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Configure Demandbase-Wide Settings

  • Updated

Introduction

This article describes how to set up the following areas of Demandbase:

Action Configurations

Your users will want to take action on the accounts and people they see are engaging. As an administrator, you can configure what actions are available for your users to take.

You access the Action Configurations page by clicking the Settings cogwheel in the left panel and then navigating to Demandbase-Wide Settings > Action Configurations.

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Toggle Visibility

On the Action Configurations page, you can toggle the visibility of an Action on or off with the toggle on the Quick Action on/off column.

Restrict User Access

If you only would like admins to be able to use this feature, move the Enabled for admin only toggle so it is active.  

Action Limits

You cannot change the action limits, but we wanted to share them with you to help you understand what is possible.

Company Settings

In Company Settings you set up the following:

  • Configurable Journeys Fiscal Year
  • Show Opportunity Screen in Analytics
  • Opportunity Configurations

To access the Company Settings page, click the Settings cogwheel icon in the left panel and Navigate to Demandbase-Wide Settings > Company Settings. 

company_settings.png

Configurable Journeys Fiscal Year

Select the fiscal month you want the ABM Scorecard to start. 

Show Opportunity Screen in Analytics

Select if you want to show the Opportunity screen in Analytics. 

Opportunity Configurations

Select the field you want to use to calculate Revenue and Pipeline for the Account Journey Dashboard and the Account List Program Impact pages. 

company_settings_2.png
Data Sync Settings

On the Data Sync Settings page you can specify how frequently Demandbase updates data and syncs data from Salesforce and your Marketing Automation platform. 

There are three major sections on this page: Schedule, Marketing Automation (Marketo, HubSpot, Pardot or Eloqua) and Customer Relationship Management (CRM) Section (Salesforce). 

You access the Data Sync Settings page by clicking the Settings gear icon in the left panel and then navigating to Demandbase-Wide Settings > Data Sync Settings. 

data_sync_settings__1_.png

Schedule Section

The Schedule section on this page gives you control over how frequently Demandbase runs internal processes like:

  • Anonymous web visit activity logging
  • Calendar meeting and inbound activity logging
  • Account Journey calculation

Select how often you want Demandbase to sync integrated systems each day. In the example shown below, the system syncs every 2 hours. 

schedule_section.png

Click Go to Sync Status to review the date/time that each object or activity has been synced up to. If any sync errors occur, you receive a System Notification.

data_sync_status.png

Marketing Automation Platform (MAP) Section

The second section is where you set your sync frequency for Contacts and Activities from your Marketing Automation Platform (MAP) into Demandbase. For Marketing Automation, you can view the name of your MAP (Marketo, HubSpot, Eloqua, or Pardot) and you have the option to select a sync frequency for Contacts and Activities. This is where you choose how frequently Demandbase pulls activities, contacts, and contact updates from your Marketing Automation Platform.

pardot.png
The sync frequency options for your Marketing Automation Activities and Contacts are:

  • 1 minute
  • 2 minutes
  • 3 minutes
  • 4 minutes
  • 5 minutes
  • 10 minutes
  • 15 minutes
  • 20 minutes
  • 30 minutes
  • 45 minutes
  • 1 hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 10 hours
  • 12 hours
  • 16 hours
  • 24 hours

Customer Relationship Management (CRM) Section

The third section of this page is where you set your sync frequency for various Client Relationship Manager (CRM) objects. For CRM, you will see the name of your CRM (Salesforce) and an option to select a sync frequency for each CRM object. This is where you choose how frequently Demandbase pulls people, accounts, opportunities, activities, and updates from your CRM. 

salesforce_data_sync_settings__1_.png

Below is a list of all of the objects you can set sync frequencies for:

  • Contact
  • User, Campaign and Report
  • Opportunity History 
  • Opportunity Contact Role
  • Task
  • Campaign Member
  • Delete Objects
  • Account
  • Rarely Modified Objects (includes Lead Queues, Opportunity Stages, Campaign Types)
  • Opportunity
  • Event 
  • Lead

The sync frequency options for your CRM objects are:

  • 1 minute
  • 2 minutes
  • 3 minutes
  • 4 minutes
  • 5 minutes
  • 10 minutes
  • 15 minutes
  • 20 minutes
  • 30 minutes
  • 45 minutes
  • 1 hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 10 hours
  • 12 hours
  • 16 hours
  • 24 hours
Note: It is exciting that you can set up your sync to occur at such frequent intervals! However, be mindful of your API quota's with your Marketing Automation Platform and CRM.

