Custom criteria examples for sales teams across industries

For the target customer profile, you can add custom criteria that are specific to your industry and use case.

When you add a custom criterion, you need to provide the following information:

• Criterion name
• Criterion description
• Source of information
• Instructions to the agent

The following sections provide examples of custom criteria for different industries, along with their specific details and instructions.

Financial services

Commercial banking

• Criterion name: Expansion signal

• Criterion description: Lead is hot if lead's company name has announced a new facility, acquisition, or market expansion within the last 18 months.

• Website: https://bing.com

• Instructions: site: news {{Lead.Company Name}} expansion OR acquisition OR "opens new" OR "new facility" past 18 months. Capture date and summary; pass if ≤ 18 months.

  To add a Dataverse field to your instruction, enter a forward slash (/) and then select the field from the dropdown list.

  

Wealth management

• Criterion name: Recent liquidity event

• Criterion description: Lead is hot if lead's company name completed an IPO, SPAC, or major funding round (Series C+ or ≥ $50M) in the last 24 months.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} IPO OR "initial public offering" OR "raised Series C" OR "funding round $" in the last 24 months. Extract event type and date.

Insurance (cyber)

• Criterion name: Security incident and renewal window

• Criterion description: Lead is hot if lead's company name reported a phishing/ransomware incident in the last 12 months AND policy renewal is within 90 days (renewal from Dataverse).

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} data breach OR ransomware OR phishing incident past 12 months. Return incident date and brief.

Manufacturing

Capital equipment

• Criterion name: Capacity expansion

• Criterion description: Lead is hot if lead's company name announced a plant expansion or new production line in the last 12 months.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}} "press" OR "newsroom" OR "media" new production line OR expansion OR "adds capacity" past 12 months.

Industrial IoT retrofit

• Criterion name: Multi-plant, older facilities

• Criterion description: Lead is hot if lead's company name operates 3+ manufacturing sites and at least one plant is older than 10 years.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com facilities OR plants OR locations manufacturing. Extract plant count and earliest commissioning year.

Supplier to automotive

• Criterion name: Program award

• Criterion description: Lead is hot if lead's company name has been awarded an OEM or Tier‑1 program in the last 12 months.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} awarded contract OR selected supplier OR "program award" automotive past 12 months.

Healthcare

Provider size

• Criterion name: Staffed beds threshold

• Criterion description: Lead is hot if total staffed beds across lead's company name ≥ 500.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} hospital system staffed beds total OR "number of beds" site:aha.org OR site:healthgrades.com. Extract numeric total.

EHR footprint

• Criterion name: Epic or Cerner

• Criterion description: Lead is hot if {{Lead.Company Name}}'s primary EHR is Epic or Cerner.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} EHR Epic OR Cerner site:chimecentral.org OR site:klasresearch.com OR "EHR vendor" "{{Lead.Company Name}}"

Quality signal

• Criterion name: Readmission index

• Criterion description: Lead is hot if {{Lead.Company Name}}'s heart failure 30‑day readmission index is above national average.

• Website: https://medicare.gov

• Instructions: {{Lead.Company Name}} hospital compare readmission heart failure. Extract the index and compare to national average.

Technology

DevSecOps

• Criterion name: Kubernetes + multicloud

• Criterion description: Lead is hot if lead's company name publicly references Kubernetes and uses at least two public clouds.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com blog OR engineering "Kubernetes" AND ("AWS" OR "Azure" OR "GCP"). Count distinct clouds mentioned.

SaaS analytics

• Criterion name: Product-led growth signal

• Criterion description: Lead is hot if lead's company name offers self‑serve signup and employs a product analytics role (open role or team page) in the last 6 months.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com pricing OR "Get started" signup AND ("Product Analyst" OR "Growth Analyst" OR "Product Analytics") past 6 months.

Email security replacement

• Criterion name: Incident + competitor

• Criterion description: Lead is hot if lead's company name had an email phishing incident in last 12 months AND current vendor is Proofpoint or Mimecast (vendor from Dataverse).

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} phishing OR business email compromise OR "email security incident" past 12 months.

Retail

• Criterion name: Store count threshold

• Criterion description: Lead is hot if lead's company name operates ≥ 50 retail stores in North America.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com "store locator" OR "locations." Count store locations in US+Canada; pass if ≥ 50.

Cross‑industry, data-driven criteria

ESG requirement

• Criterion name: Sustainability report presence

• Criterion description: Lead is hot if lead's company name publishes an annual sustainability/ESG report with Scope 1/2 metrics.

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com sustainability report OR ESG "Scope 1" OR "Scope 2".

Hiring momentum

• Criterion name: Growth signal

• Criterion description: Lead is hot if lead's company name has 10+ open roles in targeted functions (for example, "data engineering").

• Website: https://bing.com

• Instructions: site:{{Lead.Company Name}}.com/careers "data engineer" OR "data platform" OR "analytics" list open roles; count ≥ 10.

International expansion

• Criterion name: New geography

• Criterion description: Lead is hot if lead's company name opened offices in a new country/region in the past 12 months.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} opens office OR launches operations in "country/region" site:news past 12 months.

Public-database anchored criteria

Technology stack

• Criterion name: CDN and WAF

• Criterion description: Lead is hot if lead's company name uses a modern CDN and WAF (Cloudflare/Akamai/Fastly).

• Website: builtwith.com

• Instructions: {{Lead.Company Name}} technology profile CDN WAF. Identify providers; pass if Cloudflare/Akamai/Fastly present.

App ratings

• Criterion name: Mobile presence

• Criterion description: Lead is hot if {{Lead.Company Name}}'s consumer app has ≥ 4.2 rating with ≥ 1,000 reviews.

• Website: https://play.google.com

• Instructions: {{Lead.Company Name}} app. Extract rating and review count.

Partner and competition criteria

Competitor displacement opportunity

• Criterion name: Competitor displacement opportunity

• Criterion description: Lead is hot if lead's company name publicly lists competitor X as a current vendor.

• Website: https://bing.com

• Instructions: {{Lead.Company Name}} "powered by [Competitor X]" OR "case study [Competitor X]" OR "technology partner [Competitor X]".

Partner ecosystem fit

• Criterion name: Partner ecosystem fit

• Criterion description: Lead is hot if lead's company name is a certified partner in Microsoft/AWS marketplace with relevant competency.

• Website: https://azuremarketplace.microsoft.com

• Instructions: {{Lead.Company Name}} listing. Extract offer type and competency; pass if "Solution partner—Data & AI" or equivalent.