Monitor Target Accounts and Leads

In this article

Effortlessly qualify, monitor, and discover opportunities on accounts you’re actively working on live in your Sales Intelligence Workspace.

What is the value of creating CRM lists?

In sales, timing is everything. 

You need to know when your leads or target accounts are most likely accept your offer to meet or purchase your product. Monitoring your existing prospects for buying signals is the best way to identify these opportunities.

Luckily, Similarweb makes this process easy. Our automatic sync process uploads the most relevant account from your CRM and uploads them daily to the Similarweb platform as lists. You’ll get insights into your accounts such as when they’re experiencing major traffic changes to their website.

With the automated CRM lists, you can: 

  • Find opportunities to upsell existing customers 
  • Discover re-engagement opportunities with churned accounts or closed-lost prospects
  • Identify potential risks related to your customers or prospective deals

How to create a CRM list

Your Similarweb admin can set up automated CRM lists by activating the toggle for this feature and selecting the most relevant fields you and your team can filter by.

View Hubspot Integration and Salesforce Integration for instructions on managing CRM integrations. 

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Apply CRM list filters

After your admin has enabled automated CRM lists, you will see a static list of leads and accounts from your CRM within the Similarweb platform. You can filter and enrich those accounts with Similarweb data using a variety of filters, including:

Company & Website Filters

Set the Company and Website filters to focus your efforts on your accounts and/or leads that match various related criteria, including company size and location, category or industry, business type, and technologies used.

  • Website Filters

     

    + Type: Specify the types of sites to include in your lead list. Search for eCommerce and Publishers and Advertisers sites.

     

    + Industry: Filter to include leads in any industry or a specific industry. (see the complete list of industries available).

     

    + Technologies: Filter to include or excluded leads that are using specific technologies.

      Tip: Find leads working with competing or complementary technology to increase the likelihood of a partnership.

     

    +Top Level Domains: Set the desired domain types to include or exclude.(i.e., .com, .org, etc.)

  • Company Filters

     

    + Headquarter Location: Find leads in geographical regions where you conduct business. Set the country filters (for the company HQs) and set postal/zip codes to zero-in.

     

    + Employee Headcount and Annual Revenue: Target just the right-sized company for your business partnerships.

CRM Filters

Exclude any companies that exist in your CRM. Or, select “Only include” to exclude accounts based on the defined field. 

  Note: The fields available for you to filter by are defined by your admin on the “Manage Integration” page. More information can be found in the Salesforce and Hubspot Integration articles.

 

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Traffic & Engagement Filters

Filter accounts based on specific website traffic metrics, including:

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+ Incoming Traffic: filter the visits, visitors, and page views to target websites that are generating desired traffic volume

+ International Visits: find leads based on the source of the traffic

+ Traffic changes: target growing or trending websites

+ Engagement metrics: find sites with high-quality traffic or company that may be looking to improve traffic engagement

+ Marketing Channels: set the range for traffic ratios by marketing channels

+ Audience Gender and Age: target a specific demographic for your lead list

Contacts Filters

Use the contacts filters to build and save contact personas. To learn more about building contact profiles, visit Contacts and Contact Profiles.

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+ Employee Location: Use the Include of Exclude filters to search for specific geographical regions.


+ Employee Profile: Toggle to include a specific Contact profile in your Lead List, or click “Add a Profile” to define a new contact profile.

+ Contact Details: Choose to view only prospect contacts where email, phone, or both are provided.

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Reveal CRM List Contacts

Not only can you enrich your lead list with traffic and engagement data, but you can easily identify the most relevant decision-makers with Contacts.

  1. Click the “Contacts” tab, right next to the “Websites”.
  2. Use the Contact filters to tailor the list of company contacts to fit your desired criteria. 

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  Note: Contact data is available as an add-on. If you are interested, please reach out to your account manager.

FAQs

Q: Which accounts will I see on my CRM list? 

A: You will see only the websites that you own in the CRM. 

Q: Will you see all of their accounts?

A: Each CRM list is limited to 5000 websites. If you own more accounts, then we will only import 5000.

Q: How can I update my CRM list?

A: You don’t need to! The list is updated automatically every day based on your CRM data.

Q: How does Similarweb decide which accounts to prioritize?

A: First, we identify accounts that have open opportunities in the CRM. If additional prioritization is needed, we’ll prioritize the “freshest” (most recently updated) accounts.

Q: What if the accounts/leads do not have a website associated with them?

A: Our data revolves around websites and we match based on the domain. That means we will not be able to import, enrich, and monitor records that do not have an associated website.

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