6sense & LeanData Integration
The 6sense partner integration with LeanData offers account level enrichment and routing that utilizes 6QA and predictive scoring natively in LeanData. Eligible joint customers can automatically identify, enrich, and route high-intent accounts to the right revenue team member and ensure accounts are prioritized effectively to guide next best actions.
Mutual customers with 6sense Orchestrations and 6sense Advanced subscriptions can leverage features in the integration.
6sense & LeanData: Better Together
Challenges
70% of buyer decision-making research happens online. Navigating through a sea of anonymous buyer intent signals is hard. Orchestrating the right account-based plays even harder.
Implications
Sales inefficiency, decreased speed-to-action, mistimed engagements, poor customer experiences.
Solution
Leverage the LeanData and 6sense integration to expertly target, prioritize, and engage high-value accounts when they’re ready to buy.
How It Works
Drag-and-drop the 6sense Intent Trigger node and 6sense Account Enrich node into your Account Routing graph to surface the hottest accounts to your reps, with all the information they need to book a meeting.*
Benefits
- Automated account-based motions
- Laser-focused revenue teams
- Accelerated pipeline
- Personalized customer experiences
LeanData & 6sense Integration - Features
1. 6sense Account Intent Trigger Nodes (New Intent & Updated Intent)
Trigger Account Routing when a new or updated account in Salesforce meets your specific 6QA conditions.
Enrich account records real-time with 6sense account enrichment data in Account Routing.
LeanData & 6sense Integration - Use Cases
1. Intent-Based Account Routing
- Route Accounts Based on Intent Score, Buying Stage, Profile Fit, & other 6sense AI insights.
- Notify Owner of Intent Spikes: Notify reps to reach out when their dormant Accounts show a spike in Intent
- Act Fast on High Intent Accounts: Set Intent SLAs & reminders to nudge reps to follow up when Accounts are hot
- Dynamic Territories: Recycle low fit, low intent accounts back to nurture & away from reps’ territories to ensure their books are filled with Accounts that are likely to book a meeting
2. Real-Time Account Enrichment
- Contextual Notifications: Ensure reps have all the information they need for prospecting Accounts to save them time
- Drive Accurate Routing: Fill in key missing data that dictates who the right sales owner should be, such as company size
- Expedite Processing: Ensure high-intent accounts are enriched to avoid lengthy delays caused by enrichment vendors
Comments
-
This very helpful, and we hope to get this level of dynamic territories. So who are the "account owners" of the accounts that are not in market and not routed to reps? Do they stay in a "Lead Queue" and are owned by Sales Operations until they are routed to a rep? What's the best practice in regards to accounts ownership?
2 -
@Lauren Johnson, 6sense or @Chris Dutton - are either of you able to reply to @Shannon Jackson's comment and let her know what we do at 6sense about this?
1 -
Hi @Shannon Jackson, if an account is not yet in-market, and not already owned by a rep, then we call them 'house accounts' and they are owned by a dedicated SFDC user that holds the accounts until they are in-market, or get moved into a rep's name.
At the beginning of the quarter, each rep (along with their manager & sales ops) sets their territory by putting accounts into their name, or removing accounts from their name to get to a set number of accounts. Throughout the quarter, accounts that are 'house accounts' + in our ICP + 6QA (in-market) can be dynamically assigned to reps (ultimately growing their book of business). Then, at the beginning of the next quarter the process repeats.
Hope that helps!
3 -
@Lauren Johnson, 6sense - super helpful, thank you so much!
1
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