How the 6sense and Reachdesk workflow works

The workflow relies on data flowing from 6sense into fields within your CRM or MAP. Once that data is available on a Lead, Contact, or Account record, Reachdesk uses it to automate or personalize campaigns.

Key 6sense data points you can use:

• Account and contact scores

• Buying stage or purchase cycle stage

• Likelihood to purchase

• Purchase timing

• Intent topics and research trends

What you can do with 6sense data in Reachdesk

Identify and prioritize accounts

Use 6sense data to decide which accounts get a gift first. You can build segments in your CRM based on:

• ICP and Tiering: Focus your budget on Tier 1 accounts in a "Decision" buying stage

• In-Market Signals: Identify accounts showing high intent through website activity or content consumption

• Account Scoring: Prioritize sends to contacts at accounts with the highest engagement scores

Trigger Reachdesk campaigns

You can set up Automated Campaigns in Reachdesk that fire automatically based on 6sense field updates in your CRM or MAP. For example:

• Send a "Power Coffee" eGift when an account moves to the "Consideration" stage

• Trigger a high-value physical bundle when an account reach a "Strong" likelihood to purchase score

• Automate a follow-up gift when a specific intent topic is flagged on an account record

Personalize sends with Merge Tags

Use 6sense insights to make your messaging feel 1:1. By using Merge Tags, you can pull 6sense data directly into your Reachdesk gift notes or landing pages:

• Gift Selection: Choose a gift related to a topic the account is currently researching

• Custom Messaging: Reference specific pain points surfaced by 6sense intent data in your note

• Timing: Reach out exactly when 6sense detects a "Purchase Timing" window

Recommended ABM workflow

1. Map your 6sense fields: Ensure your 6sense data (like Buying Stage or Intent Score) is mapped to standard or custom fields in your CRM (Salesforce/HubSpot) or MAP (Marketo/Eloqua).

2. Define your audience: Create a report or list in your CRM/MAP that filters for the 6sense criteria you want to target.

3. Build an Automated Campaign: In Reachdesk, create an Automated Campaign and set the entry criteria to match your CRM/MAP list or field update.

4. Add Merge Tags: Use the mapped 6sense fields as Merge Tags in your Reachdesk message templates to personalize the outreach.

5. Measure success: Track your gift engagement alongside 6sense pipeline data to see how gifting impacts win rates and velocity.

Platform-Specific Setup Guides

Ready to get started? Follow the step-by-step instructions for your specific platform to map fields and set up your triggers:

• Using 6sense data in Marketo to send Reachdesk gifting campaigns 🔮

• Using 6sense data in Salesforce to send Reachdesk gifting campaigns 🔮