G2 - How to send G2 Buyer Intent data to MadKudu?

Why use G2 Buyer intent in MadKudu

• Account segmentation: include G2 buyer intent in your account scoring to identify accounts showing intent for your product, category or competitors.

• Playbooks: surface these accounts to your reps at the right time, with the recommended action

  • are they browsing for a solution? send educational content

  • are they comparing your product with a competitor? highlight your differentiators

  • ..etc

• Account intelligence: show your reps what target accounts were looking at specifically
  

How to send G2 Buyer intent data to MadKudu

Pre-requisites

• You have a subscription to G2 Buyer intent data 

• You have integrated G2 to Salesforce 

• Your Salesforce is connected to MadKudu 

Step 1: Make sure the MadKudu user in Salesforce has access to G2 objects

MadKudu should have read access to the following objects 

• G2Crowd__G2_Event__c

• G2Crowd__G2_Product__c

• G2Crowd__G2_Visiting_Organization__c

Make sure to assign a G2 license to the Salesforce integration user.

Step 2: Request activation

MadKudu being connected to your Salesforce, the G2 objects will get pulled into MadKudu.

Please request the activation of the G2 Intent option to be activated via a support request. Please allow 3-5 business days for the request and set up to be complete.

We'll pull the G2 objects from Salesforce and make G2 signals available in the platform.

Step 3: Use G2 signals

Once activated, you’ll see the events

• in Copilot, on any account activity feed. Here’s an example
  

• in the Data Studio

  • when reloading an Account Engagement model dataset
    

  • available to use in aggregations

• If you are already pushing the Account Engagement scores in Salesforce, the signals field will also display events "Showed intent for {topic}"

Here is the correspondence between what you’d see in your Salesforce and the events showing in MadKudu

You can now

• Create playbooks based on G2 events, use the filter Account Activity global event and select among the G2 events
  

• Update your Account Engagement scoring with the new G2 events