Marketo API Quota

In this area you input your daily allowance of Marketo API calls. Demandbase has safety measures in place to ensure we never push you beyond your limit.

Integrations

Demandbase integrates with a wide variety of systems. On the Integrations page you can connect new systems to Demandbase and manage existing connections. You access the integrations page by clicking the Settings gear icon in the left panel and then navigating to Demandbase-Wide Settings > Integrations. 

integrations.png

Direct Integrations

Demandbase directly integrates with the following systems:

  • Salesforce (CRM)
  • Marketo (Marketing Automation)
  • Eloqua (Marketing Automation)
  • Hubspot (Marketing Automation)
  • Pardot (Marketing Automation)
  • Slack
  • SalesLoft (Sales Automation)
  • Outreach (Sales Automation)
  • LinkedIn (Ad Management)

Indirect Integrations

Demandbase does not directly integrate with the following platforms, our connections to Salesforce allow us to initiate, track, and augment activities with:

  • PFL (Direct Mail)
  • Sendoso (Direct Mail)
  • Drift (Conversational Marketing)
  • And many more!

Steps for Setting Up Integrations

Step 1. Click the Settings gear icon in the left panel and navigate to Demandbase-Wide Settings > Integrations. 

Step 2. Click Create Data Source.

Step 3. Select a data source from the drop-down menu. 

create_data_source__1_.png

Step 4. Enter the authentication information requested and activate the data source if prompted. 

  • The authentication information required will vary depending on the type of data source you select. 
  • The example below shows the required authentication information to integrate with Eloqua. 

eloqua.png

Step 5. Click Create. 

Predictive Score Setup

Predictive Score Setup is where you can change settings that affect the outcome of Pipeline Predict Score and Qualification Score. On the Predictive Score Setup page you:

  • Define which opportunities are considered “Pipeline”
  • Select the Keyword Sets you want to power the scoring models for the Pipeline Predict Score and the Qualification Score

To access the Predictive Score Setup page, click the Settings cogwheel icon in the left pane and then navigate to Demandbase-Wide Settings > Predictive Score Setup. 

predictive_score_setup_screen.png

Steps for Predictive Score Setup

Step 1. Select the opportunity filter logic you want to use for the scoring model. 

Step 2. Select the Keyword Sets you want to use for the scoring model.

Step 3. Click Re-run the model. 

Important: Changes to the model can have major implications platform-wide. The model takes up to 24 hours to update. Any changes will be reflected after the model has been re-trained and each account score will be updated. You cannot make any additional changes until the update process is complete.

Pipeline Predict Score

Pipeline Predict is a machine learning model that looks at past opportunities from your CRM, learns account properties and activity patterns that are leading indicators of new CRM opportunities being created at accounts, and then it identifies those leading indicators in other accounts. The score is proportional to how likely it is that a new CRM opportunity will be created at the account in the next month.

Pipeline Predict takes the following under consideration:

  • Past opportunities from CRM
  • All available data within CDP
    • Email Activity from MAS including opens/clicks/etc.
    • All activity logged in CRM for each person in the account
    • Sales Inbox Activity
  • Firmographics
  • Intent Data, Historical and Trending
  • Website Visits
  • Advertising Activity

A score above 75% is a good indicator this account is a qualified account. If the score is 90% or above, the Sales team should take immediate action to engage with the account. 

Note: Pipeline Predict requires either a CRM integration or an opportunity upload of at least 50 opportunities via a CSV file. Both Predictive Scores depend on the following data: “Creation Date” (<13mo), “Account Website” , and “Owner” fields.

Qualification Score

The Qualification Score uses machine learning to quantify what truly defines an ideal customer, beyond basic firmographics, and then scores every account in your CRM along with the 20 million accounts in the Demandbase company database. The Qualification Score looks far into the future and scores each account on the likelihood it would ever become a customer, regardless of where it is in the buyer journey. 

A Qualification Score requires a .csv upload of customer accounts at the very least. Ideally, both an Account/Opportunity upload or our standard Salesforce integration. Otherwise, it will not be utilized. 

Qualification Score takes the following under consideration:

  • Past Opportunities
  • Firmographics
    • Country
    • Industry
    • Revenue Range
    • Employees
    • Product Categories
    • Technographics
  • Historical Intent

A score above 75% is a good indicator this account is a qualified account. If the score is 90% or above, the Sales team should take immediate action to engage with the account.

 

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