We know that sales reps often have a myriad of tools they use each day. While we highly recommend using Qualified as a key part of your tech stack, we know that sales reps spend a significant portion of their day in Salesforce.
During configuration, you or your Qualified Success Architect configured the Visualforce component on the Account page layout. If you don’t currently see it, please reach out to our technical support team or review the instructions on Mapping Signals Account Data to Salesforce.
This Visualforce component shows a snapshot of the Account 360, our robust account profile that shows all known data about a specific account and what is driving their Signals score. If you run into any difficulty with your Qualified Visualforce component, please contact your Salesforce admin or our technical support team.
As part of every Qualified Signals implementation, our team of Success Architects help deliver a standard Signals Account Prioritization Dashboard including two reports focused on accounts by intent, trend and score.
We highly recommend using the fields created in Mapping Signals Account Data to SFDC to create other dashboards such as:
- Signals Score with accounts and segments
- On Fire Signal Score with accounts
- Hot Signal Score with accounts
- Warm Signal Score with accounts
Our team is currently building a set of common reports and dashboard definitions that can be used by all our customers.
Other reports and dashboard examples could include:
- Segmenting Signals data by ABM tier
- Filtering by sales rep or account executive
- Create a “Green Field” report to find unassigned accounts that are surging
- Combine with competitors or other Salesforce data
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