February 2021
Hello!
Along with new features this month, we have a few important reminders about important dates and actions your organization might need to take if you have a Salesforce Integration and/or a Pardot OAuth integration.
SFDC Score Export
What’s ready: New integration available as of January 5th 2021
What’s needed: Migration to new integration by April 5th 2021
What happens: current functionality within Salesforce AppExchange App for score exports will be deprecated on April 20th, 2021
Read how to prepare here
Pardot OAuth Migration
What’s ready: Pardo OAuth available as of January 25th 2021
What’s needed: Migration completed by February 15th 2021
Read how to migrate here
If you haven’t yet seen our new Training section in the Dojo Knowledge center, you can browse available modules here.
Platform
Firmographic Exclusion
Previously, we launched the ability to select CRM fields in your Salesforce Account object to exclude accounts from your 6sense account and associated analytics. With this feature releasing on Feb 4th, 2021, you can now build exclusion rules to include 6sense firmographic data. This means you can exclude accounts in certain industries, revenue, and region based on 6sense master company firmographic data. This allows you to focus on accounts in your target market with the precision you need. Learn more here.
User Management
Coming on February 11th, we are introducing new Roles and Permission sets as well as a redesigned interface to manage users. All 6sense Admins were notified of this feature on January 27th, 2021. This update includes:
7 new roles
Allows for multiple administrators
New UI experience for managing users
The ability to delete non-activated users
Learn more here.
ABM Alerts
Coming February 15th, customers will be able to specify more than one CRM user type to receive alerts. For example, if you would like the BDR and the AE to get an alert about accounts showing interest, now you can do that through the configuration of the alert.
We’ve also enhanced the UI experience to show a preview of the email subject line and email or slack alert content so you know what to look for in your inbox or slack channel.
Additionally, our customers subscribing to Platform package only, and that have integrated their CRM can also take advantage of these alert features as well.
Learn more here.
Sales Intelligence
Custom Talking Points
Love the Talking Points for your sales teams in our Next Best Actions tab, but wish they could customize and add their own? Wish granted!
Available now with Custom Talking Points within Sales Intelligence, marketing, product marketing, and sales enablement teams can include talking point guidance and content for your prospectors right within Next Best Actions and for use in emails and phone calls. Read the FAQ.
6sense Sales Dashboards
We enhanced the filtering options on 6sense Sales Dashboards in Sales Intelligence by adding a new field: Salesforce Account Field.
Available now, this feature gives you the flexibility needed to view account information in Sales Dashboard. Now you can filter on accounts in a specific territory within a 6sense segment or accounts with a specific tech stack like MAP or CRM. Learn how else you can filter your data here.
Integrations
Data Sync
We enhanced our core data syncs! Now you can integrate Salesforce CRM through self-serve provisioning and gain visibility into how your CRM and MAP integrations are working – dashboard style.
Data Syncs: a dashboard to track the status of data syncs for Salesforce CRM, and all marketing automation platforms
Salesforce Sync Configuration UX: an updated self-serve provisioning and credentials page for Salesforce integration
Salesforce Sandbox support for Predictive Score Exports: now you can add credentials for your Salesforce Sandbox environment (for predictive score exports for Advanced subscribers only).
Salesforce Exports
You might have noticed the new and improved Salesforce CRM Exports integration for predictive scores in our previous communications. All existing customers using the Salesforce AppExchange App mechanism for exporting data from 6sense to their Salesforce are encouraged to migrate to this new experience as soon as possible to experience the benefits, but definitely by April 5th at which point the old export approach will be fully deprecated from the App.
The new exports experience delivers:
More efficient data processing with lesser storage impact to Salesforce
Salesforce admin operational troubleshooting tools
(NEW SCORE!) Account Reach Score included for data export to Salesforce CRM
Sandbox support (for exporting scores only)
Learn how to prepare here. Read here about how to set up the new score exports.
OAuth for Pardot
This release keeps 6sense up to date with Pardot’s new requirements and utilizes a more secure protocol to connect 6sense with Pardot. To successfully implement the change to keep your data flowing:
Read about what’s needed for a successful Pardot OAuth Migration
File a ticket with 6sense Support when ready, to finish the migration
