This feature is available to customers whose subscription includes Terminus Data Studio. Some feature details are exclusive to customers whose subscription also includes Terminus Engagement Spike Models, Relationship Data, and Bombora intent data.
What is the “Terminus” section in Global Filters?
In addition to the CRM Global Filter sections available in Data Studio (Account, Campaign, People, Opportunity), users can also segment of native data provided by Terminus.
With these filters, you can easily segment your CRM accounts by firmographics, (Industry, Employee Range, and Revenue Range), Bombora intent data, relationship data (if available with your subscription), and Engagement Spikes to enhance your account list building and reporting across the Terminus platform.
How should this information be used?
This information will be especially helpful for customers who:
- Currently do not have access to firmographic information for their target accounts in their CRM. This may also apply to customers who have incomplete or “messy” firmographic data in their CRM, and who would rather rely on Terminus’s data source.
- Want to layer in engagement data specific to their target accounts’ website activity when building Account Lists and when reporting on their account-based programs.
- Want to leverage specific intent topics and Surge dates for Account List building, sales prioritization, and reporting.
Examples of how this data can be leveraged:
- Build a list of CRM accounts that meet your organization’s ICP (ideal customer profile) requirements in specific market segments to run Demand Generation programs to (marketing tactics, SDR cadences).
- Layer on “Engagement Model” names when viewing Campaign Analytics to see what marketing campaigns your most engaged web visitors are responding to [for customers that have Campaign Analytics as part of their Terminus subscription].
- Build a list based on “Fit + Intent + Engagement”; accounts that are a good fit for your business (firmographics), are showing intent signals for your brand, solutions, or competitors (3rd party data provider), and are engaging on your website (Last Engagement Spike) for marketing and sales to work together.
- In Opportunity Insights, pull a list of mid/late-stage opportunity accounts that have also had Engagement Spikes in the last 7 days to send to sales for immediate prioritization.
- Track and assess revenue progress over a specified period of time for key market segments for your business (Ex: Enterprise Accounts w/ 1B+ in revenue).
- Create prioritized lists of accounts for sales and customers success teams based on low or high relationship scores, and propensity to buy.
What data is included in the “Terminus” filter section?
Customers can filter their accounts in Data Studio based on the account’s Employee Range, Industry, and Revenue range. This type of information is generally factored in to an organization's ideal customer profile, or used to identify key market segments. The firmographic data is sourced from Terminus’s proprietary B2B Account Graph technology, (which helps us overcome inaccurate or incomplete account-level CRM data through machine learning AI), and from information we receive via our current data partnerships.
The available fields and values for this data include:
This type of information can also be found in the .CSV report for the “Potential Accounts” tab in our Account-Based Visitor ID tool.
Terminus’ Engagement Spike feature surfaces accounts with spiking engagement on your most valuable web content. Currently, end users can set up an Engagement Model directly in the Terminus Ad Experiences product. Spike then tracks anonymous web data at the account-level, and will alert you on a weekly basis when an account is spiking.
Engagement Models allow you to separate your spike data into different segments. These models could be based on different product lines, industries, content types, high value vs. brand awareness pages, etc.
The available fields and values for this data include:
Bombora Intent Data
Through Terminus's native intent offering in Data Studio, customers will be able to view “Intent Topic” as well as “Last Intent Date” in their Data Studio columns, and “Intent Topic” and “Last Intent Surge” as Global Filters.
The available fields and values (within Global Filters) for this data include:
Customers that have access to Relationship Data as part of their Terminus subscription will also be able to see the following fields in the Terminus filters:
- Relationship Score: An AI-driven grade (from “Weak” to “Strong”) which analyzes the all-time email and calendar patterns of your employees across all accounts to help marketers prioritize accounts based on previous brand recognition. This score measures the volume of your interactions within an entire account, and will slowly decay over time (as activity declines).
- Propensity to Purchase: An AI-driven score (from “0” to “100”) which analyzes the recent email and calendar patterns of your employees across all accounts to help marketers trigger timely, personalized campaigns. This score is more reflective of the frequency and recency of your interactions. The scoring grouping for this metric include:
Will Terminus’s firmographic data overwrite data in my connected CRM?
No, the Terminus data in Data Studio, including firmographics, will not push to or overwrite data in your CRM, as it only lives in the Terminus platform. Additionally, customers can still configure their own CRM firmographic data as Global Filter and/or Data Studio Column options.
Why can't I see a specific field option/value? Or, why does it seem like a field value has "disappeared"?
Every Global Filter field option will dynamically generate based on what data is currently available. For example, if there are no accounts that have an Engagement Spike in the "Last 7 Days" window, that option will not show under the "Last Engagement Spike" field.
Why do I see an intent topic that I'm no longer tracking in my filters?
Once a topic has been selected and intent surges are logged, the topic will continue to surface in your global filters as long as there are still accounts with this topic in their most recent surge. After your accounts surge on new topics, the old topics will be overwritten and removed from the filter.