Fast – jot down every part you recognize about your potential patrons. 

You most likely know which trade they work in and have an thought of their job title. Your present buyer database may even assist shed some gentle on potential purchaser conduct. However past the fundamentals, have you learnt what your patrons are particularly looking for and evaluating you in opposition to?

In case your reply isn’t any, then you have to be incorporating purchaser intent knowledge into your gross sales course of. 

Purchaser intent knowledge helps corporations establish in-market patrons and acquire necessary insights into the shopping for course of. This knowledge additionally helps groups set up certified prospects to allow them to be fast to interact with potential patrons. 

On this playbook, you’ll learn to get purchaser intent in entrance of your income groups, methods to make sense of the information, and sensible suggestions for placing purchaser intent to work in your group. 

The best way to use purchaser intent knowledge

The objective of this playbook is to study the three I’s of purchaser intent:

  • Combine: One of the best approaches for getting purchaser intent within the palms of your gross sales reps
  • Interpret: Suggestions for deciphering intent at every level within the gross sales cycle
  • Encourage: Content material and useful resource concepts that you would be able to produce to assist your income groups

What’s purchaser intent?

Purchaser intent is a set of indicators or knowledge factors collected to point if somebody is out there to purchase from you and the place they’re within the course of. There are numerous kinds of instruments that seize analysis round precise purchaser journeys and indicators of their buy intent. 

The objective is to make use of this data to assist drive effectivity within the gross sales course of and in the end achieve extra income by taking the guesswork out of understanding a particular purchaser’s buying intent. Purchaser intent goals to offer you knowledge that can assist you attain out to a possible buyer on the excellent time with the proper messaging.

This playbook will deal with tips on how to use purchaser intent all through two elements of the gross sales cycle: the prospecting and shutting phases.

  • Prospecting: The objective of this section is to make the most of purchaser intent to guide conferences with patrons who seemingly don’t know who you might be and qualify these prospects.
  • Closing: The objective of this section is to make the most of purchaser intent to showcase your product to certified prospects, overcome potential objections, and shut offers.

Kinds of purchaser intent

As a gross sales or advertising and marketing chief, you’re seemingly already utilizing purchaser intent in some capability. Entrepreneurs typically use purchaser intent knowledge to drive advertising and marketing campaigns. Gross sales groups make the most of intent knowledge all through the gross sales funnel to achieve out to potential patrons.

Purchaser intent knowledge might be sourced from varied sources that fall below the next classes:

  • First-party: Information collected by you thru your individual digital properties, together with web site visits, e mail interactions, content material downloads, and type fills. 
  • Second-party: Information collected from one other firm’s first-party knowledge, which is then bought to be used by you. 
  • Third-party: Information collected from actions, occasions, and intelligence throughout a number of sources, apart out of your web site.

All of those knowledge factors, from first- to third-party knowledge, assist sign an intent to buy. The key weapon to purchaser intent is how you incorporate this knowledge into your gross sales playbook. 

G2 Purchaser Intent Indicators

Consumers on G2 are doing numerous analysis. G2 Purchaser Intent knowledge helps you perceive their journey. 

G2’s purchaser intent is essentially the most highly effective knowledge in the marketplace. Purchaser intent knowledge tells you the businesses presently viewing and evaluating your G2 profile so you may nail your outreach. Study which corporations are researching your product, class, and rivals on G2 – then discover the suitable particular person at these corporations to contact. 

Beneath are the kinds of purchaser intent indicators captured on G2:

  • G2 Profile Visits: A purchaser visits your profile web page on G2
  • Sponsored Content material Visits: A purchaser visits a competitor web page that’s displaying sponsored content material
  • Class Web page Visits: A purchaser visits a class web page on G2
  • Competitor Web page Visits: A purchaser runs a comparability between you and different distributors
  • Various Web page Visits: A purchaser appears for options to your resolution or you might be an alternate for one more vendor

All of those indicators present essential data to each a part of your group. Entrepreneurs make the most of this knowledge to personalize and goal messaging. Buyer success groups use it to maintain prospects who could also be researching options. And for gross sales, purchaser intent knowledge helps drive effectivity and income. 


of patrons say that the B2B buying cycle is getting longer.

Supply: DialogTech

Integrating purchaser intent knowledge within the gross sales cycle

Purchaser intent knowledge is invaluable to gross sales groups. When integrated into your gross sales cycle and playbook, intent knowledge may help you get your product into the palms of patrons extra shortly and successfully. 

Subsequently, you could meet your gross sales group the place they’re and make it simple for reps to entry and make the most of your purchaser intent knowledge. 

So how do you get priceless purchaser intent knowledge in entrance of your reps? There are a handful of how you may make the method seamless:

  • On account data: Instantly inside CRM instruments, resembling Salesforce
  • Direct notifications: By means of messaging channels, resembling Slack or e mail
  • Pre-set cadences by state of affairs: In gross sales engagement instruments, resembling SalesLoft or Outreach
  • Weekly studies: Ship round-ups on to reps by way of CSV recordsdata or from instruments like Salesforce

The secret’s to verify intent knowledge is accessible wherever your reps dwell day-to-day. The extra accessible this data is, the extra seemingly your reps are to include it into their playbook. 

Deciphering purchaser intent all through the gross sales cycle

Now that you know the way to get intent knowledge in entrance of your gross sales group, you could know tips on how to map and leverage it – from the prospecting section to closing the deal. To do that, you could first perceive the client mindset at every section. 

