Spot buyer intent with AI Signals and notify sales

Steffen Hedebrandt, Dreamdata's CMO, shows how to spot buying intent with Dreamdata’s AI Signals and notify your sales team to act before your competitors do.

Supplementary Guide

These steps allow you to replicate the recipe. For context, we recommend you watch the video above.

Step 1: Identify signals that correlate with revenue with Dreamdata’s AI engine

1. Go to Activation Hub > Signals.
   
   

2. Click on “Create New Signal” and select “Choose from AI Signals”.
   
   

3. Dreamdata's Signals uses AI to scan all your go-to-market data to identify behaviors that correlate with pipeline and revenue.
   
   

4. Adjust the AI engine’s focus on signals that are earlier or later in your pipeline.
   
   

5. Review the impact level of each signal: strong, significant, or moderate. The stronger the correlation to the chosen stage of your pipeline, the more important the signal.
   
   

6. Choose a signal you would like to use in your engagement score and click “Activate”.
   
   

7. If you want to edit or refine the AI suggestions, you can do so.
   
   

8. Click “Save” to create your signal.

Note: You can always customize the AI suggestions or build your own manually, using your existing knowledge of what customer behaviors matter most to your business.

You can see all the active signals, as well as the ones used to calculate your Engagement Score in Activation Hub > Signals.

Step 2: Create signal-based audiences

Now that you’ve set up your signals, let’s create a signal-based audience that fits ICP parameters.

1. Navigate to Activation Hub > Audiences.
   
   

2. Click on New Audience > Companies.
   
   

3. Start defining your audience by adding a condition.
   
   

4. For this video, we added “where Signal” = “LinkedIn Ad Engagement” at least once during the last 7 days.
   
   

5. Let’s add another condition to define ICP parameters.
   
   

6. Select ‘Where company property’ = employees = (select your desired size).
   
   

7. Finally, we want to send Sales accounts showing engagement that have no owner.
   
   

8. Select ‘Where company property’ = company owner = null.
   
   

9. Click “Apply” and save the audience. In the video, we saved it as “ICP + LinkedIn Engagement + No Owner”.

   Once an account triggers this signal, it will automatically be added to this audience.
   
   

Step 3: Trigger notifications for your sales team

Once you’ve created your audience, you can set up notifications on Slack or Microsoft Teams to be sent directly to your sales team when an account triggers a signal.

1. Navigate to Activation Hub > Notifications.
   
   

2. Click on Slack.
   
   

3. Create a new Slack notification by clicking “Add New”.
   
   

4. Enter a notification title.
   
   

5. Click “Select Audience” and choose “ICP + LinkedIn Engagement + No Owner”.
   
   

6. Then click “Select Slack Channel” and choose the channel you want to send notifications to. In the video, we chose “qualified-accounts-on-website”.
   
   

7. Click “Send test notification” to check if it works.
   
   

8. Then click “Save” to get notifications directly into your Slack channel.
   
   

9. Open Slack and see the notification in the selected channel.
   
   Notifications include firmographic information about the account, as well as their engagement score. They also include direct links to:

• The detailed customer journey in Dreamdata.

• The company profile in HubSpot.

• The company profile on LinkedIn.

• The company website.
  
  

Conclusion:

Follow these steps to identify hidden buyer intent signals using AI and sending notifications directly to your sales team when an account triggers a signal. Help your Sales teams always strike while intent is hot.