Buyer Discovery Dashboard in Salesforce
The Buyer Discovery dashboard in Salesforce shows account intent signals segmented by revenue size, employee size, competitors viewed, categories viewed, and more.
Buyer Discovery dashboard
These dashboards are helpful to:
- Identify accounts showing intent in a specific sales territory
- Identify the top competitors being viewed for your product
- Select accounts for targeted outreach based on specific competitors viewed
- Identify the top categories being viewed for your product
- Select accounts for targeted outreach based on specific categories viewed
Add these Buyer Discovery dashboards into your Salesforce org using this unmanaged package link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tEa0000004xpV&isdtp=p1
Here are the steps:
Copy the unmanaged package link above into your web browser and go to the page
Log into your Salesforce account
Choose to install for Admins only or all users, and click Install
Once the install is complete, access the BD Dashboards by clicking on the App Launcher Icon, then selecting Dashboards
On the dashboards list, you will see the Buyer Discovery dashboard
Click on the dashboards to see your data in a new format
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