Shortlister's UX relies heavily upon accurate data. Keep your account data up-to-date.
The data in your Shortlister account is used to determine and when and where your solution shows up in search results for consultants and employers who conduct their vendor research in our system. Data recency also plays a role, so be sure to regularly review and update your account.
Tip: Assign a team member to manage updates and set a recurring quarterly reminder.
What to Update
Profile: The information in your profile is what people see when they want to learn about your company. Make sure your company info and media (videos, images, downloadable content) accurately represent your services.
Products: Your product selections determine which vendor lists we should include you in. Ensure you can be found where buyers are looking for you with an accurate product representation.
Matching Survey: The data in your survey is factored into our matching algorithm so we can recommend your solution when the buyer is a good fit. Inaccurate data wastes everyone's time.
RFI: Your RFI data is available to broker/consultant subscribers after you opt into their RFP. Save time by having it complete ahead of any RFPs that come your way.
Product Descriptions: Provide buyers an overview of your solution based on the product they're searching for. As your product details evolve, make sure your product descriptions keep up.
Pay Per Click (PPC): As your solution and market strategies are adjusted, make sure your paid lead capture programs are set up to help you reach your goals.
Top Vendor: If you've seen growth in a new area or partnered to expand an offering, consider adjusting your Top Vendor elections.
When to Update
We recommend you review your account every quarter, with an in-depth update, including your RFI, every 6-12 months.
Who Can Make Updates
Admin users can make updates to any area of the account. Marketing users can make updates to PPC and Top Vendor, but won't have access to the Admin section.