Pushing Lists Names from DataFox to SFDC
The DataFox - Salesforce integration is a powerful tool for marketing and sales teams to better enhance outreach capability by syncing list names from DataFox to Salesforce.
Marketing teams can use these list names to run campaigns on groups of companies their targeting and Sales leadership can bubble up interesting data points so the team is aware of key information during the prospecting and sales cycle.
Create a Dynamic List
For our example, we’ll create a Dynamic List focused on companies using Marketo.
1. To begin, log in to your DataFox instance. Go to the Companies tab.
2. Select “Add a Filter.” We want to add the Market Technographic and HG Data Technographic Filter.
3. Once the filters are applied, the total company count is refined to a cleaner 13K. We’ll name our list “Marketo” for this example. Note, list names should be clear and short as they are transferred to Salesforce verbatim.
4. With your Dynamic List created, you have the option to turn on List Name Syncing. Turning the option on will push over your list to Salesforce.
5. Now, we can take advantage of this list in Salesforce. To do so, log in to your Salesforce instance and navigate to DataFox Settings.
The updated Salesforce package should push the list name over by default in the settings, but you'll want to confirm the list name is being mapped correctly as shown below:
All companies on the 'Marketo' list will be tagged with the Marketo list name. So, if you have 300 companies of the 13k companies in your Salesforce instance, all 300 companies will have a 'Marketo' tag so you can easily run a report for campaigns or alert your Sales team.
This is a great way to notify your sales teams of specific technologies companies are using during the sales cycle or other highlight other data points that would be valuable during the sales cycle. Please see image below:
Running Campaigns Using the DataFox List Name in Salesforce
1. First, you'll want to create a search for companies you are targeting for a specific campaign. In this example, we'll create a search using headcount, industry, and location.
2. Once done, Apply the filters. With these results, we’ll create another Dynamic List.
3. Like before, you will turn on the Name Sync. Note that this update may take several hours before it shows up in your Salesforce instance.
Running a Salesforce Report
Now that you’ve established several Dynamic Lists and synced them to Salesforce, we can run a report on the accounts which meet specific criteria.
1. To do so, log in to your Salesforce instance and navigate to Reports. From there, select “New Report.”
2.We’ll create a new Account Level report, available as default.
3. First, we’ll set the options to “All Accounts” and “All” for Territory. Then, in the created date range, “All Time.”
4. You’re free to add additional filters. In our example, we’ll add one for DF Lists containing Marketo.
5. From the field options, you can now add DF Lists into the filter. Click “OK” to add. This allows you to run reports in Salesforce for marketing operations.
Syncing List Names Immediately
An advantage to list name syncing is the ability to push names to Salesforce instantly. Normally, syncing with Salesforce requires 24 hours to update. With this method, however, you can accomplish this in seconds.
1. To do so, navigate to Settings in your DataFox instance.
2. Afterward, select Salesforce. Here, you should see your Salesforce Sync History.
3. Select the List Names tab. On this module, there's an option for "Resync List Names." Check relevant boxes and select it. Checked boxes will instantly push over to Salesforce.
With this utility, you can organize stronger marketing campaigns and reach out to prospective new clients.
If you have additional questions, please reach out to us at email@example.com.