Being able to access the target accounts that your team needs in order to succeed is a good strategy, but often hard work. Nudge gives you a smarter way to break into those accounts. You can use the following features and tactics to ensure success. 

Start with building your Company Lists

This video will take you through the steps to building a target account list. You will learn how to: 

  • Create a Company List
  • See the Contacts associated with your target accounts
  • Filter and search Contacts (by role, geo, relationship strength, etc.)
  • Add To Dos
  • Access news and social activity for each of your target accounts
  • See relationships that your Team may have at these accounts

Access Your Target Accounts through Collaborators

Nudge tracks relationship strength to identify which contacts in your company, or in its extended network, have the best access to target accounts.  A well-placed introduction can start a deal cycle better than any sales pitch.

Know Who Owns the Customer Relationship

Before reaching out, check to see who is already having conversations at your target accounts. Until now, unless your team actively logged these activities, there’s no easy way of you knowing.

Nudge automatically tracks conversations to show you who on other teams within your organization is already speaking to contacts at key accounts so you can get introduced and broaden the engagement.

Real-time Sales Insights

Now that you've created a Company List, always have the perfect reason to reach out to your prospects without wasting hours on research. Nudge’s AI does this automatically for you, ensuring that you know what’s happening in real time.

You can read this article to learn more about using Sales Insights, and don't forget to configure your Daily Email to get targeted insight on your key accounts. 

Insights Where you Work

The only way a sales insight is of value is if you notice it. Nudge embeds rich, contextual insights in all the places you work to ensure you never miss an opportunity to connect and build a relationship.

As you work in LinkedIn, Salesforce.com, Gmail, or Outlook, Nudge’s insights are instantly presented to you. As you visit prospect websites, the insights are a click away, and if you work with Salesloft or Outreach, Nudge’s insights make your efforts more personalized. Learn more about working with extensions.

Automatic Activity Tracking

Nudge measures the activity of each team member against each relationship and each account, and can quickly show you if your team is doing the work required to succeed.

By understanding raw activity as well as relationship analysis, you are able to quickly build a leading indicator of sales performance, and make adjustments while there is still time in a quarter.

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