Save time locating relevant insights & preparing reports by leveraging the new company profiles.
To get started, navigate to Profiles for an at a glance view of companies by group along with the number of reports, Battlecards and traits associated with each company.
Drill into a specific company to access curated Company Overview, Financials, Key Insights, Go-to Market, Product, and People views featuring a variety of widgets and smart traits (public websites, solutions/targets, leadership, employees, clients, financial information, and more).
Curated views gather and display relevant company insights from a variety of data sources in a way that is presentable.
Click on the 3 dots on the top right corner to add a specific insight widget to an existing report and/or Battlecard (the widget will be added to the bottom of the report).
Curated traits, reports, and Battlecards associated with the company are also available within this section along with the ability to create new boards and traits which are the building blocks of reports and Battlecards.
To create a new board, click on the Create a new board link
Give the new board a name and click Create
Once the new board is created, be sure to add traits and click Create
The boards and traits will now be accessible from the Profiles view and available to add to both reports and Battlecards.
Be sure to check out all of the available curated views and add relevant insight widgets to reports and Battlecards for added value.