![]() Supported: Ability to append contact, lead, and account level data Users can append records at the contact, lead, and/or account level.Supported: Notes Allows users to attach notes to contact and company records.Supported: Filters and segmentation Allows users to filter contacts and segment leads to explore data and create lists.Supported: Tags Organizational structure allows users to tag certain records in order to create groups, flag materials that need additional attention, etc.Supported: Automatic data refresh Contact and company data are automatically kept up to date. ![]() Supported: Data hygiene Helps users maintain clean lists and records, including duplicate management.Supported: Alerts and reminders Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.Supported: Prospect tracking/following Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.adds relevant news updates to contact and/or company profiles. Supported: News updates Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.Gives sales reps context so they can deliver tailored sales pitches. Supported: Company/business profiles Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company.Supported: Salesforce integration Integrates with the CRM platform.Supported: Smart lists and recommendations Automatically segments and qualifies leads into dynamic smart lists more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material.Supported: Company information Information about companies/accounts is available and high quality.ĭata Augmentation & Lead Qualification Features Features around contact data management and lead intelligence.Supported: Contact information Information about individual contacts is available and high quality. ![]() Sales Intelligence Data Standards Features How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory? Supported: Load time/data access Provides fast and consistent access to lists and leads.Supported: Ideal customer targeting Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile this capability is automatic or semi-automatic. ![]()
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