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How Factors Works

Turn marketing data
into revenue

Prepare to fall in love. See how Factors can help you identify high-engagement accountsand activate them with automated outbound workflows across email and LinkedIn.

Watch the Video

Step 1

Get started

Choose one of three possible ways to allow Factors to identify the anonymous companies visiting your website.

Google Tag Manager

Log into your GTM and create a new custom HTML tag, paste the SDK code snippet, select 'All Pages' for triggering, and then save and publish the tag.

Manually placing the SDK

Request your web developer place Factors SDK code in the `<head>` and `</head>` tags of every page you want to track on your website.

Connect through CDPs

Select your CDP, and copy its API key from the Factors onboarding screen. Then log into your CDP, add Factors as a destination, and paste the API key into your CDP connection.

Step 2

Get Pull marketing data together

Get a 360* view of your prospect’s engagement with your brand by unifying and analyzing marketing data inside Factors.

Step 3

Get notified of high engagement accounts

Set-up real-time notifications to alert you across Slack or Teams 
the moment a prospect performs a pre-determined action on your website, G2 or website.

Setting up

Select the event for which you want to be alerted and add a filter to trigger it only if the event matches certain parameters

Add Payload 

Add a message to accompany the alerts along with any properties you intend to see with these alerts.

Select app and channel

Choose the application and the channel(s) where you want to receive these alerts.

Step 4

Get more out of LinkedIn

Boost your LinkedIn marketing effectiveness with account-based re-targeting, engagement scoring, and analytics.

Push data to LinkedIn

Retarget high-engagement accounts are yet to convert by sending that data to LinkedIn and re-targeting them with relevant ads.

Score accounts

Prioritize accounts to reach out to by assigning a custom score to every interaction an they take with your LinkedIn ADs and organic posts.

Build reports

Analyze the impact of all your LinkedIn campaigns with no-code report builders and visualization like funnels, and stacked columns.

Step 5

Automating Outbound Sales Efforts

Set up CRM and Sales engagement platform workflows with account engagement data collated from your go-to-market stack.

Automate CRM Operations

Create or update a contact in your CRM when an account interacts with your website, views or clicks on ads, etc.

Generate Leads from Web Traffic

Identify potential customers (leads) from the accounts visiting your website. Once identified, its details will be added to your CRM as contacts.

Send Automated Communications

Set up custom email sequences that are automatically sent out to accounts based on the account’s engagement. 

Learn more by watching this demo webinar

See Factors in action in this overview webinar led by CTO and Co-Founder — Praveen Das.

Watch Now

Praveen Das

CPO & Co-Founder at Factors.ai

Ready to make the most of your go-to-market efforts?
Book a demo & see Factors in action now.

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