PeerIntent Lead Request Tool

When requesting an estimate for a PeerIntent lead program, use the “Request Intent Estimate” function in Salesforce.

To do so, follow the instructions below:

Part 1- Creating a request

In the opportunity, on the top right hand side of the screen, click on the “Request Intent Estimate” button.

A pop-up window will appear.

Fill out the following information:

Lead Request Name (required)- Provide a name for the request (e.g. Accenture- Palo Alto PeerIntent Leads Request Q2 2024)

Program Month Length (required)- Select from the dropdown the length of the programs in months.

Start Date

End Date

Lead Program Type (required)- Select the type of PeerIntent program it will be (e.g. BANT email leads, BANT Tele Verified Leads, PeerIntent Leads etc.)

Lead Cap

Minimum Leads Needed

TAL/ABM List? Check the box if there is a TAL/ABM list.

TAL/ABM List URL- Provide the URL of the list here (if the list is in an excel file, convert it to a Google sheet).

Suppression List? Check the box if there is a suppression list.

Suppression List URL- Provide the URL of the list here (if the list is in an excel file, convert it to a Google sheet).

Job Titles List URL (required)- Provide the URL of the list here (if the list is in an excel file, convert it to a Google sheet).

Smarter Leads- Check the box if the program will have smarter questions

Custom Question/Answer 1- Provide the custom question and response options

Custom Question/Answer 2- Provide the custom question and response options

Custom Question/Answer 3- Provide the custom question and response options

Custom Question/Answer 4- Provide the custom question and response options

Product Categories (required)- Provide the category names that the program will be targeting

Countries (required)- Select the country names that the program will be targeting leads from

Industries- If the program requires the leads to be from specific industries or to be suppressed from them, select the industries from the list.

Industry List Type- Select if the industries that have been selected should be approved/suppressed.

Company Size- If there is a company size filter for this program, select the company sizes that the leads should be generated from.

Additional Comments- Any additional comments/specifications about the program should be provided here.

Pacing Requirement- If the customer requires a pacing schedule for the program, provide it here.

Once the fields are filled in accordingly, click on the blue “Next” button. The following pop-up will appear:

Part 2- Handling the request

All PeerIntent lead requests are located under Lead Requests in Salesforce.

Once the request has been created, it will show up on this report.

The Delivery Managers who handle these requests will be notified and will begin to take care of the request. 

The request will contain all of the information provided in step one. There is also the ability to handle conversations in Chatter and tag relevant team members.

Files can be attached in Chatter as well (up to 10 files). Google sheets should be the go-to method for file sharing.

The Delivery Manager who is handling the request will fill in the following information:

Affiliate- When clicking on the field, a drop down will appear which contains the different affiliates that we work with. There is also the option to select all of the affiliates. Select either one of the affiliates or all. Selecting one of the options will then determine who to send the request to.

“Send to Affiliate” button- This button enables the Delivery Manager to send the estimate request to either 1 or multiple affiliates in order to obtain the estimates, depending on what was selected in the “Affiliate” field.

PS Domains- The Delivery Manager will provide a link to a Google sheet which contains the PeerSpot domains that the affiliate should use in their estimate.

Request Owner- The Delivery Manager will select their name from the dropdown list of this field.

There is a progress bar which will be used by the Delivery Manager in order to track the progress of the request.