Databook Web App
Articles to help you set up and navigate the Databook Insights app
By Hriday and 1 other2 authors42 articles
Getting started
The Highlights page is the best place to start finding insights about your customers
How to minimize the chat windowHow to minimize the pop up messaging service window
Navigation guide for the top menu and side menuA brief explanation of what the different icons are on Databook
Databook navigation guide: The company menuA brief explanation of the different views on the company menu
Understanding management intent
How to use Databook to understand management intent at your customers
An introduction to using Management IntentThe Intent feature helps you understand management intent at your customers
What is management intent?Databook's Management Intent feature reveals what's most important to an account's executive leaders
How do I create an Intent Topic?Build custom searches for management intent by creating an Intent Topic
How do I edit, pin or delete an Intent Topic?Customize your management intent searches by editing Intent Topics
Understanding company financials
Databook provides the insights you need to understand your account's financials
How to view a company's business segmentsInformation on a company's business segments that are available on the Databook platform
Can I download company financial data from Databook?Databook allows you to download company-specific data for financial metrics and value drivers
What are Value Driver Trees?Value Driver Trees provide an insight into how companies create value
How can I see which companies my account competes with?Databook includes peer groups for all companies
How do I benchmark my account's performance versus its competitors?Understanding a company's performance relative to its competitors is a key topic for C-suite conversations
How do I find out if a company is under pressure to meet analyst forecasts?If a company fails to meet analyst forecasts, its share price could fall
How do I find out which is the most important business segment at my account?Databook has revenue growth and profitability insights for business units at a company
How do I see how a company's stock price has performed relative to competitors?Databook helps you understand whether rises or falls in your account's share price are related to its performance or market trends
How do I see Metrics and Value Drivers for my account?Research and benchmark a company's financial performance in more detail
How do I customize the competitor group for a company?
Outside-In Business Case – Power of One PercentQuick guide to using public data to show 1% improvements that drive big profit—great for exec-level sales conversations.
Staying up to date with your accounts
Follow companies or sync your Salesforce account to never miss an update about your customers or prospects
How to get an overview of all your accountsThe list feature allows you to have an overview of all your followed accounts
How to auto follow companiesThis is how you can follow companies that you search for automatically
How can I set up notifications to keep me updated about my accounts?Databook offers daily email news digests and breaking news notifications
What is Premium Analysis?Premium Analysis gives you instant access to the latest strategic priorities for your account
How do I view key developments at my accounts?The Key Developments page includes events, transcripts, filings and news for your customers
How can I find catalyst events at my accounts?Databook helps you identify triggers to start sales conversations
How to create or edit a listCreating a list is a useful tool for dividing your followed companies into sections such as industry, per quarter etc.
How to get an overview of all your accounts on DatabookAIThe My Account feature gives you an overview of all the accounts you follow
How to Unfollow a company on DatabookAIIf you no longer want to track a company, you can unfollow it at any time.
Prospecting and prioritizing accounts
Use Databook to prioritize which of your Salesforce accounts to target
Analyzing whitespaceHow To Get the Most out of Every Account
How do I see use cases/product recommendations?See which of your organization's use cases could be relevant to your accounts
How to prospect using Company SearchCompany Search allows you to find and prioritize prospects based on firmographic and financial data
Building account plansBuild Your Account Plans Faster than Ever With Databook
Building a business case
How to use the Business Case Tool to estimate the value your solutions can generate for customers
How do I get started with the business case toolThe business case tool helps you understand how your solution(s) impact your customer's revenue and profitability
How do I edit and customize business cases?You can edit the assumptions that Databook uses to calculate the value impact of business cases
Sales Decks and FactPacks
Find out how to instantly download Databook insights in PowerPoint decks
Why can't I download an Executive Point of View or Sales Deck for a company?PowerPoint downloads are only available for companies that your organization chooses as Key Accounts
How do I download a chart?You can download charts from Databook to add to presentations and decks.
How do I download an Executive Point of View deck?The Executive Point of View is an editable PowerPoint deck that can be downloaded with one click
What are Executive POVs?An Executive Point of View is a customer-facing, customizable deck for you to present both internally and externally
Key Accounts
Help about Key Accounts in Databook
Key Accounts FAQUpgrading a company to a Key Account unlocks premium content and services
Introduction to Strategic Priorities
Identifying Executive Buyers
Use Databook to find relevant decision makers at your accounts
What are Executive Briefing Books?EBBs target executives' focus areas and more
How to identify decision makersGrow and Accelerate Your Deals with Stronger Executive Sponsorship
How to prepare for an Executive meetingHow to Knock an Executive Meeting Out of the Park with Databook
