Navigating the RollWorks Platform UI

Specific Account Deep Dive 

• Account Search Bar Search a specific account in RollWorks
• Deep dive into a specific Account Card: View the specific account's event timeline, Intent signals, Website Activity, etc.

Insights

• Command Center  A single actionable dashboard to visualize uncaptured demand, and take the next action on those accounts.
• 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.

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
    • 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.

Workflows

RollWorks Workflows is a feature that allows you to automate your go-to-market (GTM) strategy leveraging data and insights from RollWorks across your connected systems with a built-in orchestration tool that brings your GTM tech stack together.

• Acquire New Contacts with Contact Discovery Workflows
• Other Workflow templates: Hand off Hot contacts to Sales, Nurture Contacts with Marketing Emails, Nurture Contacts with Direct Email, Add Contacts to a Sales Sequence.

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
    • Salesloft

Settings

• Account Personal Settings
• Company & User Settings
• Billing Settings
• Data Collection
  • • Opt-Ins
    • Visitor Consent: Cookie Consent Banners
• General Exclusion Settings: Exclude customers, competitors, and coworkers audiences from being targeted in your advertising Campaigns and Playbooks
• Sales Insights Seat Management: 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
• Help Center knowledge base