3 Ways to Use Datanyze's Account Intelligence Dashboard

April 3, 2018 Kristine Lyng

Account Intelligence Dashboard, Datanyze’s newest tool, allows users to easily track important updates and events across a curated list of accounts all in one place. 

As a salesperson or customer success manager with hundreds of accounts, it can be difficult to keep tabs on all of them. Account Intelligence Dashboard provides you with easy-to-access account-based information that’s personalized to your exact account list - allowing you to prioritize outreach and have more value-driven conversations with prospects and customers. Salesforce’s dashboards update you on internal events about your accounts, whereas Datanyze’s Dashboard updates you every morning on external events that have occurred, such as Acquisition Events, Funding Events, Technology Adds/Drops, Job Postings Added, and Recent News Articles. 

With four different ways to set up your Dashboard and dozens of possible use cases, there’s a lot of value to be had from this new tool. We have outlined 3 use cases that will help you immediately find value with Account Intelligence Dashboard. Which one best fits your needs?

Account-Based Sales

Sales executives usually have a list of targeted accounts on which they’re working. Depending on the organization,  this list can range from 10 to thousands of accounts. Account Intelligence Dashboard will be a useful tool for any sales executive, but especially so for those with many accounts. 

With Account Intelligence Dashboard, a salesperson can easily conquer an account-based strategy. Dashboard’s daily email ensures salespeople are quickly alerted to any significant changes in their account list. Knowing if a target account gets funding or is adding/dropping a software, for example, is important. This information creates actionable items and can signal that an account is ready to buy.

For instance, let’s say you learn from Dashboard that one of your target accounts has recently added a complementary technology. This tells you that it might be a good time to reach out and show how your product can add value to their newly installed technology. 

Competitive Intelligence

Monitoring your competition is one of the most important things you can do for your business. Understanding competitors’ business operations and customer base can help you develop your own strategy and speak intelligently when discussing how your company may add more value. 

Using Account Intelligence Dashboard, you can easily keep an eye on your competition. You can curate a list of accounts that are made up of your competitors, track a variety of high-value techs and see what technologies they are adding/dropping. You could also easily track acquisitions, funding rounds and news postings for your competitors as well.

Another competitive use case is to track a competitor’s technology across a list of high-value accounts. This will tell you if a high-value account is adding/dropping a competitor’s technology – signaling it might be time to engage that account.

Customer Success

Ensuring customers are happy is essential for a customer success representative. Account Intelligence Dashboard helps customer-oriented teams with named accounts to keep tabs on peripheral factors that could influence upsell opportunities and renewals. For instance, if your Dashboard is set up to track your named accounts, and you are alerted of a funding round for a customer, it might be a good time to reach out, congratulate your contact, and check-in to offer assistance during this exciting time. Conversely, if you are tracking your competitors’ technology on Dashboard and you see a customer adds a competing tech, it also may be a prime time to check-in with that customer.

As you can see, these are just a few ways you can use Account Intelligence Dashboard. There are lots more! Have an idea of how you would use Dashboard? We’d love to hear it!

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