SalesIntel
The Basics of SalesIntel
SalesIntel Training
My SalesIntel Subscription
- I have questions or comments about SalesIntel. Who can I contact?
- Are there other contact data products available on an enterprise level? Do you offer larger contact search packages?
- I got an email from SalesIntel with a link to chargify.com, asking me to update my credit card for my SalesIntel subscription. Is this a legitimate email?
- If I cancel my account, can I get a refund for unused credits? What if I don't use all of my credits before my subscription renews?
- How do I cancel my SalesIntel subscription?
How to Use SalesIntel
- What is a credit? Why do I need them?
- As a SalesIntel paid subscriber, what information will I be able to view without using a credit?
- What does it mean to "reveal" contact data and how is it different from "export"?
- Do I have to use another credit to reveal a contact's information more than once? What about exporting a contact whose information has already been revealed?
- How do I search for Contacts?
- How do I search for Companies?
Intent Data Powered by Bombora
- What is Intent data in SalesIntel and how can we use Intent data to enhance our searches?
- How can we perform Intent Data search within SalesIntel?
- What is the Score Threshold in Intent search?
- What is the Topic Threshold in Intent search?
- What is the default topic threshold count I will get in the free version? How can I increase it?
- I cannot see Intent in my company search, how can I enable it?
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 ?
Human Verified Contacts/Companies
- Best Practices For Machine Verified Contacts
- What are Human verified Contacts/Companies ?
- What are Machine processed contacts/companies?
- What is Research on Demand (ROD)?
- What is the turn-around-time (T.A.T) of Research on Demand submitted?
- How to request for contact research within SalesIntel?
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?
- Can I change my Dynamics 365 settings that I saved when I initially logged into my SalesIntel account?
- What if the new contacts I am exporting already exist in my Dynamics 365 database? Will I be charged for trying to export them if I haven’t revealed them as yet?
- Is there a limit on the number of contacts that can be exported at one time?
- Will I need to add my Dynamics 365 credentials every time I export contacts in SalesIntel?
Export Contacts to HubSpot
- How do I Export Contacts to Hubspot from SalesIntel Database
- Can I change my HubSpot settings that I saved when I initially logged into my HubSpot account?
- Can I choose any Workflows and Contact owners?
- What if I mistakenly exported the same contacts from SalesIntel into my HubSpot database more than once?
- What if the new contacts I am exporting already exist in my HubSpot database? Will I be charged for trying to export them if I haven’t revealed them as yet?
- How do I logout from my current HubSpot account to export contacts to my other HubSpot account?
Export Contacts to Marketo
- How do I export contacts to Marketo from SalesIntel Database?
- Can I change my Marketo settings that I saved when I initially logged into my Marketo account?
- Can I choose any lead partition?
- What if the new contacts I am exporting already exist in my Marketo database? Will I be charged for trying to export them if I haven’t revealed them as yet?
Export Contacts to Outreach
- How do I Export Contacts to Outreach from SalesIntel Database
- Can I change my Outreach settings that I saved when I initially logged into my Outreach account?
- Can I choose any Sequence and tags?
- Can I export multiple contacts?
- Can I export contacts into any other format too, and how?
- What if I mistakenly exported the same contacts from SalesIntel into my Outreach database more than once?
Export to Salesforce
- How do I Export Contacts to Salesforce from SalesIntel Database
- How do I Export Companies to Salesforce from SalesIntel Database?
- Can I change my Salesforce settings that I saved when I initially logged into my Salesforce account?
- Can I choose any campaigns and lead owners?
- What information can be exported to Salesforce CRM?
- What if I mistakenly exported the same contacts from SalesIntel into my Salesforce database more than once?
Export Contacts to SalesLoft
- How do I export contacts to SalesLoft?
- Can I choose any Tags and Cadence in SalesLoft?
- What if I mistakenly exported the same contacts from SalesIntel into my SalesLoft database more than once?
- What if the new contacts I am exporting already exist in my SalesLoft database? Will I be charged for trying to export them if I haven’t revealed them as yet?
- How do I logout from my current SalesLoft account to export contacts to my other SalesLoft account?
- When switching from one SalesLoft account to another, will I be able to logout from one account and login to the other without losing my selected contacts?
SalesIntel-Marketo Enrichment
Export Contacts to Zoho
- How do I Export Contacts to Zoho from SalesIntel Database?
- How do I Export Companies to Zoho from SalesIntel Database?
- Can I change my Zoho CRM settings that I saved when I initially logged into my SalesIntel account?
- What if the new contacts I am exporting already exist in my Zoho CRM database? Will I be charged for trying to export them if I haven’t revealed them as yet?
- Will I need to add my Zoho credentials every time I export contacts in SalesIntel?
SalesIntel- Salesforce Managed Package
- SalesIntel Managed Package
- Manage Package installation
- SalesIntel-Salesforce field Mapping
- What is Enrichment and how can we use Enrichment to enhance our searches/prospect list?
- How can we set up Enrichment within our Salesforce and SalesIntel account?
- How to Perform Enrichment across all Salesforce objects (Lead, Contact & Account)?
SalesIntel’s RevDriver
- What is SalesIntel’s RevDriver?
- Where does the data in SalesIntel’s RevDriver come from?
- How to download RevDriver ?
- How to enable and log into RevDriver?
- How to use SalesIntel’s RevDriver?
- How to request for a Human verification to a contact(‘s) in SalesIntel’s RevDriver?