Add Firmographic and Technographic Filters

This tutorial provides a step-by-step guide on how to add firmographic and technographic filters for a more targeted search of high intent accounts. These filters include Industry, Keywords, Technology Stack, and Count of Developers.

Step 1: Navigate to Settings.

Step 2: Click on Configure under the Customer Fit Scorecard.

Step 3: Start filling up the filters. Begin with the Industry filter. This pertains to the industry of the targeted accounts.

Step 4: Add Keywords. These are industry-related keywords associated with the accounts.

Step 5: Specify the Technology Stack. These are the technologies currently used by the accounts.

Step 6: Define the Count of Developers. Here, add the count of developers of specific designations that your product targets.

Step 7: After filling all the filters, click Save.

Once you've added these filters, you can use them to refine the account search on the Accounts View Page.

Step 1: On the Accounts View Page, click Add Filters.

Step 2: Select Customer Fit and choose the score.

Step 3: Select the score.

Step 4: Click Filter with and add the firmographic and technographic filters.

The account list is then be filtered according to the customer fit and the technographic and firmographic criteria.