The text outlines procedures and criteria for handling lead data, including engagement scoring and updating lead information. It details specific requirements for data changes, such as removing certain fields from the process and making updates based on new values.
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)