• Salescope: Introduction

  Salescope Introduction Scitodate Salescope is an application that runs inside of Salesforce. It will help you quickly get information about scientists, such as their latest publications, their research interests, grant funding and collaborators. This information can help you to qualify a lead or prepare for a sales meeting without leaving Salesforce. Key features Salescope has the following important features: View the research profile of a scientist View contact information of a scFeatured

• Salescope: Get Access

  How to get access to Salescope? You can find Salescope wherever your Salesforce administrator has enabled it. Generally, it will be enabled on your Lead and Contact pages, but there are potentially other places where you can find Salescope. It will look something like this: Salescope Login Screen Ask your Salesforce administrator to enable Salescope for you if you cannot find the application. YoFew readers

• Salescope: Papers and Grants

  Papers and Grants The papers and grants tabs give you a chronological overview of the academic activity of the scientist. You can sort and filter the results using the controls on the top of the page: Sorting and Filtering For papers you can filter by institute and fields of study. For grants you can filter by funding organization and institute. You can visit the original source of the pFew readers

• Salescope: Automatically adding leads

  Automatically Adding Leads Salescope allows you to add leads to Salesforce without any manual data entry. You can add a lead - if it does not yet exist in the system already - by clicking on the "Add Lead" button. After a short load, the button will change into a "View Lead" button, which allows you to navigate to the lead page immediately. The newly created lead is automatically pinned. Add Lead Button (https://storage.crisp.chat/users/helpdesk/website/b18917f81c449800/salescope-add-leadFew readers

• Salescope: Company and competitor mentions

  Company and competitor mentions You can search through papers and grants for the names of your company and your competitors, as well as their various brands and product names. You will see a chip on papers and grants for which a match is found in their text bodies. In practice, you only have to set this up once, but you can always update your settings. You can go to the mention settings menu by clicking on the gear icon in the right top of Salescope and choose "Settings" in the pop-over meFew readers

• Salescope: Market Landscape segments

  You might not have access to Scitodate's primary platform Market Landscape. This platform lets users create custom queries called segments. These can be built using the Segment Lab, an easy to understand query builder. Visit the Segment Lab helpdesk article to learn more about segments. Your organization is likely to have set up well defined segments already. Any item matching such a segment is indicated with a blue chip which displays the name of the segFew readers

• Salescope: Pinning scientists

  Pinning Scientists Pinning a scientist creates a link between the Salesforce lead and the Scitodate scientist. This is a little bit of manual work, but certainly is worth the effort. The Pin Button You can pin the scientist by clicking the blue "Pin" button. The next time you visit the Salesforce lead, Salescope will automatically open the scientist's profile; you won't have to go througFew readers

• Salescope Overview Tab

  Salescope Overview Tab The overview page allows you to get general information about the scientist, such as the: Their name and current affiliation Their email address (if available) The number of publications The number of acquired grants The number of collaborators they have worked with The number of company and competitor mentions The latest paper and grant The top collaborator This should give you a good indication on what the author has been working on lately. From thisFew readers

• Salescope: Preparing for a meeting

  Workflows Salescope can be used to achieve many different goals. In this section we try to give you some pointers on how you could get the most out of Salescope. This section is certainly not exhaustive. Please let us know if you have any hints or tricks that you apply in your sales process. You might receive a little something, just saying. Prepare for a meeting Visit a Salesforce lead Select the correct scientist from the search results a. Review the name and affiliation b. RFew readers

• Salescope: Qualifying a lead

  Workflows Salescope can be used to achieve many different goals. In this section we try to give you some pointers on how you could get the most out of Salescope. This section is certainly not exhaustive. Please let us know if you have any hints or tricks that you apply in your sales process. You might receive a little something, just saying. Qualifying a lead Visit a Salesforce scientist record page (i.e. Lead, Contact…) Select the correct scientist from the search results a. RevFew readers

• Salescope: Collaborators

  Collaborators Salescope has a dedicated page for the collaborators of an author. These can be sorted by their total number of papers and the number of collaborations (papers co-authored with the scientist being viewed). Furthermore, you can filter out collaborators that are not currently working at the same affiliation as the scientist. The collaborators page shows one card per collaborator. Each card has a button to add the lead directly to your Salesforce. If the lead already exists, the bFew readers

• Salescope: Search page

  Search Page The search page allows you to search through the Scitodate database to find the scientist you are interested in. You can enter the scientist's name in the "Name" input field. You can also enter the affiliation - usually a university - to narrow down the search. The input fields are automatically filled in if you have set the "Name" and "Company" field on the Salesforce record. Salescope Searchbar (https://storage.crisp.chat/users/helpdesk/website/b18917f81c449800/searchbar1tFew readers