RepIntel is a personalized view of your assigned accounts, ranked by buying signals. It removes the need to run searches or build filters. When it’s set up, you see what’s happening across your book of business without digging for signals.
RepIntel is available under Discover Prospects. You can also favorite it by clicking the star next to the page name to make it your start page when you log in.
Identifying your book of business
RepIntel pulls in accounts one of two ways:
Option 1: CRM Filters (recommended; available for Salesforce and HubSpot users)
If CRM Filters are enabled for your account and you’re listed as an account owner in the CRM, we automatically show accounts in your name. If you have access but aren’t matched to an owner field, you’ll be prompted to select whose accounts to view.
If CRM Filters are not enabled, you will see a message identifying your SalesIntel CRM Admin. Ask them to configure the feature for your account so that you can see all of the accounts in your name. If you don't have a CRM Admin set up for your account, email support@salesintel.io and they will help you get set up.
Option 2: Use a list
You can always choose Use a list from the account selector. This opens the Choose a List modal where you can:
- Select from personal or team lists
- Create a new list (via the Lists page)
When selected, the list name appears in the “Viewing accounts for” dropdown. If you use a list of your assigned accounts, you will need to update the list occasionally to reflect your current book of business.
Signals in RepIntel
RepIntel surfaces up to four signal types currently supported in the platform. If your account does not have access to that signal type, data will not be available.
- Bombora Intent data - based on the topics already configured in your account
- PredictiveIntent data - based on the topics already configured in your account
- VisitorIntel website visitation - website visitors in the last week
- New Leadership - new VPs or above in the last 90 days. Filter VPs to only departments that matter to your team by clicking on Settings > New Leadership Target Departments.
Setting Rep Rules Guidance
Rep Rules help teams deliver consistent guidance to each and every rep. Based on signal conditions, return a recommended action directly to the rep for each record in their book of business. Only admins can set Rep Rules.
To set up rules, go to Settings > Rep Rules. Each rule is made from a condition or set of conditions -- all conditions need to occur for the rule to fire. Rules fire in order, so a record that meets the conditions of multiple rules will be tagged with the recommendation from the first rule that it met. You can drag and drop your rules to reorder their priority. As a final step, determine if you would like to set a catch-all rule. This recommendation will fire if no other rules are met. Otherwise, the record will simply say "No recommendation".
Recommendations can include things like an action to take, a categorization or tier for the record, or even notifying the rep that something has already been done for them, based on other automations that may exist in your account. You may put anything you'd like in a recommendation, but all reps in your account work from the same set of rules and recommendations. There are no limits on the number of rules you can create.
Once your rules are created, your RepIntel results will show the winning rule, catch-all rule, or "No recommendation" for each record. You can now sort records based on the rule priority, as well, using the Priority Sort button.
Finding new contacts
To find new contacts at assigned accounts, click the blue contact button at the end of the account row. The sidebar will open up and show all contacts at the account. To filter to contacts of interest, use the dropdown to select one of the buying centers set up in your account. If you have no buying centers or need a new buying center configured, your admin can set it up.
Creating a buying center
Admins can add a new buying center using the settings cog in the contact panel or by clicking on Settings > Buyer Persona Groups on the main RepIntel screen. The buying centers available here are the same buying centers in use in HubSpot and Salesforce buying center enrichment; adding a new buying center here will make it available in enrichment and vice versa, and you can use them in both places. Keep in mind that you cannot update or delete a buying center that is being actively used in an ongoing enrichment program.