Feature PRD: Lead Finder Tool for ReachInBox

1. Feature Title

• Lead Finder Tool for ReachInBox

2. Introduction

• Overview: The Lead Finder Tool is an integrated feature within ReachInBox that enables users to identify and gather potential leads based on specific criteria such as industry, company size, location, and contact details. This tool is designed to enhance the ReachInBox experience by automating the lead generation process, making it easier for users to find and engage with potential clients.
• Purpose: The tool aims to increase the efficiency of lead generation within ReachInBox, reducing the manual effort required by sales and marketing teams. By seamlessly integrating this tool into ReachInBox, users can leverage its capabilities directly within their existing workflow.
• Scope: The Lead Finder Tool will be embedded within the ReachInBox interface, allowing users to search, filter, and export leads. The tool will integrate with existing CRM features within ReachInBox but will not include advanced lead scoring or predictive analytics in this version.

3. User Personas and Use Cases

• Target Audience:
  • Sales Representatives using ReachInBox: Who need to efficiently find and qualify leads directly within the ReachInBox platform.
  • Marketing Teams using ReachInBox: Who require a comprehensive list of leads for targeted campaigns without leaving the ReachInBox environment.
• User Stories:
  • As a sales representative using ReachInBox, I want to search for leads based on specific criteria, so I can focus my outreach on relevant prospects without needing to switch tools.
  • As a marketing manager using ReachInBox, I want to export a list of qualified leads to use in my email campaigns within ReachInBox.

4. Feature Description

• Core Functionality:
  • Search and Filtering: Users can search for leads using filters such as industry, company size, revenue, location, and job title within ReachInBox.
  • Lead Information: Each lead will display detailed information including company name, contact name, job title, email address, phone number, and LinkedIn profile within the ReachInBox interface.
  • Export Functionality: Users can export the list of leads in CSV format, ready to be used in ReachInBox's email campaign feature or imported into external CRM systems if needed.
  • CRM Integration: The tool will natively integrate with ReachInBox's existing CRM capabilities, allowing for direct lead management within the platform.
• User Interface:
  • Wireframes/Mockups: The Lead Finder Tool will be accessible via a new tab in the ReachInBox interface. The UI will be consistent with ReachInBox's design language, featuring a search bar, filter options, and a results table. Users can toggle between different views such as "List View" and "Grid View."
  • UI/UX Considerations: The design will prioritize ease of use, ensuring that users can quickly search, filter, and export leads without disrupting their existing workflow within ReachInBox.
• Business Logic:
  • Filtering Logic: Users will be able to apply multiple filters simultaneously, with results updating dynamically.
  • Data Freshness: The tool will pull the most up-to-date data, ensuring lead information is current and accurate.
• Acceptance Criteria:
  • The search and filter functionality must return accurate results based on user inputs within 2 seconds.
  • Users must be able to export the lead list in CSV format directly from ReachInBox.
  • The tool must integrate seamlessly with ReachInBox’s CRM, allowing for immediate use of leads in campaigns.
• Prioritization:
  • Must-Have: Search and filter functionality, export feature, native CRM integration within ReachInBox.
  • Nice-to-Have: Advanced filtering options (e.g., by company technology stack), lead enrichment features.

5. Technical Requirements

• Dependencies:
  • Data Source Integration: The tool will integrate with external data sources (e.g., ZoomInfo, LinkedIn Sales Navigator) to fetch lead information.
  • ReachInBox CRM Integration: Native integration with ReachInBox’s existing CRM for seamless lead management.
• Integration Points:
  • The Lead Finder Tool will be built as a module within ReachInBox, utilizing its existing API infrastructure to fetch and display data.
  • Export functionality will be designed to allow smooth import into external CRM systems if required by the user.