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How Radius Customer Exchange Works

Radius Customer Exchange works similarly to other Radius features, but there are some key differences in setup, segmentation, and deployment. Here's an overview.

 Set Up Your RCX Partnership and Program

You’ll work with your Radius Customer Success Manager (CSM) to link your account with your partner’s and define your partnership and initial program.

Your CSM will help you decide which signals your partner can use to build segments that include your records, and which record types (New, Open, Won, and Lost) to make available to your partner for segmentation and deployment. You will also be able to specify whether your partner can deploy Radius matches for records that are exclusive to your CRM or restrict your program partner to deploying only accounts and prospects that are common to both partners.

For customers who use Salesforce, setup concludes with a bi-directional sync between Radius and Salesforce for each partner. For customers who use CRM systems other than Salesforce, we’ll sync data from Radius to a CSV file.

Explore

When setup is complete, the partners can explore their market opportunity and select which prospects within the segment to target, leveraging Radius' business graph to find net-new leads or identify existing accounts within the segment.

Segment

Partners work with their Radius CSM to refine existing programs or build new ones. Each partner can build their own segments or work with their partner to create segments for co-marketing campaigns. Each partner can see the standard signals used for all segments created within the partnership, though one partner’s customer signals are not visible to the other.

Deploy

Partners can deploy segments to Salesforce or CSV files and execute campaigns together or separately based on record access as defined in your program.

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