The Demandbase One for Sales Engagement tab provides comprehensive information about your target company’s engagement activity.
The No Sales Touches (14d) toggle enables you to quickly determine whether the account needs follow-up due to a lack of recent engagement. It's enabled by default.
Timeline
Timeline displays account engagement over a selected period. You can view it as a Deal Story or Engagement. Hovering over the trend lines in any chart shows the total Engagement Minutes and top activities at that specific time.
Deal Story
Deal Story highlights key activities and lets you view Marketing Engagement, Sales Engagement, or both as a trend line chart. Hover over an engagement in the chart displays more details such as the person who engaged and engagement date.
The blue bar chart at the bottom shows the progression of the account through your Journey Stages. Hovering over a stage in the bar shows how long the account's been in that Journey Stage.
Engagement
View the account’s Engagement Minutes by activity as a trend line chart.
You can change the time period to view Engagement Minutes by Day, Week, or Month. Clicking Auto changes the time period set in the data range filter.
Top Activities
By default, the chart displays all top activities by Engagement Minutes. To view total Engagement Minutes for a selected activity, click an item under Top activities by engagement minutes.
Categorize by Demandbase Field
To view Engagement Minutes grouped by a Demandbase field, click and select a relevant field from the Display top, categorized by dropdown.
Important: Selecting a field in the dropdown disables the top activities toggle button (). Select All Activities in the dropdown to enable.
Intent
Intent provides Top Intent Keywords, Competitive Intent, and Bambora Intent.
Keywords Intent
Top Intent Keywords and Competitive Intent (research against your competitors) shows a list of keywords and their intent strength. Click a keyword to view detailed information about the keyword’s engagement activity in Demandbase One for Marketing.
Use dropdown to filter keywords by keyword set.
See Understanding Demandbase Intent for more information.
Bombora Intent
Bombora Intent provides Intent data collected by a co-operative of B2B media companies. To view this data, you must be a customer of both Bombora and Demandbase.
See Manage Bombora Intent in Demandbase One for Sales and Using Intent Data for more information.
Highlights
Highlights display the most engaged people for the account. Most engaged people are based on factors such as a person’s role, their activities, etc.
For each person you can see the name, Engagement Minutes, job title, and list of completed activities. Click the person’s name to the Person dashboard in Demandbase One for Marketing to view related metrics. To view the account details in Demandbase One for Marketing, click the account name next to the job title.
Hovering over the person's tile shows a Salesforce icon (if applicable). Click to access the person’s record in Salesforce.
See the Highlights section in Understanding the Account List Dashboard for more information.
Activities
Activities provide a list of activities from the most engaged people in the account. You can use search or select a filter to refine the list. Click Export to download the list as a CSV.
Click Edit Columns to change the columns displayed. You can:
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Add columns from the dropdown.
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Remove selected columns.
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Rearrange the column order.
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Freeze columns to scroll horizontally and keep those columns visible.
- Reset to default the default columns.
See Understanding Activities for more information.
Heatmap
The Heatmap shows you Engagement Minutes based on your database fields selected in the Rows and Columns dropdown lists. Filter by Preset fields or Custom fields. Limit the number of rows displayed in Max Rows.
Click a cell to view specific information about the row and cell. Selecting a cell updates the Activities table based on the information in the selected cell.
See Understanding Heatmaps for more information.
Comm History
The Comm History section displays all email communication and meetings between your company and the account. You can filter the list by Emails and Meetings by clicking the filter icon next to the search bar.
For each communication, click the three dots to lock or delete an email thread or meeting. For emails, click the row to view the full email.
Filters
You can filter Timeline, Intent, Highlights, Activities, and Heatmaps.
The default saved filter and date range displayed depends on your entry point:
- Prescriptive Sales Dashboard: If accessed from the Prescriptive Sales Dashboard, the filters will inherit the settings configured there.
- Global Search: If accessed via a global search (search bar), the date range will default to your assigned user view.
Date Range
To modify the date range:
- Click a start or end date.
- Select specific dates using the calendar interface, or choose from predefined date ranges under Quick Picks.
Saved Filters
The Select Filter dropdown shows Activity and People saved filters only. By default the saved filter from the user view settings is applied.