Account timeline in Factors shows all activity from a single account, even if users are anonymous or known, and across different channels. This gives you a complete picture of how that account interacts with your company over time.
How can you get the most out of timeline view
1. Identifying the account of an anonymous visitors
The timeline identifies the companies of the folks visiting your website, even if they haven't filled out any forms. This allows you to understand which companies are interested in your offerings, even if they haven't reached out yet.
It tracks their website activity, showing which pages they visit, and what content they engage with. This helps you understand their interests and pain points, allowing you to tailor your messaging and offerings accordingly.
2. Capturing Interest Signals
The timeline shows signals that indicate a company's active interest in your products or services. This could include downloading white papers, attending webinars, registering for trials, or visiting pricing pages. These actions suggest a higher level of engagement and potential buying intent.
3. Putting it in Context:
The timeline provides basic company information like industry, size, and location. This contextualizes the visitor's activity, helping you understand their needs and challenges within their broader market landscape.
4. Connecting the Dots:
The timeline reveals any interactions the account may have had with your sales team, such as emails sent, meetings held, or proposals submitted. This creates a unified view of the customer journey, allowing marketing and sales teams to collaborate more effectively and avoid duplicating efforts.