Platform

You will be able to see data points from the Snapshot Report captured as company data. The value of the CRM comes from the data it holds. The Snapshot Report is a tool that shows how a business is doing online. Having this report's data inside the CRM helps you in prospecting, nurturing, and discovery journey throughout various stages in your client’s customer lifecycle. You'll be able to: Look at things like grades, technology, reputation data, social media data, and more as part of the company table Filter and search on Snapshot data, alongside with other company data to find the list of company that match the criteria easily

At present, we are unable to run Snapshot reports on existing Service Area Businesses. Eager for a fix for this because it would help Vendasta's internal sales team overcome a persistent partner complaints abut this.

Snapshot Report data is integrated with Companies in Partner Center. Filter prospects by various results from their reports, such as their grades and tech stack, and send them a targeted email campaign. For example, filter Companies to display those that have not yet claimed their Google Business Profile, and send them a campaign explaining the impact of having an accurate, high quality listing on Google can have on their success, and how your team can help them act on this opportunity for growth.

This will allow partner admins to create a Snapshot Report when the specified trigger criteria are met in automations.

Businesses that have a GBP that only list a service area do not show up as having a Google Business Profile in the Snapshot.

A new section in the Snapshot Report that shows the entire tech stack of a website. Some of the tech shown can include analytics, security, email, and databases. This will allow salespeople and leads to have a discussion about the tech of a website and discuss potential improvements.

Request to make the SEO (Organic Search Traffic Performance) section translate to the selected language during customization.

Refresh Snapshot Reports from the account overview page and account details page in either Partner Center or Sales & Success Center, and even in the edit view.

Typically a Snapshot Report is edited by a salesperson from Sales & Success Center. The ability to edit will be extended to Partner Center. Partner admins logged into Partner Center will be able to open a Snapshot Report and edit it.

When I go to DL the snapshot report it is all over the place, not in concise manner, has gaps all over the place. This is not something we can PDF and send to a client.