SalesIntel

The Basics of SalesIntel

• SalesIntel Overview
• Admin User
• Standard User
• Credit Overview
• Assigning Export Credit Limit

SalesIntel Training

• SalesIntel Webinars
• Client Training: Searching at Scale with SalesIntel

How to Use SalesIntel

• Using SalesIntel Universal Search
• SalesIntel Search Filters
• Using Intent Data in Searches
• Using Contact and Company Lists
• Suppression Lists
• Restrict contact exports per company

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Human Verified Contacts/Companies

• What is Research on Demand (RoD)
• How to request for contact research within SalesIntel?
• How to track status for my Research on demand (ROD) request?
• Auto Export For Research on Demand
• What are Human and Machine Verified records?
• Best Practices For Machine Verified Contacts

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Export to Salesforce

• Setting up Salesforce
• What if I mistakenly exported the same contacts from SalesIntel into my Salesforce database more than once?

Export to Dynamics365

• How do I Export Contacts to Dynamics 365 from SalesIntel Database?
• How do I Export Companies to Dynamics 365 from SalesIntel Database?
• How to fix Need Admin Approval Error during SalesIntel and Dynamics Set Up

Export Contacts to HubSpot

• How do I Export Contacts to Hubspot from SalesIntel Database
• Use the SalesIntel HubSpot Integration to Manage Companies

Export Contacts to Marketo

• How do I export contacts to Marketo from SalesIntel Database?

Export Contacts to Zoho

• How do I Export Contacts to Zoho from SalesIntel Database?
• How do I Export Companies to Zoho from SalesIntel Database?

Export Contacts to Outreach

• How do I export contacts to Outreach?

Export Contacts to SalesLoft

• How do I export contacts to SalesLoft?

VisitorIntel

• What is VisitorIntel?
• How can we use VisitorIntel to enhance the prospect lists?
• What is Companies tile in VisitorIntel and from where does that data come from ?
• What is the Users tile within VisitorIntel ?
• What is the Sessions tile within VisitorIntel ?
• What is the Views tile in the VisitorIntel ?

SalesIntel-Marketo Enrichment

• SalesIntel Marketo Enrichment

SalesIntel- Salesforce Managed Package

• Salesforce Managed Package Login
• SalesIntel Managed Package Overview
• SalesIntel Managed Package Installation Guide
• SalesIntel-to-Salesforce Permission Set
• SalesIntel-Salesforce field Mapping
• SalesIntel-to-Salesforce Enrichment

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SalesIntel’s RevDriver

• RevDriver Overview
• RevDriver Special Use Cases

Frequently Asked Questions (FAQ's)

• Frequently Asked Questions (FAQ's)

Understanding Errors & Warnings

• Basic Troubleshooting
• Log-in Errors & Warning
• Hubspot - Workflow Off
• Export warning - SFDC validation

Downloadable User Guides

• Hubspot Enrichment User Guide
• Salesintel - Dynamics 365 Integration Guide
• SalesIntel Managed Package Installation and Configuration Guide (PDF)
• SalesIntel-to-Salesforce Enrichment User Guide (PDF)