How to Automate Buying Signals into Pipeline with Factors.ai
Here's a step-by-step tutorial on how you can use Factors to identify in-market accounts and turn them into paying customers:
- Connect data sources (CRM, MAP) and place Factors' SDK on your website.
- Enable identification of anonymous website visitors to gather intent signals.
- Connect additional platforms (Ad accounts, review platforms, communication channels).
- Identify and activate intent signals using the platform.
- Classify and score accounts as Hot, Warm, Cool, or Ice based on engagement.
- Track account journeys in a timeline.
- Create alerts for key account activities to prioritize high-intent accounts.
- Establish customized workflows to streamline processes across platforms.
- Create segmented account lists for intent-based campaigns on various platforms.
- Measure ROI and optimize performance using Factors' insights and reporting dashboards.
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