Lattice is excited to announce beta availability of the Lattice Atlas platform. This version is a closed roll out and only available to selected customers. 

Below is a quick overview of the features available with this release. Note, you may see documents on the Help website and some features on the Lattice Atlas that are not available for Beta V1. Only the features listed below are available in the Beta release. 

Lattice Atlas Beta I Overview

The Lattice Atlas allows you to aggregate and consolidate all your 1st party & 3rd party data in one platform. You can append up to 500 account attributes and 500 contact attributes from your internal sources and over 20K+ attributes from Lattice data cloud. You can leverage these insights and Lattice AI to identify whether Buying Committees have formed, assess the buying stage and determine the next best offer. And finally, deliver and activate audiences with the consistent message and experience across all the multiple channels.

Connect All Your Customer Data

The Lattice Platform lets you import your Accounts and Contacts from multiple internal systems. The imported data is merged with the help of custom key fields (IDs) provided in the file during the upload. The Accounts are appended with Lattice Data Cloud with the help of the Lattice Matcher. Once the files are imported, the progress can be tracked from the Data Process and Analysis section that gives show you the list of running and completed jobs along with their Reports.

For detailed documentation, please visit help.lattice-engines.com by clicking on the topic links.

1. Data Import Specifications
2. Importing Accounts
3. Importing Contacts
4. Managing Your Attributes
5. Deleting Data

Segment and Build Audiences Using AI

Automatically visible and no setup required

The business fit is an important dimension of B2B targeting, enabling Sales and Marketing to focus spend and effort on prospects with budget and need. Used with first and third party engagement information, Account Fit scoring allows your ABM program to scale across priority tiers and channel spend accordingly.

In Atlas, use Custom Event modeling to build an Account Fit Rating for your ABM audiences. You can build your training set by exporting a Business Segment you want to score, adding your best Fit Accounts from the past, and loading into Atlas for machine learning.

Atlas builds your Fit model and adds scores to your Business Segment. Now you’re ready to run ABM campaigns like High Fit/High Engagement, High Fit/High Intent, High Fit/Brand Nurture and more.

For detailed documentation, please visit help.lattice-engines.com by clicking on the topic links.

1. Creating Audience Segments
2. Building Custom Event Models

Activate Your Campaigns

Playmaker enables you to programmatically activate audiences in your CRM system and run hyper-targeted sales outreach campaigns. It delivers prescriptive recommendations for your target accounts and enables your sales team to have highly contextual conversations based on the AI-driven insights provided by Lattice Atlas.

Playmaker has two components:

Playbook to create and launch recommendations in your CRM systems. This module is accessed from “Playbook” page.

To learn more, please visit help.lattice-engines.com by clicking on the topic links.

• Creating & launching Plays
• Re-launching Plays
• Deleting Plays
• Tracking Play Launch History

Lattice Buyers Insights (BIS) module for displaying the recommendations to the sales directly into your CRM system. It is accessed by installing & enabling Lattice Buyer Insights managed package in Salesforce.com (SFDC) Sales Cloud. To learn more, please read the documents in Atlas with Salesforce category.

What are the Limitations?

Please take a note of the following limitations

1. Beta features may be less stable as we are continuously adding new functionality with the feedback
2. Beta features are not covered in your existing SLA

We value any feedback that helps us build the best product for you.

Known Issues

Please take a note of the following known issues. We are looking to resolve these issues as soon as possible.