Hi all
What is best practice for identifying, grading and flagging ICP accounts in Pardot? The grading system is great for prospects, but how do I do something similar with accounts? Our ICP scoring system is pretty comprehensive and I'd like to be able to automatically identify and flag any new ICP account that appears on our radar. Of course, ICP status is always validated by a human at some point, but I need an initial guesstimate based on explicit and well defined company attributes. An example of why we would want this is when anonymous prospects from known companies are browsing our website (i.e. the company can be identified from the IP address). I want the ability to create an automation rule that notifies someone in marketing that XYZ company, who happens to be a Tier 1 ICP, is sniffing around us. This is a key component of our Account Based Marketing strategy so if anyone has ever built a scoring system at the account level I'd be keen to hear about it. Thanks in anticipation.
James, check out Vertical Insights in the app exchange. They do all the ICP data analysis for you, and feed back a SF dashboard that tells you your top 5 best fit sub-verticals, and worst fit. Plus a slew of other ICP data. Enabling you to quickly pivot your GTM motions. And its cheap, its like $1,500 a year. https://appexchange.salesforce.com/appxListingDetail?listingId=0dae4fbe-4e29-4673-bcd1-ba1ebe79bb66&tab=r