SalesIntel

SalesIntel Administration

• Account Progress Bar and Success Center
• SalesIntel User Roles
• Understand Credit Balances
• Assigning Export Credit Limits
• Download a User Usage Report

How to Use SalesIntel

• Tags for Saved Searches and Lists
• Use SalesIntel Universal Search
• SalesIntel Search Filters
• Use filters based on CRM data
• Use SalesIntel PredictiveIntent in Searches
• Use Bombora Intent Data in Searches

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SalesIntel Integrations

• Available Export Fields and Field Types
• Configure the SalesIntel-HubSpot Integration
• Configure the SalesIntel-Marketo Integration
• Configure the SalesIntel-Microsoft Dynamics CRM Integration
• Configure the SalesIntel-Outreach Integration
• Configure the SalesIntel-Salesforce Integration

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Data Accuracy Tiers and Research on Demand

• Understand Human, Email, and Machine Verified Records
• Request Research on Demand (ROD)
• Auto Export For Research on Demand
• Turnaround Time (SLA) for Research on Demand
• RevDriver AI Generated Contacts

SalesIntel’s RevDriver

• Use SalesIntel’s RevDriver
• Use SalesIntel RevDriver+
• RevDriver Special Use Cases

VisitorIntel

• Understand VisitorIntel
• Use VisitorIntel
• Implementing the New SalesIntel VisitorIntel

FormsIntel

• Understand FormsIntel
• Use FormsIntel for HubSpot
• Use FormsIntel for Marketo

Understanding Errors & Warnings

• Basic Troubleshooting
• Common Error Messages
• Hubspot - Workflow Off

Downloadable User Guides

• Hubspot Enrichment User Guide
• SalesIntel Managed Package Installation and Configuration Guide (PDF)
• Marketo Enrichment User Guide