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As our client you have access to a client success manager to help you
effectively and efficiently use Discovery Data
to its fullest capabilities. Here are some
of the ways that your client success manager can assist you and your team.
Initial orientation, refresher trainings and technical support
Brainstorming sessions to create your target market list
Creating territories and other saved searches
Assisting with ongoing updates of opt-out, client and other lists
Pre- and post-conference support to help you connect with attendees
Onsite training and business planning meetings
If you are experiencing frustrations combining filters or simply do not have time
to log into Discovery
Data, let us take care of it for you.
Our team has the experience
and knowledge to help you make the most
of Discovery Data. Contact your client success manager below or find
out who your client success manager is by clicking
Contact Us within the upper right of Discovery Data. The Client Success staff works in a
team environment,
so please reach out to any member of the group if you are unable to reach your assigned client success manager.
Milestone: I will soon be celebrating my 15th year with Discovery Data. Time flies when you are having fun!
Tip: Our icon glossary is a great resource for new users.
Fun Fact: I’m a crazy cat lady! My fur babies are Nessie
and Bobo.
Favorite Feature: The See All Reps/Agents in this Office and See Our Team links on profiles help me navigate quickly to more information.
Tip: The profile link Search For Me On LinkedIn is also great to expand your network and
quickly connect.
Fun Fact: I have won many eating competitions and challenge any user!
Favorite Feature: I love how customizable everything is in Discovery Data. You can quickly take a list and make it your own, create your own download templates and save your preferences so everything is all set when you log in.
Fun Fact: I like to travel to tropical locations, play sports
and cook.
Favorite Feature: Our territory builder is my favorite part of Discovery Data to show off. It’s very interactive and helpful to managers.
Tip: We have a Discovery Data Guide to Building and Managing Territories.
Fun Fact: I love going to concerts! From local bands to world tours, I will
be there.
Favorite Feature: My most used feature is the In Search link. I don't have to start a new search from scratch every time!
Tip: My Recent Searches will display up to 35 recent searches, saved or not.
Fun Fact: My favorite show is The Office! I also enjoy listening to podcasts and love animals.
Favorite Feature: Being able to share saved searches and download templates with your colleagues.
Tip: Our Best Practices Checklist has lots of tips and describes the many ways our Client Success Team can help!
Fun Fact: I lived in Italy and can speak Italian.
Favorite Feature: Our MarketPro Support Center is a great resource for new and experienced users.
Tip: Use our pre-packaged saved searches to access your target market quickly.
Fun Fact: I love hiking! I am always looking for new places to explore.
Favorite Feature: The "zip codes with miles radius" filter allows you to find reps within many different areas in just one search.
Tip: Filter by title category to target reps based on their role at their firm.
Fun Fact: I was raised in a beach town and enjoy being active and adventuring.
Favorite Feature: The Discovery Data Profile URL is super helpful. I include it in every download so I can get to a profile with one click.
Tip: The filter Validated for Mass Emailing should be used by every marketer.
Fun Fact: I love spending my free time at the beach, and my favorite show is Criminal Minds.
Favorite Feature: The ability to better connect with advisors by knowing their education, languages spoken, and military branches served.
Tip: We have a detailed user guide that shows you how to navigate MarketPro step-by-step.
Fun Fact: I love to travel and have been to over 10 countries and half of the US states.
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