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PathFactory for Sales Overview

Summary

We know that Marketers need to have better insight in content engagement. We believe Sales does too.

PathFactory for Sales provides actionable intelligence to your Sales team directly from your CRM.

  • Prioritize account outreach based on who is truly active

  • Focus discussions on the topics of interest

  • Have a pulse on the overall engagement of the account

Have questions about PathFactory for Sales? Check out this FAQ, or contact your CSM for more information.


How do you use it?

Step 1: Create a component in your CRM (either Salesforce or Microsoft Dynamics 365)using PathFactory’s script.
Step 2: Add the component to the layout on your lead, contact, opportunity, and account pages.
Step 3: Go to any lead, contact, opportunity, or account page in your CRM to see the PathFactory data!

Updated on May 26, 2022

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