To apply this logic to your own target group, follow these steps:
Open the “Predictive Leads” Tab in the Dashboard
In your Octrace dashboard, navigate to the AI section. There you can book a session for a data-focused kick-off call.
Book a Call for Target Group Setup
During this call, you’ll speak with one of our data analysts. Together, you’ll go through your existing customer structure, sales process, and relevant segmentation criteria. The goal is a clear, data-driven definition of your target group.
Activation and Setup of Custom Trigger Logic
After the call, we activate your access and configure the pattern recognition tailored to your Ideal Customer Profile (ICP). This includes defining the relevant trigger sequences based on the types of signals you want to prioritize.
Delivery of Your Predictive Lead Lists
Once everything is set up, you will receive your individual lead lists — based on real-time signals and filtered according to your specifications. These lists are updated continuously and can be integrated into your workflow
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Self-serve option to analyze your CRM data is coming soon.
This will allow you to identify patterns and triggers based on your own sales history — directly within the platform. Stay tuned!
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Next, learn how to Connect Your CRM.