IDENTIFICATION SOLUTION

Sales Insights

Prioritize accounts for sales outreach using data science models to uncover signals of an account’s engagement with a company's website and ads.

Features of Sales Insights

  • Account Spike Data. Use our data science model to reveal when accounts are spiking in website and ad activity—for both sales assigned and unassigned accounts in Salesforce.
  • Salesforce Dashboards and Reports. Sync with the Salesforce app to visualize account spike data in an interface familiar to the sales team.
  • Salesforce Account Component. Uncover additional contact-level insights like which unique site visitors caused a spike in engagement and what specific actions led to the spike.
  • Account Alerts. Take the experience outside of Salesforce through daily email alerts summarizing spiking account data for sales reps and sales managers.

Benefits of Sales Insights

  • Turn marketing led activity into sales action. Highlight the engagement efforts from marketing and trigger sales outreach.
  • Create more timely sales outreach. Prioritize accounts based on data-science models that reveal when accounts are spiking in website and ad engagement activity.
  • Personalize sales outreach for maximum impact. See where accounts and contacts within those accounts are spending their time on your site and create custom messaging based on their interests.
  • Secure meetings and open opportunities faster. Engage accounts and contacts who have recently been interacting with your brand to quickly activate a sales cycle.

How Sales Insights Works

  • Connect your Salesforce instance to the RollWorks Account-Based advertising platform and assign sales seats to start generating Account Spike data.
  • View accounts spiking in website and ad engagement directly in Salesforce reports and dashboards.
  • Receive daily email alerts for sales teams and sales managers.
  • Enable sales to view additional contact-level insights for spiking accounts in the Premium Salesforce App experience.
  • Customize your Account Spike Salesforce reports based on your organization structure and business goals.

Sales Insights Resources

Help Center


See how-tos and and FAQs for Sales Insights

Visit Help Center

Video Demo


Watch a quick video demo of Sales Insights

Watch the Video

Blog Post


Read our blog post announcing Sales Insights

Read the Blog
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