Getting Started with Demandbase One: Integrations and Configuration

Introduction

This course teaches you how to set up Demandbase One integrations with your CRM and marketing automation tools, set up system settings, work with Account Connector, set up and manage users, set up the Chrome Extension, create keyword sets, build account lists, set up technographics, set up account scores and manage fields.

Who should take this course? 

This course is designed for Marketing Operations and/or Administrators new to using Demandbase One that are part of the implementation team setting up the platform and maintaining it.

Duration:  Approximately 60 minutes

What You'll Learn

Lesson 1: Setting Up Demandbase Tag and Salesforce Integration

• Installing the Demandbase One tag on your website.
• Setting up Demandbase One integration with Salesforce.

Lesson 2: Setting Up Demandbase One Integrations

• Setting up integrations with marketing automation tools.
• Configuring data sync settings.
• Setting up email and calendar integrations.
• Setting up the Slack integration with Demandbase One.
• Working with the Demandbase One Account Connector.

Lesson 3: Adding and Managing Users and Setting Up the Chrome Extension

• Adding and managing users in Demandbase One.
• Learning the main capabilities of the Chrome Extension.
• Installing the Chrome Extension

Lesson 4: Setting Up Demandbase One Initial Configuration

• Creating Keyword Sets.
• Building initial account lists.
• Setting up technographics data and understanding common use cases.
• Setting up Pipeline Predict and Qualification Scores and reviewing model status.
• Understanding how to access and manage fields.