If your organization has just purchased Sales Intelligence (SI), but has not yet configured their predictive models, you will have access to a limited version of SI.
With limited access, you can use the Discovery tool for advanced prospecting and get access to company and people detail pages. Your company can also enable non-predictive dashboards through administrative controls.
Once your company’s model implementation step is complete, deeper predictive insights can be enabled in Sales Intelligence.
Any settings you apply, filters you save, or lists you save will still be applied once implementation is complete.
Pre-modeling limitations
Discovery
6sense AI filters are locked and cannot be applied.
Dashboards
Only two dashboards are available, with some limitations:
Accounts dashboard
No actions are shown that are based on AI recommendations.
No reach activities are displayed on the graph.
The following columns are not available:
Buying stage
Last sales activity (account)
Last 6QA
Sales activities from last 6QA (account)
Account reach
Intent score
Profile fit
Recent Activities dashboard
Fewer activity types are shown.
The following columns are not available:
Last engagement (person)
Last reach (person)
Last sales activity (person)
Last sales activity (account)
Persona importance
Profile fit
Account reach
Intent score
Buying stage
Quick view drawer
No predictive insights, such as buying stage, 6QA, and engagement recommendations, are displayed.
No talking points are visible.
Details pages
No product selector dropdown is visible.
No predictive insights are available, such as buying stage, 6QA, and so on.
No actions are shown that are based on AI recommendations.
In company details, no reach activities are displayed on the graph.
No talking points are visible.
Data and filters
No product selector dropdown is visible.
No columns or filters for predictive insights are available, such as buying stage, 6QA, and so on.