The Power of Account Scoring
DataFox allows you to search for and identify companies matching your Account Scoring criteria. By doing so, you can weigh various Dynamic Lists together and prioritize high-value accounts, conferences, and companies.
To utilize the Account Scoring asset, you will need to create several Dynamic Lists with different values. We’ll demonstrate with our guide below.
Setting Up Account Rank Dynamic Lists
Before you leverage the Account Rank value, you need to create Dynamic Lists with ranking in mind.
Step 1: Creating Filters
DataFox has powerful filter tools which allow you to condense your searches for things like Tech Stacks, Headcount, Conferences attended, Signal Counts, and much more.
Navigate to the Companies tab on the DataFox dashboard. From here, select “Add a Filter.”
We’ll focus on creating a Technographic Dynamic List first. As such, navigate to HG Data Technographics and input the filter name “FireEye,” as shown:
Once the filter is applied, your list will update. From here, you will create the first Dynamic List. In our example, we’ll refer to it as “AR - HG Data Technographics FireEye.” Or, a name of your preference.
Now, let’s create another Dynamic List for our Account Ranking. We’ll follow the same process as above, with a few filter adjustments.
Return to Company Search and select “Add a Filter.” This time, we’ll create a Signal Counts filter:
You can adjust these variables as desired, but we’ll use the above criteria for our example.
Once you apply the filter, save the new Dynamic List:
You can create various signal filters as desired using the filter process above. However, we recommend one Signal filter per Dynamic List for the purpose of Account Scoring - and our example.
Now, for our final Dynamic List, we’ll draw from a different source. This time, we will create a filter using companies listed on one of DataFox’s publicly curated ones. You can navigate to the Public Lists section as shown:
Here, we will create a List using companies from the Deloitte Fast 500 list. Conversely, you can add the selected items to a List you already own.
Once the companies are added to an existing/new List, we’ll create our last filter.
Return to Company Search and select “Add a Filter,” like before. This time, scroll down to Other Lists and select “in a specific list,” shown below. The idea is to screen scores against the List you have created, leading to more refined results.
Once the results process, you will create another Dynamic List. Like before, we’ll tag it with “AR” for our examples. You may modify the name as desired.
Step 2: Using Account Scorings
Now, we’re ready to start utilizing the Account Scoring feature. It’s also important to note many professional organizations will weigh dozens of filters together for optimal results.
To do so, first, locate your Dynamic Lists on the Dashboard:
From here, you’ll select the gear/signal icon at the right hand of your screen. Selecting it enables the lists for Account Scoring, which we’ll customize in Settings.
To modify their Weight values, first navigate to Account Scoring:
Now, you’ll see each Weight value, which determines the List’s score. Changing these values is entirely up to the individual. Higher values mean you prioritize the filter score and regard it as important, while lower values indicate less critical choices.
In our example, we’ve weighted each Dynamic List differently. This is why it was important to create single filters - since not all filters may be of equal importance.
Once applied, you’ll receive a notification of success. Now your companies of choice will have represented values associated with your ranking Weight.
Step 3: Viewing Account Ranks
Once applied, you can see how Account Ranks work from the Search Companies tab.
As you can see, an Account Score value is present for each company. This number will vary based on the Weight of your ranks.
If you cannot see the Account Score column, you may need to adjust it from the Customize Fields module:
You can Sort Ascending/Descending to get an idea of the companies that have the highest Account Score.
If you select an individual company profile, you will see how the Account Score value appears:
As you can see, some of our choices appear as score values. Again, these numbers will vary based on how many Account Scoring lists you use. Additionally, the scores are determined by what you or your organization consider the high-to-low priority.
Now you have a clear understanding of how to take advantage of the powerful Account Scoring feature.
If you still have questions, please reach out to us at email@example.com.