Sales Insights Spike Email Alerts

Account Spike email alerts allow your Sales team to take the Sales Insights experience outside of your CRM, by sending daily email summaries of Account Spike activity directly to Sales Reps for their owned accounts and Sales Managers for spiking unassigned accounts.

Whether on their desktop or mobile device, Account Spike email alerts help sales teams kickstart their daily account prioritization with spiking account data and contact-level insights.

Before your sales team can start receiving Account Spike email alerts, you will need to assign them a Sales Insights seat in the RollWorks platform. To learn how to configure email alerts for your team, visit one of the following articles based on your default CRM:

 

Spike alerts for assigned accounts

Sales Insights will send Account Spike email alerts to your sales reps when their assigned/owned accounts are spiking in engagement.

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Spike alerts for unassigned accounts

Sales Insights will send Account Spike email alerts to Sales Managers when unassigned/unowned accounts are spiking in engagement so that they can effectively assign these accounts to the appropriate sales rep.

 

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Act on your Spike email alerts

As a Sales Rep, once you receive an Account Spike email alert you can use the information to prioritize and personalize your outreach to prospects. The example below will walk you through how to read and understand your Account Spike email alerts and act on them.

If an Account is included in your daily email alert it means that they are exhibiting an increase in engagement activity with your website and/or ads on the previous day. For example:

  • Acme Corp is an existing account in your CRM and Eddie is the Sales Rep assigned. 
  • Acme Corp generally sees an engagement activity of 1-page view a day.
  • Acme Corp is suddenly viewing 4 pages today, based on our Account Spike data-science model we determine this constitutes a High Spike level, represented by three flame icons 🔥🔥🔥 . As a result, we include the account Acme Corp in Eddie’s daily Spike email alert.
  • In the Spike email alert, Eddie can see:
      • Any Open Opportunities/Deals for Acme Corp and, for this example there is one Open Opportunity/Deal.

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      • The last Sales activity for Acme Corp in their CRM was an email Vincent Lee sent to this Acme Corp on Feb 4th.

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  • Acme Corp has several contacts listed as employees under your Acme Corp CRM record. 2 of these contacts were visiting your website! We can tell Eddie their names, their job titles, how many pages they viewed, how many ads they clicked, and if they submitted any lead forms. This gives Eddie some direction on who to contact and how to approach the conversation. contacts.png
  • 1 person who visited your website is not listed under your Acme Corp CRM record so we call them “anonymous visitor” and indicate how many pages they viewed, how many ads they clicked, and if they submitted any lead forms. Although this isn’t as helpful as the matched contacts, Eddie has a general idea of what might be interesting to this anonymous visitor. anonymous_contact_email.png
  • Eddie can go to the company’s LinkedIn page to find new contacts and add them to the CRM, so if in the future there is another Spike in engagement and the contact exists in your CRM we have the opportunity to match it. ✍️  Maintaining quality contacts with the correct email addresses in your CRM will result in better deanonymization match rates.
  • Eddie can check what are the specific URLs visited by these matched and anonymous contacts by clicking on the Account name in the email alert to open this account record in your CRM.
  • By looking at the specific URLs visited Eddie can personalize his outreach and message based on:
        • Which high-value pages were viewed.
        • Which product/feature pages were viewed.
        • Which lead forms were submitted.
In HubSpot  In Salesforce
  • Scroll down to find the CRM Card labeled ‘RollWorks Sales Insights’ on the right side

HB_WIDGET_SI_1.png

  • Find the specific day the visitor was deanonymized and Click 'View Activity Details' to view contact-level details like URLs viewed and lead form completed.
  • A pop-up window will open displaying the engagement details available for each matched and anonymous visitor that day.
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  • Click the Account Component labeled ‘RollWorks Sales Insights.
  • Click the specific day the Spike occurred or the visitor was deanonymized.
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