Once you have applied your Account Scoring you can bulk sync net new, high scoring accounts to Salesforce so your reps can act accordingly.
Utilizing this function is simple, and we’ll show you how in this quick tutorial.
First - if not already - login to your DataFox instance and navigate to the Companies tab.
From here, you will want to add Account Score and Account Scoring Tier from the Customize Fields option. If you have them enabled already, however, you may skip this step.
Set the fields as active, as shown:
Once these fields are applied, they will appear in your instance:
Now, you want to identify companies not yet pushed over to your Salesforce reps. To do so, select “Add a Filter.”
Afterward, navigate to the Salesforce option. Here, you want to select “Show companies not synced to Salesforce.”
You can further specify the tier of Accounts you want pushed over to Salesforce. Select the drop down under Account Scoring Tier and then select Filter.
A new window appears. Since you want to push over valuable Salesforce accounts, we recommend selecting “Tier 1” in the drop down. Afterward, click Apply.
Once applied, the results will show your high tier accounts not yet in your reps Salesforce instance.
To push these over to Salesforce, check the boxes next to each desired company (or the top box to check all). Afterward, you have the option to sync them.
You can also utilize a different method to identify best fit accounts. If you don’t want to sort by tier, you can sort by higher scores instead.
To do so, select “Add a Filter” and navigate to the Account Scoring option. Here, you can apply a minimum/maximum score.
Once applied, similar results as before will appear. You have the option to sync these high Account Scores to your Salesforce.
Now, you have a better understanding of how to move valuable, untargeted accounts to Salesforce for prospecting.
If you have additional questions, please reach out to us at firstname.lastname@example.org.