Prospect Creation Speed & Accuracy
T
TheBuzihub Growth Systems
I tested the manual prospect creation flow by adding a business, a Point of Contact, and selecting Add to Pipeline.
It took almost 10 minutes for the contact to appear on the prospect card and for the opportunity to appear in the selected pipeline. This feels too slow for a real-time prospecting workflow.
There is also a concern with the Prospect Score. I entered a test record with generic information simply to test the process, and it received a 91% prospect score, which clearly did not reflect the quality or accuracy of the match.
For Prospecting to be reliable, the score should be based on a strong match between the searched criteria and the actual business data. A high score should not be given when the underlying business information or match confidence is weak.
Could we improve:
Sync/processing time when creating a prospect, contact, and opportunity
Prospect Score accuracy, with stronger validation of the business and search criteria before assigning a high score
Potentially show a match confidence or data-quality indicator so users understand how reliable the prospect information and score actually are
Accurate prospect data is critical because the prospect information feeds into the report, CRM contact, pipeline, and eventually the outreach process. If the initial match is wrong, everything downstream can also be wrong.
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