The Demandbase One for Sales browser extension allows you to see Demandbase insights wherever you are on the web. Data is consolidated into the browser extension, eliminating the need to visit multiple sources to access the information. You can use the browser extension on any company website, Linkedin, and CRM.
The Demandbase One for Sales Browser Extension:
- Automatically tries to match to an account record in Demandbase.
- Allows you to search for a person or account and shows the corresponding CRM, Marketing Automation System, and Demandbase data available.
Prerequisites/Preparation
You must have a Demandbase One for Sales and Demandbase One for Marketing license. The iFrame view differs by license type. If you’re unsure about your license type, contact your CSM for more information.
You must install the Demandbase for Sales browser extension. See Install and Activate the Demandbase for Sales Browser Extension.
To see Engagement data:
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- User must be added to Demandbase One for Marketing.
- Your CRM (Salesforce or Dynamics) must be integrated with Demandbase.
Using the Sales Browser Extension with LinkedIn and Salesforce
When viewing an account or person page in LinkedIn Free Edition, LinkedIn Sales Navigator, and Salesforce, the browser extension automatically tries to match to an account and person record in Demandbase.
Tip: When viewing multiple records in a list view, you can see match results for all records that have a match.
Demandbase One for Sales Browser Extension Overview
The browser extension includes the Account, People, Engagement, and Insights tabs that show relevant information about the companies and people you are researching.
Account
See information about the account.
- Overview: Firmographic details, total engagement minutes, journey stage, predictive scores, and contact information.
- Top People: Recommended and confirmed buying group members, highlights, and connections.
- Top Buying Groups: Buying groups with the most engagement based on confirmed buying group members.
- People: Overview of people at the account and across the family tree.
- Intent: Top intent signals for the account.
- Financials: Bar chart of the latest financial data for public companies.
- News: Latest news about the account.
- Industry: Account’s industry profile with common challenges, trends, call prep questions, and size and structure of the industry.
- Family Tree: Subsidiaries, acquisitions, international divisions, branches, and other corporate relationships.
- Technographics: Identify companies that use relevant technologies in your market. These could be technologies that your company integrates with or even competitive technologies.
- Financials: Latest financial data for public companies.
- Similar Accounts: Find other companies in the same industry. Checking out similar accounts can help you understand where your target account fits within the industry and identify new prospects.
People
See information about the people at the account.
- Recommended and confirmed buying group members: You can filter by buying groups, member status (recommended or confirmed), personas, or roles.
- Current, and former employees at the account: You can filter by family tree, job function, job level, contact location, contact info, and connections.
Person Profile
See information about a person at the account.
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Overview:
- Profile information with a person's title, buying group, phone number, email, and location.
- An indicator (green check mark) for people that are known contacts in your tenant.
- Quick links to access a person's Linkedin profile, Twitter profile, and Google search results.
- Previous employment and education history.
- Relevant Insights: Latest news about the account and person.
- Connections: Number of mutual connections you have with a person and a connection chart showing the contacts you can reach out to for an introduction.
- Communication History: Shows email communication and meetings between your company and the selected person. See Understanding Communication History.
- Engagement Minute Trend Chart: The person's Engagement Minutes by activity over time.
- Heatmap: The person’s Engagement Minutes based on the database fields selected in the Rows and Columns drop-down lists.
- Activities: List of the person’s activities.
Engagement
See information about engagement at the account.
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Timeline: Engagement for the account.
- Deal Story: Highlights key activities and lets you view Marketing Engagement, Sales Engagement, or both. The bottom bar chart shows the progression of the account through your Journey Stages.
- Engagement: View Engagement Minutes by activity for the account. You can view total Engagement Minutes for all activities or for a selected activity. You can also view Engagement Minutes grouped by relevant Demandbase fields to gain additional insights.
- Intent: Top Intent Keywords and Trending Keywords on web pages being read by users at the account sorted by intent strength. The sparklines show the number of times users read a web page with each keyword during the selected time period.
- Highlights: The most engaged people for the account. Most engaged people are based on factors such as a person’s role, their activities, etc.
- Activities: The most engaged people for the account and their activities with the highest Engagement Minutes. You can use search or select a filter to refine the list.
- Heatmap: Engagement Minutes based on your database fields selected in the Rows and Columns drop-down lists.
- Communication History: All email communication and meetings between your company and the account.
Insights
See news and blog posts about the account.
- News: News and current events related to the account.
- Blogs: Blog posts from the account.