Leadspace

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Leadspace Technical Documents

Picklist And Data Values

Leadspace Data Fields In Salesforce

Field And Value Mapping

Customizing Salesforce Page Layout

Marketo Integration manual

SFDC integration manual

Leadspace > MKTO DN

Update Email Address - LS Email Address Criteria (&)

LS Original Email Verificatoin

= Verified

LS Lead Verified

= Invalid

Next Steps

Engagio propsensity score - Account level

Piot Leadspace Account Score

Update existing demo scoring

Pilot Leadspace Demographic Score along side MKTO score

Ind > SC(V) enrichment & Data normalisation LS Role and LD Function and ICP Data (120k p/year)

ICP Segment Integration

Sample File from LS

ICP Positive to be updated based on including MI leads

Link to IT Meeting Notes - Redwood 17 Feb 2017 - Contract - Enrichment Process - System update requirments

Discover

Find your ideal buyers. All of them. Minimize guesswork with predictive analytics that zeroes in on top prospects. Customize Leadspace for your business to identify your best prospects based on their match to your best customers. Build lead lists instantly and prospect for target accounts in real time through the smartest blend of social, web, and structured data sources.

Enrich

Know everything about your leads. Leadspace’s proprietary enrichment technology fills in the gaps. Instantly know what your leads need and want, who they are, and what they’re going to do next. Real-time and continuous enrichment tracks rapidly changing indicators from the most reliable data sources and the social and open web, keeping lead data and scores accurate. Leadspace refreshes your lead database, helping you reinvigorate cold accounts.

Score

Rank your prospects with real-time predictive analytics. Act on leads with confidence. Score individuals and companies with the Leadspace Ideal Customer Profile, a custom predictive model created just for you. Use everything to your advantage—your data, your insights, and your unique knowledge about your customers. Flag ready-to-buy prospects in real time, based on factors like how often they’ve visited your website or responded to a campaign.

Reseources

Sharepoint Implimentation Plan

Project Plan

Equinix - Leadspace Onboarding Project Plan

Mapping

LeadSpace LOV Industry JobRole JobFunction Final

Vendor Evaluation & Score Card

Lead Enrichment Matching - Vendor Eval Summary and Score Card

Leadspace Products

Discovery, Scoring and Enrichment in B2B Sales and Marketing

Leadspace Overview

Enrichment Fields Overview 10_21_16

Amnons Leadspace Overview Presentation 101716

Amnons Leadspace Overview Presentation 021617

MKTO PROCESS

Remove Industry and CS(V) from process Question: All list uploads to 'Untrusted source'.

Data Value Change - Lead Space Enrichment Date - Old value = NULL - New value > is not empty + Lead Account is null/SFDC Type > is empty Make DN changes

Score Change +1 - # of Engagements - Last engaged date > 90 days LS Api Call

Leadspace

Project Milestones

1. Gather internal lead data. 2. Design your Ideal Customer Profile. 3. Target next customers.

Audience Data Management

Scoring

Pilot LS demographic score alongside EQU scoring

Update MKTO scoring to update data based upon LS enrichment post engagement (120k reocrds for 2017)

Audience Discovery Application

Enrichment

Ideeal Customer Profile

STAR Persona