#dreamdatarecipes

Time and personalize your Sales outreach using Dreamdata Customer Journeys

Supplementary Guide

The timeline and detail of Customer Journeys can help you better time and personalize your outreach. Whether you’re an SDR, AE or Marketer crafting your ABM campaign, Journeys helps you tailor your outreach

The following steps show you how.

Step 1: Access your desired Dreamdata Customer Journey timeline

Head to the Customer Journeys > Companies, or, Customer Journeys > Deals reports to find the account you are looking for.

Alternatively, find the cohort you are looking for using the Audience Hub > Audiences, e.g. your biggest deals in the quarter or your ABM target accounts, and select companies from there.

Step 2: Filter Contacts

Use the contacts ‘filter’ to focus only on the roles you are interested in analyzing.

You can also do this manually by de-selecting individual contacts from the timeline.

Step 3: View Contact details

Use the ‘details’ toggle to view the Name, Email and other details of your Contacts.

Step 4: Analyze Contact journey

Use the Channels, Sources, Campaigns and/or Conversions filter to highlight touchpoints on the Contact’s timeline.

Use the ‘only’ toggle to view solely these touchpoints.

Now you can see which touches (sessions) have played a role in the contact’s journey, what were their most recent touches? What content have they consumed?