Installing and Using the Sales Intelligence Browser Extension

  • Updated

Important: This article is no longer being maintained or updated. For the latest information about this product or feature, see the following article.

Install and Activate the Demandbase for Sales Browser Extension.

With the Sales Intelligence Browser Extension, you can easily access company and people data wherever you are on the web. Insights data is consolidated into the browser extension, saving you time from going to multiple places to see the data.

How to Install the Sales Intelligence Browser Extension

Add Sales Intelligence Browser Extension to Google Chrome

Step Description Details
1 Open Google Chrome store Go to the Sales Intelligence extension listing in the Google Chrome web store. 
2 Load Sales Intelligence Extension Click Add to Chrome.

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3 Install Sales Intelligence Extension

Click Add extension
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4 Pin Sales Intelligence Extension

For easy access, go to browser Extensions and click the Pin icon next to Sales Intelligence.

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Add Sales Intelligence Browser Extension to Microsoft Edge 

Step Description Details
1 Open Microsoft Edge browser In the Microsoft Edge browser, click the three horizontal dots in the upper right of the page. 

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Click Extensions.

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2 Enable allow extensions 

Enable the Allow extensions from other stores check box in the lower left of the page.2022-12-16_15-14-38.png

On the Microsoft warning message, click Allow. 

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3 Load Sales Intelligence Extension

Go to the Sales Intelligence extension listing in the Google Chrome web store. Click Add to Chrome.

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4 Install Sales Intelligence Extension

Click Add extension

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How to Use the Sales Intelligence Browser Extension

You can use the Sales Intelligence Extension on any company website, Linkedin, and CRM. 

  • Any hidden profiles from the page, such as Linkedin Member are excluded from the plugin view.
  • The expanded view is disabled when viewing Linkedin lists. 

See Company Data

Step Description Details
1 Go to a company website, Linkedin, or CRM
  • Company Website: In the browser, go to the company website. 
  • Linkedin: Go to a company page. 
  • CRM: Open a company record. 
2 Open the Sales Intelligence Extension

Click the Demandbase (Sales Intelligence) icon at the top right. 

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 3 See Matched Company Data

Companies are automatically matched against our database. 

Click on the tabs to see company, people, engagement, and insights data.

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Click the Screenshot_2020-10-30_at_8.42.38_PM.png Expand icon at the left to see a wider view of the extension. 

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Search for a Company

If the company match is incorrect, click the pencil icon next to the company name. 
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Search for a company and click Select on desired company.  

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5 Work with Company data

Click the quick action icons to take action on company data. 

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  • Export: Export data to CRM, Excel, or CSV. 
  • Wrong information: Report incorrect information to our data team. 
  • Download PDF: Export data in PDF format. 
  • Following: Add/remove company to a watchlist. 

 

See People Data

Step Description Details
1 Go to a person's company website, Linkedin, or CRM
  • Company Website: In the browser, go to a person's company website. 
  • Linkedin: Go to a person page. 
  • CRM: Open a person record. 
2 Open the Sales Intelligence Extension

Click the Demandbase (Sales Intelligence) icon at the top right. 

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3 See Matched Person Data

In Linkedin Free Edition and CRM, people are automatically matched against our database. 

In Linkedin Sales Navigator and company websites, search for people using the next step (step 4.) 

You can view people name, title, company, email, phone numbers, location, news, employment history, connections, and social insights.

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Click the Screenshot_2020-10-30_at_8.42.38_PM.pngExpand icon at the left to see a wider view of the extension. 

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4 Search for a Person

If there is no person match, search for a person. Click Select on desired person.

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5 Add a Person

If the person cannot be found, click the Add a Person link to add contact details.

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Enter contact details and click Add Person. The request is sent to our data team who manages our database. 

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6 Work with People data

Click the quick action icons to take action on people data. 

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  • Export: Export data to CRM, Excel, or CSV. 
  • Wrong information: Report incorrect information to our data team. 
  • Following: Add/remove person to a watchlist. 
7 View Connections

Scroll and click View connections to see all connections for that person. 

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In the connection chart, you can see your connections and ask for a referral. 

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