Acquiring new customers with customer twins

Potential Scoring & Customer Development

Your CRM knows the revenue.
But does it know the potential?

80% of long-term B2B value comes from existing customers. Yet most companies segment by revenue — not by purchasing potential. boostpilot.ai calculates the actual buying potential of every account based on 360+ market data points. So your sales team finally knows where the biggest growth levers are.

THE PROBLEM

Most companies segment customers by revenue.
That’s like driving with the rear-view mirror.

A small customer might have enormous untapped potential. A large customer might already be maxed out. Without knowing the actual purchasing potential in the market, your sales team is flying blind.

Use Case 1: Potential Scoring
Use Case 2: Potential Based Segmentation
Use Case 3: Customer Sales Action Plan

Results

What Potential Scoring Delivers

+40% sales efficiency

Visits prepared proactively, targeted and structured. Less time wasted, more time selling.

Market Definition

Together with you we define your target market. Our algorithm enriches your data with 3rd party data and own crawled data. Our own ai based model generates prospect profiles based on 500M+ company records.

Potential Calculation

The algorithm calculates the actual purchasing potential for each existing and not-yet customer using millions of data of the Sales Available Market.

Segmentation Matrix

Customers are mapped into Gain, Build, Defend, Observe segments with Share-of-Wallet visibility.

Action Planning

Each account gets a Customer Sales Action Plan with concrete measures, forecasts and notifications — directly in CRM. Including our churn prediction.

What does Potential Scoring mean?

Read our FAQ - from our CEO and CSO clients

What’s in it for you

AI-driven Customer Potential Algorithm (1st AI-algorithm)

Efficiency Increase

Targeting Effectiveness: focus on customers with growth potential.
Decide based on data which customer needs to be developed, retained or defended.

Save time, money & resources → >30% less admin time
Right actions with the right people at the right time
From 20% top performer to 40%

Potential Based Sales Organisation Redesign

Transparency about which customer has which purchasing potential enables a different use of resources:
Omni-Channel Approach (Key Accounts, Field Sales, Inside Sales, Self Service, external Call Center, AI-Comm.) improves resource allocation.

Potential-driven multi-channel setup
Data-driven learning → Smart Data Analytics detects growth opportunities

Transparency

Know the market in detail: number of companies by industry, location, size & corporate structure. Get your own data structured and enriched with 3rd Party data and own crawler.

Customer Data Quality Insights
Sales Available Market Insights
Growth Market Volume

Value Selling

More time for the important customers. Better preparation for customer visits:

Customer development plan
Visit plan
Heath map
Sales action plan
Value selling execution

Growth through targeting the right customers

“The best way to predict the future is to create it.”

Peter Drucker

Test us: To get a proof of concept, contact us. We only need a selection of your customers – just name & address, no confidential information – and we can show you in a pilot project how we can calculate the potential levels.

Book a free 30min session to show you, what boostpilot.ai can do for you

From Revenue Pyramid to Potential Matrix

The shift that changes everything: instead of ranking customers by what they bought yesterday, rank them by what they could buy tomorrow.

Potential scoring with Share-of-Wallet

potential based segmentation share of wallet

Exploiting more potential from existing customers ties up far fewer resources than acquiring new customers. With the exact potential segmentation of existing customers, you can further improve your use of resources. A redesign of your sales structure enables a multi-channel approach based on potential.
You get an exact overview of which customer should be developed, defended, retained or let go.

Customers mapped by Share-of-Wallet × Potential = Gain · Build · Defend · Observe → Every customer gets the right strategy

What about the “Dormant Customers”? Wake them up!

No capacity to call your sleeping customers? No problem.
With the help of our potential scoring, we can define which of your inactive customers have the most potential. In other words, which ones should be worked on first and which ones are not worth the effort.
Our call center specializes in reactivating dormant customers. So you can concentrate on the more important customers and let the call center handle the less important ones.
And for the low-potential customers, we can set up an AI agent for you to automatically process these customers.

Process

How Potential Scoring Works