‍When you’re trying to sell, it’s important to understand exactly who you’re trying to sell to and what their buying intentions are. 

Each website visitor has their own unique agenda (i.e. the reason why they’re on your site in the first place), so it’s smart to know which visitors should receive your top priority. By creating an Account Prioritization Dashboard with Signals data, you can do exactly that.

Your Account Prioritization Dashboard allows you to get a clear picture of account behavior across your site and know where to focus your outbound team.

As a RevOps leader, converting accounts that match your ideal customer profile (ICP) is the linchpin of your sales strategy. But not every account in your ICP is interested or ready to buy your solution right away.

The Account Prioritization Dashboard shows you the buying intent of every target account, from “cold” to “on fire,” so you can focus your outbound reps on the accounts that are most likely to convert.

This dashboard can also be customized to meet your exact specifications based on your unique segments and go-to marketing strategies. Your Qualified Success Architect will help you do this during implementation.

Looking to create this dashboard yourself? Follow these steps below:

1. Push Signals data into Salesforce using the Qualified account mapper.
2. Add Signals data to Salesforce reports containing target and customer accounts.
3. Use the Signals standard field dashboard to:
   1. See which business segments are hot or surging (i.e. Diamond, Gold). These may need additional sales rep coverage.
   2. Add Signals data to accounts where you have a listed competitor. Accounts that are surging or hot indicate the best time to compete. 
   3. See how your total available market is trending. If the trends are mostly neutral or cooling, you may need to invest in advertising to build more awareness.