Using Sales Activity to Better Engage with Customers and Prospects

You can import engagements that your sellers are having with your customers and prospects to drive more targeted conversations and provide insights to your sellers. 

Once your sales activity data has been imported into the CDP, you will be able to see and use this data to build audience segments. 

Please note: Aggregates are automatically generated based on the last 2, 4, 8, 
and 12 weeks of activity

Use Cases for Sales Activity: 

(1) Product Demo, No Opportunity 

This segment can be used to power a sales play. It targets accounts that have been give a product demo by your sales team recently, but do not have an open opportunity. 

Data Requirements: 

• Import opportunities from CRM 
• Import sales activities from CRM 

(2) Recent or Upcoming Product Demo, Reach out to Rest of Buying Group 

This segment can be used to power a sales play or a marketing campaign that provides air cover to sales.  If a sales rep has an upcoming or recently completed product demo, they can target the rest of the buying group to increase awareness within the account. 

This is a good opportunity for marketing to provide air cover to sales by reaching our to the additional members of the buying group. 

Data Requirements: 

• Import opportunities from CRM 
• Import sales activities from CRM 
• Import your contact data