Account Based Marketing

1. C360 environment
http://analytics.suyatitech.com:6004/
User ID – ananthakrishnan@suyati.com
Pwd – password
 Login > Project : Apple 360 > Save & Run

2. EA Framework environment
http://analytics.suyatitech.com:5000/
User ID : nksanthosh@gmail.com
Pwd : password
a. Upload Excel

testdata.xlsx

 Upload excel with up to 10 company names.

 Excel format – Company Name, Technology, Tool
 (Company name and tool name is important)
b. Settings > Launch
c. Check for status of each stage in

http://analytics.suyatitech.com:5000/companies

3. Check in Lead Squared

https://in21.leadsquared.com/Home/SignIn/38298
Lead Squared ID – abmtest1@suyatiinc.com
Password - Abcabc@12

 Check for Leads in Lead Squared > Leads > Manage Leads
 Check for leads in segments, Leadsquared > Leads > Manage Lists
Segment names will be likely
 TechnologyName _C Level (Eg: Salesforce_C Level, SAP_C Level)
 TechnologyName_D Level (Eg: Salesforce_D Level, SAP_D Level)
 TechnologyName_Others (Eg : Salesforce_Others, SAP_Others)

4. In each of the segments, check for the correct contacts

5. Also check if the workflow is executed properly

6. In Dynamics

Dynamics link - Here

Dynamics ID - harshil@suyati200.onmicrosoft.com
Password - Suyati123

 Go to Sales > Leads > All Leads

 Check if the leads in C Level and D Level segment are entered in Dynamics
 For each of the Lead, check if the below tabs are updated
o Company Details
o Tab > Technology Stack All these data needs to be
o Recent Scoops checked against DiscoverOrg
o Organization Structure

o User Analytics

 For User Analytics

o Lead > Email Address
o Visit Suyati Technologies
o Download a white paper or any other content using a Lead’s Email ID (Carry
out a Call to Action)
o Check for the website analytics of that lead in Dynamics > Lead Name > User
Analytics

This document briefs only the basic workflow.