Salespanel enables salespeople in doing their jobs efficiently by bringing data from marketing to sales and send important information back to marketing. Segments on Salespanel can help sales representatives prioritize high-value or high intent prospects and close deals more efficiently.
Leads can be segmented and qualified using contact details and activity data. The former helps in identifying buyer personas and targeting those that are a good fit and have the purchasing power. The latter is used to identify buying intent, understanding motivation and strike conversations at the right times.
The biggest power of segmentation comes with its real-time data transfer and two-way synchronization.
Here are some example use cases that open up with segmentation:
- Automatically get deals created for qualified leads on CRM.
- Get data of all deals updated in real-time.
- Instantly trigger notifications to SDRs when visitors who match your buyer profile perform a high-intent action or a set of actions.
- Send information from CRM back to marketing for marketing optimizations and retargeting.
A lead’s profile data comprises information about the person (like name, bio, job role) and company information (like company details, employee count). Considering the characteristics of previous successful deals, buyer profiles can be set up easily based on these information filters.
Now, for behavioral patterns, high-intent customers always show common behavioral patterns. They can, again, be identified by analyzing historical data of previous deal wins. For example, activities like pricing page visits, setting up accounts, long session duration on use cases/guides can be considered for high-intent patterns.
To know more about segments and how you can trigger various automated sales-centered workflows, please read our helpdesk or send us a message.