COGNISM WORKFLOWS
Account/customer success managers
who want to identify clients
searching for alternative solutions
to intercept churn
- Need to track if your clients show increased interest in specific topics or are searching for alternatives
See the workflow step-by-step
What you'll need
- To find clients searching for your competitors’ solutions.
- To find clients showing an increased interest in a specific topic.
- To start a conversation armed with the right context.
What you'll do
- Use the intent data filter in the Cognism Web App to track topics your clients are interested in
- Export these accounts to action before the client churns
Who used it & real-life benefits
I generate the data in the WebApp on behalf of the BDMs using the staffing and RPO intent topics. In the search, I can see what topics are surging alongside the surge number. Once I've refined the contacts according to their surge number, I sync the lists into our Bullhorn CRM and assign the contacts from each vertical to an individual BDM. The BDM will then contact the desired prospects within the surging accounts with a personalised message.
Kelly Services
UK Sales Enablement Lead
28K
contacts generated with intent data
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