Part of Launch G2 Buyer Intent Campaigns End to End
Sales Blueprint
Safety checkedIntent-Enriched Account Scoring
Weekly pipeline update that scores open leads and accounts against live G2 intent, delivering tier-banded priority queue and CRM field updates.
What problem does this solve?
Updates your open pipeline with live G2 intent scores and tier bands (A-act now, B-warm, C-watch) so reps work the accounts actually in-market instead of first-in-first-out or top-down. Accounts with G2 intent signals close 2x larger; this makes sure they're worked first.
How does it work?
Weekly or on new-lead trigger, it pulls your open leads and accounts from the CRM, queries G2 for in-market research activity, matches by company domain, writes four custom fields (intent score, signal type, recency, confidence) into every matched lead/account, and tiers the queue A/B/C by signal strength. Slack pings each rep whose account just entered in-market status. Output: scored CRM records, ranked priority CSV, and owner notifications.
Included Skills
No skills in this group
What's required to run this?
Requires G2 MCP and CRM connection (Salesforce or HubSpot). Admin must create four custom fields first (exact definitions in config.yaml: G2_Intent_Score, G2_Signal_Type, G2_Last_Activity, G2_Tier). Workflow matches on company domain; weak matching is flagged so you can tune domain data in the CRM.
Key Features
Live field writes
Four custom CRM fields per account (Intent Score, Signal Type, Last Seen, Tier) auto-updated weekly with current G2 research. Stale scores are cleared; old data is worse than none.
Tier-banded queue
Ranked CSV sorted by tier and score; reps can sort their open queue by this field in their CRM or work the CSV as their daily priority list.
Match-rate reporting
If domain matching is weak, the workflow reports match rate and suggests fixes (data standardization, domain aliasing).
Owner pings
Slack notifies the rep when their account crosses into 'in-market' status. Falls back to CSV only if Slack is not connected.
Field isolation
Writes only the four G2 intent fields; never touches lead status, stage, or other CRM data.
About This Blueprint
- Industry
- B2B SaaS
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Check Point Next Generation Firewalls (NGFWs)Ishani D.
Account Manager at G2