SalesIntel

SalesIntel Administration

• SalesIntel User Roles
• Assigning Export Credit Limits

How to Use SalesIntel

• Use SalesIntel Universal Search
• SalesIntel Search Filters
• Use Intent Data in Searches
• Export Contacts and Companies
• Export Technographic Data
• Saving 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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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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SalesIntel’s RevDriver

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

VisitorIntel

• Understand VisitorIntel
• Use VisitorIntel

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)
• Marketo Enrichment User Guide
• SalesIntel-to-Salesforce Enrichment User Guide (PDF)