SC and Intent Data KOC

SC and Intent Data

• Example of a SC/Intent data kick off doc

• SC can be used as brand awareness + can use the competitive intent data

• Discuss direct integration - push for this either via 6sense or SF. Once the intent data is set up in SF, the sales team can leverage the data and set up reports/alerts accordingly.

  • Documentation for the integration to salesforce can be found here

  • Ensure the vendor has dashboard access before requesting the token from your delivery manager.

• Discuss best practices 

  • Specifically, for intent data, see if they want the data sent in a LinkedIn format so that it can be easily uploaded to LinkedIn. 

  • Find out how they are using the intent data (building an ABM list, running campaigns using the data, etc).