SalesWings

Philip Schweizer

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Desmond Wolkins

SalesWings Insights

Categorize your insights precisely for easy reporting, our AI Sales Agent and to provide LLM's with context about your data.

Use SalesWings Insights Categories for better reporting capabilities.

SalesWings Insights provide AI and agents with an unparalleled understanding of your leads, accounts and buyers.

Preparing your SalesWings insights for LLMs, AI and Agentic Use Cases

Learn about our Insights Concept and how to prepare it for AI

SalesWings Insights Overview & AI

Everything you need for perfect lead / account profiling and qualification

SalesWings Scoring

Here are some SalesWings tips for scores we see work great for some of our customers.

Handy scores for sales, marketing and agentic teams

Point Lead Score Introduction and Use Cases

Rule-driven Point Lead Scoring

Predictive Lead Score Introduction and Use Cases

The Predictive Lead Score

Introduction

This guide describes various ways and approaches to identifying the right threshold when you should hand-off leads or accounts to sales.

What's the ideal (lead) scoring threshold?

Learn all about how to create tags and scores with the SalesWings Falcon no-code rule builder

How to create Lead Scores

Tips for Point Lead Scoring

All you need to know about "Easy Mode", the new SalesWings feature to  normalize scores for easy interpretation!

Scoring "Easy Mode"

Are you trying to count how many times something has occurred? An email click? A login? A Funnel engagement? Here's how!

Using Scores as "Counters"

You can now add Tags, Scores, or take Actions based on a lead's predictive score! Find out how 🔥

How to create rules based on Predictive Score

How To

SalesWings Tags Introduction and Use Cases

What are SalesWings Tags?

In this article you learn everything about creating, managing and handling your SalesWings tags.

Creating and managing SalesWings tags

Thanks to our latest feature, you are now able to hide specific tags or custom attributes in the leads/contacts insight view.

Hiding Tags and Attributes in the lead insights

This guide explains how you can track and report whether a lead has visited your site from ChatGPT, Anthropic, Claude, Gemini and other LLMs. Great insights for AIO, AGO and…

Tracking and reporting on lead visits from ChatGPT, Claude and other LLM's

Use tags to unlock powerful segmentation, scoring, and automations across your SalesWings stack. This collection walks you through everything you need to know about tags—from setting them up, to triggering journeys in Salesforce Marketing Cloud, to keeping your tag structure clean and scalable..

SalesWings Tags 

Import multiple attribution and campaign tags in SalesWings using the Tag Import Wizard. Learn how to select the tag type, upload your completed template, download the template if needed, and…

How to Import Tags Using the Tag Import Wizard

This article explains how to complete the template correctly, including required fields, optional settings, UTM conditions, referrer conditions, and custom URL parameters.

How to Use the Tag Import Template

Articles on how to Import Tags to SalesWings

Importing Tags

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