Introduction
SalesWings provides you with a user-friendly way to identify eye-opening insights (tags, scores, etc.) into the needs, wants and sales-readiness of your buyers.
Our insight categories identify the type of insight that you are identifying. There are so many facets around your buyers' intent that are valuable, and categorizing each insight comes with a range of benefits:
Your insight categories are available inside Salesforce, allowing you to create powerful reporting using the categories as filters
Categorizing insights allows our AI Sales Agent, LLM's and Agentforce understand what it tells about your buyers
Future SalesWings solutions will build upon these insights
Automated reporting & dashboards in Salesforce
By consistently picking the most adequate category, you are unlocking the possibility for automated reporting and dashboards to gain powerful insights. Our managed package will include the following 4 automated Salesforce dashboards:
Email attribution dashboard
Detailed dashboard showing the impact of email campaigns on lead qualification rates, won opportunities, and more
Channel attribution dashboard
Detailed dashboard showing the impact of the various type of channels/mediums (i.e. social, email, paid) on lead qualification rates, won opportunities, and more
Paid attribution dashboard
Detailed dashboard showing the impact of the various paid campaigns
Intent attribution dashboard
Detailed dashboard showing insights on interest in products, services, topics, videos, documents, and more
Providing context for the SalesWings AI Sales Agent, LLM's and agentic use cases when provided for RAG
SalesWings insights are incredible data for your company's AI initiatives whether it is for AI SDR's, campaign planning, marketing bots or team facing copilots.
The key for AI to work correctly, is that it has the right data and that it is provided in a way that it understands its meaning and context - and tag categories play a very important role.
For instance, categorizing your insights allows our AI Sales Agent provide your sales reps with the right talk track, as it can then better interpret what your insights (tags, scores, etc.) truly say about your buyers.
If you'd like to leverage our data for RAG (Retrieval Augmented Generation) for your LLM's, Agentforce or other agentic platforms - the same applies.
The SalesWings Insight Categories
We encourage you to be very disciplined when choosing the right categories and update your existing insights, tags and scores with the right categories to benefit from everything we have explained above.
Our insight categories are embedded into the Falcon insights creation interface through a category picker:
List of available categories
If you feel that some are missing that would be useful for you, please let us know.
Type of Category | Category Name | Example Intent insight |
Offering interest | Feature interest | Team management ⚙️ |
Offering interest | Subscription interest | Premium plan 🎫 |
Offering interest | Purchase | Ordered refill 🧾 |
Offering interest | Service interest | Exec training 💼 |
Offering interest | Solution interest | Kick-start 🗝️ |
Offering interest | Product interest | Model X 📦 |
Topic | Topic of interest | Sustainability ✨ |
Topic | Pain point | Cost cutting 🩹 |
Sales Enablement | Recommended Action for Sales | Consider calling this person 💡 |
Marketing Attribution | Source (utm_source) | LinkedIn ☄️ |
Marketing Attribution | Channel (utm_medium) | Social 🔈 |
Marketing Attribution | Campaign (utm_campaign) | Spring campaign 🌱 |
Marketing Attribution | Organic source (referrer) | Google 🔎 |
Marketing Attribution | Email campaign engagement | Spring campaign ✉️ |
Marketing Attribution | Paid campaign engagement | LinkedIn launch ad 💳 |
Marketing Attribution | Social campaign engagement | LinkedIn team post 📣 |
Marketing Attribution | SMS/mobile campaign engagement | SMS March promo📱 |
Marketing Attribution | Display campaign engagement | Display Facebook paid 💳 |
Marketing Attribution | In-app campaign engagement | Pop-up first login📱 |
Marketing Attribution | Affiliate campaign engagement | Referral code XUG67 ↗️ |
Marketing Attribution | Form submission | Sign-up form 📄 |
Content | Document engagement | NBA case study 📁 |
Content | Video engagement | Overview video 📹 |
Content | Case study | Nike case study 📁 |
Content | Podcast | Thought leader Susana 📻 |
Content | Guide or tutorial | Lead scoring 📁 |
Content | Blog post/Article | Product update 📁 |
Event related | Online event/webinar | Launch webinar 🎙 |
Event related | Offline event/conference | NY Conference 🎙 |
Buying Signal | Alerting or negative | Cancellation page 💥 |
Buying Signal | Bowser tab pinned | Contact page 📌 |
Buying Signal | Buying signal | Pricing page 💵 |
Buying Signal | Important/recent action | Recent pricing view 🔥 |
Buying Signal | Click on phone number | US office phone click 📞 |
Persona | Job applicant | Job seeker 📝 |
Persona | Partnership related | Partner interest 🤝 |
Persona | Employee | Team 👫 |
Persona | Competitor related | Competitor 😑 |
Persona | Investor related | Possible investment interest 👔 |
Persona | Persona | Marketer 🎯 |
Software engagement | User action | Added a new user 🖱️ |
SalesWings Tricks
Need more information on Insight categories and how beneficial they can be? In episode 2 of our SalesWings tricks, Philip takes you through how valuable these categories and dashboards can be.
Need additional categories?
If you have ideas for useful additional categories of emojis, share them with us in the chat!