June 2021 Product Update

  • Updated

Multiple Predictive Scores

Demandbase now offers multiple predictive models in the Engagement Platform! Multiple account scores allow you to score accounts according to their fit and interest with your specific product offerings. Additionally, we now allow more control over the data that trains each model. Along with multiple scores, you may now define which engagement activities train each predictive model. This added input not only maximizes the accuracy of each score, but it minimizes behavioral signals influencing an irrelevant predictive score.

With multiple Pipeline Predict scores, your marketing and sales team members are not only able to identify and prioritize accounts that are soon to become net-new pipeline opportunities, but they also know which type of opportunity they are likely to become. Your sales team members know the right product areas to focus on before each prospect call, and your marketing team is able to easily build target account lists for campaigns with product-specific messaging.

You can train each new Qualification Score from your past pipeline and customer accounts, in addition to other possibilities: Looking to move from mid-market to enterprise accounts, or trying to sell into new industries? Create a Qualification Score that learns your ideal customer profile (ICP) from a list of aspirational accounts that represent the new market segment you’re targeting.

See:

Preferences Link to Include/Exclude Accounts from Slack Alerts

Demandbase customers that utilize Web Traffic Subscriptions on Slack now have the ability to remove (or re-add) accounts that appear. This allows sales reps to have more control over accounts that may not require their attention immediately, when they browse website content. This increases sales productivity and shines the spotlight on the most important accounts, at any given time.

See Customize Slack Alerts

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Top Intent Keywords Added to Snapshot Emails

Within the customizable snapshot emails that are delivered to sales, an additional content section is available called “Top Intent Keywords.” This new section highlights the top intent behaviors across your account list. This addition gives you more flexibility to enable sellers with pivotal information that will help them understand their territory better.

See Customize Snapshot Emails

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Data Import CSV Usability Enhancements

Previously Demandbase One offered a Create New list workflow, which matched Accounts in the Customer database against data in a CSV imported file to create an Account List. To simplify and streamline the workflow, this feature is being deprecated in favor of the other CSV workflow offered called Data Import. 

Data Import matches against the existing Customer database and when data is not found it checks the Demandbase database, and adds Accounts and Account firmographic data to fill the gaps.

In addition, you can update CSV Lists created from Data Import by selecting the Data Import you want to update and following the re-import flow with an updated CSV file.

See Import or Reimport Account or Opportunity Data from a CSV file

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Basic Selectors

Basic Selectors is a brand-new, simplified user interface for Selectors that empowers less advanced users of Demandbase One to create and manage account lists, filters, reports, journey stages, and site customization experiences quickly and easily. 

Basic Selectors make it easy to define the criteria for segmenting accounts, like firmographics, intent, and website engagement to name a few. It also helps you understand which Selectors are available, and commonly used. 

Each Selector has a tooltip to help you understand what it represents. There’s also a summary section so that you can see all of the selections that you’ve made. 

Advanced Selectors are still available for those who prefer to use them.

See Filter Accounts with Basic Selectors

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Advanced Field Management

Advanced Field Management provides new controls in the Field Management settings to activate field data in the Demandbase One platform by specific sources. Within the platform, fields and field data for activated sources will be made available and represented by specific icons. This gives admins and users more control over the data they see and use within the platform.

With the release of Advanced Field Management, we add two columns to Settings > Analytics > Fields. The field management screen allows an admin to determine which sources are available or ‘active’ for any particular field. Once activated, these fields would then be made available in Selectors, Tables, and Auto-Complete of appropriate data by Source. It also allows deletion of field data where necessary. 

See Field Sources in Understanding Fields and steps 3 and 4 in Manage Fields

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Some sources are obvious, like Salesforce or Demandbase, but you may want to scroll over others to see where they’re from, especially the merged field that shows multiple sources.

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The Demandbase merge field offers the most comprehensive view when multiple sources of a field are available. Demandbase prioritizes conflicting field data based on the source for a given record in the following order: 1. Salesforce, 2. Data Import CSV file, and 3. Demandbase provided data. For example, if Salesforce determines that a company Billing Country is from the United Kingdom and the CSV says it's from Spain, the Merged field for Billing Country will contain the United Kingdom.

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