Streamline Your Document Signing Process with Lead Segmentation for Accounting

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[Music] with sugar's marketing module advanced segmentation capabilities utilizing our powerful reporting engine customers can segment using complex criteria including any demographic behavioral or custom data brought in from third party sources for example segmenting based on product interest lead source titles accounts etc to ensure that leads are segmented for nurturing and engagement through the lead and customer life cycle other segmentation mechanisms that live in the application are seen within the journey designer where users can create different branches or nurture paths based on contact details for example as part of a step within a journey we can evaluate the title field values in this example we have a branch for those that have titles containing the word chief and anyone meeting that criteria would move on to the next step involved with that branch versus others whose title contained the word manager and anyone meeting that criteria for the term manager in their title would move on to the next step involved with that different branch the marketing platform has a module called scoring profiles where marketers can assemble various types of profiles to be applied to the audiences involved with marketing users can create their own scoring models using sugar markets point based scoring which allows you to assign values based on behavior and demographics you can also set thresholds to determine when a lead should be sent to sales here we're looking at a scoring profile where we've assigned points based on website visits such as the pricing page hit we can give this particular page hit its own individual score we can also score interactions within the email campaigns being sent the landing pages and forms such as a form completion even a form question answer we can also assign values to event attendance and registration as well as any of those database fields that we're capturing from the crm that are sinking over to sugar market for example here we're saying when someone's title is chief marketing officer we're giving them a higher score because in this example we're giving higher scores for our target marketing titles scoring profiles can also be applied and created for the account level sugar markets account based scoring leverages your existing lead scoring data and marketing approach to provide a marketing activity summary at the account level this provides visibility into multiple contacts from the same account engaging with your content account based scoring generally averages the scores of the contacts associated with an account and assigns that score to the account sugar markets lead scoring capabilities are robust where you can have multiple scoring profiles running simultaneously [Music]