Understanding and Maximizing Value from Priority Insights
Priority Insights are high-relevance opportunities surfaced by Citylitics, tailored to your team’s strategic focus and preferences.
This customized feed is built using the specific criteria your team has defined, such as preferred regions, project types, and key markets, to help you quickly identify the most actionable and promising opportunities. These are the insights most likely to drive pipeline impact, align with your sales goals, and accelerate your outreach efforts.
The best part? You’re in full control.
Your team can refine or update these criteria at any time. Simply let your Customer Success Manager know what adjustments you’d like, and we’ll take care of the rest, no need to manage any settings on your own.
As your priorities shift, whether toward new geographies, emerging markets, or updated funding thresholds, your Priority Insights will evolve with you to ensure continued relevance and value
Priority Insights are powered by a mix of:
- Platform Intelligence: Based on how your team interacts with the platform (e.g., likes, bullseyes, and tags).
- Search Plan Criteria: Based on your feedback, we can refine your search plan and keyword matching to surface insights aligned with your target market.
- User Feedback: Our Data team reviews your feedback and ensures the opportunities continue to match your stated goals.
How to Take Action on Priority Insights
Once identified, here are a few ways your team can act on them:
- Like & Tag: Help the platform learn by interacting with the insight
- Share Internally: Send it to colleagues, BD, or sales reps
- Export or Sync to CRM: Bring it directly into your workflow
- Follow Up: Review contact info, insight summary, and relevant documents to guide outreach
Tips to Maximize Value from Priority Insights
- Provide Feedback Regularly: Mark what’s useful or not—it sharpens future recommendations
- Engage as a Team: The more users interact with insights, the better the platform tailors to your organization
- Connect with Your CSM: If you notice gaps or want to refocus, your CSM can adjust your Search Plan or highlight custom opportunities
Priority Insights are your competitive edge—designed to help your team spend less time searching and more time closing the right opportunities.