Context
Installing the Demandbase App Package in Outreach adds an iFrame to the Account, Prospect, and Opportunity object for visual engagement insights. It also adds the Demandbase One for Sales (formerly Sales Intelligence) standalone web version as an easily accessible tab.
See Understanding Demandbase One for Sales Insights in Outreach for more information.
Prerequisites/Preparation
You must be an admin user in Outreach.
Available features differ by license type. See Understanding Demandbase One for Sales Insights in Outreach for more information.
Steps
- Log in to Outreach as an admin user.
- Go to Administration > Integrations > Apps.
- Search for Demandbase and click on the Demandbase App tile.
- Click Install to accept the permission request for your entire Outreach workspace.
- Once installed, the app automatically adds an iFrame to the following objects:
- Account
- Prospect
- Opportunity
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Click Login to Demandbase to log in and start a new session with Demandbase.
- (Optional) You can also add the Demandbase iFrame as a Tile on the Account and Prospect overview. See the article in Outreach for instructions on adding a Tile.
Tip: Once the tile is added, we recommend you share the page layout for all users in Outreach.
Outcome
Once you install the Demandbase App Package in Outreach, users can go to an Account, Prospect, or Opportunity record and click the Demandbase App tab to see Demandbase One for Sales insights.
Users can also access the Demandbase One for Sales standalone web version directly from Outreach by going to the left navigation menu and clicking the Demandbase icon. This allows users to search the entire Demandbase database, build lists, and manage agents, connections, watchlists etc.