This example list includes companies that have viewed your G2 product profile page in the past 30 days. This type of Buyer Intent signal shows that a company is researching your product directly and might be at the point of making a purchasing decision. Refer to the HubSpot emails with G2 marketing content documentation to target this list with an email featuring G2 marketing content. To build this list: In HubSpot, navigate to Contacts > Lists . Select Create list to enter the Create a list editor. Select Company-based , enter a List name , then select Active list or Static list . For more information on the differences between active and static lists, refer to HubSpot’s Differences between saved views, active lists, and static lists documentation. Select Next to begin adding filters to your new list. Select Add filter > Company properties . Search for and select G2 Buyer Intent Details . Change is equal

products. Category If your Visit Type filters include Category signals, you can further refine your results by selecting one or more categories. Visitor location Refine buyer organizations based on the geolocation of the individual buyer. The Visitor location filter surfaces companies based on the G2 buyer's geolocation. ZoomInfo then identifies Contacts at the those companies based on your ICP. The geolocation of a ZoomInfo Contact does not correspond to the geolocation of the G2 buyer. The Category filter includes categories for all of your G2 products connected to this integration. If you want to verify the categories for a specific G2 product, log in to the my.G2 dashboard for that product, then open the Category dropdown. Applying Buyer Intent filters To add a filter, open the filter dropdown, then select the corresponding checkbox for each subfilter you want to add. Filters can be used as inclusion or exclusion

The Discussions tab enables you to view and respond to questions submitted by buyers. Basics of Discussions You can use discussions to engage in transparent conversations with buyers and collect product feedback by posting your own discussion topics. Where discussions appear on your profile You can access your product’s discussions page by clicking the Official {your product name} Community link on your product profile. G2 adds up to four pinned questions to the Discussions section of product profiles for certain products. Pinned discussions are determined to be the most frequently asked questions for your product. Managing your Discussions Responding to discussions To respond to a discussion: Go to my.G2 , then Product Information > Discussions . Select See Discussions . Select Comment as Expert to respond on behalf of your organization or select Comment as [Your Name] to respond as yourself. G2 recommends using Comment as Expert to respond to discussion questions

HubSpot lists are often used in segmentation, account-based marketing, lead qualification, and nurture campaigns. With the G2 Buyer Intent + HubSpot integration, you can create and use lists based on specific Buyer Intent signals. For example, you can create a list that identifies buyers or current customers who are directly comparing your product to a competitor on G2. You can then send this list a targeted email campaign that specifically highlights your strengths relative to your competitor. After learning about lists, refer to the HubSpot emails with G2 marketing content documentation to learn how you can enhance your email campaigns with G2 Badges and other marketing content. Active vs. static lists Active lists constantly update to add new companies or contacts that meet your filter criteria. You can use active lists with G2 Buyer Intent data to incorporate new companies into recurring email campaigns. Static lists are generated at the

The G2 + Pendo integration enables you to display your G2 review form directly in your Pendo guides. Basics of the G2 + Pendo integration Incentivization and segmentation Per the G2 Community Guidelines , your organization cannot segment reviewers to solicit only positive reviews. Collecting more, high-quality reviews also means that your products are more likely to be highlighted in one of G2’s “Best Of” lists or other quarterly reports. Refer to G2's Research Scoring Methodologies to better understand how reviews impact those lists and reports. Only non-incentivized reviews are available for submission via the Pendo integration. Gift cards or other incentives can not be attached to this process. Reviewer authentication This integration relies on passing a user email to G2 for use in G2’s review validation and moderation process. If your organization anonymizes this data, you are not eligible to use this integration. For more information on

This example smart list shows associated companies that have viewed a G2 product category page that includes your product. G2 category pages list all products in a product category. This Buyer Intent activity could mean that the company is performing general research to determine the product options available to them, but they are still early in the buyer journey. As G2 Buyer Intent signals are mapped to all people across an associated company, using this example list for a smart campaign will result in all people across a company being affected. Complete the following steps to build this smart list: Go to your Marketo instance, and then select Database . Select New > New Smart List . In the New Smart List pop-up, choose a folder and enter a name for the smart list. G2 suggests including a description with details of the filters used to create the smart list. Select Create

