Transformation of Lead Generation through Power BI & API integration

This project modernized the business development strategy for an IPO consulting firm by replacing manual market research with an automated, data-driven lead engine.

systems

Power BI

Dataverse

API integration

Web Scraping

Project year

2021

Project Cost

34.375 DKK

client type

Finance

client name

A clear and measurable impact

+4x

Leads / month

-80%

Cost per Lead

+2,5x

Conversion Rate

The challenge

An IPO consulting firm was relying on manual searches in public company databases followed by web research and cold-calling for generating and qualifying leads:

‍

A time-consuming and ineffective process involving significant waste of time and resources.

Limited results as hours of work at best resulted in a single qualified lead, and typically in a lost sales opportunity.

Flowchart of a manual business development process for IPO consulting, showing time-consuming steps from database identification to cold calling for lead qualification.

The solution

Both lead- generation and qualification was automated through Power BI, API-integration, and web scraping:

‍

Identification: Leads are sourced automatically via API integration with public databases using search filters like industry, revenue, and size.

Qualification: Web scraping automatically extracts annual & quarterly reports for automated strategic keyword analysis.

Prioritization: Qualified leads are categorized by sales potential and visualized in a Power BI dashboard.

Optimization: Call results are fed back into the system to refine keyword logic and improve future lead accuracy.

Automated lead generation flowchart for IPO consulting showing Power BI integration, API data sourcing from company databases, and automated financial statement research to produce qualified leads.

Additional media

What this client says about the solution

Thank you! Your submission has been received!