Use Cases
Two primary sales functions/teams that benefit from Priority Engine
What are SDRs/BDRs and Account Executive/Field Reps?
Automatic data feeds into the client's MAP/CRM system, making life easier for the client by avoiding manual uploads, ensuring the data is getting into their system, and giving us more visibility on the fields they are using
What are integrations?
Converts anonymous website visitors into opportunities
What is Inbound Converter?
A dashboard that is only available to Priority Engine Administrators
What is the Delivery Dashboard?
A dynamic sales and marketing intelligence tool that gives you direct, real-time access to in-market accounts and prospects who are actively researching enterprise tech purchases in your market
What is Priority Engine?
The type/kind of account list we would create for a client who is looking to expand beyond their target accounts
What is a Lookalike List?
Automatically update Account Lists and Territories with the customers CRM data
What are Salesforce Fields?
Hyper-personalized, auto-generated emails for reps that save time and increase response
What is IntentMail AI?
Helps you easily understand the usage health and activity of Priority Engine users who have been assigned a Seat License
What is the Product Usage Dashboard?
Priority Engine’s customer training and support site
What is Knowledge Base?
Two examples of a Sales Enablement Platform/Cadencing software a sales team may use
What are SalesLoft or Outreach.io?
Applying multiple of these reduces the audience and might result in your client receiving less active accounts and prospects, which isn’t good for us or them!
What are filters?
A timeline visual of the details of an account’s engagements with TechTarget’s network and activities taken by your team
What is an Account Journey?
Comprised of different tabs, including: Annual Overview, Quarterly Tracker, Progression and Top Influenced Accounts
What is the Opportunity Dashboard?
Be clear and concise, show them you know them, use “use case-specific” language and value statements, pause for questions and get buy in
What are the top Priority Engine demo tips?
The most popular term our clients will use when leads we’ve delivered from our nurture streams score out to get passed to sales.
What is a Marketing Qualified Lead (MQL)?
Export setting that will deliver prospects to each Account List, one by one, following the set priority order. This method tends to apply a more even distribution across Account Lists.
What is the 'Round Robin' Distribution setting?
The tab that allows users to trace the exact timeline of events taken by an account or prospect, showing activity in chronological order
What is the 'Highlights' tab?
Allows you to see the top-performing users on your team for the selected metric. This is a great tool to identify the Priority Engine power users on your team, and users who could use some encouragement to increase their use of the platform
What is the 'Active User Leaderboard'?
All the prospects at the account priority-ranked by their unique research activity (how recent/how relevant) and score.
What is the buying team?
Feature that allows a user to see if a prospect exists in their CRM
What is Prospect Match?
The setting that allows us to include or exclude contacts that have been exported in the past 365 days.
What is the 'Include/Exclude Previously Exported Prospects' export setting?
A login method that enables users to securely authenticate with multiple applications using one set of credentials
What is SSO?
In order to take advantage of the Opportunity Dashboard customers will need to do these two things
What is ‘Install the Salesforce Connector’ and ‘sync their opportunity data’?
Enhanced Salesforce Integrations & Insights, HubSpot CRM Integrations, and Account Scoring & Intent Feeds
What is the Priority Engine Q1 2024 Roadmap?