Getting Started & Best practices
Recommendations on setting up Snitcher and best practices
By Jerre and 2 others3 authors14 articles
Critical set up checklist
Get Snitcher set up for success in 5 steps that take 27 minutes.
- How do I invite team members to use Snitcher?How to add, remove, promote and demote team members.
- Automatically filter for relevant (ICP) leadsFind leads matching your ideal customer profile and use high intent behaviour to surface high quality opportunities without the search.
- Configuring Buyer PersonasAutomatically see people working at identified companies who are the most likely to purchase your solution or service.
- How to use AutomationsAutomations are here to ensure the correct people are notified when target leads are identified or a high intent visit takes place.
- How to configure reports and notificationsWould you like a report on specific types of leads or real-time notifications when an ideal new lead visits your website.
- The A-Z of SnitcherThe best practices and set up points you need to implement to make the most of your investment.
- How to use 'AND' 'OR' filtersGet to grips with filters so you can find the leads and visit behavior you need.
- How to book meetings with leadsHow do you go from an identified company (lead) to selecting the right contact and booking a meeting?
- How to compare visitor identification providersChoosing the right provider is an important decision. This guide is here to help you select the best provider for your needs.
Dashboard
Learn how to score, track and manage leads in Snitcher. Plus of course send leads to other platforms with automations and configure real-time notifications.
- ICP ScorecardAutomatically score every company that visits your website against your Ideal Customer Profile, the moment they're identified.
- Full guide to pipeline stages in SnitcherTrack, engage & convert website visitors effectively at every step of their journey by setting up lead stages in Snitcher.
- How to manage leads in SnitcherNow you are identifying companies, it’s time to implement a process to qualify and assign leads, set up reporting and route or export leads.
- Track or exclude customers and prospects using listsTrigger intent notifications or create filters to focus on new companies using lists of customers, prospects or target accounts.