The G2 + Factors.ai integration enables you to measure the influence of G2 Buyer Intent signals on ROI and understand how G2 Intent signals contribute to closed deals and revenue. Basics of G2 + Factors.ai integration About G2 Buyer Intent data G2 Buyer Intent captures enriched data about buyers researching your product across G2. Buyer Intent signals can be generated by a variety of buyer actions, including interacting with your G2 product profile page, comparing your product to a competitor, and viewing alternatives for a product in a shared category. This data enables your sales, marketing, and customer success teams to identify a buyer's stage in the buyer journey. Refer to the Buyer Intent(https://documentation.g2.com/docs/buyer-intent) documentation for more information on signal types, checking the signals included in your subscription, and more. Where G2 data appears in Factors.ai Within Factors.ai, G2 Buyer

This example report shows the average NPS for a product with G2 reviews. The NPS score provides an overall sentiment of whether a reviewer would recommend a product to other users. Complete the following steps to run this report: Go to the Salesforce Reports tab and select New Report... . Select the **Other Reports **folder and then G2 Products with G2 Reviews , or search directly for G2 Products with G2 Reviews. Select Create . At the top of the page, select the Show drop-down and select All g2 products . In the Date Field dropdowns, select the desired options for the date range the report should cover (for example, Current and Previous Month). For this report, G2 recommends selecting All Time for the Range field. In the Preview window, select the Format dropdown and select Summary to change the report format. Select the G2 Product: G2 Product Name column header dropdown and

The G2 + Slack integration enables you to take action on new G2 Buyer Intent signals and reviews by sending alerts directly to your Slack workspace. Basics of the G2 + Slack integration About G2 Buyer Intent data G2 Buyer Intent captures enriched data about buyers researching your product across G2. Buyer Intent signals can be generated by a variety of buyer actions, including interacting with your G2 product profile page, comparing your product to a competitor, and viewing alternatives for a product in a shared category. This data enables your sales, marketing, and customer success teams to identify a buyer's stage in the buyer journey. Refer to the Buyer Intent documentation for more information on signal types, checking the signals included in your subscription, and more. Available Slack channels You can distribute notifications to any public channel within your Slack workspace. Private channels are not available to use with this

for a specific Marketo person. The account-level information included in G2 Buyer Intent data means that an individual buyer’s activity can not be tracked directly. Where G2 data appears in Marketo G2 Buyer Intent data resides in the Info tab for Marketo people. That G2 data can also be used as filters when creating Marketo lists and smart campaigns, which can then be used as part of programs.

This example report shows how you can review activity on G2.com per mapped Salesforce account. This provides insight into the most active accounts for certain periods and gives a clear idea as to what stage the account is at in the buying process. Complete the following steps to run this report: Go to the Salesforce Reports tab and select New Report... . Select the Accounts & Contacts folder and then G2 - Accounts with Visit Events . Or search directly for G2 - Accounts with Visit Events. Select Create . At the top of the page, select the Show dropdown and select All accounts . In the Date Field dropdowns, select the desired options for the date range the report should cover (for example, Current and Previous Month). In the Preview window, select the Format dropdown and select Summary to change the report format. Select the Account Name column header dropdown and select Group by this

This example report shows mapped Salesforce accounts with minimum number of G2 events. By spotting Salesforce accounts with a certain amount of G2 activity, you can focus on those accounts that have potentially advanced in the buying process. This report can help decide which accounts need the most attention. Complete the following steps to run this report: Go to the Salesforce Reports tab and select New Report... . Select the Accounts & Contacts folder and then G2 - Accounts Visit Aggregates . Or search directly for G2 - Accounts Visit Aggregates. Select Create . At the top of the page, select the Show dropdown and select All accounts . In the Date Field drop-downs, select the desired options for the date range the report should cover (for example, Current and Previous Month). For this report, G2 recommends selecting All Time for the Range field. In the Preview window, select the Format dropdown and select Summary to

Adding G2 Badges and G2 widgets to HubSpot websites or landing pages enables you to highlight your G2 reviews, help buyers understand your competitive landscape, and drive review generation efforts. Before getting started Before proceeding with the following steps, make sure you have the embed code for the G2 Badge or widget you want to add to your email. To access G2 Badge embed codes, go to my.G2 , then Marketing Content > G2 Badges . To access G2 widget embed codes, go to my.G2 , navigate to Marketing Content > Widgets , then choose your widget. For more information on embedding widgets, refer to the Widgets documentation. Embedding G2 marketing content in HubSpot websites and landing pages To add G2 Badges or widgets to HubSpot pages: Log in to HubSpot , then navigate to Marketing > Landing pages . Select Create , then choose Landing page or Website . Choose a page type and template. From the Content

