We’re excited to introduce the Summer 2018 release of our award-winning, HG for Salesforce app, which includes two essential features designed to help you identify and close opportunities faster:

Expand your target account potential with Discover Companies.  You now have the ability to discover and add net new accounts with specific technographics directly into Salesforce. You can also refine the number of accounts you import using firmographics such as number of employees, annual revenue, and industry, which is also provided by HG Insights.

Engage with prospects earlier and with more context with lead enrichment. Now you can append technographics directly to your leads. By now you’ve experienced the impact of seeing HG Insights enrich the accounts in your CRM. Now you can see our data at work at the individual lead level in addition to the account. This allows your marketing team to better target and personalize top of funnel marketing activities such as contextual outreach programming, more personalized lead nurturing, and targeted content delivery.

These were two of the features our customers requested the most, and we’re happy to now offer them as part of our HG for Salesforce app.

Just as in the previous version, the latest release of HG for Salesforce embeds technographics directly into Salesforce so that your sales and marketing teams can:

> easily sort, filter and use the data to create campaign segments,

> score and rank accounts,

> generate reports,

> and implement workflows and triggers to build more intelligent business processes.

Watch Our Video to See New Features in Action

What Our Customers Are Saying

“Our experience with HG Insights’ App has been terrific. We’ve been absolutely impressed with the accuracy of the technographic data and ease of integration. The actual connection took 5-10 minutes to hook up. We are already leveraging HG Insights’ technographics data to score accounts, which ultimately enables our go-to-market teams to focus on the right prospects at the right times.”

Manny Ortega,
Director of Business Operations

“Tech install data from HG Insights helped us identify accounts with the right technology profile for our solutions. As a result, we can now identify the accounts that are 64% more likely to turn into closed/won revenue for us. HG Insights’ seamless integration with Salesforce also enabled us to access and act on the data in real time so that we can take advantage of opportunities the moment they arise.”

James Schoensiegel
Global Marketing Ops Manager
Tegile, a Western Digital brand

A Salesforce Demo Jam Winner

Our app recently took first place in a head-to-head Demo Jam competition sponsored by Salesforce. Learn more here or watch video below (starting at 13:25 mark) to hear how we did it.

How to Get HG for Salesforce

Existing Customers: to upgrade to the 2018 Summer release, download the app from the Salesforce AppExchange today. You can find our detailed upgrade guide here. If you have questions or would like to get an overview of the new features, please contact customersuccess@hgdata.com.

New Customers: if you’re interested in HG for Salesforce, visit our product page to review and select a plan that is right for you.

Learn More About HG for Salesforce

> Check our our press release

> Visit the HG for Salesforce product page

> Read our latest case study with Tegile