Enabled in workspaces on the Growth plan and above.
Accounts page
Account Based Engagement is used to automatically reveal the companies that engage with your demos, even if individual Visitors do not engage with a Visitor Identification method outlined above. Navattic partners with Clearbit to reveal the company and firmographic information of visitors. Each identified Account will include an engagment rating (high vs. low) based on the actions they took in your demo, the number of unique Visitors at the account who viewed your demos, the total time spent in your demos, and more. This data may be exported as a CSV or sent to Hubspot or Salesforce via a direct integration.

ā€‹
Overview

While knowing which companies are engaging with your content is always helpful, this tool was designed especially with these audiences in mind. Customers using gated or ungated demos in a top-of-funnel strategy:
  • Navattic will identify the companies with the most unique visitors viewing your account. Use this data to set up the most effective ABM campaigns.
  • Send Account-level demo engagement information to Salesforce, to be shared with SDR teams for targeted outreach.
  • Supplement an existing gated demo: identify the company Accounts for Visitors who drop off without completing the current form.
Customers using demos as leave-behind assets:
  • Send a real-time alert to Slack if your prospected account engages with your content
  • Use Accounts to understand if your buyer or champion is circulating your demos internally, without needing to use a gate
  • Send Account-level demo engagement information to Salesforce, to identify your most-engaged Accounts and influenced Opportunities