To enable the Smartplay Functionality , provide at least direct API read access to SFDC Account, Lead, Contact, and Opportunity objects, as well as MAP Leads/Contacts
To enable Enrichment of SFDC Accounts, Leads, or Contacts
Must meet the minimum requirements to enable Smartplay Functionality AND allow direct API write access to the SFDC Object you wish to enrich.
To enable enrichment of MAP Leads/Contacts
Must meet the minimum requirements to enable Smartplay Functionality AND allow direct API write access to MAP Leads/Contacts
To enable contact purchase functionality
To purchase contacts, you must satisfy the minimum requirements to enable Smartplay Functionality . There may be additional requirements depending on your specific workflow:
Purchase and Download as CSV: no additional requirements.
Purchase and create as SFDC Leads: direct API write access to SFDC Leads
Purchase and create as SFDC Contacts: direct API write access to SFDC Contacts
Purchase and create as MAP Leads/Contacts: direct API write access to MAP Leads/Contacts
Purchase and add to SFDC Campaign: direct API write access to object(s) being added (SFDC Lead and/or SFDC Contact), AND write access to SFDC Campaigns
Purchase and add to MAP List: direct API write access to MAP Leads AND write access to MAP Lists
To sync the scores to sfdc and enable Sales Intelligence Iframe
Install 6sense sfdc app
To enable Sync From CRM Report
direct SFDC API access (need read access to public reports, and need permission to create custom reports)
Application Programming Interface; a set of rules that allows different software applications to communicate with each other.
Marketing Automation Platform, a 3rd-party platform that automates your marketing tasks and workflows, allowing for more efficient marketing campaigns.
The process of enhancing existing records in a CRM with additional data, such as updated job information or company details.
Comma-Separated Values, a file format used to store tabular data in plain text, where each line corresponds to a row in the table and each value is separated by a comma.
The name of our product that provides insights and analytics to help you improve your sales strategies and decision-making.
Customer Relationship Management, an external platform used to manage your relationships and interactions with potential customers and clients.