With Sona, you’ll be able to capture more qualified leads that convert into customers while reducing marketing and sales costs.
Sona de-anonymizes your visitor data, connects website activity to accounts in your CRM, and reveals net-new accounts and leads.
Leverage the data that Sona aggregates to gain insights into prospect behaviors, preferences, and trends so you can effectively align sales and marketing efforts, and coordinate go-to-market initiatives to generate more pipeline.
Once Sona pulls in data from the tracking script, you’ll see a graph that compares tracked visitors with the number of identified accounts. Below the graph, you can invite your team members to sign up for Sona.
Click the question mark icon on the bottom left to show or hide the help sidebar. Clicking the left arrow collapses and expands the main menu.
Continue reading to get to know the different sections of the main menu
Overview
Overview
Quickly get updates on your Sona data. Click View all companies on the bottom left of the graph to see all identified accounts.
Overview - the overview graph compares your total anonymous and identified website visitors with the number of accounts identified by Sona.
Dashboards - contains dashboards that summarize your Sona datasets.
Data
Data
Browse and create new reports, saved audiences, and data export destinations.
Reports - view data sources and saved reports made with identification and attribution data collected by Sona.
Audiences - view saved audience reports created from the Web Visitors and Accounts pages.
Destinations - seamlessly sync your Sona data with other platforms to automate your workflow.
Identification
Identification
Sona creates person and account-level profiles using your visitor and CRM data, and uses third-party providers for further enrichment.
Web Visitors - contains person-level profiles of tracked visitors, both anonymous and identified.
CRM Contacts - shows leads imported from your CRM, along with their activity and attribution data.
Accounts - lists accounts from your CRM, as well as new ones identified using visitor data. Other people associated with the company can also be found here.
Tracking
Tracking
Activity - view the logs for all tracked visitor sessions.
Settings
Settings
Settings - access the Workspace Settings menu to configure data mapping for contact and account profiles, scoring criteria, intent signals, customer journeys, alerts, and more.
Connectors - add or edit connectors for integrations with other platforms.
Team - invite new users or remove existing ones from your Sona account.