What are some good Interesting Moments to track in Sales Insight?

Anonymous
Not applicable

What are some good Interesting Moments to track in Sales Insight?

At my company we already have some of the what i will call 'basic' interesting moment, (clicks link in email, fills out form, attends webinar, etc.) I wanted to reach out to the community to see if anyone else has some new/creative Interesting Moments to add to the Sales Insight?
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Anonymous
Not applicable

Re: What are some good Interesting Moments to track in Sales Insight?

Depending on your company and what you sell, creating interesting momements or milestones for behavior that often leads to a sale can be beneficial. These rules can be pretty sophisticated based on your smart list.

As my company sells multiple products, I list those purchased in SI as well.

Website behavior/visiting certain pages is another we do.

Your goal most likely with SI is to inform your sales team. Feel free to ask them what they would like to see.
Anonymous
Not applicable

Re: What are some good Interesting Moments to track in Sales Insight?

Thank you Tim.
Adam_Vavrek1
Level 9 - Champion Alumni

Re: What are some good Interesting Moments to track in Sales Insight?

I agree with Tim, Bobby.

We track various activities:
  • Link clicks in certain emails from marketing
  • "Important" page views (i.e. pricing page, demo page, etc)
  • Visited booth at a conference
When a SFDC Opportunity closes, I like to pull the Opportunity Analyzer report for the deal to show the touchpoints marketing had.