Navigating the RollWorks Platform UI

Insights 🔐

• Hot Accounts & Contacts🔐 Quick access to digestible information about in-market Accounts demonstrating intent and engagement and Contacts that are engaged.
• Journey Stages🔐  Track the progression of the accounts in your Account Lists along their buying journey.
• Intent Data🔐 Select Bombora Company Surge Intent Topics and RollWorks Intent Keywords you want to monitor and use to prioritize and engage your target accounts.
• Website Analytics🔐 Quick access to the type of companies that visit your website most frequently: Which accounts, pages viewed, top industries, and size of accounts.
• ICP Insights🔐 Quick access to the firmographic and technographic composition of your existing customers and those in your pipeline.

Audiences

• Account Lists🔐 Lists of companies that you would like to target because they match your ICP, are engaging with your site, or are demonstrating intent.
• Contact Lists
  • Enhanced Contact Lists🔐 Combine your own CRM contacts with data filters offered by RollWorks and maintain the list dynamically synced.
  • Imported Contact Lists. Bring over pre-existing lists from your CRM/MAP.
• Website Audiences groupings of your website visitors that you define to segment and organize to understand your website visitor behavior and target them with advertising. Advanced Attribute audiences are only available for Professional & Ultimate customers.

Advertising 

• Campaigns Advertising strategy to reach your audience by serving an ad message across web and social with a specific end goal in mind.
  • • Contact Targeting, Web Retargeting, Lookalike Targeting, LinkedIn Account Targeting, and Facebook/Instagram.
• Playbooks🔐 Easy to use pre-packaged sequence of campaigns to deliver ads to your target audiences based on different goals.
  • • Account Targeting Playbooks, Intent Playbooks, and Website Retargeting Playbooks.
• Ad Library🔐 Upload the different creative formats that will be used in your advertising campaigns and playbooks.
• Reports🔐 Measure the impact of your Account-Based strategy across multiple advertising and influenced revenue performance metrics.

Sales Automation🔐 

• Sequences🔐
• Contact Data🔐
• Tasks🔐
• Settings🔐
• Reports🔐 

Integrations

• CRM & Marketing Automation
  • • Salesforce🔐 
    • HubSpot🔐
    • Marketo
    • Oracle Eloqua🔐
    • Pardot🔐
• 3rd Party Data🔐
  • • G2🔐
• Advertising Channels
  • • LinkedIn🔐
    • Facebook/Instagram
• Chat/Conversational Marketing🔐
  • • Drift🔐
• Website Analytics🔐
  • • Site Traffic Revealer🔐
• Sales Engagement🔐
  • • Outreach.io🔐

Settings

• Account Personal Settings
• Company & User Settings
• Billing Settings
• Data Collection
  • • Opt-Ins
    • GDPR Cookie Consent Banner
• Exclusion Settings Exclude customers, competitors, and coworkers audiences from being targeted in your advertising Campaigns and Playbooks
• Sales Insights🔐 Provides account and contact spiking insights to your sales organization directly in your Salesforce or HubSpot CRM and through daily email alerts.
• Ideal Customer Profile Models🔐 Uncover the attributes that make up your ICP by syncing a list of your best customers to RollWorks to create your Ideal Customer Profile Models so that our algorithm can create a predictive ICP scoring model to grade all the accounts from A (highest fit) to F (lowest fit).

Help & Customer Support

• Email and Chat with our customer support team 10am-6pmEST
• Help Center home
• RollWorks Community