Account Scoring can help you find and prioritize your best fit accounts by applying weights to criteria within DataFox or proprietary information being fed into DataFox.
To help get the creative juices flowing, we’ve generated templates of commonly used criteria to expedite the first iteration of your Account Score. Read on for more details!
To begin, log in to your DataFox instance. Navigate to the Account Scoring tab.
Under Draft Criteria and the Manage Criteria tab, you will see the option “Use Account Scoring template.”
Select this option. This creates a pre-populated list for your convenience. This list includes a common filter/weighted criteria.
You can adjust any of these weights as necessary since they are general. Location, for example, could relate to just the United States. Or, something more localized like a specific Zip Code.
Once you adjust each criteria, you may select a related weight for it, as shown:
From here you can filter, add, and/or remove criteria as needed. When satisfied, you can publish the criteria (you only receive this option once relevant weights have been applied).
Once published, you will receive a message the criteria are scheduled for publishing. This can take several hours depending on the criteria selected.
By using templates, you can quickly build criteria for your reps to act on prospecting for faster results.
If you have additional questions, please reach out to us at email@example.com.