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Engage
Ed Moore avatar
Written by Ed Moore
Updated over 2 months ago

This article will guide you through the various features and information available on the Engage page.

Step 1: Open the Engage page. Here, you'll immediately notice a value pyramid.

Step 2: Explore the value pyramid. It comprises different strategies and initiatives of an account, their associated challenges, and how your organization can assist.

Step 3: Understand the 'Three Whys'. These are reasons why an account would engage with your product, why they would do it now, and why they would choose your product specifically.

Step 4: Click on any insights to view the data source. Each source can be expanded to reveal a summary of the webpage it originates from or details from an annual report or earnings call.

Step 5: Navigate to the 'Personas' tab. Here, you'll find different personas set up by your organization.

Step 6: Click on a persona. You'll see five initiatives relevant to the persona and associated jobs.

Step 7: Click on any job to view its description. You can also click on the initiatives to understand their relation to facts and figures, strategic priorities, group level goals, persona involvement, challenges, and how you can provide business and technical value.

Step 8: Understand the business and technical metrics relevant to the initiative.

Step 9: Visit the 'Discovery Questions' tab. Here, you'll find customized discovery questions created for your organization in relation to the account you're viewing.

By following these steps, you'll gain a comprehensive understanding of the Engage page and its functionalities.

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