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Build account lists and account scores based on technographic and firmographic data

Build account lists and account scores based on technographic and firmographic data

Bring greater transparency to the account scoring process to align sales and marketing with granular context.

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HG Insights
HubSpot
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Before we begin

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Deciding on the right signals for your account scoring process is both challenging and time-intensive. Technographic data, however, serves as one of the most powerful indicators for determining account fit and interests.

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With HG Insights, you can access high-signal data, including technographic and firmographic insights, to identify and focus on high-potential accounts. Technographic data is one of the strongest indicators for determining account fit and interest. 

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This entire process empowers your sales and marketing teams to allocate their efforts efficiently, with full visibility into why each account is prioritized.

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What you can do with this Claybook: 

  • Find companies that use specific technologies
  • Score those companies based on firmographics and technographics
  • Find the contacts within high-fit companies
Information
Follow the step by steps here in Clay
Download the free template
1

First, copy the exact Clay table we use to score leads with technographic and firmographic data here. 

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If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

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The interactive demos on the right will guide you through each step of this Claybook.

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Step 2:

Build an account list searching by tech stack

Use the HG insights source action to search companies using a particular product. You can filter out this search with additional search parameters.

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Step 3:

Build account score system with technographic and firmographic data

Utilize key technographic endpoints including intensity score and other foundational firmographic data points to score and prioritize your leads. Edit the technographic and overall account score columns to your company’s needs.

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Step 4:

Find contacts at high priority accounts

Locate contacts at companies that meet your specified account score threshold. Customize the contact search criteria—such as job title, department, or seniority level—based on your team’s specific requirements.

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Step 5:

Create contact in your CRM

Use Create Object account to add this high-quality lead into your CRM. Adjust the action based on the CRM you use.

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Don’t use Hubspot? You can replace this column with a “Create Object” column for your CRM.

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