Unlocking Sales Success with Data-Driven Insights

The Sales Intelligence (SI) tool empowers your sales teams to turn data into actionable strategies. By harnessing a vast ecosystem of over 300 databases and 130+ terabytes of information, including industry trends, financial data, and real-time market signals, SI helps you identify high-potential opportunities and accelerate your sales cycle.

Benefits of Using Sales Intelligence:

You can access the Sales Intelligence tool in two ways:

Your Sales Intelligence Command Center

The SI Tool landing page is your central hub for accessing powerful insights and managing your sales strategies. It's designed for intuitive navigation and provides a clear overview of your key sales activities.

The landing page is organized into three main sections:

1. Playbook: Your quick-start guide to Sales Intelligence. The Playbook provides easy access to core features and functionalities, allowing you to jumpstart your sales planning, targeting, enabling, and engagement activities. The Playbook's quick links are also mirrored in the left navigation panel for consistent access throughout the tool.

2. Dashboard: Your personalized performance snapshot. After onboarding, the Dashboard provides an overview of your sales markets and watchlists, including key metrics, buying signal analytics, and account activity tracking. It's your go-to place for monitoring progress and identifying areas of opportunity.

3. Configuration: Your personalized settings hub. This section allows you to manage and customize various aspects of the SI tool, including saved markets, buying signals, watchlists, templates, and views. Tailor the tool to your specific needs and preferences for optimal efficiency.

Seamless Navigation with the Left Panel

All features and functionalities available through the Playbook can also be accessed directly from the left navigation panel within the SI Tool. This ensures a consistent and streamlined workflow, allowing you to easily switch between tasks without returning to the landing page.

The Playbook is the first section you encounter when you log into the SI Tool, serving as a launchpad for all the core functionalities. It features cards and quick links that provide direct access to the main sections of the tool—Plan, Enable, Target, and Engage—ensuring you can easily navigate to the tasks you need to perform.

Onboarding Journey: Guides you through the initial setup process.

Resource Center: Provides access to FAQs, support resources, and methodology explanations.

Plan Section: Helps you strategize your sales approach using data-driven insights.

Target Section: Assists in identifying and prioritizing high-potential prospects.

Enable Section: Tailor your pitch with resonating content.

Engage Section: Keep your sales strategy active with real-time insights.

The Dashboard is your central hub for tracking and analyzing your sales activities. After completing the initial onboarding process, it provides a personalized overview of your sales performance.

Default Market Dashboard: A comprehensive view of your primary sales market, including key metrics and insights.

Buying Signals Generation Analytics: Detailed data on buying signals generation sources, trends, and opportunities within your market.

Account Activity Tracking: Monitors engagements with companies and accounts in your market.

Market Updates: Real-time information on market conditions and trends relevant to your selected market.

Switch Markets: Easily view data for different markets using the market drop-down menu.

Adjust Timeframes: Choose from various time periods (Last 7 Days, Last 14 Days, Last 30 days, Last 3 Months) to analyze data for specific intervals.

Understanding Visuals

Recommended Accounts for you: Accounts are displayed with a heatmap that visually represents engagement levels (green for positive, red for negative).

Share Buying Signals: Share buying signals information with colleagues or stakeholders directly from the Dashboard.

Add Notes: Annotate buying signals for future reference.

The Dashboard displays relevant reports on market conditions and trends impacting your market.

Use the "View More" links within each section of the Dashboard to explore in-depth data, view comprehensive reports, and perform detailed analysis.

The Configuration section is your personal management area within the SI Tool. It’s where you can organize, review, and access all the critical elements of your sales strategy that you’ve worked on or saved while using the tool.

Plan-Markets: Access and edit markets you’ve created or customized, ensuring your sales strategy stays up-to-date.

Target: Keep track of specific companies by organizing them into watchlists that you can refer to regularly.

Enable Templates: Store and retrieve templates you’ve created, enabling you to streamline your workflow.

Engage – Buying Signals: Review and manage buying signals you’ve identified and saved for follow-up or further analysis.

Saved Buying Signals: Customize how data and insights are displayed in the tool and save these views for quick access in the future.

The onboarding process is designed to personalize the SI Tool based on your specific sales needs and preferences. It automatically creates a default market, watchlist, and other personalized settings.

If you need help with the initial onboarding process, our team of analysts are available to guide you through it.

Define Market: Select your geography and sector for your market.

You can easily modify your market after completing the onboarding process. The Configuration section of the SI Tool provides you with the flexibility to update these elements as your business needs change. This ensures that the tool remains aligned with your evolving sales strategy and continues to deliver relevant insights.

For assistance, you can: