The Demandbase One for Sales Homepage provides Playbooks that allow you to access highly tailored account and people-level Plays. Plays are modular, guided workflows that surface the most important accounts or people to act on. They are based on real-time engagement, intent, and persona signals.
You can also create customized playbooks and plays using the Sales Playbook Agent. See Understanding the Sales Playbook Agent.
Use Cases
Use Case |
When to Use |
Key Features |
| Prioritization and Execution Alignment | Use this when you want a clear, guided workflow that highlights which accounts or people to focus on first. Instead of jumping between filters and reports, you’ll see your top actions in one prioritized list—helping you engage the right people at the right time, more efficiently and consistently. | Journey-aware Play cards: Adapt automatically to where buyers are in their journey, showing the right next action at the right time. |
| Time to Value (TTV) Acceleration | Use this when you want to act quickly on the highest-potential accounts and people. Sales Playbooks surface opportunities based on fit, intent, and recency, so you can focus on the accounts most likely to convert and build pipeline faster. |
Triggered curated lists: Automatically highlight the most relevant accounts and people for quick action. Integrated execution: Take action directly from the Homepage or People tab—no need to switch views. Real-time prioritization: Always see the newest, most engaged opportunities first. |
| Ramp Acceleration and Workflow Standardization | Use this when you’re ramping up in a new role or want to ensure you’re following your team’s standardized workflows. Playbooks give you a consistent starting point and guide your outreach steps, helping you ramp quickly and follow best practices easily. | Default Playbook templates: Provide a ready-made structure to follow as you onboard. |
Access the Homepage Sales Playbooks
- Log in at https://web.demandbase.com/sales.
- From the left navigation bar, go to
Dashboard.
Important: Make sure you have the necessary license, permissions, and user view for the Homepage Playbook. See Demandbase One for Sales Homepage License and Permissions Requirements.
Understanding Plays and Playbooks
Playbook: A collection of plays used to organize and guide prospecting efforts.
Play: A saved view (filters + columns) within a playbook, used to identify and engage a specific set of accounts and/or people. Each play functions as a dynamic, clickable card with embedded actions, allowing you to follow sequenced outreach steps.
Example
Playbook: SDR Outbound Playbook
Plays within the Playbook:
- Contacts on site in the last 7 Days
- Campaign responses without recent Sales touch
- MQAs with fewer than 5 Sales touches
Filter Playbooks
You can filter playbooks as follows:
- Date Range: Filter for the last 7 days, 30 days, or 90 days.
- No sales touches (14d): Toggle on to filter the view to only show people with no sales touches in the last 14 days. Toggle off to display all people regardless of their sales touch status.
- Account List: Select an account list.
Interact With a Play
Selecting a play shows the list of accounts or people to act on.
Tip: You can use the People Playbook to access highly tailored people-level Plays. See Understanding the Demandbase One for Sales People Tab.
Each play is automatically sorted by its most relevant metric, such as Engagement Points for person and account-related plays, and Article for the news play.
You can Take Action on one or multiple accounts or people in the list tables.
Click on the name of the account or person to open the full profile.
Click anywhere else on the account or person tile to open a detailed view. From there, you can take related actions and access the full profile by selecting View Account Details or View Person Details.
Standard Plays in Global Playbook
The following standard Plays are available in the Global Playbook:
Play |
Description |
| Act on people that are highly engaged |
Known people with marketing engagement during the selected date range. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find people coming to my website | Known people with web page visits (with greater than 0 engagement points) during the selected date range. |
| Prioritize accounts that are in MQA |
Accounts in MQA Journey Stages (based on Account Journey) during the selected date range. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find accounts that are most engaged |
Accounts in pre MQA Journey Stages (based on Account Journey) ranked by the highest Intent engagement points during the selected date range. Tip: Top Activity shows the activity with the highest engagement points during the selected date range. |
| Find accounts that have the highest intent | Accounts in pre MQA Journey Stages (based on Account Journey) ranked by the highest engagement points during the selected date range. |
| Discover accounts that have been in the news recently | Accounts with the most recent news articles in the last 30 days. |