Prospecting and qualifying

In the course of the prospecting section, patrons have realized they’ve an issue that must be solved and begin to discover and analysis potential options. Gross sales groups typically make the error of specializing in why their product is superior to others at this stage, however remember that won’t be the place the client is on their journey.  At this level, aggressive differentiators are seemingly not even on the client’s thoughts. 

Concentrate on providing assist at this stage. Analysis your prospect’s enterprise and discover methods to face out throughout outreach to guide a gathering. 

Tip: G2 Class Indicators will let you recognize who’s visiting your class web page.

Proposal, negotiation, and shutting

The customer’s mindset has shifted fairly a bit by the point you attain proposal and negotiation. At this level, the client is dedicated to spending some huge cash and needs assurance that they’re making the suitable determination.

The customer has seemingly short-listed their choices and is critically vetting and evaluating doable options. They’re centered on discovering one of the best match for his or her drawback and enterprise.

To win the client, it’s essential to dig into worth propositions, spotlight differentiators, and overcome objections. Bear in mind, you need to make it simpler for them to purchase, not tougher. Concentrate on incomes their enterprise – don’t simply attempt to shut the deal.

Tip: G2 Comparability Web page Indicators let you know when patrons run a comparability between your product and as much as 4 different merchandise.

Inspiring your group to make use of purchaser intent

Purchaser intent knowledge isn’t simply helpful for locating the suitable prospects. It can be used that can assist you craft extremely focused messages to these patrons that may affect buy selections. 

Beneath are varied campaigns, content material, and useful resource concepts you may produce to assist your income groups in any respect levels of the gross sales cycle.

Crafting messages for potential patrons

Throughout prospecting and qualifying, your messaging ought to replicate your data of the client’s enterprise and the issue at hand. The proper messaging at this stage will assist place you as a trusted advisor. 

Topic: The best way to discover one of the best [solution]

Hello  [First Name],

I do know corporations like [Prospect Company] battle with [pain point]. I learn an attention-grabbing article that speaks to [pain point]: (hyperlink to thought management piece). 

[Company Name] may help you with [pain point] however don’t hearken to me!  [Name], a fellow The best way to Make the Most of Intent Information  at [company],  left us a assessment about their expertise with our product: [insert review text]. 

Are you accessible [insert date] to debate how [Company Name] may be capable to do the identical for [Prospect Company]?

The above e mail instance acknowledges the potential purchaser’s drawback, highlights a buyer just like the prospect, and opens the door for additional dialogue. All of those components are in step with the place the client is of their journey, making the message much more impactful.

Different assets useful throughout the prospecting and qualifying stage embody:

  • Class panorama data: Third-party studies, finest in software program lists, blogs, white papers, and comparable property 
  • Related buyer tales: Consumer opinions, testimonials, buyer movies, and mini case research 
  • Pre-set cadences by state of affairs: SalesLoft, Outreach, or different gross sales outreach instruments
  • Advertising air cowl: LinkedIn Matched Audiences campaigns, re-targeting, and simplified nurture campaigns 


of B2B prospects are misplaced due to indifference or perceived apathy, not due to errors.

Supply: Gallup

Creating messages to shut the deal

The negotiation stage is all about constructing belief and rushing up the gross sales cycle so patrons could make assured selections. Your messaging should be intently aligned with the client’s core wants and values. This implies it’s essential to confront extra uncomfortable matters, resembling acknowledging your rivals head-on. 

Topic: [Company Name] vs. [Insert Competitor] – How do you resolve?

Hello [First Name],

It’s no shock that [Company Name] and  [Insert Competitor]  are the 2 most commonly-known distributors within the [Category Name] house, however when it comes down to creating a call on which one is finest for [Prospect Company], it’s necessary to have the complete story.

Want you may hear from their prospects? Properly, excellent news – you may! Our prospects come to to report their unbiased and trustworthy opinions of why they picked [Company Name]: {INSERT REFERENCE PAGE}. 

This e mail reveals potential patrons that you’re clear and trustable. Don’t be afraid to speak about your competitors. You already know the client has seemed into different options, so don’t be afraid to acknowledge them. 

Different assets useful throughout proposal, negotiation, and shutting embody:

  • Related buyer tales: Share testimonials, opinions, buyer movies, and conventional case research
  • Aggressive panorama data: Comparability studies, comparability touchdown pages, and ready differentiation speaking factors
  • References: Conventional reference calls or reference pages
  • Advertising air cowl: E-mail or retargeting with G2 Finest Software program badges, thought management entry, and upcoming occasions 

Swap intent indicators for gross sales

It’s not a query of why gross sales groups want purchaser intent, however quite a query of how they need to put it to use. 

Purchaser intent has the facility to utterly change the best way gross sales groups strategy patrons. However if you wish to reap the advantages of purchaser intent knowledge, you could first get into the palms of your gross sales reps and improve their processes. 

Figuring out tips on how to capitalize on intent indicators at each stage of the gross sales cycle will make the method faster and more practical. 

Learn to use Purchaser Intent to allow your reps to guide extra certified conferences, shut offers extra effectively, and cease churn in its tracks from consultants Megan Miedema (G2) and Maggie Taylor Aherne (KickFire). Remember to try our webinar Rev Up Your Rev Org.

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