1. THE COMPLETE GUIDE TO
SALES TRIGGERS
SALES INTELLIGENCE YOU DON’T WANT TO MISS

2. The flow of money into an organization can dictate
when new opportunities arise.
Example Resources: Crunchbase daily email.
#1 - FUNDING EVENTS
MONITOR
This Trigger

3. When a company moves into a new office or a new
city, they’re often more likely to make buying
decisions.
Example resource: Local Business Journal
#2 - GEOGRAPHIC EXPANSION
MONITOR
This Trigger

4. Keeping up with financial reports will allow you the
ability to beef up on customer intel. There you’ll
find financial data, approvals, mandates, and
restrictions.
Example Resource: SEC Filings
form 4 and 8 K)
#3- GOVERNMENT FILINGS

5. Search trends, competition, and dollars spent by
competition are great advertising metrics to
keep up-to-date with.
Example resource: SEMRush
#4 - UPTICK IN ADVERTISING SPENDING
MONITOR
This Trigger

6. Don’t forget to keep up-to-date with what’s
trending on social media. You can also track user
feedback for your (and similar) products with
sites like Twitter and LinkedIn.
#5 - UPTICK IN PRODUCT/SERVICE ADOPTION
MONITOR
This Trigger

7. Keep Track of the news & intel on your most important companies
-
Bonus: Import companies directly from Salesforce.
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8. As the Board of Directors changes, company
policies and fresh eyes provide an opportunity
to sell to.
Example Resource: A company’s PR page can be
invaluable.
#6 - CHANGE IN THE BOARD OF DIRECTORS

9. Following when your prospects change jobs will
allow you to reach out immediately in a market
where timing is key. The SalesLoft Job Change Alerts
tool give you access into changes within or between
companies.
#7 - NEW EXECS OR MID-LEVEL MANAGERS

10. Following when your prospects change jobs will
allow you to reach out immediately in a market
where timing is key. The SalesLoft Job Change Alerts
tool give you access into changes within or between
companies.
#7 - NEW EXECS OR MID-LEVEL MANAGERS
MONITOR
This Trigger

11. Stay up to date with the people you sell to-
Get daily alerts on job changes. Track people and prospects from
Salesforce. Be proactive about your selling.
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12. Keeping up with awards in your (and related)
industries provides an opportunity for you to
recognize what you can do to increase your sales.
Understand that there is always room for your
process to improve.
Example Resource: Google Alerts
#8 - AWARDS OR INDUSTRY HONORS
MONITOR
This Trigger

13. One of the best places to meet with an executive is
during a conference or presentation. Find out where
your buyer will be and go there.
Example Resouce: A company’s news page or
LinkedIn profile
#9 - ATTENDING CONFERENCES/PRESENTATIONS
MONITOR
This Trigger

14. When prospects release new products that means
they’re business is changing. They are more likely to
need new products and services (hopefully yours)
to help them through these changes.
Example Resource: Social Media
#10 - NEW RELEASES / SHIFT IN BUSINESS DIRECTION

15. Our software finds sales triggers faster.
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Sincerely, SalesLoft.
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