The People tab in Demandbase One for Sales helps you identify, evaluate, and engage people associated with an account. You can use Plays to find high-priority people, see all available people at the account, apply filters, and take action.
Identify Person Data Sources
Source icons next to a person’s name indicate where Demandbase obtained the person record, such as Salesforce or Demandbase.
For third-party contacts, Demandbase uses icons to identify the data source:
| Icon | Data Source |
| Web references | |
| Reuters | |
| Demandbase | |
| A mix of internal and external contributors (sales people, CSMs, customers, and other stakeholders) |
Playbook Tab
The Playbook tab provides guided, contact-level Plays that surface people based on engagement, intent, persona, and other relevant signals. Each Play identifies the people to prioritize and explains why they were selected.
Select a Play to view its recommended people. You can also:
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Apply date range filter: Use the date range selector to find people with activities in the past 7 days, 30 days, or 3 months.
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Take Action: Select one or more people and choose an available action.
- View Full Profile: Click person's name to see their full profile.
Each Play automatically sorts people by the metric most relevant to its purpose.
Understand Plays for People
The following Plays for people are available:
Play |
Description |
| Find the top recommended people to reach out to |
Up to 20 people based on engagement and recommendation scores. Tip: This play is only available for individual accounts. |
| Act on people that are highly engaged | People with marketing engagement in the last 30 days. |
| Find people on my website | People with web page visits in the last 30 days. |
| Uncover recommended people showing intent | Buying Group members demonstrating interest in your solution based on intent signals. |
| Discover net new people in my buying group | Recommended people in your buying group that aren’t in your CRM or data imports. |
| Prioritize people in my buying group that are in my CRM | Recommended people in your buying group that are in your CRM or data imports. |
| Leverage people that I share connections with | People connected to you or your coworkers. |
All People Tab
The All People tab lists the new and known people associated with the account:
- New People: People available in the Demandbase database who are not in your CRM, Marketing Automation System (MAS), or an uploaded CSV file.
- Known People: People from your CRM, MAS, or data import.
Use Filters for People List
You can use the following filters to refine the people list:
Filters
- Family Tree: The account’s parent company and its subsidiaries, acquisitions, international divisions, branches, and other corporate relationships.
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People:
- Buying Group
- Buying Role
- Buying Member Status
- Persona
- Job Function
- Job Level
- Job Title
- People Engagement Points
- Contact Quality Score (CQS)
- Person Location
- Contact Information
- Connections
- Employment Status
- Social Networks
View People Information
You can view a person from the Playbook or All People tab using the following options:
- Quick View: Provides key information and common actions.
- Profile Overview: Provides contact information, activities, employment details, and additional actions.
- Full Profile: Provides detailed insights, communication history, connections, and engagement data.
Quick View
Quick View displays the following information for a person:
- Name
- Engagement Points
- Location
- Job title
- Buying role
- Connections, if available
- Communication options
- Contact Quality Score
- Job level
- Job function
From Quick View, you can:
- View the Profile Overview: Click the person’s name.
- View Connections: In the Contact Information column, click the connections link, such as 5 Connections, below the contact icons. The person’s full profile opens to the Connections section.
- Take Action: Select an available action for the person.
-
Manage Buying Group information: Use the controls next to the person icon to manage their Buying Group membership or role.]
Tip: A plus sign on the person icon indicates that the person has not been confirmed as a Buying Group member. If Demandbase recommends the person for a Buying Group, you can edit or dismiss the recommendation. Otherwise, you can edit the person’s buying group or role.
Profile Overview
Click a person’s name in Quick View to open the Profile Overview. In addition to the information available in Quick View, the Profile Overview includes the following information and actions.
In addition to the information visible in quick view, in profile view you can see the following:
Take Action on a Person
The Profile Overview provides the following actions:
- Draft a personalized email: Use Email Agent to create an email based on available account and person insights.
- Report Wrong Information: Report incorrect person information or request that the person record be removed.
- Add to Watchlist: Add the person to an existing Watchlist or create a Watchlist to receive email alerts.
- Confirm to Buying Group and Role: Confirm the person as a member of a Buying Group and assign a Buying Role.
- Export: Export the person’s data to your CRM, Excel, or a CSV file.
- Take Action: Use actions available through your configured integrations.
View Person Contact Information
The Profile Overview includes:
- Email Address:Click the email address to compose a message in your default email application.
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Mobile Phone: Click the phone number to call the person using your default phone application.
- If a mobile number is unavailable, click Search for mobile number to start a real-time lookup.
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After Demandbase finds a number, click the thumbs-up or thumbs-down icon to indicate whether the number is correct.
Important: The mobile numbers identified through this search aren’t available for export.
- Corporate Phone: Click the corporate phone number to call the person using your default phone application.
- Person Location: Click the down caret to view the person’s complete location.
- Contact Quality Score (CQS): Letter grade indicates the expected accuracy of the contact data. Available grades are A+, A, B, and C.
- Social Media and Search Links: Open the person’s available social media profiles (LinkedIn and Twitter) and their Google search results.
View Person Activity and Employment Information
The Profile Overview also includes:
- Recent Activities: Person's top three types of activities from the last 30 daysand the total Engagement Points for each type.
- Previous Employment: Person’s employment history.
- Other Current Employment: Person’s current employment outside the account being viewed.
- Previous Education: Person’s education history.
Full Profile
In the Profile Overview, click View Full Profile to open the person’s complete profile.
The Full Profile can include the following information:
- Age and Salary: Age and salary, when available.
- Relevant Insights: Recent news about the person or account collected within the last 90 days.
- Connections: Number of mutual connections and people you can contact for an introduction. Click Know [Person Name] Personally? to add yourself as a connection.
- Communication History: Email communication and meetings between your company and the person.
- Engagement Point Trend Chart: Engagement Points by activity over the last 30 days.
- Heatmap: Engagement Points based on the fields selected in the Heatmap Rows and Columns drop-down lists.
- Activities: Activities from the last 30 days.
- Not the Right Person?: When using Demandbase One for Sales in an iFrame, click the pencil icon next to the person’s name to search the third-party database and select the correct person match. Demandbase updates the iFrame with the selected person’s third-party data.
Actions for People Records
You can take the following actions for people records:
- Export: Export the person’s data to Salesforce or Microsoft Dynamics.
- Watchlist: Add the person to an existing or new watchlist to receive email alerts. See Understanding Watchlists.
- Download to Excel: Download the person’s information to Excel.
- Add to Buying Group: Add the person to a Buying Group.
- Report Wrong Info: Report incorrect person information or request that the record be removed.
- Take Action: Act on the person using your integrated sales solutions (Gong, Outreach, Salesloft).
- Email Agent: Draft a personalized email using available account and person insights.