The “Sales Priorities” report empowers salespeople to prioritize and personalize their outreach efforts by leveraging real-time engagement data with Influ2 ads. This data helps identify high-intent prospects within accounts and understand their specific interests.
Sales priorities signals allow salespeople to:
- Time their outreach based on which prospects have recently interacted with ads.
- See what specific content piqued their interest and get a valuable context for initiating personalized conversations.
- Track each prospect's entire ad engagement journey and past sales interactions. To tailor their pitch based on the prospect's unique interests.
What does a “sales priority” mean?
There are two main ways a prospect can be flagged as a sales priority:
- A prospect clicked on the ad. If a person clicks on an ad, they automatically appear in the “Sales priority” report under the “Engaged” tag.
- A prospect meets the criteria for a prioritized step in the buyer’s journey. When creating personalized buyer journeys within Influ2, the marketing team can designate specific steps as high-priority for sales engagement. These prioritized steps reflect key moments in the buyer's decision-making process where sales outreach can be most effective. Prospects who meet the criteria for a prioritized step are automatically added to the “Sales Priorities” report under the “Prioritized” tag.
How to manage sales priorities signals
Here’s what you need to know when working with sales priorities:
1. When you take action on a sales priority signal within your sales platform, the activity will be automatically reflected in Influ2.
2. You can also manually check signals within the "Sales Priorities" report in Influ2.
Please note! Manually confirming an outreach status won't advance the target to the next stage, nor will it be counted as a detected outreach.
Please note! When manually checking a signal in Influ2, it's important to specify the reason for the update. This ensures a complete record of activity and helps you understand which signals are being acted upon.
3. Influ2 offers several filters located in the top right corner of the “Sales priorities” section to help optimize sales work efficiently.
These filters include:
- By "Outreach Status": You can select from three statuses of sales priority - pending, confirmed by rep, and detected.
- By "Cohort":This filter displays contacts belonging to specific cohorts.
- By "Sales Rep":This filter shows contacts assigned to particular sales representatives. Next to each sales rep’s name, you can see in which CRM they operate.
4. You can click on the names of contacts or buying groups to open their respective target or buying group reports.
Please note! This data is accessible via the SFDC widget. SFDC users can view all of this information, including creative reports, without needing an Influ2 user login.
5. When you click on the CRM logo next to a prospect’s name, it will open the corresponding contact/lead’s page directly within your CRM.
How to receive sales priorities signals in your sales platform, Slack or via email
Influ2 intent data seamlessly integrates with Salesforce, Salesloft, and HubSpot. Additionally, data can be delivered through email or Slack channels for real-time access.
How to access "Sales priorities" signals in Salesforce
During the initial integration setup between Influ2 and Salesforce, you can configure automatic data exchange between the two platforms. This enables Influ2 to seamlessly pass all ad engagement signals to your Salesforce account as notifications. Additionally, you can populate the ‘Contact’, ‘Lead’, and ‘Account’ objects with relevant metrics from Influ2.
Alternatively, you can leverage Influ2's dedicated ‘Sales Priorities’ widget. This widget integrates directly into your Salesforce dashboard, providing real-time access to the sales priority signals within your usual workflow.
How to set up the "Sales priorities" widget in SFDC:
1. In a browser, go to the installation URL.
2. Enter your username and password for the specific Salesforce organization where you wish to install the package.
3. Click "Log In" to proceed.
4. Choose "Install for All Users" (preferred).
5. Click the "Install" button. The system will display a progress message followed by a confirmation upon successful installation.
6. Once installed, you'll find the Influ2’s "Sales Priorities" tab within the main application section of your Salesforce dashboard.
How to access "Sales priorities" engagement notifications in Salesloft
During the initial integration setup between Influ2 and Salesloft, you can configure automatic data exchange between the two platforms. This enables Influ2 to seamlessly pass all ad engagement notifications to your Salesloft account as notifications.
How to access "Sales priorities" signals in HubSpot
During the initial integration setup between Influ2 and Hubspot, you can configure automatic data exchange between the two platforms. This enables Influ2 to seamlessly pass all ad engagement signals to your HubSpot account as notifications. Additionally, you can populate the "Contact" and "Company" objects with relevant metrics from Influ2.
How to receive "Sales priorities" signals in Slack or via email
Influ2 currently requires assistance from your Customer Success Manager to set up email and Slack notifications for "Sales Priorities" signals. Reach out to your Customer Success Manager, and they will be happy to configure everything for you.
Please note that email digests include unique links for each sales rep. By simply clicking the link within the email digest, sales reps can access the "Sales Priorities" report directly, without requiring login credentials for the Influ2 dashboard.