Getting Started & Best practices
Recommendations on setting up Snitcher and best practices
By Jerre and 2 others3 authors17 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.
- Which Snitcher product do I need? Platform or OEM?How Platform, its included tools, and the separate Radar and IP2C products fit together.
- What's in your Snitcher export?In this article, we will tell you what every column contains.
- 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.
- Suggested people — how contact suggestions work
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.