Contents
- Overview
- Requirements & Prerequisites
- Key Benefits
- Title Clustering Functionality
- Setting Up Title Clustering
- Accessing Title Clustering
- Configuring Title Clustering
- Cluster Values
- Level Values
Overview
Title Clustering is an AI-powered feature that categorizes Leads and Contacts based on their job titles, grouping them into predefined Title Clusters. This automation eliminates manual classification, streamlining Contact Role management and Buying Group formation.
Since job titles vary significantly, Title Clustering helps standardize these variations, helping businesses to accurately assign a Lead’s or Contact’s role within a Buying Group. These Title Clusters will be stored within a field on the Lead or Contact record, but accessible within LeanData's Buying Group Journey Object to help Users organize their Buying Groups.
Requirements & Prerequisites
- Title Clustering is available to all LeanData Buying Groups Edition customers.
Key Benefits
- Automated Title Classification: Eliminates manual job title categorization.
- Seamless Integration: Works within Buying Groups and Contact Role Management.
- Improved Accuracy: AI-driven categorization ensures consistency and efficiency.
- Enhanced Contact Role Management: Enables better utilization of Contact Roles.
- Optimized Buying Group Journeys: Connects Leads and Contacts to relevant Buying Groups.
Title Clustering Functionality
When a Lead/Contact’s Title is updated, LeanData will send a request to OpenAI’s API. The AI model will then categorizes the title into predefined Title Clusters and Job Levels.
Once the appropriate Title Cluster and Level are identified, LeanData will stamp them onto a specified fields on the Lead / Contact.
These Title Clusters and Levels can then be used to help assign relevant Contact Roles or Members to a Buying Group from LeanData Buying Group Journey object. Or used in Salesforce Lead / Contact reporting.
If needed, Admins can reprocess updated classifications, which will update all relevant Leads and Contacts with their updated Title Cluster and Level Values.
Setting Up Title Clustering
Accessing Title Clustering
Navigate to Buying Groups > Title Clustering in the LeanData App.
Configuring Title Clustering
Titles are classified along two distinct dimensions:
- Cluster values: Representing job functions or families (e.g., Sales, Marketing, Engineering).
- Level values: Representing seniority tiers (e.g., C-Level, VP, Director, Manager, IC).
Cluster Values
To configure Cluster Values, ensure you are on the Title Clusters Sub-tab on the Title Clusters page.
1. Specify the Title Fields on Leads & Contacts
Select the field that contains job titles for Leads and Contacts. LeanData will use this field to assign each record to a Title Cluster.
2. Select the Title Cluster Field
Choose the field where LeanData will store the AI-generated Title Cluster. You may first need to create a new field for this purpose.
3. Define Title Cluster Values
Specify the Title Clusters that LeanData will use to group Leads and Contacts.
- Click the Checkmark icon to confirm a Title Cluster name.
- Click the Pencil icon to edit a Title Cluster.
- Click the Trash icon to delete a Title Cluster.
- Click Add Title Cluster to create additional clusters. At least one must be specified.
- Click Save Changes once your Title Clusters are configured.
4. Enabling Title Clustering
Once configuration is complete, enable Title Cluster Classification by switching on the Title Cluster Classification setting.
Once enabled, LeanData will automatically populate the Title Cluster field based on job titles.
Reprocessing Title Clusters
If you modify Title Clusters (e.g., renaming, adding, or deleting clusters), you must reprocess them by clicking Start Reprocessing in the Reprocess Title Clusters section.
Navigate to Buying Groups > Title Clustering and click Reprocess all Title Clusters.
- If successful, a confirmation message appears.
- If errors occur, an error message provides details.
Level Values
To configure Level Values, ensure you are on the Levels Sub-tab on the Title Clusters page.
1. Confirm the Title Fields on Leads & Contacts
Confirm the field that contains job titles for Leads and Contacts. LeanData will use this field to assign a Level to the record. This will be the same Title field used for Title Cluster Classification.
2. Select the Level Field
Choose the field where LeanData will store the AI-generated Level. You may first need to create a new field for this purpose.
3. Define Level Values
Specify the Levels that LeanData will use to categorize Leads and Contacts.
- Click the Checkmark icon to confirm a Level name.
- Click the Pencil icon to edit a Level.
- Click the Trash icon to delete a Level.
- Click Add Level to create additional Levels. At least one must be specified.
- Click Save Changes once your Levels are configured.
4. Enabling Level Classification
Once configuration is complete, enable Level Classification by switching on the Level Classification setting.
Once enabled, LeanData will automatically populate the Level field based on job titles.
Reprocessing Levels
If you modify Levels (e.g., renaming, adding, or deleting Levels), you must reprocess them by clicking Start Reprocessing.
- If successful, a confirmation message appears.
- If errors occur, an error message provides details.
For additional support, please submit a support ticket with LeanData.