Version 3 Release Notes

Overview

HG for Salesforce v3 brings major enhancements including improved matching, easier to use firmographics, and the introduction of HG Insights' IT Spend Intelligence directly in Salesforce. 

View Guide to upgrading to this Version 3 of HG for Salesforce

Enhancements

Improved Matching

Matching for account and leads has been revised and now offers improved match rates. By utilizing alias domain matching we've added nearly 1 million new domains to ensure more records are enriched without increasing false-positive matches. 

For example, accounts with microsoft.com, microsoft.org, doc.com, microsoftsolutions.com or azure.net will all be properly matched to Microsoft. 

More information about our matching logic can be found here.

 

Account & Lead Firmographic Enrichment 

You can now enrich key firmographic details on leads and accounts such as industry, headquarters location, and estimated annual revenue / number of employees. You can choose to fill in blanks, or overwrite existing data. The fields available are: 

• Headquarters City 
• Headquarters State
• Headquarters Country 
• Employee Range 
• Annual Revenue Range 
• Industry 
• Primary URL 

  

IT Spend Intelligence - Available Only to Customers Currently Licensing HG Spend

Detailed spend intelligence categories introduces a whole new angle for sales teams to understand a prospects wallet size and budgets. This allows sales leadership to optimize territory planning and better define the Ideal Customer profile and allows sales teams to prioritize efforts by focusing on leads that have the biggest wallet share.

If you are a current HG customer and have interest in joining the Beta contact us now.