Datanyze Customer Success

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Alerts Best Practices

One of the most widely used features in Datanyze is Alerts. Enabling Alerts will send you a daily email summary of companies adding or dropping technologies you want to track.


This time-sensitive signal can be leveraged to reach out to a prospect who just started or stopped using a particular software provider, giving you the opportunity to strike while the iron is hot. Alerts can be accessed within the Datanyze platform, sent to your inbox or within Salesforce.

There are numerous ways Alerts can be leveraged. Here are some of the most common ways Datanyze customers are taking advantage of this intel:

1. Lead routing
Not all leads are equal, so it often makes sense to make sure the right rep is working the right lead at the right time. With the Datanyze Alerts custom object in Salesforce combined with a lead routing tool like LeanData, you can ensure that if a target account just added a competitor's software, the rep who is most suited to fight the competition gets the lead.

2. Lead scoring
Many marketers are already using behavioral data -- website visits, white paper downloads, newsletter signups, etc. -- to score their leads. While adding Datanyze technographic data to a lead scoring system can be a huge win in and of itself, layering on real-time Alerts can ensure the best opportunities don't slip through the cracks.

3. Email marketing campaigns
With a number of emails people receive these days, it's important to make sure your marketing content is highly targeted. If it's obvious that your message is generic and not specifically relevant to the reader, you'll be lucky if they even open it. Datanyze power users have seen immediate increases in open and reply rates by leveraging Alerts data along with a marketing automation solution like Marketo or HubSpot to trigger drip campaigns based specifically on a prospect recently adding or dropping a specific technology.

4. Outbound campaigns
Sometimes a good ol' fashioned marketing drip campaign just isn't enough and a cold, outbound email is the only play that will suffice. When this is the case, an add or drop from a Datanyze Alert can form the basis of an outbound sales campaign using an automation tool like Outreach, SalesLoft or PersistIQ.

5. Reducing churn
While most Datanyze users tend to focus initially on how to acquire new customers, some realize that one of the most valuable use cases can be churn prevention. Datanyze Alerts can help customer success teams by helping identify when high-priority accounts are adding a competitive technology while still under contract, leading to proactively addressing their concerns rather than reacting to a request for cancellation.

Setting Up Alerts

In order for Datanyze to know which technologies to track for you, you'll need to set up your Alerts in Alerts Settings. Simply select the technologies that you want add/drop data for and click Add for Tracking.


You'll now be able to access your Alerts by clicking on Alerts on the left navigation menu.


Alerts Filters

Sometimes you may not need technology alerts for all websites, but rather a subsection of them based on geography (is it part of your territory?) or size of a company (is it worth your time?). Datanyze Alerts can be filtered easily within your Alerts Settings to only show Alerts that matters to you. Just choose the parameters you'd like to filter your Alerts by, click Save Filters and you will only see websites that meet your criteria.


Daily Email

In order to make it as easy as possible for users to access Alert information, Datanyze can provide a summary of daily Alerts via email by selecting the checkbox at the bottom of your Alert Settings and clicking Update.


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