Manage Technographic Data

Context

Demandbase provides insights into the technologies adopted by companies in your target market. Choose the technologies relevant to your business to share with your Demandbase users.

See Understanding Technographic Data.

Prerequisites/Preparation

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

Steps: Set Up Technographic Fields

1. From the left navigation bar, go to  Settings > Demandbase-Wide Settings > Technographics Setup. 
2. Search for technologies of interest to your business and select them from the drop-down list to add them.
   Tips:
   • You can select up to the number of technologies defined in your licensing agreement.
   • To narrow your search, use the Select Technographic Category and Select Sub Category drop-down lists.
     
3. Click Save.

Steps: Update Table Columns in User Views

You can add technographic fields as default table columns for user views so users can access technographic data points easily. Technographic fields can also be added as quick filters for user views.

1. From the left navigation bar, go to  Settings > User Management > View Management. 
2. Select a view to edit from the table.
3. From the Configuration tab, select the Columns sub-tab.
4. Select a Table Type to update (Account, Person, Activity, Opportunity).
5. In the Table Columns search box, enter Technology and select the technographic fields you set up previously.
   

Steps: Update Table Columns in Individual Tables

You can also add columns to individual tables for the technographic fields set up previously. The following example shows how to add technographic fields to the table on the Accounts page in the Analytics section.

1. From the left navigation bar, go to Analytics > Accounts. 
2. Click Edit Columns under the table.
3. In the Edit Columns Fields to Display window, enter Technology in the search box and select the technographic fields you set up previously.
   
4. Click Apply.
   The technographic fields added appear as columns in the table.
   

Steps: Filter to Accounts Using a Technology

You can use filters to limit a table to show only accounts that are using or not using a specific technology. The following example shows how to filter the table on the Accounts page in the Analytics section: 

1. From the left navigation bar, go to Analytics > Accounts.
2. At the top of the page, click More Filters.
3. From the Basic tab of the More Filters window, select Technographics.
4. Select Contains or Does Not Contain and the technology.
   
5. Click Apply Filter.
   The table updates to only show accounts using the technology.
   

Steps: Create a Report Using Technographics

You can set up a report that uses technographic fields as part of its filter criteria. See Create Custom Reports.

1. From the left navigation bar, go to Analytics > Reports.
2. Click Create New.
3. For Member Type, select Account.
4. Enter the Name and Description and click Create Report.
5. Select the Selector tab.
6. Use Selectors to enter filter criteria. You can combine filters on technographics with other filter conditions. Search for Technology and select the technographic fields.
7. (Optional) Create a subscription. See Create and Manage Snapshot, Slack Alert, and Report Subscriptions.