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Competitor ConquestingCRM Platforms

B2B Sales Tech Firm Switched 140+ CRM Accounts & Closed $1.8M ARR in 120 Days

Extracting 16,500 active Salesforce and HubSpot CRM accounts allowed multi-persona outreach to RevOps and Sales VPs, driving a 5.4% response rate.

Competitor Conquesting playbook
New ARR in 120 Days$1.8M ARR
16,500
CRM Accounts Sourced
5.4%
Outreach Response Rate
68
Sales Opportunities
$1.8M
Closed ARR

The challenge

The company built a next-generation revenue intelligence plugin for Salesforce and HubSpot users. Generic contact lists failed to identify active CRM administrators and RevOps decision-makers, yielding sluggish 1.1% response rates.

Our solution

Data InfoMetrix extracted 16,500 verified accounts running Salesforce Sales Cloud and HubSpot CRM, providing complete 3-tier buying committees across RevOps VPs, CRM Admins, and Account Executives.

The results

Achieved a 5.4% campaign engagement rate (vs. 1.8% industry benchmark), generating 68 qualified opportunities and $1.8M in closed ARR within 120 days.

The buying committee we mapped

D

Decision-Makers

VP of Revenue OperationsChief Revenue OfficerHead of Sales Ops

Demonstrated 3.2x ROI in pipeline forecasting accuracy and reduced CRM rep overhead.

I

Influencers

Salesforce AdministratorHubSpot Solutions ArchitectSales Enablement Manager

Showcased native 1-click CRM sync, zero data duplication, and zero custom code setup.

E

End-Users

Senior Account ExecutiveSDR Team LeadCustomer Success Manager

Emphasized automated activity logging and real-time deal stage notifications.

“Data InfoMetrix provided the exact CRM footprint and RevOps contacts we needed. We closed 140+ enterprise accounts in record time.”
VP of Commercial Sales, a CRM software vendor · Name withheld at the client's request

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