Journeys Use Cases

Example Use Case

  • Inbound leads, last 7 days

    • Analyze their full journeys and understand how we brought them

  • SDR Hit list engagements, today

    • Set up alerts for sales team to enable quick response

  • List of Closed Won Deals

    • Pull deal retros for board meetings

  • Buying Unit Penetration

    • Understand who we need to convert

Example Configurations

View

Configuration

Filters

Account List Intent Tracking

Group by Companies

Target Account list (company property), Who have entered site today Target Account list (company property) Who have done [Enter high intent goal] within the last 7 days

ABM Activity

Group by Companies

Whose target account (company property) is true, who have entered site last 90 days

Buying Unit Penetration

Group by Users

Whose Company domain (company property) Contains [Enter Company Name]

New ICP Leads

Group by Companies

Who have done [Enter sign up goal] within the last 3 days

Rep Account List Activity

Group by Companies

Account list owner property (company properties) is [Enter owner name] All Time

Gong Mentions

Group by Companies

Who have done [Gong mention tracking goal] in the last 7 days

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