New Features:
ABX - Take Action on Accounts in Salesforce Campaigns
This feature allows you to add, remove, and update the status of accounts in Salesforce campaigns using the Take Action menu or Orchestration Automations in Demandbase.
Previously, you could only manage people from an account in a Salesforce campaign. This feature extends that functionality to accounts and provides you with more control over the progression of accounts from Demandbase.
For more information, see the following articles:
- Take Action: Manage Accounts in Salesforce Campaigns
- Add Automation Actions to Manage Accounts in Salesforce Campaigns
ABX - Table Visualizer
For some users, it’s easier to understand data in a visual format like a line graph or bar chart. With this feature, users can opt to see the data from the tables on the Site Analytics or Engagement pages in a line graph or bar chart by clicking Visualize above the table.
Adding the table visualizer to the Site Analytics and Engagement pages allows users to consume the information in a manner that is most useful to them. Users can view the top and bottom accounts or performers and take a screenshot of the image to share with their team or managers. The tables will still be available for users who prefer to see the data in that format.
For more information, see the steps to use the table visualizer in the following articles:
ABX - Microsoft Dynamics and HubSpot: CRM Orchestration
This release introduces actions for both Microsoft Dynamics and HubSpot CRM to:
- Add, remove, and update the status for people in campaigns or lists
- Change account or person data
- Create tasks
Both integrations now provide increased optionality for its users, which can be accessed from the Take Action menu or Orchestration Automations in Demandbase.
For more information, see the CRM actions listed in the following articles: