The Sales Intelligence Workflow

  • Updated

What is Sales Intelligence?

Whether you're an Inbound or Outbound Sales Development Representative, Account Executive, or Account Manager, Sales Intelligence provides you with the information you need to be more successful.

The Demandbase platform, which manages the information in Sales Intelligence, uses artificial intelligence and machine learning to find new information, triangulate across sources, and provide updated information using the best sources available for each data type. The result is the freshest, most complete, and most accurate data set in the industry.

Platform - New Brand.png

What Can You Do with Sales Intelligence?

Sales Intelligence infuses your CRM with essential Data, Insights, and Connections. The information in Sales Intelligence is constantly updated from 40,000 financial, media, and social sources. Sales Intelligence contains more than 100 million company and contact profiles.

Sales Intelligence enables you to perform your sales tasks more quickly and effectively:

  • Find and prioritize leads that match your ideal customer profile
  • Use up-to-the-minute news and social media to find conversation starters, tailor your pitch, and establish credibility with your prospects
  • Monitor news about people and companies over time with daily or weekly email alerts
  • Update information in your CRM with just a few clicks 
  • Leverage your and your colleagues' professional connections to get an introduction into an account

Workflow Overview

The way you use Sales Intelligence depends on your role and the parts of the sales funnel that apply to you. There are features to help with all five critical stages of a successful sales workflow.

Sales Workflow - New Brand.png

Research Companies

Once you have a prospect, your first goal is to find out as much about them as possible. Search for the company by entering its name in the search bar at the top of the page. For each company, you'll see three types of information: Company Data, People, and Insights.

Data at Your Fingertips

Review the data available for the company you’re researching, including:

  • Revenue
  • Employee count
  • Phone
  • Address
  • Website
  • Company description
  • Industry information
  • Company type 
  • Site count
  • Financials
  • Family tree (subsidiaries, acquisitions, & site information)

Contacts and Connections

Sales Intelligence works to add and validate contacts ensuring you can find relevant people to target, identify their job title and function, view their social profiles, and access their direct email and phone numbers.

You can also leverage your connections to find warm introductions into your customer and prospect accounts.

Tip: If you find outdated contact information or a person that has changed companies, click Wrong Info? at the top of the page to inform us. This notifies our content team about the outdated information. We'll let you know within 48 hours if we can verify the correction.


Sales Intelligence aggregates news from over 40,000 different sources globally and categorizes them by topic. This allows you to tailor the news you want to see. Additionally, Sales Intelligence includes information from a company's blog, Twitter feed, or Facebook page.

More Information

For more information about using Sales Intelligence at each stage of the workflow, see the following articles:

Was this article helpful?

1 out of 2 found this helpful