Context
InsideView is now a Demandbase company. We're releasing a Salesforce update to unify the InsideView and Demandbase VisualForce charts. No action is required on your part. After Demandbase updates the package, you’ll see the new version the next time you log into Salesforce.
With the unified ABX and Sales Intelligence chart, Sales teams can see robust insights directly from Salesforce. The chart offers visibility into company, people, engagement, and many other insights. This provides a deep level of visibility into meaningful account activities/insights so that sales professionals can take the next best action on an account.
Important: The Company, People, and Insights tabs can be added to the Account, Opportunity, Contact, and Lead objects. The Engagement tab can be added to the Account, Contact, and Opportunity objects.
Prerequisites/Prepration
- Your company must have a Sales Intelligence License. See View by License Type for more information.
- You must have a Demandbase login.
- Your Salesforce admin must add Demandbase Visualforce Chart to Salesforce.
- The integration user must have View Setup and Configuration permission within your Salesforce environment. See Best Practices: Salesforce Permissions for instructions.
View by License Type
The VisualForce Chart view differs by Sales Intelligence license type. If you’re unsure about your license type, contact your CSM for more information.
|
License Type |
Available Tabs |
|
Elite |
Company, People, Engagement, Insights |
|
Essentials |
Limited version of Company, People, Engagement, Insights |
Important:
- Existing Demandbase Custom Fields and Dashboards will remain the same.
- If needed, adjust the VisualForce Chart height to 500 pixels for optimal visibility.
Company
Overview
Firmographic details, contact information, connections, intent, and the latest company news. See Getting the Most from Sales Intelligence.
Industry
Company's Industry Profile with common challenges, trends, call prep questions, and size and structure of the industry.
Financials
Latest financial data for public companies.
Family Tree
Subsidiaries, acquisitions, international divisions, branches, and a host of other corporate relationships.
Similar Companies
Find other companies in the same industry. Checking out similar companies can help you understand where your target company fits in the industry or even identify new prospects.
Tech Profile
Help you win more business by identifying companies that use relevant technologies in your market. These could be technologies that your company integrates with or even competitive technologies.
People
If you’re not yet sure you have the right decision-maker/champion or need to expand your buying group, this is the place to look. Find leaders across the family tree, by location, contact info, job level, or functional area. Plus, you'll see who you’re connected to help get warm introductions into your target accounts.
Click View More to see a complete profile of the individual - including education, prior jobs, news mentions, and social media posts. See Getting the Most from Sales Intelligence.
Engagement
Timeline View
Shows engagement for the account in three different views: Deal Story, Engagement, and Group. The Deal Story view highlights key activities and lets you view Marketing Engagement, Sales Engagement, or both. The bottom bar chart shows the progression of the account through your Journey Stages. The Engagement and Group views show Engagement for the account.
Intent View
Shows Top Intent Keywords and Trending Keywords on web pages being read by users at the account sorted by intent strength. The sparklines show the number of times users read a web page with each keyword during the selected time period. See Understanding Intent.
Highlights View
Shows the most engaged people for the selected account. Most engaged people are selected based on factors such as a person’s role, their activities, etc.
Activities View
Shows the most engaged people for the selected account and their activities with the highest Engagement Minutes. You can use search or select a filter to refine the list.
Heatmap View
Shows Engagement Minutes based on your database fields selected in the Rows and Columns drop-down lists. See Understanding Heatmaps.
Communication History View
Shows you all email communication and meetings between your company and the selected account. See Understanding Communication History.
Insights
Shows relevant news, current events, and social media posts about the company and people. Click to follow the company on Twitter or Facebook and check out the company blog. See How to Get Started with Sales Intelligence.
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