Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Databook
The guided selling platform trusted by companies driving $500b+ in revenue.
Overview
Databook powers Agentforce with account-specific insights built on proprietary company, industry, and financial data. Serving as a GPS for sellers, it helps prioritize accounts, align to executive priorities, and take the right actions to win more deals.
See How Databook Works
Guided selling at scale: Turn complex account research into clear, step-by-step actions for every seller.
Executive-ready insights instantly: Generate executive-facing assets and messaging aligned to leadership priorities and business outcomes.
Prioritize and win the right deals: Identify highest-value opportunities and act on real-time strategic signals
Databook combines proprietary datasets, 1P + 3P context, and a domain-specific reasoning engine. It’s the underlying layer for more effective territory design, predictive account scoring, quota/coverage planning, and the guided workflows your teams use every day. This seamless integration makes every rep a strategic seller able to sell business outcomes instead of just product features. Benefits include: -Automate and accelerate account planning, saving ~20 hours per account -Uncover whitespace opportunities for larger ACV, bigger pipeline, and higher close rates -Instantly identify narratives that will win senior leadership sponsorship and drive consensus -Alerts help you stay on top of changes in prospects’ strategic priorities, to maximize win chances and jump on new opportunities -Contact Databook to find out why leading enterprise sales teams are succeeding with insights we gather from more than 2 million corporate disclosures per year.
Categories
- Business Needs
- SalesSales ProductivitySales Intelligence
- Industries
- Financial ServicesHigh TechManufacturing
- Personas
- ExecutiveMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package