Sales Insights

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.
Account Spike Data in CRM. Sync with your CRM (Salesforce or HubSpot) to visualize account spike data in an interface familiar to the sales team.
Contact De-anonymization. Uncover contact-level insights like which unique site visitors caused a spike in engagement and what specific actions led to the spike.
Account Alerts. Configure automated email alerts summarizing spiking account data for sales reps and sales managers.
Sales Engagement. Turn insights into action right from within the CRM and push contacts directly into a sales engagement sequence.

Streamline sales workflows. Access valuable account and contact-level data in a single source of truth–the CRM–to save time and effort.
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.

Connect your Salesforce or HubSpot 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 or HubSpot reports and dashboards.
Access contact-level engagement details for spiking accounts.
Send daily email alerts for sales teams and sales managers.
Customize your Account Spike dashboards and reports based on your organization structure and business goals.
Connect your sales engagement platform and add contacts directly into a relevant sales engagement sequence.