March 8th, 2024

Happy March 8th! 💐 Today marks the introduction of our latest feature. Let's jump into it.

Account-Level Insights

On the Accounts Page in Storylane Analytics, you can:

  • Track demo engagement at the account level, not just individual leads.

  • Get insights to identify and prioritize engaged accounts.

  • Use this data to tailor your outreach based on the demo engagement.

How to pass Account insights to a 3rd party? How does the integration work?

Currently, you can send the accounts' data through Zapier or opt for direct export.

Coming soon, you can push account insights directly to HubSpot and Marketo, enriching the individual lead data you already send.

The accounts are recorded based on either Lead or Account Reveal info. If any of these are available for the session, an account will be created/updated. So, if the lead goes through the demo and submits the form, or Account Reveal detects the company by IP, the company will be visible on the Accounts page.

Thank you for being our partner. Stay tuned for more updates! 🌟

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