Feature access with a list-based Hub configuration will vary based on the Terminus subscription plan you are on, and based on the type of data you are sharing with Terminus. 

This document provides an overview of what data objects, and associated fields, are required to enable different features across the Terminus platform. 

Feature Matrix

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Matrix Legend:

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Impact of Object Data (Feature Breakdown):

Account Hub

  • The Account Object is required because it’s the driving object of the report. 
    • Last Activity Field is optional, but allows for the “Needs Sales” action list to be used successfully on the Account Hub report.
    • “Parent Account ID” field is optional, but populates the corresponding column in the report.
  • Optional Opportunity data will populate the “Open Pipeline”, “Open Opportunities”, “Total Opportunities”, “Total Deals”, “Total Pipeline”, and “Total Revenue” columns in the hub report. Allows for the “Has Open Opportunities” and “...With No Open Opportunities” action lists to be used successfully on the Account Hub report. Also will populate Opportunity data in the “Opportunities” tab on the Account Specific view. 
  • Optional Contact data will populate the “Known People” column and tab in the Hub/Specific views. Allows for the “Needs Contacts” action list to be used successfully on the Account Hub report.
  • Optional Lead data will populate the “Known People” column and tab in the Hub/Specific views when used in conjunction with the Lead-to-Account Mapping feature.
  • Optional Campaign + Campaign Response data will populate the “Campaign Responses” column and tab in the Hub/Specific views. Allows for the “Needs Marketing” and “Needs Marketing & Sales” action lists to be used successfully on the Account Hub report.
  • Optional Sales Activity data will populate the “Sales Activity” column and tab in the Hub/Specific views. Allows for the “Needs Marketing & Sales” action lists to be used successfully on the Account Hub report.
  • Optional User data allows for the “Account Owner” column to be leveraged in the Account Hub/Specific views.

Lead-to-Account Mapping

  • The Account Object is required because it is used in matching criteria of the feature. 
  • The Lead Object is required because it is used in matching criteria of the feature.
    • Company Field is optional, but is used in matching criteria. For better matching, the Company field should be included.
  • Contact Object is required because it is used in matching criteria of the feature.

Embedded Firmographics

  • The Account Object is all that is required.

Bombora Intent

  • The Account Object is all that is required.

Account Discovery

  • The Account Object is all that is required.

Sales Rep Alerts (Email Service):

  • The Account Object is required because it is the driving object of the report.
  • The User Object is required because it allows us to deliver the report to Sales Users and split the Account Object by who owns it.
  • The Contact Object is required because the goal of the service would be to deliver immediate actions for an account (who to reach out to).
  • Optional Campaign + Campaign Response data will enhance the deliverable by providing who has been engaging with marketing at the Accounts.
  • Optional Lead data will enhance the deliverable by providing potential additional contacts when used in conjunction with the Lead-to-Account mapping feature.
  • Optional Opportunity data will enhance the deliverable because it will allow for pipeline and campaign opportunity influence metrics to be included.

Dashboards & ABM Scorecard

  • The Account Object is required in order to build lists and utilize the Scorecard feature, “Top Accounts” dashboard tile, and “Engagement Insights” dashboard tile.
  • Optional Opportunity data will populate the “Opportunity Accounts”, “Won Accounts”, “Pipeline Created”, “Revenue Won” “Revenue per Account”, and “Deal Velocity” Scorecard metrics. It allows the utilization of the “Top Opportunities” dashboard Tile, populates the “Open Pipeline”, “Open Opportunities”, “Total Opportunities”, “Total Deals”, “Total Pipeline”, and “Total Revenue” fields on the “Top Accounts” dashboard tile, and allows the “Accounts w/ Opportunities Created”, “Accounts w/ Deals”, and “For only Accounts w/ Opportunities Created” options on the “Engagement Insights” dashboard tile.
  • Optional Contact data will populate the “Known People” field on the “Top Accounts” dashboard tile.
  • Optional Lead data will populate the “Known People” field on the “Top Accounts” dashboard tile when used in conjunction with the Lead-to-Account matching feature.
  • Optional Campaign + Campaign Response data will populate the “Campaign Responses” and “Unique Campaign Respondents” fields on the “Top Accounts” dashboard tile. It will also allow for the use of “Marketing Influence” on the “Top Opportunities” dashboard tile. 

Opportunity Insights

  • The Opportunity Object is required because it’s the driving object of the report.
    • Optional fields “Stage” and “Opportunity Type” will populate the corresponding columns in the report.
  • The Account Object is required because it is the parent object of the Opportunity object.
  • Optional Contact data will populate the “People (Acct.)” column.
  • Optional Lead data will populate the “People (Acct.)” column when used in conjunction with the Lead-to-Account matching feature.
  • Optional Campaign + Campaign Response data will populate the “Source Campaign”, “Source Campaign Type”, “Last Campaign”, “Last Campaign Type”, “Total Campaigns”, “Acct. Respondents”, “Pre-Opp Creation Responses”, “Post-Opp Creation Responses” and “All Responses” columns and allow for the use of “Marketing Influence” on the report. 

Campaign Analytics

  • The Campaign + Campaign Response Objects are required because it’s the driving objects of the report.
  • The Opportunity Object is required because it is the key object used when calculating the “Accounts Influenced”, “Opptys Influenced”, “Deals Influenced”, “Pipeline Influenced”, and “Revenue Influenced”.
  • The Contact object is required because it is the parent object of the Campaign Response object and calculates the “People Influenced” metric.
  • Optional Lead data will populate additional numbers into the “People Influenced” metric. It will also populate additional numbers into the “Accounts Influenced”, “Opptys Influenced”, “Deals Influenced”, “Pipeline Influenced”, and “Revenue Influenced” when used in conjunction with the Lead-to-Account matching feature.

Opportunity Journey Mapping

  • The Opportunity Object is required because it’s the driving object of the report.
  • The Campaign + Campaign Response Objects are required because they are the data points on the Journey view.
  • The Contact object is required because it is the parent object of the Campaign Response object and used to calculate the “Campaign Opportunity Influence” which shows the responses as touchpoints.
  • Optional Lead data will populate additional Campaign Response touchpoints on the journey view when used in conjunction with the Lead-to-Account matching feature.

 

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