Onboarding: Grant access to your sales reps and marketing team

1. Grant access to RollWorks Sales Insights to Sales Reps

You can grant access to Sales Insights to Sales Reps and Sales Managers so that you can let them turn marketing insights into sales action.

Your task Feature unlocked Instructions
☑️ Assign a Sales Insights seat to Sales Reps or managers.

Receive daily email alerts for Spiking Accounts.

View all account marketing activity and contact insights directly in your CRM:

 - Use the Sales Insights widget in Salesforce.

 - Use the Sales Insights widget in HubSpot.

 - Use the Contacts Tab to decide who to reach out to within an account.

Click here if you use Salesforce as your CRM.

Click here if you use HubSpot as your CRM.

 

Explore everything that Sales Insights has to offer to your Sales team:

 

2. Grant access to the RollWorks platform to your marketing team

Optionally, you can add more users to access the RollWorks platform and grant them admin or general user access. Read this article to learn how to add more users to your RollWorks account.

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