The SI Extension for Salesloft integrates 6sense Sales Intelligence right into the Salesloft interface. All the features of the 6sense Revenue AI for Sales — Sales Intelligence are at your fingertips (Dashboards, Discovery, Lists, and more). You don’t have to open the 6sense standalone web application in a separate browser tab.
CRM Integration Required
To display the 6sense Sales Intelligence Dashboards, your company must have integrated a customer-relationship management (CRM) platform.
6sense Integration Spaces in Salesloft
The SI Extension for Salesloft consists of three items in the Salesloft user interface:
The complete Sales Intelligence application embedded into Salesloft as an integration.
A thumbnail 6sense widget embedded in Salesloft Account pages.
A thumbnail 6sense widget embedded in Salesloft People pages.
Full Embedded 6sense Application in Salesloft
View the complete Sales Intelligence application by selecting it from Enabled Integrations in the Salesloft.
6sense Application Integration in Salesloft
6sense Widget
Each Salesloft Account or People page can display a 6sense widget.
The 6sense widget shows a condensed view of the 6sense of the information and insights that 6sense has for this account or person. (The view is a modified version of what is available in the account or people quick views found in the full 6sense Sales Intelligence application.)
Widget Section Details
Click a section in the widget to see more details. Click Back to return to the home level of the widget.
Hover tooltips provide further details. To see even more, click CRM to view the information in your integrated CRM or click Sales Intelligence to view the information in the 6sense Sales Intelligence application.
Widget Controls
Name: The name of a person or an organization. You can see the complete name by hovering over it.
Product Selector: If your company has set up more than one product profile for 6sense, the product selector lets you pick between them. If you don’t see a product selector, your company configured only one product or combined all your company’s products collectively for use with 6sense.
Timeframe: The timeframe selector sets the timeframe for all the insights displayed. Changing it expands or constrains the time range of the results shown in the widget.
Scrollbar: Use the scrollbar to review the widget sections. (There’s a lot to see that might not be visible at a quick glance.) You can click each section to uncover more details.
Help: Help links you to quick documentation, such as a quick start video and tip sheets.
Customize: Customize the order you want the widget sections to appear. Drag and drop the sections to reorder them, and then save your changes.
View on CRM: View the account or person as shown in your integrated CRM (in a new tab or window).
Sales Intelligence: View the account or person in the 6sense Sales Intelligence application (in a new tab or window).
Change Placement of the Widget
If you want to change where the 6sense widget appears in your Salesloft layout, use Edit layout. If you can’t locate the widget, Edit layout lets you find it and reposition it.
We recommend that you place the 6sense at the top right of your People or Account pages so that it’s available at a glance.
If you want to hide the widget, just toggle it off in Edit layout.
Sales Intelligence Application Overview
The embedded 6sense Sales Intelligence application works the same as the standalone version of the 6sense Sales Intelligence application.
Here’s a visual overview of the major parts of the application and links to information about them.
Dashboards
6sense Sales Intelligence Dashboards Overview
Temperature in the 6sense Sales Intelligence Dashboards
Accounts
Accounts 6sense Sales Intelligence Dashboard
People
People 6sense Sales Intelligence Dashboard
Recent Activities
Recent Activities 6sense Sales Intelligence Dashboard
Recommended Actions
Recommended Actions 6sense Sales Intelligence Dashboard
Discovery
People Discovery
Company Discovery
6sense Sales Intelligence Discovery
Lists
Curation Lists
Enrichment Lists
Sales Intelligence List Management
6sense Credits
Unlock Contact Information in 6sense Sales Intelligence
User Preferences
6sense Sales Intelligence Overview
6sense Widget Content
The widget sections in the 6sense widget vary for Salesloft People pages and for Account pages.
You can expand each section to show more information and to allow you to drill down even further.
Some features may be displayed as disabled (locked) if your company has not integrated a CRM.
Example 6sense Widget Account Display
Example 6sense Widget People Display
Widgets
Account | People |
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