Overview of Company Signals
Signals work like a newsfeed of key milestones of a company. You can get daily updates of significant changes to companies that matter to you, such as awards, key personnel changes, events they're attending, and growth indicators. Then you can use this information to target the right companies at the right time, enrich interaction, and send personalized messages.
You can set up alerts to receive signals. For details, see Signal Alerts.
This table lists different signal types, tags, and their descriptions. Use the API tags to show specific signal types when you're setting up smart talking points in Oracle CX Sales. For details on how to set up smart talking points in Oracle CX Sales, see Enable Smart Talking Points in Oracle CX Sales.
|Signal Category||Signal Type||API Tag||What Triggers This Signal|
|Growth||Partnership or Joint Venture||partnership, joint-venture||Two companies partner or enter a short-term business arrangement|
|Sales or User Growth||sales-growth, user-growth, market-share-growth||The average sales or user volume for a company increases|
|New Geography||new-geography||Company moves or expands into a new location such as state or country|
|New Products, Initiatives, or Strategy||new-product, new-initiative, new-strategy, product-launch||Company unveils a new product or announces an initiative to enter a market|
|New Patent or Regulatory Approval||new-patent, regulatory||Company receives government approval for a patent, registration, or license|
|Office Space Expansion||office-space-expansion||Company opens a new office|
|Won a Major Customer||customer-win||Company announces they have landed a principal customer|
|Financial||Earnings, Revenue, Stock Performance, or Dividends||earnings, revenue, stock-performance, analyst-expectations, valuation, dividends||Company releases numbers on their performance|
|Made an Acquisition||acquisition-acquirer||A company acquires another company|
|Debt Financing||debt-financing||Company receives a loan they have promised to repay|
|SEC and Regulatory Filings||form-5500, form-10k, form-d||Company files required legal paperwork|
|Invested in a Company||investment||A company invests in another company|
|IPO or Public Offering||ipo-trading, ipo-s1, ipo-speculation||A company invests in IPO or file to IPO|
|Merger, Restructuring, or Ownership Change||merger, restructuring, ownership-change||Company undergoes financial restructuring|
|Received Private Funding||private-funding||Company raises money in exchange for equity|
|Was Acquired||acquisition-acquiree||A company is acquired|
|People||Executive Quote or Publication||executive-quote, executive-publication||Company’s executive has given a quote or has published an article|
|Headcount Growth||headcount-growth||Company reports headcount growth|
|Job Postings (this would be quite noisy)||job-posting||Company posts new available positions|
|Leadership Change||leadership-change||Company undergoes management restructuring|
|Awards & Recognitions||Award Received||award||Company receives an award|
|Included in Industry News||industry-news||Company is mentioned positively by an industry analyst|
|Included in Industry Lists (INC 5,000)||industry-list||Company is added to an industry-specific list|
|Events & Marketing||Accelerator or Incubator Participation||accelerator-participation, marketing-activity,||Company participates in a program to make them grow faster|
|Exhibitor or Presenter at an Event||conference-exhibitor, conference-presenter,||Company exhibits or presents at an event|
|Conference or Event Sponsorship||conference-sponsorship||Company sponsors a conference or an event|
|Conference or Event Attendee||conference-attendee||Company attends a conference or an event|
|Marketing Activity||marketing-activity||Company launches fresh marketing efforts or tactics|
|Video Presentation, Podcast, or Demo||video-presentation, podcast||Company plans a demo of their product capabilities|
|Corporate Updates||Purchased or Became a Customer||corporate-purchase||Company purchases a product or subscribes to a service|
|Outsourcing||outsourcing||Company subcontracts to other companies or contractors|
|Real Estate Sale or Relocation||real-estate-sale, relocation||Company sells their office or moves to a new location|
|Reorganization or Name Change||reorganization, name-change||Company alters the corporate structure or changes their name|
|Negative News||Bankruptcy||bankruptcy||Company files for bankruptcy|
|Industry or Competitive||industry-challenge, competitive-challenge||Company’s competitors gain a unique advantage or the market downturns|
|Customer Dissatisfaction||customer-dissatisfaction||Company’s customers voice their dissatisfaction online|
|Financial Challenges||financial-challenge||Company reports signs of financial instability|
|Executive or Key Person Departure||key-departure||Company loses or fires an executive|
|Layoffs||layoff||Company terminates several employee contracts|
|Legal Issues||legal-issue||Company has experienced legal difficulties|
|Regulatory Issues||regulatory-issue||Company encounters problems with governing law|
|Security Challenges||security-challenge||Company reports or is tied to security vulnerabilities|
|Turbulence||turbulence||Company exhibits signs of irregular or ailing behavior|
You can configure alerts to receive company signals from Oracle DataFox in your inbox or on Slack.
With alerts, you can act on time-sensitive information and reach out to your valuable prospects. Let's look at an example. You're a sales rep and in the daily email digest that you receive, you learn about an acquisition made by your top prospect. You use this information along with other account intelligence to draft a timely and relevant email to your prospect's Sales VP. By monitoring a feed of your top prospects, you can have insider knowledge for ways to reach out to them.
Set Up Alerts for Company Signals
To set up alerts on company signals and edit the news alerts you receive from companies, you must use a static or a dynamic list.
It’s simple to manage signal alerts on a list or a dynamic list. You can set up alerts in the Signal Alert Preferences dialog box from the Lists page, from a specific list, or from the Manage Alerts page.
Open the Signal Alert Preferences dialog box in one of these ways:
On the Lists page, click the Get Alerts icon in the Actions column.
After you open a list, click the Get Alerts icon.
From the user menu, click Alerts. On the Manage Alerts page, click the Check Mark icon against a list from the Static Lists or Dynamic Lists tab.
In the Signal Alert Preferences dialog box, in the Send Alerts Via list, select how you want to receive your alerts. If you want to receive alerts on Slack, see Integrate Slack with Oracle DataFox.
Select the types of alerts you want to receive and click Save Alert Preferences.
Now you start receiving the alerts you selected for the companies in your list. When a new company is added to an existing list, you will start receiving alerts for that company automatically.
To stop receiving alerts, click the Get Alerts icon and select Delete This Alert.
Filter Signal Types on Your List
You can filter signal types for the companies on your list to see the news signals you’re interested in. For example, here’s how you can see news signals for the companies in your list that have announced sales or user growth.
On the Lists page, select a static list.
Click the Signals tab.
Click Add a Filter.
Click Turn All Signals Filters Off to turn off any existing signals.
For a dynamic list, click the Get Alerts icon on the Lists page to set filter preferences for the companies in your list.