The Spotlight Playbook
Visualize The Top 10 Plays to Maximize Pipeline
Combine data from LinkedIn, Facebook, and beyond to revolutionize the way you track and engage leads.
Playbook 1: Segment accounts across the funnel
Create 5 segments that cover your account funnel using a combination of CRM filters and website behavior:
- Net New: Accounts not in CRM but showing engagement signals
- Create Intent: CRM accounts not yet engaged with high-value pages
- Create Opp: Accounts showing healthy engagement but no opportunity yet
- Pipeline Hot: Accounts engaging with sales teams and showing product discovery
- Pipeline Cold: Accounts talking with sales but showing minimal product interest