Understanding the Sales Intelligence Access Options

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You can access Demandbase Sales Intelligence using the web app, iFrame, or browser extension. The features that you have available differ depending on the option you choose. 

Access Using the Web App

The web app gives you access to all the features available in Sales Intelligence. When you first access the web app, the Prescriptive Sales Dashboards enable you to identify and focus on the accounts with the highest likelihood of becoming pipeline and closed-won opportunities. You can also search for and research your target companies, build lists of companies and people, and manage your watchlists, agents, and connections.

Web App Homepage.png

To access the web app, navigate to https://web.demandbase.com/sales from a supported browser.

Additionally, you can access the web app from your CRM using the following methods:

Access Using the iFrame

If you’re integrated with Salesforce, Microsoft Dynamics, or Outreach, you can install and access the iFrame in your CRM. The iFrame provides information for an account within your CRM records. The record types where the iFrame can be displayed depends on your CRM integration.

iFrame.png

You can use the iFrame to find relevant and timely information about a company, its people, and their engagement with your organization. For more information about the iFrame, see the following articles:

The other Sales Intelligence features such as search, list building, watchlists, and connections can be accessed from the web app. 

To open the web app, click the three lines at the top right of the iFrame and select Open Web App or another available option.

iFrame Menu.png

Access Using the Browser Extension

The browser extension gives you access to Sales Intelligence wherever you are on the web. The browser extension can be installed for Google Chrome or Microsoft Edge and accessed from any web page you visit. You can also access the browser extension on company and contact profiles on LinkedIn, Salesforce, and Microsoft Dynamics.

Browser Extension.png

From the browser extension, you can view company and people information, engagement, and insights for accounts identified on the web pages you visit.

The other Sales Intelligence features such as search, list building, watchlists, and connections can be accessed from the web app. 

To open the web app, click the three lines at the top right of the browser extension and select Open Web App or another available option.

Browser Extension Menu.png

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