Understanding the Demandbase One For Sales People Tab

The Demandbase One for Sales People tab provides comprehensive information about your target company’s employees. You can view employees by buying groups, current employees, and former employees.

Filters

You can filter the Buying Group tab by the following:

• Buying group: Your defined collections of people within the account who are involved in making purchasing decisions. 
• Buying group members: Demandbase recommended people at the account based on the buying groups and buying group personas you set up. See Manage Buying Group Members for more information.
  • Confirmed members: People you’ve confirmed. See Understanding Recommended and Confirmed Buying Group Members for more information.
  • Recommended members: People that Demandbase has recommended. See Understanding Recommended and Confirmed Buying Group Members for more information.
  • Dismissed members: Click View Dismissed to view a list of previously dismissed recommendations. To add the person back, hover over one and click the people icon.

• Persona: Personas, typically defined by title keywords, job functions, and job levels, represent individuals involved in the purchasing decision.
• Buyer Role: The role of the buyer within the respective buying group of the company. See Reference: Buying Roles for Buying Groups for more information.
• Contact Quality Score (CQS): CQS ranks the accuracy of the person’s data, with scores represented by grades A+, A, and B. CQS is calculated using factors such as recency of record, reliability of sources, comprehensiveness of contact data, job title, and popularity. See Understanding Contact Quality Score (CQS) for more information.

Important: Demandbase excludes the C grade contacts in the CQS.

You can filter the Current and Former tabs by the following:

• Family Tree: The account’s parent company and its subsidiaries, acquisitions, international divisions, branches, and other corporate relationships.
• Job Function: Contact roles within the account.
• Job Level:  Contact organizational levels.
• Contact Location: Cities, regions, and countries contacts are located.
• Contact Quality Score (CQS): Contact data accuracy ranking, as detailed in the Buying Group tab. Available in the Current tab.
• Contact Info: Contact communication methods.
• Connections: Shows contacts based on shared professional relationships. 

Person Profile

On each tab, you can see a quick view of each person’s profile information or click on the name of the person to see a summary of their profile with more details. 

Quick View

In quick view, you can see basic information about the person: Name, engagement minutes (blue badge), location, title, buyer role, connections (if applicable), available communication options, and their CQS ranking.   

The blue check mark over the person’s avatar indicates they are a known contact in your tenant. 

You can also perform the following actions:

• View Profile Overview: Click the person’s name to view more details about the person.
• View Connections: In the Contact Information column, if the person has connections you can click on the link for it, such as “5 Connections” under the contact icons. You’ll be taken to the full profile where you can see the list of connections. 
• Confirm or Edit Buying Group or Recommendation: By hovering over the person’s row, a people icon appears in the last column. If the icon has a check mark, it means you have confirmed this person as a member of your buying group. You can click the 3 icons next to it to edit the buying group or role. 

If the person icon has a plus sign, it means you have not confirmed them. You can click the 3 icons next to it to edit. If the person has buying recommendations, you can edit or dismiss the buying group recommendation. If not, you can edit the buying group or role only.

See Manage Buying Group Members for more information.

Profile Overview

When you click on the person’s name in quick view, you can see more details about the person and links to view the full profile.

In addition to the information visible in quick view, in profile view you can see the following:

• Actions:
  • Export: Export the person data to Salesforce, Dynamics, Salesoft, Outreach, Excel, or CSV, and any other integrations you’ve set up.
  • Confirm to Buying Group and Role: If the person is not confirmed to a buying group, you can confirm them to a buying group and role.
  • Report Wrong Information: Let us know if there is incorrect information about the person or if it should be removed altogether.
  • Add to Watchlist: Add person to watchlist to get email alerts. You can add the person to an existing watchlist or create a new one. See Understanding Watchlists for more information.
• Contact Information: View email address and phone numbers. Click to open your default email client to send an email or open your default phone client. Next to the location name, click the down caret to view the full location.

• Social Media and Search Links: Access the person's social media pages (LinkedIn and Twitter) and their Google search results.
• Employment and Education (if available):
  • Previous Employment: The person’s previous employment history.
  • Other Current Employment: The person’s current employment outside the account company.
  • Previous Education: The person’s previous employment history.

Sources 

Icon	Source
	Web references
	LinkedIn
	Reuters
	Demandbase
	A mix of internal and external contributors (sales people, CSMs, customers, and other stakeholders)

 

Full Profile

In the profile overview, click View Full Profile to view the person’s full profile. In addition to the person’s details visible in quick view, you can see the person’s age and salary if available.

The Full Profile also has the following sections:

• Relevant Insights: Latest news about the account and person, as collected by agents within the last 90 days. See Understanding Agents for more information.
• Connections: Number of mutual connections you have with a person and a chart showing the contacts you can reach out to for an introduction. Click the Know [Person Name] Personally? link to add yourself as a connection. See Understanding Connections for more information. To add connections, click Upload Connections. See Set Up Connections for more information.   
• Communication History: Shows email communication and meetings between your company and the selected person. 
• Engagement Minute Trend Chart: The person's Engagement Minutes by activity over the last 30 days. See Understanding the Engagement Minute Trend Chart for more information.
• Heatmap: The person’s Engagement Minutes based on the database fields selected in the Rows and Columns drop-down lists. See Understanding Heatmaps for more information.
• Activities: List of the person’s activities over the last 30 days. See Understanding Activities for more information.