Because G2 Buyer Intent signals are captured at the company level, all contacts associated with the company in the signal are included in this list. Inclusion in this list does not mean a specific contact generated the corresponding Buyer Intent signal. This example list includes all contacts for companies that viewed a G2 product comparison page for your product in the past 30 days. For sales and marketing teams, this Buyer Intent signal helps you target buyers with a campaign highlighting your product’s strengths relative to a specific competitor. For customer success teams, this signal can identify current customers that are considering switching to a competitor’s product. Refer to the HubSpot emails with G2 marketing content documentation to target this list with an email featuring G2 marketing content. To build this list: In HubSpot, navigate to Contacts > Lists . Select Create list to enter the Create a list editor

This example smart campaign increases a person’s score in Marketo when they have viewed your G2 product profile page or a comparison page. This G2 Buyer Intent activity can enable your organization’s sales team to know when a company is further along in the buyer journey and ready to consider purchasing your product. By automatically increasing the score when this activity occurs, your sales team knows which people (associated companies) to target. While this example smart campaign targets companies that have viewed G2 product profile pages or comparison pages, you can also use the options detailed in the Filter and identify G2 Buyer Intent signals section to target other G2 Buyer Intent activity. As G2 Buyer Intent signals are mapped to all people across an associated company, using this example list for a smart campaign will result in all people across a company being affected. To recreate this

for the corresponding review form questions to generate Overall Review Sentiment charts. Services G2 displays average responses to the following review form questions in the Overall Review Sentiment panel for services. Sentiment Scale Review Form Question Answer Choices Communication Communication Skills Answer choices range from 1 - 7. Responsiveness Responsiveness Answer choices range from 1 - 7. Execution Ability Execution Ability Answer choices range from 1 - 7. Responses to questions with an answer choice range of 1-7 are converted to a percentage and scaled from 0 to 10. Category By default, G2 category pages are sorted by your product or service’s G2 Score. For more information on how G2 Score is calculated, refer to the G2 Score section. G2 also offers the following category sorting options to buyers: Popularity : Sort by the total number of reviews. Satisfaction : Sort by Satisfaction score. To be eligible for G2 Sort, a category

The G2 CRM Connector comes with 13 custom objects. These custom objects are essentially collections of fields (and relationships), and each of those fields represents a data point. For instance, the G2 Events tab is actually a pre-built, customizable view of the data that is delivered to the G2 Event custom object. The same is true of the other core tabs included with the G2 CRM Connector. By understanding the fields that are included in the G2 custom objects, you can better understand how those fields can be used when placing related lists in Salesforce page layouts, creating custom Salesforce reports, and creating Salesforce notifications.

END ) AS NEW_ENGAGED_ON_G2 FROM [DATABASE].[SCHEMA].[CRM_OPPORTUNITY_DATA] AS CRM LEFT JOIN G2_ORGS AS G2 ON --Common matching methods: G2."COMPANY_DOMAIN" = CRM.[ACCOUNT_WEBSITE] OR REGEXP_LIKE(CRM.[ACCOUNT_WEBSITE],'^(https?:\\/\\/(www\\.)?)?'||G2.COMPANY_DOMAIN) OR (G2."COMPANY_NAME" = CRM.[ACCOUNT_NAME] AND COALESCE(G2."VISITOR_COUNTRY",G2."COMPANY_COUNTRY") = CRM.[COUNTRY]) GROUP BY COMPANY_ACCOUNT_TYPE, SEGMENT Sample output COMPANY_ACCOUNT_TYPE SEGMENT          ACCOUNT_RECORDS ACCOUNTS_WITH_G2_VISITS ACCOUNTS_WITH_G2_ENGAGEMENT NET_NEW_G2_COMPANIES NEW_ENGAGED_ON_G2 Vendor - Prospect Small Business 98976 1550 1284 150 100 Vendor - Customer Small Business 1501 290 272 49 23 Track G2 review trends per region, industry, and market segment The following query enables you to identify quarterly trends in your review volume, star rating, and net promotors for each of your products by grouping review data by region, industry, and market segment

as page engagement and Buyer Intent signal type. For more information on Buying Stage and Activity Level, refer to the Buyer Intent documentation. From the Buying Stage section, select the checkbox for each stage you want to include. From the Minimum Activity Level section, choose the lowest activity level you want to include in your results. G2 updates Buying Stage and Activity Level daily to reflect each buyer organization’s current level of intent. Buying Stage and Activity Level are not recalculated based on your date range. Sort filters You can use the Sort By dropdown to change the order of your search results. Most Recent : Lists organizations with the most recent Buyer Intent activity first. First Seen : Lists organizations with the least recent Buyer Intent activity first. Most Active : Lists organizations with the most total Buyer Intent signals first. Most Alternatives Viewed : Lists organizations with the highest number of