Sales Insights is a RollWorks feature that helps SDRs, Sales Reps and Sales Managers better prioritize accounts for outreach by using data science to uncover signals that an account is spiking with engagement with your properties. Accounts spiking with our data science model are x2 more likely to become opportunities.
Once Account Spike is calculated Sales Insights will:
- Map spiking accounts and engaged visitors to your CRM Account and Contact records.
- De-anonymize contact-level engagement details for existing CRM contacts.
- Disclaimer: we can only legally deanonymize website visitors only if they already exist in your CRM as contacts or leads.
Who can access
Access to Sales Insights and Account Spike Data depends on your RollWorks subscription package.
The number of seats for available to your sales reps depends on your specific contract. Contact your Account Manager to purchase additional Sales Insights seats.
| Your Package | Sales Insights Account Spike Data |
|---|---|
| Account Based Advertising | Not Included |
| Account Based Marketing + Advertising | 5 user seats included - additional seats available to purchase |
| Account Based Marketing | 5 user seats included - additional seats available to purchase |
| Starter (Legacy) | 5 user seats included - additional seats available to purchase |
| Standard (Legacy) | 10 user seats included - additional seats available to purchase |
| Professional (Legacy) | 15 user seats included - additional seats available to purchase |
| Ultimate (Legacy) | 20 user seats included - additional seats available to purchase |
| Free Tier | Not Included |
Find Account Spikes with Matched Contacts
Follow the instructions below to find a list of Account Spikes that have a matched contact we were able to deanonymize:
- Create a HubSpot report of recent Spiking Companies that have matched contacts using the Company property 'Spike: Number of Matched Contacts'. Learn how to create this report here.
- From the report, click on any Spiking Company record with a recent spike that has matched contacts.
- You will be taken to the Company record that has a recent Spike and has matched contacts. Scroll down to find the RollWorks Sales Insights CRM Card in the bottom right corner.
-
Click 'View Activity Details' on a day that indicates there is at least 1 Matched visitor.
- In the next window, you can visualize the details for the matched contacts.
Contact data is not written in your contact records
We don't write contact-level ad performance metrics or spike data in HubSpot Contact or Lead records, therefore you cannot create Contact or Lead HubSpot reports using RollWorks data.
What engagement activity is available for matched contacts?
When we detect a matched visitor we will indicate:
- The Contact Name and Job Title as recorded in your HubSpot CRM and a link to the contact record.
Activity details available for matched contacts
The following table includes the engagement activity details available for contacts and leads that we are able to deanonymize.
|
Activity Details |
How to use it? |
|---|---|
|
Conversion page views |
Did the matched contact fill out a form or sign up for a demo? Any leads I can follow up on? |
|
Page views |
Is the matched contact looking at a lot of different pages of my company’s website? Or specific pages that denote interest in a specific product or solution? How many times in a row? |
|
Ad clicks |
Did the contact click on our ads? How interesting are our ads to them? |