THE COMPLETE GUIDE TO
SALES TRIGGERS
SALES INTELLIGENCE YOU DON’T WANT TO MISS
The flow of money into an organization can dictate
when new opportunities arise.
Example Resources: Crunchbase daily email...
When a company moves into a new office or a new
city, they’re often more likely to make buying
decisions.
Example resource...
Keeping up with financial reports will allow you the
ability to beef up on customer intel. There you’ll
find financial dat...
Search trends, competition, and dollars spent by
competition are great advertising metrics to
keep up-to-date with.
Exampl...
Don’t forget to keep up-to-date with what’s
trending on social media. You can also track user
feedback for your (and simil...
Keep Track of the news & intel on your most important companies
-
Bonus: Import companies directly from Salesforce.
MONITO...
As the Board of Directors changes, company
policies and fresh eyes provide an opportunity
to sell to.
Example Resource: A ...
Following when your prospects change jobs will
allow you to reach out immediately in a market
where timing is key. The Sal...
Following when your prospects change jobs will
allow you to reach out immediately in a market
where timing is key. The Sal...
Stay up to date with the people you sell to-
Get daily alerts on job changes. Track people and prospects from
Salesforce. ...
Keeping up with awards in your (and related)
industries provides an opportunity for you to
recognize what you can do to in...
One of the best places to meet with an executive is
during a conference or presentation. Find out where
your buyer will be...
When prospects release new products that means
they’re business is changing. They are more likely to
need new products and...
Our software finds sales triggers faster.
Get a free taste!
Sincerely, SalesLoft.
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Sales triggers

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Sales triggers

  1. 1. THE COMPLETE GUIDE TO SALES TRIGGERS SALES INTELLIGENCE YOU DON’T WANT TO MISS
  2. 2. The flow of money into an organization can dictate when new opportunities arise. Example Resources: Crunchbase daily email. #1 - FUNDING EVENTS MONITOR This Trigger
  3. 3. When a company moves into a new office or a new city, they’re often more likely to make buying decisions. Example resource: Local Business Journal #2 - GEOGRAPHIC EXPANSION MONITOR This Trigger
  4. 4. Keeping up with financial reports will allow you the ability to beef up on customer intel. There you’ll find financial data, approvals, mandates, and restrictions. Example Resource: SEC Filings form 4 and 8 K) #3- GOVERNMENT FILINGS
  5. 5. Search trends, competition, and dollars spent by competition are great advertising metrics to keep up-to-date with. Example resource: SEMRush #4 - UPTICK IN ADVERTISING SPENDING MONITOR This Trigger
  6. 6. Don’t forget to keep up-to-date with what’s trending on social media. You can also track user feedback for your (and similar) products with sites like Twitter and LinkedIn. #5 - UPTICK IN PRODUCT/SERVICE ADOPTION MONITOR This Trigger
  7. 7. Keep Track of the news & intel on your most important companies - Bonus: Import companies directly from Salesforce. MONITOR THESE ALERTS ALL IN 1 TOOL Start your free daily News Alerts trial!
  8. 8. As the Board of Directors changes, company policies and fresh eyes provide an opportunity to sell to. Example Resource: A company’s PR page can be invaluable. #6 - CHANGE IN THE BOARD OF DIRECTORS
  9. 9. Following when your prospects change jobs will allow you to reach out immediately in a market where timing is key. The SalesLoft Job Change Alerts tool give you access into changes within or between companies. #7 - NEW EXECS OR MID-LEVEL MANAGERS
  10. 10. Following when your prospects change jobs will allow you to reach out immediately in a market where timing is key. The SalesLoft Job Change Alerts tool give you access into changes within or between companies. #7 - NEW EXECS OR MID-LEVEL MANAGERS MONITOR This Trigger
  11. 11. Stay up to date with the people you sell to- Get daily alerts on job changes. Track people and prospects from Salesforce. Be proactive about your selling. SIGN UP FOR JOB CHANGE ALERTS Get your free daily Job Change Alerts email!
  12. 12. Keeping up with awards in your (and related) industries provides an opportunity for you to recognize what you can do to increase your sales. Understand that there is always room for your process to improve. Example Resource: Google Alerts #8 - AWARDS OR INDUSTRY HONORS MONITOR This Trigger
  13. 13. One of the best places to meet with an executive is during a conference or presentation. Find out where your buyer will be and go there. Example Resouce: A company’s news page or LinkedIn profile #9 - ATTENDING CONFERENCES/PRESENTATIONS MONITOR This Trigger
  14. 14. When prospects release new products that means they’re business is changing. They are more likely to need new products and services (hopefully yours) to help them through these changes. Example Resource: Social Media #10 - NEW RELEASES / SHIFT IN BUSINESS DIRECTION
  15. 15. Our software finds sales triggers faster. Get a free taste! Sincerely, SalesLoft. Share on or

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