In this article, we'll show you how to create your Fit Model with Breadcrumbs.
When creating the Fit Model, it's recommended to use subscriber information which is demographic or firmographic data to score your buyer personas.
Not sure where to start? Let us do the heavy lifting! Breadcrumbs Copilot leverages the same always-on ML analysis of Reveal to build your data-driven scoring model, suggesting a list of high-impact fit and activity categories.
It is the first step in creating your scoring model in Breadcrumbs, and you can start by following the below steps:
1) Log in to your Breadcrumbs account.
2) In the left side toolbar, select "Scoring Model."
3) In the top right corner, click the button "+ Create Model."
4) On this page, you first want to click the yellow button located on the left "+ New Category."
Under this section, add in demographic and firmographic information you are looking to score.
To follow best practices, the Fit Model should focus on these two types of information.
5) Name — the name of the specific piece of data you want to score. Example: Company Funding
6) Weight — what percentage of importance this category should represent out of 100%. Example: 30% because we want this amount of the overall score to be based on this category
You can add multiple categories to your Fit model, but the total must add up to 100% before your model can be used.
The model can also exceed 100%, but WHY?
We decided to remove the 100% limitation because in certain circumstances you have categories that you know are very unlikely to happen, but when they do, you really want to boost the score.
The final calculated score has a ceiling at 100, and you'll never get a score higher than that.
In this example, the fit model is 110% rather than the standard 100%
Now that you've determined the category and how much weight you want to give it, it's time to add in details by mapping the fields from your data source.
7) From the dropdown box, select the proper source which will give you the data for your category, such as HubSpot or Salesforce, or another CRM you're using.
8) Choose the field inside your CRM that represents the related category—usually, it should match your category name.
Example: Company Funding.
You can add additional mapping fields to cast a wider net by clicking "+ ADD MAPPINGS" located below your fields
Example: Company Size
After you've mapped your fields, the next step is to determine the values.
9) Specify the possible entries for the category you've just created and how much weight they carry with a percentage value.
This category can look for a DATE, RANGE, or MATCH within the mapped fields above. If no match is found, the score will be 0.
Example: We are looking for company funding with the below ranges, and each range has its own weighted percentage.
10) After you're finished creating your Fit category, click "Save Category" to create another category or to move to the next step: the Activity Model.