In V3 after installing the HG Insights package, you will see five new objects in your org:
- HG Global Entity
- HG Data Technology
- HG Data Technology for Leads
- HG IT Spend
- HG IT Lead Spend
HG Global Entity contains the firmographics (employee, revenue, address etc.) associated with a given company. It also contains alternate names for companies such as azure.com which is an alias for microsoft.com to ensure you get the maximum match to our data.
HG Technologies and HG Technologies for Leads contain the technologies your organization is provisioned with. While HG IT Spend and HG IT Lead Spend contain the spend categories.
Note: There are different HG Technology Objects for Accounts and Leads.
For Accounts, the HG Technology object is a master-detail child of the Account object, similar to Contacts.
For Leads, the HG Technology object is a lookup child of the Lead object, but is not a master-detail relationship.
For information on the fields on the HG Technology records please see HG for Salesforce Fields
The combination of installed technologies coupled with the right budget category multiplies the effectiveness of sales efforts by focusing efforts on exactly the right prospects to go after.