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 use the People Playbook to access highly tailored contact-level Plays. A Play is a modular, guided workflow that surfaces the most important contacts to act on. Plays are based on real-time engagement, intent, and persona signals. Each play functions as a dynamic, clickable card with embedded actions, allowing to follow sequenced outreach steps.

You can also view employees by buying groups, new people, and known people in the All People tab. 

Actions with People

You can take the following actions with People records:

• Search for people.
• Draft personalized emails using the Email Agent.
• Export data.
• Take Action.
• Manage Buying Groups and Watchlists.
• Report incorrect data.

Data Source for Third-Party Contacts

Demandbase displays the source of data for our third-party contacts using the following icons:

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

Source Icons

Throughout the People tab, source icons next to a person’s name indicate where the person record was pulled from, such as Salesforce, Demandbase, etc.

Playbook

Each Play surfaces a curated list of high-priority contacts based on real-time signals, allowing reps to take action in sequence. Selecting a play shows the list of people to act on.

The date range selector allows you to filter for people with activities in the past 7 days, 30 days, or 3 months.

You can click a contact in each play to take action on the contact and view information about the person relevant to the Play. From there, click View Full Profile to see additional details.

In the list of contacts for each play, you can select one or more people to Take Action on or Add to Watchlist.

Each play is automatically sorted by the most relevant metric.

Plays

The following is a list of available out-of-the-box Plays:

All People Tab

You can filter the All People tab by the following:

• Family Tree: The account’s parent company and its subsidiaries, acquisitions, international divisions, branches, and other corporate relationships.

• 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

  

New People and Known People in All People Tab

In the All People tab, you can see the following people record types:

• All People: All new and known people at the account.
• New People: People in the Demandbase database that is not in your CRM, MAS, or CSV import. 
• Known People: People in your CRM, MAS, or CSV import.

Person Profile

In the Playbook and All People tabs, you can view each person in multiple ways. Quick View shows basic details like engagement, role, and location. Profile Overview expands with contact info, activities, and available actions. Full Profile provides deeper insights, communication history, and engagement trends. Together, these sections give you a complete view of each person.

Quick View

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

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.

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.

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:
  • 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. 
  • 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.
  • Export: Export the person data to CRM, Excel, or CSV.
  • Take Acton: Take Action with integrations you’ve set up.
• Contact Information: 
  • Email Address: Click to open your default email client and compose a message to the contact.
  • Mobile Phone: Click to call the contact using your default phone application.
    • If no mobile number is available, you’ll see a Search for mobile number link. Click it to initiate a real-time lookup.
    • Once a number is populated, thumbs up and thumbs down icons appear. Click to let us know if the number is correct, your feedback helps improve our data quality.
      Important: The mobile numbers identified through this search aren’t available for export.
  • Corporate Phone: Click to call the contact's corporate number using your default phone client.
  • Person Location: Click the down caret to expand and view the full location.
  • Contact Quality Score (CQS): CQS indicates the accuracy of the contact data, represented by letter grades: A+, A, B, or C.
  • Social Media and Search Links: Access the person's social media pages (LinkedIn and Twitter) and their Google search results.
• Recent Activities: Top three types of activities for the person over the last 30 days. For each activity, it provides the total number of engagement points.
• 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.

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 (see Profile Overview), you can see the following sections:

• Person’s age and salary (if available)
• Relevant Insights: Latest news about the account and person, as collected by agents within the last 90 days. 
• 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.
• Communication History: Shows email communication and meetings between your company and the selected person. 
• Engagement Point Trend Chart: The person's Engagement Points by activity over the last 30 days. 
• Heatmap: The person’s Engagement Points based on the database fields selected in the Heatmap Rows and Columns drop-down lists.
• Activities: List of the person’s activities over the last 30 days.
• Not the Right Person?: When using the app inside the iFrame, users can click the pencil icon next to the person's name to search our third-party database to change the person match. This allows you to update the iFrame to show the correct third-party company details for the person being viewed.