Manage Technographic Data

  • Updated

Demandbase One for Marketing (DB1M) allows you to use technographic data to identify and segment accounts based on the technologies they use.

Your organization's Technographics entitlement determines how many technologies you can track.

For an overview of technographic data and coverage options, see Understanding Technographic Data.


How to Use Technographic Data in Demandbase One for Marketing

The Technographics field contains the technologies associated with an account. You can use this field in supported Demandbase workflows, including:

  • Selectors: Filter accounts based on specific technologies to create targeted Account Lists.
  • Reports: Analyze accounts based on their installed technologies.
  • Table columns: Add the Technographics field to account tables to view technology information alongside other account attributes.
  • Account segmentation: Group accounts based on competing, complementary, or other relevant technologies.

For example, use the Technographics field in an Account selector to identify companies using Salesforce.

Techographics.jpg


Prerequisites to Manage Technographic Data

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.


Select Technographic Data

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Technographics Setup. 
  2. Search for and select technologies from the drop-down.
    Tips: To narrow your search, use the Select Technographic Category and Select Sub Category drop-downs.
    Technographics.jpg
  3. Click Save.

Remove Technographic Data

Important: When you remove a technology, the Technology Presence field shows False/No.

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Technographics Setup.
  2. Click the X next to the technology you want to remove.
  3. Click Save.