1. View the company/organization logo.
2. Navigate to the CRM account page.
3. View the segment details, such as the segmentation labels.
4. Number of deals associated with the account and the revenue generated from it.
5. The expected revenue from the account that is in the pipeline.
6. Click Enrich Data to view the Data Enrichment pop-up which will display the company name and the company website. Based on this information, you can update your account.
1. Click Update account to update the company name and the website. 
2. Click Configure Field Mapping to navigate to the Field Mapping tab on the Data Enrichment section.
   

1. Account Details: Basic information about the account, including company name, industry, location, and contact details.
2. Account Activity: A timeline or history of all interactions, engagements, and touchpoints between the account and your marketing and sales efforts.
3. Contact Information: Details of individuals within the account who have interacted with your organization.
4. Communication History: Records of emails and distribution charts for calls, and meetings related to the account.
5. Opportunities and Sales Pipeline: Information on any potential sales opportunities associated with the account.
6. Campaign Engagement: Data on the account's response to your marketing campaigns, including email opens, clicks, and website visits.
7. Account Score: A numerical representation of the account's overall quality or engagement level.
8. Notes and Comments: Space for user-generated notes and comments related to the account.

1. Overview
2. Mail
3. Activities
4. Deals
5. SalesIQ
6. Campaigns
7. Contacts
8. Voice of Customer
   

  Overview tab 

 

Today's account score - Based on value, mood, and engagement, the overall score of the account is displayed.

Segments 

Major transitions

Last 5 Closed Deals

Recommendations

 

Journey

The following tabs are specific to user's integration with other applications.

 

  Mail tab 

 

Mail Drafts Schedule

Email Activity

Intent

Sentiment

Sentiment Trender

Intent Trender

Email Trender

Top 5 Contacts

Popular Keywords

 

 

  Activities tab 

 

Calls

Tasks

Events

Task Status Distribution

Call Purpose Distribution

 

 

 

  Deals tab 

 

Total Revenue Generated

Revenue in Pipeline

Deals Distribution

Potential revenue lost

Average Conversion %

Median Conversion

Average deal conversion time

Last 5 deal trend

Top Contacts

Deals trend by Created date

Revenue based on closing date

 

 

  SalesIQ tab 

 

Total visits

Unique Visits

Unique Pages Visited

Today's Page Visits

Vists Distribution

Pagewise Visits Distribution

Top 5 Pages visited by Month

 

 

  Campaigns tab 

 

All Campaigns

Campaign Timeline

Campaign Type Distribution

Top Campaign Participants

Top Campaign based on Participation

Top Campaign base on Revenue

 

 

  Contacts tab 

This tab displays the contacts associated with the segment. Clicking on a contact in the list will redirect you to the Contact 360 view of that account. The components on the Contact 360 view page are:

• Calls

• Tasks

• Meetings

• Deals

• Email

• Sales IQ

• Purchased Products

• Campaigns

• Timeline

• Notes

 

 

 

  Voice of Customer tab 

 

Frequently occurring keywords by Sentiment

Overall response by Intent

Overall response by sentiment

Channel based Intent Analysis

Channel based Sentiment Analysis

Deal based analysis

Competitor based analysis

Smart Filter

• ABM Segmentation Techniques - Labels within each segment are listed as a criteria for filtering.

• Account Score - Account score and Value score are often used to measure and evaluate the quality and potential of individual customer accounts.

• Account Score: A numerical representation of the overall health or quality of a customer account. It is calculated based on various factors, including account activity, engagement, purchase history, and other relevant data. The account score helps sales and marketing teams prioritize their efforts by identifying high-value accounts that are more likely to generate revenue or require special attention. For example, sales representatives can focus on accounts with high scores, knowing they are more likely to convert, while marketing teams can tailor their campaigns to target accounts with specific score ranges.

• Value Score: Assesses the potential lifetime value of a customer account. It considers factors like the account's past spending, the likelihood of future purchases, and the potential for upselling or cross-selling.
  The value score helps ABM identify and nurture accounts that have the potential to provide long-term profitability and sustainable revenue.
  For example, companies can use the value score to segment accounts and develop strategies to maximize revenue from high-value accounts while also providing appropriate attention to other customer segments.

• ABM Segment Name - Apply filters to accounts using the segment names in the ABM tool.

Smart filter is available for the Accounts and the Contacts module only.
The smart filter in the Contacts module reads "These filters will show information based on the Accounts associated with the Contacts." 

ABM Widget 

The ABM widget, found on the CRM account page for accounts linked to ABM, is specifically designed to optimize and elevate your ABM strategies. By offering real-time insights, such as account score, segments participated, active journey, and so on, along with data visualization, and performance tracking, it empowers your sales team to target efficiently and engage high-value accounts.

• Account score - Quantifies the overall value or importance of a specific target account in your ABM strategy. This score is typically calculated based on various factors, such as the account's engagement level, fit with your ideal customer profile, past interactions, and other relevant data points.
  
  A higher account score generally indicates that the account is more likely to convert or become a valuable customer. ABM widgets often display these scores to help sales and marketing teams prioritize their efforts and focus on the most promising accounts for personalized outreach and engagement.
  

• Participated segments - Shows the segments to which the account has belonged. This also helps identify segments of accounts that have actively engaged with your ABM campaigns, content, or initiatives.
  For example, you might have segments like "Highly Engaged Accounts," "Influential Accounts," or "Top Prospects." These segments help you identify which accounts are showing interest and engagement with your ABM strategies. Understanding the participation of accounts in these segments allows you to tailor your marketing and sales approaches to nurture effectively and convert them into valuable customers.

• Label transition - Displays the account's journey, detailing the transitions it has undergone and indicating the labels it is associated with at each stage.
  For example, an account with the label "Loyal Customer" moving to "Premium Customer" label.

• Segment transition - Displays the account's journey, detailing the segment transitions it has undergone.

• Journey - Displays the journeys that are currently associated with the account.

• Listed Labels - Shows the labels that have been linked to the account thus far.

Contact 360 View