Identify Website Visitors With a Realistic Coverage Plan
See which of your known contacts are on your high-intent pages right now, and what to send them next.
This skill helps you identify website visitors who already exist as contacts in your CRM, rather than promising to deanonymize every anonymous session. Every fifteen minutes it checks your high-intent pages, matches visits back to known Salesforce contacts, routes the signal to the account owner, and prepares a draft reply and follow-up plan for approval.
Sample result
Run live demoExample run
“Check for website visits from contacts on my open opportunities.”
Identified one high-intent visit: a known contact viewed the 'Enterprise POS Features' and 'Pricing' pages for 7 minutes.
Visitor matched to contact: Ronan Aliyev, Director of Operations at Dovetail Ventures.
Ronan Aliyev is a key contact on the 'Dovetail Ventures - Q3 Expansion' opportunity, currently in Stage 3 ('Evaluation').
Website Visit: Ronan Aliyev, Dovetail Ventures
Best for
Account executives managing a book of business who need to know the moment a known contact returns.
Teams evaluating visitor identification software who want honest match coverage instead of inflated claims.
Sales teams that already have solid CRM contact data and want to act on it faster.
What you need to run it
Connect Salesforce so visits can be matched against contacts you already own. Match coverage is bounded by how complete that contact data is.
Supply your site traffic source through the Expertise Live connector, then define which pages count as high intent, such as pricing or key product URLs.
How to Identify Website Visitors Reliably
Known-contact matching
Resolves a visit to a named contact in Salesforce. Traffic with no CRM record stays unmatched rather than being guessed at.
High-intent page filter
Only the pages you designate trigger a signal, so pricing and product views surface instead of every blog read.
Owner routing
Connects the buying signal to whoever owns the account, so the alert reaches the rep who can act on it.
What you get back
Visitor alert
An alert naming the contact and the exact pages they viewed, sent while the visit is still recent.
Draft follow-up email
A ready-to-send reply written against the pages that contact actually looked at.
Multi-step account plan
A follow-up sequence for the account, waiting for your approval before anything sends.
Who it's for
This skill is for account executives managing a book of business who need to know the exact moment a prospect or customer shows renewed interest by visiting key pages on your website. It helps you prioritize outreach based on real-time buying signals from known contacts.
What it does
Every fifteen minutes, the skill checks for visits to your high-intent website pages. When a known contact from your Salesforce records visits one of these pages, it connects that buying signal to the account owner and prepares a complete response package for your review.
What you need
To get started, you will connect your Salesforce CRM and provide your company's website intelligence source via the Expertise Live connector. You will also define which pages on your site signal high intent, such as specific product pages or pricing URLs.
What you get
You receive an alert identifying the specific contact and the pages they viewed. Alongside the alert, you get a ready-to-send draft email and a multi-step follow-up plan for the account, all waiting for your approval.
More in Intent Conversion
- Sample result
#ae-alerts
ExpertiseApp9:15 AM
High-intent activity from Brixton Holdings on the project financing page.Account:Brixton HoldingsContact:Dimitri OseiSignal:Viewed 'Commercial Solar Financing' page for 3m 15sCRM Status:Open Opp (Q3 Expansion, Stage: Proposal)Owner:Ava SinghRecommendation:Send follow-up about new financing options.1A drafted follow-up and Slack alert for any high-intent website visitor.
- Sample result
ExpertiseApp9:15 AM
Key contact read high-intent case studyContact:Ronan WhitfieldAccount:Onyx PartnersContent Read:Digital Twin for Construction caseSignal:High-intent from contact in active dealA ready-to-send follow-up email when a prospect engages with your website content.
- Sample result
Draft a follow-up to LinkedIn engagement
ACAnton CardenasHi Anton, thanks for your comment on my post about solvent recycling. Many distributors are cutting disposal costs by 30% with our new biodegradable solvents. Open to a brief chat next week to see if it could be a fit for Marlow Systems?
A ready-to-send follow-up when a prospect engages with your LinkedIn content.