Automating Customer and Prospect Database (CAPDB) Projects

A few months ago I learned a new term.  “CAPDB” is short for Customer and Prospect Database, which is a process that is widely used amongst a variety of private equity companies.

The core idea?  Do an extensive analysis of your existing customers to figure out the best leads to target.  Once identified, score prospect accounts and focus marketing and sales investments on winning the best quality customers.

The current process involves feeding large volumes of data (e.g. CRM, MAPs, data enrichment) into a database, doing an analysis, scoring accounts (prospects and customers), and then feeding data to BI tools for visualization.

The end result? GTM teams become much more focused and are able to drive faster and more efficient growth.

Align Software is automating CAPDB. No longer do companies need to do this work in spreadsheets and BI tools!