SI Discovery

Sarah Wylie
Sarah Wylie Posts: 131 6senser
edited December 2023 in 6sense Help Articles

Discovery is a feature in the 6sense Sales Intelligence platform that will help you to quickly identify new prospects or companies and qualify people effectively based on your ICP, saving you time and effort by eliminating the need to search for profiles across the web.

Sales Intelligence Discovery allows you to find new people and companies using filters. This process is similar to creating Segments in the 6sense ABM platform.

Note: This article includes descriptions of the capabilities of Discovery in many of the more robust Revenue AI for Sales organization plans. The SI Free and the paid SI Individual plans provide a more limited set of the filters than described here. The paid SI Individual plan includes technographics and financial filters that the SI Free plan does not. Both SI Free and paid SI Individual can only export contact information to a CSV file. The paid SI Individual plan can also export technographic information to a CSV file. 

Using Discovery

Navigate to Discovery by clicking the Telescope icon on the left navigation bar.

There is a tab for discovering People, and a tab for discovering Companies. The same filters are available in each tab. We have over 50+ individual filters for companies, people, locations, technology, psychographics, lists, CRM, and 6sense AI. Primarily, these are the types of filters available:

  • People
  • Company
  • Location
  • Technographics
  • Psychographics
  • List, Past Exports & Unlocks
  • CRM / SEP / MAP
  • 6sense AI
  • Intent
  • Website Engagement

The complete list of filters can be found in the attached .pdf. [scroll down]

Exclusion Filters

You can include or exclude values by selecting “Any” or “None” under a filter.

  • Any: It works as an OR filter for the applied filter values.
  • None: It works as a NOT filter for the applied filter values.

To apply the “AND” filter within a particular filter, you can duplicate the filter and apply more values to it.

Saving Filters

  • You may save any filters you have selected by clicking the Save Icon at the top of the selected filters list.
  • Enter a name for the filter, and select whether you want it to be private or public.
    • Publicly saved filters can be accessed by anyone in your organization under the Saved Filters tab at the top of the filters list.
    • Privately saved filters can only be accessed by you, under the same tab.

People and Company Lists

Once you have selected filters, a list of applicable People or Companies will appear to the right.

Sort and Modify Columns

  • Sort the list by Relevance, Company Name, or Employee Range by selecting the arrow icon.
  • Modify columns shown in the list by clicking the Columns button at the top right. You can turn columns on or off, as well as re-order the columns for your convenience.

Actions

  • Select any number of items from the list by checking the box beside them. You can then take actions, including Add to List, Remove from List, or Export.
  • Click on the buttons under the column Social Links to go directly to the social media profile of the person or company you are viewing.
  • In the furthest right column titled Actions, you can select additional options for an individual list item.
    • Follow Account: Companies tab only
    • Export
    • Add to List
    • View People: Companies tab only
    • Remove from List
    • Report: Let us know if there is something incorrect in this listing.

Export

SI users can export people and company records to CSVs, CRMs, and SEPs (export to MAPs is not supported). Admins can control whether people profiles should be exported as only People or only Contact or they can leave that up to users to select at the time of exporting the record.

Supported CRMs:

  • Salesforce
  • HubSpot
  • Microsoft Dynamics

Supported SEPs:

  • Salesloft
  • Outreach
  • Salesforce Sales Engagement

The following export limits apply:

  • CSV: 10k records
  • CRM: 10K records
  • SEP: 50 records

Unlock Contact Info

When viewing a People list, you can choose to spend Credits to unlock contact information.

  • Sales Intelligence is rich in 390M+ people profile data which also consists of email and phone data for many of these profiles. To access the email or phone numbers for a particular people profile, users first need to unlock the profile, for which a credit is charged.
  • The unlock can be done from either Discovery, quick views, or detail pages
  • Each unlock will be charged 1 credit (including email and phone numbers)
  • Once a profile is unlocked, users are able to access the email ID (along with its email confidence grade), and phone numbers, subject to the availability of these records in our database.

Additional FAQ

Q: Is there a bulk unlock option available on the Discovery results page?

A: No, we don’t have a bulk unlock on the UI, however, 6sense auto unlocks contacts if you have exported them. For bulk use cases, you can select and choose the records for exports. Bulk export works as a bulk unlock and the records that you export are automatically marked as unlocked.

Q: Is there a way to filter only unlocked contacts? I’d prefer to export/add contacts to a list that I’ve unlocked/found relevant as opposed to exporting/unlocking everything that pops up in a list.

A: Yes, there is an unlock filter in the list category which you can apply to see your unlocked contacts and exports you have performed so far. You can also exclude them from the view if you want by selecting “None”.

Q: Is there any instant reveal option? Will we have to unlock exports separately in the pricing or will it be inclusive of the total exports?

A: Instant reveal option is not shown -- it happens behind the scenes at the backend. Pricing will be on credits, not on exports or unlock. Once a user exports or unlocks a record it will enter a 12-month maintenance period, meaning we will not charge any further credits on that record for 12 months.

Quick View

Clicking on a contact name or company name opens a drawer on the right side of the screen that provides a quick view of information about the contact or company. To see this information in a larger format, click the Details Page link at the top of the drawer.

The following information is included in the quick view:

  • Social media links
  • Location
  • Contact information
  • Recent actions
  • Recent activities
  • Technographics
  • Psychographics
  • Keywords researched
  • Top trending people (in company view)
  • Other demographic information

The following actions are included in the quick view:

  • Export
  • Follow account
  • Add to list
  • Report


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