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CRM Retargeting Technology to Re-Engage Leads and Maximize Pipeline ROI

At GenBe, we help you turn dormant contacts and missed opportunities into active conversions. Our CRM Retargeting Technology connects your CRM data with paid media, email, and automation platforms to deliver personalized, behavior-based retargeting campaigns. We sync your lists in real time, trigger actions based on customer activity, and ensure your sales pipeline stays warm, responsive, and revenue-ready.

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Avg. Increase in Pipeline ROI
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Client Satisfaction (GenBe Reviews)
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Leads Reactivated Per Quarter

Trusted by Industry Leaders & Innovators

Everite Solutions
UV Mortgage
Innocent Bee
LoopFi
Hyenr
TazaMilk
TazaMilk
The Mugsani Group
Flora By Bunsi
Cloverleaf
MUW
Stencil Doc
Mastrly
Everite Dairy
Aurevo

WHAT OUR SERVICES INCLUDE

How We Maximize Your CRM Data for Paid Retargeting

We take your existing customer and lead data and transform it into a powerful engine for re-engagement. Our services ensure your retargeting is smart, automated, and hyper-personalized.

CRM Integration Graphic

CRM Integration and List Syncing

We connect your CRM with ad platforms like Google Ads, Meta, and LinkedIn to sync lead data in real time. Your segments update automatically, so retargeting stays accurate and always on.

  • Real-time list syncing with your CRM
  • Elimination of manual list uploads
  • Ensuring your retargeting audiences are always up-to-date
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Custom Retargeting Campaign Setup

We create and launch retargeting campaigns based on CRM stages, behaviors, and past interactions — helping you reach cold, warm, and active leads across multiple channels.

  • Campaigns tailored to specific CRM segments
  • Personalized ad creative and copy
  • Multi-channel retargeting (paid social, display, email)
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Automated Follow-Up Based on Lead Activity

Behavioral triggers let us retarget leads who’ve opened emails, visited pricing pages, or gone inactive — with messaging tailored to where they are in the funnel.

  • Triggered ad delivery based on email or website activity
  • Behavioral segmentation for hyper-targeted messaging
  • Automation to reduce friction and manual work
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Lead Reactivation Campaigns

We help bring back leads that haven’t converted by building targeted ad and email journeys based on time since last engagement, stage in the CRM, and prior actions.

  • Targeted campaigns for "stale" or dormant leads
  • Win-back strategies for past customers or churned users
  • Special offers and urgency-based messaging
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Performance Tracking and ROI Reporting

We track ad clicks, conversions, and CRM activity to give you full-funnel insights. You'll see which campaigns bring leads back — and which ones turn into revenue.

  • Cross-platform conversion and attribution tracking
  • ROI reports that connect ad spend to sales data
  • Dashboards to monitor retargeting campaign performance
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Audience Segmentation & Targeting

We create highly-specific audience segments directly from your CRM data. This allows for hyper-targeted ad delivery and ensures your message is relevant to each user.

  • Behavior-based audience lists (e.g., visited pricing page)
  • Demographic and firmographic segmentation
  • Lookalike audience creation for new lead generation

THE GENBE DIFFERENCE

Why GenBe? Your Partner for Intelligent Retargeting

We go beyond simply running ads. Our technology and expertise ensure your retargeting efforts are data-driven, highly efficient, and directly tied to your sales pipeline.

Data-Driven Personalization

We use your CRM data to deliver highly personalized ad creative and messaging, ensuring every touchpoint is relevant to the individual lead.

Real-Time Syncing

Our technology connects your CRM and ad platforms in real time, so your audiences are always up-to-date and your retargeting is always on.

Full-Funnel Visibility

We provide clear reports that connect retargeting performance to pipeline metrics, giving you a complete view of campaign ROI from click to close.

Proactive Strategy

We continuously monitor performance and proactively adjust your campaigns and audience segments to ensure you're always maximizing your results.

PROOF IN PERFORMANCE

Case Study: Revitalizing Growth for GrowthFlow Solutions

How We Turned Dormant Leads into a 40% Increase in SQLs

The Challenge: GrowthFlow Solutions, a B2B SaaS company, had a large database of dormant leads but no effective way to re-engage them, resulting in a stagnant sales pipeline.

Our Solution: We integrated their CRM with their ad platforms and launched a series of behavior-based retargeting campaigns. We identified cold leads and re-engaged them with personalized messaging and high-value content.

"GenbeCloud turned our old database into gold. We saw leads we thought were lost come back to life and convert into real opportunities."
Alex Kim, Head of Growth at GrowthFlow Solutions
40%
Increase in SQLs from Dormant Leads
3x
Faster Sales Cycle for Retargeted Leads
25%
Lower Cost Per Opportunity

OUR PROCESS

Your Roadmap to a Retargeting Strategy

We simplify the process of setting up and managing your CRM retargeting campaigns with a clear, collaborative approach. Here's how we turn your data into a powerful sales tool.

1

Discovery & CRM Audit

We begin by auditing your current CRM data and sales processes to identify retargeting opportunities and define key audiences.

2

Tech Stack Integration

Our team connects your CRM with ad platforms and marketing tools, ensuring real-time data syncing for up-to-date audience segments.

3

Campaign Strategy & Launch

We create and launch personalized retargeting campaigns with dynamic ad creative and messaging tailored to each stage of the funnel.

4

Optimization & Reporting

We continuously monitor campaign performance, optimize bids and budgets, and provide transparent reports that connect retargeting efforts to revenue.

HAVE QUESTIONS?

FAQ – CRM Retargeting Technology

Here are answers to some of the most common questions we receive about our CRM retargeting services.

CRM retargeting connects your customer data from your CRM to paid advertising and marketing platforms. This allows you to deliver highly personalized ads to leads and customers based on their behavior, CRM stage, and engagement history.

We have expertise in integrating with all major CRMs like HubSpot, Salesforce, and Zoho, as well as popular ad platforms such as Meta, Google Ads, and LinkedIn.

Yes, data security is our top priority. We use secure, industry-standard protocols and always adhere to best practices for data privacy and confidentiality.

You can expect to see initial results within the first 30-60 days. This includes a notable increase in engagement from dormant leads and improvements in key pipeline metrics.

A dormant lead is a contact in your CRM who has not engaged with your website, emails, or sales team for a specific period of time (e.g., 90 days). Our goal is to bring them back into your active sales funnel.

Ready to Revitalize Your Sales Pipeline?

Don't let valuable leads go cold. Our CRM Retargeting Technology delivers personalized campaigns that turn dormant contacts into active revenue.

Share Your Proposal

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