Prospects research options, like your competitors, early in the sales cycle. Harness the insight of Signals Research Intent to pinpoint which visitors are actively researching topics relevant to you and connect them with your sales team at the most optimal time in their buying journey.
How to Build the In-Market Account
Button Experiences are currently in beta. If you’re interested, reach out to your Qualified Success Architect.
First, configure a meeting type and meeting routing, tailored for accounts learning about the topics you selected for Signals Research Intent.
Next, create a new Button Experience. After selecting which button will trigger the Experience:
- Insert a Branch action.
- To specify what level of Signals Research Intent makes a visitor worth prioritizing:
- From the next drop-down menus, select Signals, Research Intent, and includes any of.
- Select Hot and Warm:
- Below the Match branch:
- Insert an Offer a meeting (fullscreen) action.
- Click the Route for Meeting step and then click Select Meeting type from the right panel. Choose a relevant meeting type for this type of visitor.
- Below the No Match branch, add Start a conversation and Navigate steps to a different, relevant page on your site. (Stay tuned for new options later this spring.)
- When you finish building your Experience, click Save in the top-right corner.
Use Case
To uncover hidden pipeline, TroveRobotics starts focusing on accounts actively researching their industry and main competitor. Admin Anna builds a new Experience that allows those accounts to book meetings immediately, rather than wait in a queue.
When a visitor later clicks Book a Demo, Qualified knows that they’re from an account with high Research Intent. As such, the visitor is considered a high-priority prospect and can schedule a meeting without further delay.
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