Product update: Weekly emails, defined roles & seniority, sales user role, new home dashboard and more!
Following on from the success of our recent Reveal launch, the Dreamdata product team have cooked up some fresh new features to help you to streamline your sales pipeline, boost your sales efforts and optimise your overall Dreamdata app experience. How exciting! Let’s dive in.
New Releases:
Weekly Reveal summary report direct to your email
✅ Available on all plans
Ready to maximise your Monday morning productivity?
We’re super excited to be bringing you this new weekly summary report. This cool feature is an extension of our Reveal tool, helping you spot those high-intent companies without breaking a sweat.
Of the four key metrics included in the email, you can see all the companies actively showing an interest in you, and of those, which are new from the past 7 days.
Your sales team will love it because it helps find the hottest leads and keeps the backlog from piling up. Plus, the email reveals what % of high-intent companies are already in your CRM, and how many of those do or do not have an account owner. Now you can easily assign these accounts to your sales team, and never miss out on hot leads again!
See the role & seniority of your tracked visitors
✅ Available on all plans
No more guesswork when it comes to job titles!
We've now streamlined the process to do all the heavy lifting. Why is this awesome? It automatically defines a tracked visitor’s role and seniority, so that you can maximise the insights gained from your reports. This also saves you from endless scrolling through job titles, especially those unconventional ones.
So whether you’re a performance marketer building an ABM campaign or a BDR qualifying leads, this feature makes your life just that little bit easier.
Additional Sales user role
Free, Team, ✅ Business, ✅ Enterprise
Calling all Dreamdata Admins! 📣
We've introduced a ‘Sales’ user role just for you. With this new role you can have even more control over your reports, so that your team members only see what’s most relevant to them: Dashboard, Shared Reports, and Journey reports. No more confusion, just pure sales awesomeness.
This will sit alongside our current roles: Admin, Data Manager and Viewer (find out more).
New Home Dashboard
✅ Available on all plans
Our Home Dashboard just got a makeover, and it's looking sleeker than ever. Here you have instant access to your favourite reports and all of your team's shared reports. Team collaboration has never been easier.
Plus, you can catch up on our latest news, product updates, tutorials, tips and see the status of your integrations—all in one place.
Updated usage & billing page
✅ Available on all plans
Get immediate transparency into the growth of your business.
This new page allows you to keep an eye on your monthly tracked users (MTUs) and compare how they have grown in the past 3, 6 and 12 months.
You’ll also see what’s included in your plan and any Add-Ons you've purchased here.
Additional stage model filters
✅ Available on all plans
Last but not least, let's talk about the enhanced granularity of the Stage Model filters.
We’ve expanded the range of filter options, to improve the accuracy of your stages. For instance, if you're using Salesforce opportunities, you can now pick any property from an account, supercharging your goal-setting abilities. The sky's the limit!
Stay tuned for more updates! In the meantime, dive into these fantastic features to level up your Dreamdata game and feel free to reach out if you’re enjoying them 😄.
