ABM Analytics Module - SalesLoft Integration

Triblio's ABM Analytics Module with SalesLoft

Triblio’s Account Based Marketing platform scales 1:1 account targeting for pipeline impact. Get Triblio’s account insights live in SalesLoft as you run your outbound campaigns. 

How it works:

Triblio’s integration pulls intent data for known and unknown visitors into a smart panel embedded in SalesLoft’s account tab. For each account, monitor key indicators for purchase intent such as the number of unique visitors, surges in third-party research, account engagement over time, and content consumption. Discover when your accounts are interested and what they’re interested to shape cadences and improve response rates.

Authorization is handled by Triblio and SalesLoft’s backend integration called "Triblio Authenticator." If users don’t have logins to their Triblio instance, they are prompted to follow an authorization process. Triblio administrators can adjust permissions and grant access to sales users in Triblio’s sales module.

How to Install & Authorize Users:

1. Login to your Triblio account and head to 'Sales Activation' in the navigation

2. On the Sales Activation screen, select 'Salesforce Integration (Chrome Extension)'

3. First, download the Chrome extension or send the download link to all users who will be authorized to download.

4. Second, enter the email of the users to authorize.  The email must be the same email the users have for their Salesforce account.

5. In SalesLoft's App Directory, install the Triblio ABM Analytics Module

6. Once installed, navigate to your SalesLoft Team Settings > Integrations > Enable the Triblio ABM Analytics Module

7. Once you enable, you will need to authorize the connection

8. In the Account View in SalesLoft, under Panel Configuration, enable the Triblio ABM Analytics Module to see the account insights in your panel.

9. The first time you enable, you will need to Authorize yourself; in the Triblio ABM Analytics Module panel, click 'Authorize'

10. Once authorized, you will see engagement data loading in the panel.

ABM Analytics Module: The Data

The Triblio ABM Analytics Module provides robust account activity data, broken out into tabs within your Salesloft panel.

Summary

This tab provides an at-a-glance view of an account's activity, incorporating both first and third-party data sources.

Intent Data

This tab drills into the intent profile of the account, displaying the account's aggregate Surge score as well as individual topic scores.

Score

This tab shows a time-series view of an account's activity on your website. This can be used to identify engagement trends within target accounts as well as to expose ghost responses to outbound campaigns.

Visitors

This tab lists website visitors and their number of associated website activities. This view can include both known and unknown visitors.