Salesforce reports using 6sense insights

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Lucas Pescador
Lucas Pescador Posts: 6 ✭✭✭
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Hi 6sense Community,

I am really having a hard time trying to build useful reports in Salesforce with 6sense insights. I installed https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000DqipkUAB as suggested and several report types were created in our Salesforce instance. However, when I try to build any of them, like, "6sense Account Scores with Account" and "6sense Lead Scores with Lead" there is no data. I am wondering what needs to be done to bring this type of data to Salesforce. Do I need to build something within 6sense? Our C-Level wants to see a dashboard in Salesforce with Hot Accounts, Engaged Accounts, Engaged Leads.

I downloaded the SFDC-Sales-Dashboard-Configuration.pdf below from your website, but also can't build it into Salesforce.

SFDC-Sales-Dashboard-Configuration (1).pdf


I will really appreciate any help here with some direct guidelines, past experiences, on how to build this within Salesforce.


Best,
Lucas Pescador


c.c.: @DebbieRC

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  • Kimberly Conklin
    Kimberly Conklin Posts: 472 6senser

    @Lucas Pescador Hopefully others will share what they're doing, but here's some good resources from @Saima in the meantime.

    1. 6th Street Live: Dashboards and Analytics
    2. Our SFDC Pipeline Dashboard Details
    3. Reporting & Dashboards
  • Jana_Marketing_Maven
    Jana_Marketing_Maven Posts: 81 ✭✭✭✭✭✭

    I had our IT Team create custom fields on the account record to store the In-Market Stage, Profile Fit, and Reach scores. This way we don't need custom reporting, we can simply use the data (coming over via orchestration each day). We aren't looking for 6QA achievement (at the moment) so our team typically likes to use the profile fit and reach fields to see about different orgs.

  • charlotte.spangler
    charlotte.spangler Posts: 56 ✭✭✭✭✭

    You might want to set up these reports using segment name?

    So create segments in 6sense for those categories, publish them, then create reports in SFDC that filter based on if they're in that segment - then layer on buying stage, etc.

  • Lucas Pescador
    Lucas Pescador Posts: 6 ✭✭✭

    Thank you, guys. I will explore here all possibilities.

  • JonRusso
    JonRusso Posts: 1 ✭✭✭

    Lucas, much of this outcome also depends on your GTM motion and what your leaders are seeking in terms of actionable information. How people convert in your funnel is important, the intersections and sources - if you use leads, PLG, partners, and/or have a BDR function that sources their own opps, etc - you may want to unify that display of data into one funnel with ABM instead of treating ABM as its own funnel or doing the 'double funnel' concept that people talk about but confuses the heck out of non-marketing execs. Plus you want to keep in the workflow of your SDR function. Can show you more if of interest offline, jon.russo@b2bfusiongroup.com

  • MCoats
    MCoats Posts: 6 6senser

    @cerijones Check out the links in Kimberly's comment for some reporting ideas:

    1. 6th Street Live: Dashboards and Analytics
    2. Our SFDC Pipeline Dashboard Details
    3. Reporting & Dashboards

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