We recommend following these steps when saving net new high fit accounts from Keyplay.
Before you begin
Ensure that your serviceable market and account scoring model have been set up and validated by your team. These will ensure that the right accounts fit your parameters in the discover tab.
To learn more about setting up your SAM and account scoring model, go here:
Define your ICP
Step 1: Filter your list
Once you're ready to source new accounts with Keyplay, navigate to your Discover tab and filter your list.
There are a couple different ways customers typically filter.
Filter by overall tier
Filtering by the overall tier can be useful in scenarios like the following:
Building a list for a non-specific campaign with overall good fit accounts
Territory planning and assigning a list of accounts to sales
Filter by Signals
Filtering by signals can be useful in scenarios like the following:
You have a new product feature that's relevant to a specific signal (for example, a new Salesforce integration, so only want accounts using Salesforce)
Filter by Categories
Filtering by categories can be useful in scenarios like the following:
You're testing out how well a new category works
You have a use case relevant to a specific category you want to share
Filter by Similar Accounts
Filtering by Similar Accounts can be useful in scenarios like the following:
You have a great new case study and want to share it with all accounts that are similar to that case study
You have a customer on your website and want to point accounts that are similar to it.
Step 2: Save and Tag your Account List
Once you have filtered your account list and feel good about the list of accounts. You're ready to save and tag them.
First, click the top checkbox in the upper left corner to select all as shown here:
Second, click save and tag. Create a new tag or use a previous tag from the list.
Make sure the tag is added before hitting Save + Add Tags. We highly suggest always tagging any new list of accounts in order to make filtering downstream easier and to simplify reporting in your CRM. (The Keyplay Tags field is available in both the Hubspot and Salesforce integration).
Once you save and tag a list of accounts, they will disappear from your Discover tab and move to the "Saved" tab under your My Accounts view.
From the Saved tab, you can choose to sync your accounts to your CRM directly or export a list to CSV. If the accounts have already been synced, the dialog box will let you know.