Please note that the data health center is available to all users, on all plans. The number of updates you can leverage depends on the credit limits within your plan.
If you want to use the data health center to uncover your total addressable market and identify market gaps between your data and the data available in Apollo, follow the instructions in this article to get started.
Curious to know more about the main benefits of the data health center before you get set up? Jump into the Data Health Center Overview article for more detailed info.
Refer to the sections below for the initial steps to set up the data health center in your Apollo account.
Follow the Setup Process
Please note that you can only connect your CRM and map your fields if you have admin access. Keen to start comparing your CRM data with Apollo's but do not have access to connect your CRM? Contact your Apollo admin to follow the CRM integration steps below. Then, jump to the persona and account segment steps to narrow down your ideal customer profile while you wait.
Launch Apollo. Then, click the Data Health Center tab on the homepage.
Click Set Up Dashboard.
There are 4 steps in the setup process:
Import Your Data
If you want to make the most of the data health center, Apollo recommends you connect your CRM to Apollo. This allows you to check the health of your current data and compare it to the data in Apollo to identify key market gaps.
If you have already connected your CRM to Apollo and mapped your fields, you don't need to take any action. Click Save & continue to move to the next step.
If you have not connected your CRM to Apollo, click the Connect to button next to the CRM you want to integrate.
Apollo redirects you to the integration page to connect your CRM. For more information about CRM integrations in Apollo, refer to the articles below.
Please note, when you sync your CRM to Apollo you can leverage the benefits of the integration across the platform and not just within the data health center. Make sure you read this article to set up the integration correctly from the get-go.
- Salesforce Credentials Overview
- Connect "Team Sync" Authentication Credentials To Your Salesforce Integration
Please note that if you do not use HubSpot or Salesforce in your day-to-day workflow, fear not! This is not a mandatory step. You can skip this and still access actionable insights from the data health center if you configure your personas and account segments and then import a CSV file.
To gain full functionality of the data health center, make sure that you map your stages and fields between Apollo and your CRM.
Click Close in the Map fields modal that appears.
If you have already mapped default fields, custom fields, and stages for the contacts and accounts in your CRM, click Save & Continue.
If you have not mapped your fields yet, refer to the following documents for further guidance:
- Map Default Apollo Fields to Salesforce
- Link Custom Salesforce Fields to Custom Apollo Fields
- Automatically Create and Map Stages Between Salesforce and Apollo
Although recommended, please note that this is not a mandatory step. If you do not use Salesforce or HubSpot, you can skip this step and still access actionable insights by configuring your personas and account segments well. Then, when you finish the setup process, you can upload a CSV file.
If you want to compare the right data and narrow down your results to take action on the contacts that best match your ideal customer profile, you need to create personas. This allows you to check the health of the specific contacts most relevant to your company and business strategy.
If you have already created and activated your key personas in Apollo, click Save & continue to move to the next step.
If you have not created all your core personas in Apollo, click Create more personas, then apply and save the relevant filters for each of your target personas.
Please note that this is a very important step in the setup process. The more specific you are when you create your personas, the easier it is to narrow down the data sets that you want to focus on. When you create highly targeted personas, you can better visualize the health of your data in the dashboard and pinpoint the specific records that match your core ICP.
For more information about how to create personas in Apollo, refer to the following articles:
Account segments are similar to personas but for accounts instead of contacts. They are sets of key account filters that you can apply to find and target the right types of companies faster. Account segments include filters like company location, number of employees, stage, revenue, buying intent, job postings, and much more.
When you define the specific accounts that match your ideal customer profile, Apollo can narrow down the results in the data health center and show you the most relevant records for your company.
Click Create more account segments to create and activate your core account segments in Apollo.
Give your account segment a name to make it easier to identify later.
Then, click the filter accordion next to the filters you want to apply to your account segment. Apollo displays the records on the right-hand side.
For more information about account filters, refer to the Company Info Filters article.
Click Save account segment when you have applied and saved the relevant filters for this target account segment.
Once you have created your core account segments, click View Dashboard to proceed to the data health center.
Now that you've finished the initial setup process, you can leverage the insights from the data health center to access your total addressable market.