Client
A technology provider delivering energy and safety solutions to commercial, educational, and municipal customers, with offerings spanning facility safety, energy reliability, and public infrastructure.
Challenge
The client’s internal CRM data for key outreach segments—especially in public institutions and education—was incomplete and outdated.
It was particularly difficult to locate verified decision-makers in K–12 schools and municipal entities, where directories are inconsistent and often not centrally maintained, yet outreach needed to meet high standards for deliverability, accuracy, and compliance.
Objectives
- Append missing emails and contact details to existing CRM records across safety, education, and municipal government audiences.
- Identify and verify the right roles, such as safety and security personnel, K–12 administrators, and municipal officials.
- Build structured, sector-specific lists that could support highly tailored campaigns across multiple public and private verticals.
Solution
- Conducted multi-tiered email and contact appending across the client’s existing CRM, focusing on safety and public-infrastructure stakeholders.
- Verified and enhanced contacts in roles including facility safety directors, security and emergency preparedness coordinators, K–12 principals and administrators, and municipal leaders (city managers, council members, county officials).
- Built structured lists segmented by sector (education, municipal government, safety & security) and by region (state and municipal levels).
- Applied rigorous deliverability-focused validation and added manual review steps for hard-to-find contact titles to ensure higher confidence in public-sector data.
Execution Highlights
- Delivered ongoing contact appending and enrichment cycles to keep pace with frequent personnel changes in public and educational institutions.
- Provided nationwide coverage for public sector and education audiences, with granular segmentation by role, sector, and region.
- Maintained role-based segmentation to support tailored messaging for safety, energy, and infrastructure campaigns.
Results
- Markedly improved CRM completeness and depth across safety, education, and municipal segments.
- Increased accessibility to verified decision-makers, enabling more relevant and targeted outreach to public institutions and local governments.
- Reduced bounce rates through stringent email verification, while improving engagement across multi-vertical campaigns.
- Strengthened the client’s ability to run coordinated, compliant outreach programs across public, educational, and commercial sectors.
