B2B sales intelligence and co-ordination

Give sales teams direct visibility into engagement and deliver marketing-qualified buying groups to each rep to help them accurately co-ordinate and prioritise outbound engagement and accelerate sales cycles.

Creating a new sales alert for an account action indicating interest in a payroll software solution, accompanied by a bar graph of buying group stages.

B2B sales alerts and dashboards

Alert sales of marketing-qualified buying groups or the latest engagement activity through email, native dashboards or embedded CRM updates.

Sales email alerts. Trigger emails that summarise the latest insights for target accounts based on scoring or activities to help sales prioritise and prepare for outbound engagement.
Sales dashboard. Let sales view marketing-qualified buying groups directly inside Journey Optimizer B2B Edition using dynamic dashboards.
Embedded CRM dashboard. Update sales through embedded dashboards in your CRM that display marketing-qualified buying groups and insights.

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AI-assisted marketing-qualified buying groups (coming soon)

Generate and deliver marketing-qualified buying groups containing AI-generated insights powered by product-, account- and person-level information.

Buying group overview. Provide critical buying group details — including account, solution interest, engagement score and completeness score — to help prioritise potential sales opportunities.
Buying group highlights. Highlight recent updates and activities, including the most engaged group members, missing roles and any potential interest in additional product offerings.
Member engagement. Surface the most recent activity for each member and identify other buying groups they may be associated with.
AI-generated engagement summaries. Quickly prepare for outbound sales engagement with generated summaries of account and buying group activities.
Interesting moments. View key moments or conversion events triggered by each buying group member to help identify more qualified members.

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Learn how to use sales intelligence and co-ordination features.

Find what you need in Experience League, our vast collection of how-to content - including documentation, tutorials and user guide.

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2024-08-07

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Creating a new alert trigger for a sales action on a particular account. The alert notifies members via email about interest in cloud accounting solutions.

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