HG Data has updated a mobile app that works with Salesforce CRM to help sales and marketing teams address one of their most common questions: What other technology products does a potential customer already own and use?
HG Data, updated for Summer 2018, available in Salesforce App Exchange.
How It Works
HG Data allows users to sort, filter and use the data to create campaign segments, score and rank accounts, generate reports, and implement workflows and triggers. Basically, by having technographic data on what companies in Salesforce CRM have in place to date, the outreach done by marketers or sales reps can become more relevant.
The company has introduced a way to figure out if you actually have more potential customers than you realized by adding firmographic details such as employee size, industry and so on to the technographic data. Instead of having to check back on technographic information once leads come in, meanwhile, the latest version of HG Data will append those details directly into lead records.
If you’re trying to narrow down your list of influencers within an account, especially if the customer is a technology firm, technographics might become an essential element in your approach.