SalesIntel User Academy

Chapter 1 - Welcome & Foundation Setup

• 1.1: Using the dashboard and success center to drive adoption
• 1.2: Installing the RevDriver Chrome extension
• 1.3: Installing VisitorIntel

Chapter 2: Integration & CRM Connection

• 2.1: How to export SalesIntel data to your CRM

Chapter 3: Data Foundation & Search Mastery

• 3.1: Understanding SalesIntel data accuracy tiers
• 3.2: Conducting a search in SalesIntel
• 3.3: Using company, contact, and suppression lists
• 3.4: Intro to the value of ICP identification and alignment + Using ICPIntel
• 3.5: Syncing named accounts with SalesIntel
• 3.6: Filtering data based on named accounts

Chapter 4: Intent Data & In-Market Account Identification

• 4.1: Identifying in-market accounts with third party intent data
• 4.2: Identifying in-market account with first party intent data
• 4.3: Setting up technographics exports
• 4.4: The value of RevDriver and using RevDriver across the web

Chapter 5: Automation & Signals

• 5.1: Intro to automations, signals, and why they matter
• 5.2: Setting ICP automations to discover new contacts/companies
• 5.3: Setting intent automations to discover in-market contacts/companies
• 5.4: Setting VisitorIntel automation to act on website visitation
• 5.5: Setting up news automations to find driving events
• 5.6: Setting up job change automations to track your champions

Chapter 6: Enrichment & Advanced Features

• 6.1: Intro to the value of enrichment
• 6.2: Salesforce enrichment overview
• 6.3: HubSpot enrichment overview
• 6.4: FormsIntel formfill overview

Final User Exam

• Final User Exam