales can now see which companies already use the product and focus their efforts there.
- Schritt 1
Employers identified for signups with personal email addresses
- Schritt 2
Personal contacts turned into business profiles
- Schritt 3
Profiles enriched directly in the CRM
- Schritt 4
Sales prioritizes companies whose employees already use the product
Vorher und nachher
Die Ergebnisse
Twice the warm pipeline, without buying a single new contact
The pipeline did not grow through more reach but through contacts that were already there. Around 80,000 personal addresses were matched to an employer.
- Warm pipeline from existing CRM contacts doubled
- Around 80,000 personal email addresses matched to an employer
- Running continuously for more than 20,000 new signups a month
Häufige Fragen
Customers sign up on their own and try the product before anyone from sales talks to them. Sales steps in where a company is already using the product.
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