How SDR’s at EasyDMARC Save 15 Hrs Automating Lead Management with Bardeen and HubSpot

EasyDMARC, a site that protects website owners from unauthorized use, found themselves struggling with inbound lead management. Their sales development representatives (SDRs) spent 15 hours per week verifying email addresses and company information in their CRM, HubSpot.

Every day, their SDRs spend 3 hours processing 40-50 new website leads. This manual process consists of the following steps:

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1. Verifying if email addresses exist inside HubSpot
2. Checking if personal emails were associated with a business domain
3. Searching each company’s DMARC records using their domain scanner tool
4. Drafting personalized outreach emails with all the information. 
5. Updating each contact’s information inside HubSpot

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This process was costing their SDR team 15 hours per week.

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Furthermore, 40% of their leads were thrown away due to being non-business domains (ex: Gmail, AOL, or Hotmail). This led to missed sales opportunities.

To solve their problem, Bardeen built several automations called “Playbooks", which are human-in-the-loop automations designed to streamline sales operations. 

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The following Playbooks were implemented:

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1. Get HubSpot company info for a list of company names in Google Sheets
2. Get DMARC records for a list of domains
3. Enrich a list of personal email addresses with ClearBit in Google Sheets
4. Create an email draft using OpenAI for a list of email addresses in Google Sheets‍

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Thanks to Bardeen AI's integration with HubSpot, Eltjo's team was able to extract HubSpot company details from the leads that were submitted on their website. All leads containing an email and company name ended up in a Google sheet that was enriched by Bardeen AI.

To ensure the highest lead quality, Eltjo's team used Bardeen to automate the process of checking each company using their domain scanner tool. This automation quickly and accurately obtained DMARC records saving his SDR's valuable time and effort.

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To avoid missed sales opportunities, Eltjo's team used Clearbit to enrich leads with personal email addresses (Gmail, AOL, etc..) and find out if this person worked at a company that they could lookup in HubSpot.

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Now, his SDR's can craft personalized outreach emails using Bardeen's integration with OpenAI. These emails conveyed the company's unique value proposition and captured recipients' attention by using personal information found on Linkedin, HubSpot, and their DMARC record scores via the domain checker tool.

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Bardeen AI's seamless integration and advanced features solidified its role as an indispensable tool for EasyDMARC SDR team.

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Using Bardeen, EasyDMARC was able to save 3 hours per day for their SDR team, allowing them to spend more time following up with leads. 

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The Playbook that processed non-business emails through Clearbit presented an unexpected benefit. Rather than discarding these emails, they were now able to quickly check if these email addresses were valid leads. This led to a potential increase in leads without any additional time or cost to EasyDMARC.

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Bardeen's Playbooks saved EasyDMARC 15 hours per week handling their lead management process. By automating repetitive tasks, EasyDMARC's SDRs were free to focus on strategic follow-ups, driving business growth.