Company Journey report

Updated by Steen Voersaa

The Company Journey report is available on Team, Business and Enterprise plans

Use the Company Journey view to understand how you win deals

The Company Journey view is a visual representation of all activities and touchpoints on a deal as it moves through your sales funnel. This view helps you to answer questions about a deal at all funnel stages. How did it start? What’s the current status of the deal and is it progressing? Is the customer ready to buy? Are we spending our resources wisely? And perhaps most importantly, the Company Journey view enables you to understand how you win deals, in general. 

Use Dreamdata’s Company Journey view to analyze and summarize customer journeys, and to facilitate shared understanding in your marketing team, your sales team, and among executive decision makers, so you can make smarter business decisions. 


Use the Customer Journey view to help answer the following questions, and more?

Which marketing strategies are impactful in my sales funnel? And which channels should I allocate more marketing budget to? 

You can visualize the impact of your marketing activities across all contacts in the easy to understand timeline. The Highlight touchpoints options enable you to highlight the channels, sources, campaigns and conversions that have impacted your deal. Use this insight to inform your targeting and retargeting strategies as well as your marketing budget allocation decisions. 

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Are you reaching the right people throughout your sales funnel? 

The list of contacts is ordered by latest activity at the top. This makes it is easy to new contacts and identify high-interest contacts at primary stages in your sales funnel. Further more, Roles and seniority, titles, names and email addresses of all contacts in the journey are available either by default, or by switching to Details view. With this data at your fingertips, you can detect commonalities among high usages profiles as well as identify common decision makers for your service.

Key: Use the Company Journey view to identify decision makers and enable your marketing and sales teams to shorten your sales cycle. 

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How can you know when, how and who to reach out to in order to successfully move the deal through your sales pipeline?

You can examine any touchpoint (a session) and gain insight into use cases that matter to individual contacts and their general readiness to buy. Click a journey touchpoint to reveal session details and timeline details with every data point recorded during the session, including pages visited, path taken, content viewed, and actions such as form submits and conversions completed. Monitor important profiles and for usage patterns and with signals that imply high intent, such as signup to free services and visits to your pricing page. This will reveal when, how, and who to reach out to in order to successfully move your deal through your sales pipeline.

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How does it work?

Every tracked customer interaction from your website, your connected ad platforms, your CRM, or your review platforms are visually represented in the Company Journey, giving you an unparalleled view of a company’s journey across all its contacts as it moves through individual pipeline stages and ultimately your entire sales funnel. 

Journey data is refreshed daily to ensure the latest touchpoints from existing as well as brand new company contacts are always up-to-date.

Quickly identify new contacts and new activities on a deal

The list of journey contacts on the deal are ordered by latest activity. This ensures that both the most recently active contacts as well as new contacts are at the top of the list. You can use this insight to guide your outreach.

Zoom for greater details

It may be helpful to zoom in on areas of the touchpoint canvas with high activity. To zoom you can either use the zoom controls directly above the touchpoint canvas, or you can simply double-click (and shift double-click) to zoom in and out on the canvas.

Link to earlier version of Company View

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