What is Sales Insights
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.
Watch this 3-minute video to understand what problems Sales Insights can solve for your sales team.
Sales teams that use Sales Insights are able to use marketing insights that traditionally are not available to them and turn them into sales action to:
- Drive more efficient sales outreach, using data science to eliminate the guesswork and integrate directly into existing sales team workflows in Salesforce or HubSpot.
- Drive more meetings with the right contacts and open more opportunities with your target accounts.
- Personalize sales outreach with a better understanding of both account and contact-level engagement and a 360-degree centralized view of the account journey through Journey Events.
Who can access
Sales Insights is available to customers with any paid RollWorks subscription, the number of seats for available to your sales reps depends on your package. Contact your Account Manager to purchase additional Sales Insights seats.
|RollWorks package||Sales Insights Seats included|
The following table indicates which Sales Insights features require a user seat assigned:
|Sales Insights Feature||Requires a Sales Insights Seat?|
|Receive Account Spike email alerts||Yes|
|Visualize Account Spike insights and Contact engagement details directly in the Salesforce widget or the HubSpot widget.||Yes|
|Use and create CRM reports directly in Salesforce or in HubSpot using Account Spike data fields.||No|
Account Spike data science model
The underlying technology that powers Sales Insights is an Account Spike data science model that analyzes a variety of account engagement signals for all accounts engaging with your website and ads. Then, it compares the daily activity of an account to a 3-day account engagement baseline to determine which accounts are spiking in activity. Weekends are excluded from this model.
Below is the list of engagement signal inputs used by the Account Spike data science model to generate a Spike Level for an account:
|Engagement Signal Input||Definition|
|Page Views||Count of website page views from visitors that belong to the Spiking Account.|
|Unique Visitors||Count of unique site visitors within the Spiking Account who visit 1 page on your website. Multiple unique visitors mean that multiple unique cookies in the same account are engaging with your website.|
|Engaged Visitors||Count of unique site visitors who engaged with at least 2 pages of your website.|
|Recurring Visitors||The same unique visitor has engaged on pages of your website for multiple days in a row.|
|Lead Form Conversions||Completion of lead-form conversions from the account on your website.|
|Ad Clicks||Count of clicks on ads served through RollWorks.|
The Account Spike data science model learns and adapts based on your website’s levels of account engagement and assigns a Spike Level to an account based on machine learning. Based on historical engagement data our model assigns a different weighting to each engagement signal input so that the Spike Levels are dynamic and responsive to the volume of your site traffic to ensure that when accounts are flagged as 🔥🔥🔥 High, 🔥🔥 Medium, or 🔥 Low for spike activity, it is based on your own organic website engagement.
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.
Sales Insights Features for Sales Teams
These are the Sales Insights features your sales team will have available:
Send daily email alerts are sent to Sales Reps when their assigned accounts are spiking and to Sales Managers when unassigned accounts are spiking. Alers include deanonymized contacts at Spiking accounts if the contact already exists in your CRM. Learn more here.
Account Spike reports are a great way to show your sales team a consolidated list of all accounts spiking in one centralized view. Your CRM admin can create an edit account spike reports and group them by sales rep or sales team to meet your sales team's needs.
Jump to one of the guides below to learn how to create account spike reports in your CRM:
|Salesforce||Learn more about creating Account Spike reports in Salesforce.|
|HubSpot||Learn more about creating Account Spike reports in HubSpot.|
The Sales Insights widget is a window into the RollWorks platform for your sales team directly in your CRM, without the need to log in to RollWorks. It gives sales reps access to view account-specific insights through an easy-to-navigate widget including:
- Summary of the last 7 days of account spikes.
- Details about the anonymous and known contacts associated with an account spike (pages visited, leads filled in, ads clicked, etc)
- Bombora Intent signals, account Journey Event Timeline, their Journey Stage
- List of CRM contacts under the spiking account and easy access to launch an Outreach sequence.
Jump to one of the guides below to learn how to find and use the account spike data we push to your CRM:
|Salesforce||Learn more about the Sales Insights Widget for Salesforce.|
|HubSpot||Learn more about the Sales Insights Widget for HubSpot.|
Enable Sales Insights for your Sales Team
To enable your sales team to use Sales Insights you must connect RollWorks with of one the following supported CRMs and complete the additional Sales Insights configuration steps.
|CRM||CRM editions supported||Steps to configure and use|
Any API-enabled Salesforce edition such as Enterprise Edition, Unlimited Edition, Developer Edition, or Performance Edition.
Click here to view the latest list of API-enabled Salesforce editions.
Free, Starter, Professional, and Enterprise HubSpot product subscriptions.
Click here to find your HubSpot subscription.
How our own Sales team at RollWorks uses Sales Insights
Watch this 4-minute video to learn how our own sales team at RollWorks uses Account Spike reports and the Sales Insights Widget to turn visitor journey events, website activity, and 3rd party account intent to prioritize their outreach.