- ABM Scorecard: Now Available in Public Beta
- Quick Cards & Quick Links: Reminder to Configure Before GA
- Sign onto Engagio with Salesforce Credentials
ABM Scorecard: Now Available in Public Beta!
The ABM Scorecard is designed to show how different groups of Accounts (Account Lists) are performing in an aggregate view. It will remain in Public beta for a short time so Engagio Admins can add account lists and customize views before this feature is GA for all users.
The ABM Scorecard also includes snapshotting capabilities that allow you to compare different periods to better understand how accounts are progressing through your MQA funnel over time. For example, here are some of the questions you can now answer using the ABM Scorecard:
- How many Funnel 1 MQAs do we have compared to last month?
- How much has our Pipeline changed in our Tier 2 Accounts this last quarter?
- How does that compare to the change last year?
- How do I see multiple account lists in one view?
Note: Snapshotting begins only after lists are added using the ABM Scorecard settings. Engagio Admins have the ability to hide lists from display in the Scorecard so we encourage you to add multiple lists so that historical data is available as needed. Managing the ABM Scorecard is simple.
Action: Add Account Lists to your ABM Scorecard
- Your ABM Scorecard will come with one Account List enabled by default (the “All Accounts” list).
- To add more funnels and lists, navigate to the top right of the ABM Scorecard, click the “kebab” and then click “Edit Scorecard.”
- You can add account lists and choose which lists to display from Manage ABM Scorecard Screen.
Note to PlayMaker Customers: Where did the list of Plays go?
The ABM Scorecard is now the top “Funnel” icon in the left navigation. Your list of PlayMaker plays, historically visible from the top “Home” section, can now be accessed via the “Plays” section.
Quick Cards: Reminder to configure before GA!
Quick Cards (along with Quick Links) are currently available to all customers who have the “Show Beta Features” flag turned on. We encourage you to configure these Quick Cards because in just about a week, they will be visible to ALL users from the top of the Account and Account List Dashboards.
If you need a refresher, Quick Cards are designed to help users easily discover answers to core account-based questions, e.g., Active Accounts with No Sales Touches in the Last 7 Days or Most Engaged Accounts in the Last 30 Days. Quick Cards work by saving settings for a specific analytics view – including global filters, section filters, and table column settings. This ensures the desired view is always accessible and will not require adjusting or resetting any filters.
A set of default cards have been configured with common account-based topics for “out of the box” use. Engagio Admins can customize these cards with the most relevant analytics views for their organization. The section titles and card descriptions are also editable. Editing Quick Cards is available from the “more” icon. If you need more guidance, our documentation can walk you through the configuration steps in more detail.
Sign into Engagio with Salesforce credentials!
We recently rolled out single sign-on capability with Salesforce. This means that any existing user in Engagio can now also log in to Engagio with their Salesforce account (assuming their email address in Engagio matches their Salesforce user’s email address exactly.)
We think this is a great way for users to log in – particularly for users who primarily live and work out of Salesforce. The experience is as follows:
- Users will be prompted to give Salesforce permission to “Access your Basic Information” the first time they log in this way.
- This contains the user’s email address so as to match them to the corresponding Engagio user.
- Once a user signs into Engagio with their Salesforce credentials, as long as they are logged into Salesforce, they should be logged into Engagio.
If the user has already set up an Engagio username and password, no worries! Both credentials will work. This feature is already available with no further action required to enable it. Please see our documentation for more information.
Other Announcements: Saying Good-Bye to the Legacy UI, Visit us at Dreamforce
On August 31st, the legacy Engagio UI was decommissioned. The timing of this event was shared with users still accessing the old UI via “in app” messaging during the first week of August. Last week, the few remaining users were notified via email directly by their CSM that this change would take place.
Finally, fall really is around the corner because Dreamforce is just a few weeks away! We have a number of great activities lined up – take a look here to learn more. We’d love to see you – whether you’re at the conference or simply happen to be in the Bay Area.
Any other questions or concerns? Share it in our Slack Channel, Intercom or reach out to your Customer Success Manager.