Account analysis
Complex analysis Starbridge has already completed can save reps hours of research and keep your team aligned in the system of record. e.g., Propensity to spend, AI usage/comfort, procurement approach.Account scores
Write scoring outputs (1–10, green/yellow/red, pounce/nurture) to power segmentation and prioritization.Contacts
Starbridge can find new contacts, de-duplicate against your existing CRM contacts, and keep both new and existing contacts up to date. Enrich your full TAM or target territories.Dynamic signals for immediate outreach
If your team relies on CRM for dynamic and immediate outbound execution, sync signals into CRM (often alongside customized messaging for campaigns and outreach).Dynamic signals typically have multiple instances per account (for example, multiple relevant meetings over time or multiple signal types for the same account).
Where the data should live in your CRM
- Account/Company object
- Custom object
We recommend syncing account-level information (static enrichment, analysis, and scores) into your Account/Company object.In practice, this typically requires creating a handful of additional fields at the Account/Company level and mapping Starbridge fields into them.
Actioning Synced Data
We primarily see customers using a CRM sync of dynamic data in the following ways:- Custom actions taken due to new instances of objects being created
- An integration between CRM and an outbound tool (for example, Outreach) that injects signal data into campaigns
- Sales: tasks + notifications
- Marketing: outbound campaigns
Recommended approach for sales teams using CRM as the centralized place of actioning. Configure tasks/notifications when new instances of signal objects are created.Minimum fields to sync:
- Signal occurred date/time
- Signal summary
- Signal type / product type
- Recommended action (email snippet, phone script, etc.)
- High-level talking points / enriched analysis for reps
- % of reps actioning Starbridge insights weekly
- Meetings booked influenced by Starbridge data
- Pipeline created from Starbridge data
- Opportunity volume and/or conversion rate tied to signal-enriched accounts
- Win rate on opportunities influenced by Starbridge data
- Success rate by signal type
General Account-level CRM Syncs
This is the primary type of sync most of our customers utilize, and we recommend monitoring the following data:- Number of accounts with Starbridge insights applied
- Number of accounts prioritized due to Starbridge enrichments
- Time saved by reps when researching account data