Sales teams can now access contact-level data within Sales Insights so they can easily prioritize and personalize engagement
Contact Insights surfaces contact-level data (name, email, title, department) in a single source of truth, and provides the ability to add contacts directly to a sales sequence from within Sales Insights, helping sales teams streamline workflows, build out the buying committee at a target account, and easily prioritize and personalize outreach.
“Sales’ ability to deeply segment allows them to be more compelling and relevant with the entire buying team—based on where they are in the sales process, and also on stakeholder goals, challenges, and success measures,” said Shawn Cook, VP of New Business Sales, RollWorks. “With Contact Insights and RollWorks’ Outreach integration, sellers can move prospects into sequences by fit and behaviors based on what’s happening in the sales cycle. Imagine sequences for accounts where fewer than three contacts are engaged with the goal of driving consensus. Or triggering a competitive differentiation sequence automatically when a competitor’s name is raised in a call.”
RollWorks’ new integration with Outreach enables organizations to take timely action by adding contacts directly to an Outreach sequence right from within the CRM. With RollWorks Contact Insights, sales teams can:
Upcoming Contact Insights features will surface additional first-party activity data, such as email opens and campaign touchpoints, for known contacts within the CRM platform to help sales better prioritize contacts for outreach and personalize messaging based on engagement activity.
RollWorks Contact Insights is part of RollWorks’ larger Sales Insights solution, which prioritizes accounts for sales outreach using data science models to uncover signals of an account’s engagement with a company’s website and ads. Contact Insights is available to all RollWorks customers that have Salesforce or HubSpot CRM integrated and an Outreach subscription.