Start your free trial
English (United States) Español Français

How to add a product context and configure CRM sync settings for Ask Empower

  • Updated

Product context and CRM sync settings in Ask Empower allow Account Intelligence to generate prospect research reports tailored to your company's unique positioning while enriching them with real-time CRM data. In this guide, you’ll learn how to define your product context, select your CRM, and map account and opportunity fields.

Configure product context and CRM sync settings in Ask Empower

1. Access Ask Empower and define product context

Provide your company's positioning and product details so Account Intelligence researches prospects according to how you sell.

  1. Go to Ask Empower in your interface.
  2. Navigate to Product context.
  3. Describe your company, product, and positioning in the text field (Note: Account Intelligence uses this information so research reports reflect how you sell rather than relying on generic web data alone).
  4. Under Product knowledge, choose the appropriate product knowledge profile for your team
  5. Click on Save to confirm your changes.

2. Access CRM Sync Settings and select your CRM platform

Connect your CRM to blend internal account status and deal history with public prospect intelligence.

  1. Navigate to CRM Sync Settings
  2. Click on Choose CRM
  3. Select the CRM platform used to sync contacts and deals

Map key CRM fields so Account Intelligence can surface account status, LinkedIn profiles, deal values, and currencies in prospect reports.

  1. Under the Account section, map the following fields:
    • Status: Select the account status field from your CRM
    • LinkedIn URL: Select the LinkedIn profile field associated with the account
  2. Under the Opportunity section, map the following fields:
    • Amount: Select the revenue or deal value field from your CRM
    • Currency ISO: Select the currency code field associated with the opportunity
  3. Click to save and finalize your CRM field mapping

 Syncing your CRM data ensures that prospect research reports automatically highlight pipeline status, deal sizes, and social profiles alongside public company intelligence.

🎉 You now know how to configure product context and CRM sync settings in Ask Empower and can generate enriched prospect research reports reflecting your company positioning and CRM data!