Account Hub in Sales Navigator | Sales Navigator Help

Who can use this feature?

Account Hub is available to users of all Sales Navigator editions. However, information on Buyer Intent signals and Product Category Intent is available only to Sales Navigator Advanced and Advanced Plus with CRM Sync enabled users. Also, opportunity data is only available to Advanced Plus users with CRM enabled.

Account Hub in Sales Navigator combines account insights, buyer intent and relationship intelligence into a single dashboard for you to use in your day to day workflows, and enables you to accurately and efficiently prioritize the accounts that you would like to focus on. Also important to know is that Account Hub is the next iteration of the Buyer intent account dashboard.

As a seller using Sales Navigator, it is critical to make data driven decisions while prioritizing accounts. Account hub in Sales Navigator provides you with the data that you need that helps you narrow down the accounts that you should focus on. With Account Hub, you can:

Make more data-driven prioritization decisions
Build stronger customer relationships
Close more deals

You can access the Account Hub in one of the following ways:

Click the View in account hub option displayed in the Highlights for you section in the homepage
Click the Accounts tab on the Sales Navigator top navigation bar.

Following are the tabs available to you in Account Hub:

Your accounts - Displays information on all your saved accounts.
Discover new accounts - Allows you to find new accounts expressing high or moderate intent that have not been saved to an account list.

The information in the Your accounts tab is categorized into the following sections:

Accounts with recent changes - Expand this section to view all accounts that have had some economic changes in the past 7 days.
Filtering options to help you close deals faster - With quick filters such as Upcoming deals, Moderate or high buyer intent, Growth alerts, and Risk alerts, you can see which accounts may be interested in new purchases.
Tabular listing of accounts that combine information on opportunities, connection paths, buyer intent level and signals, product categories, and recommendations.

Following are the filters available in Account Hub:

All - all accounts in the current list
Starred - Accounts you’ve starred using the the star icon to set the account as a priority account
Upcoming deals - Filter down to accounts with upcoming opportunities in your CRM
Moderate or high buyer intent - Isolate only accounts with moderate or high buyer intent
Growth alerts - Filter down to accounts with recent alerts related to employee growth
Risk alerts - Filter down to accounts with recent alerts related to layoffs or headcount reduction

Use both the Account Hub filters (growth alerts, moderate and high buyer intent, etc) and sorting capabilities (opportunity date, category intent, and buyer intent) to effortlessly manipulate the table to quickly display accounts that you should be focusing your time on. Once you’ve identified your top accounts, be sure to star them so you can easily filter your list down with the Starred filter.

You can also stay informed about the latest activity at these accounts by reviewing a top alert from the last 30 days related to signals of growth and risk, such as fundraising, hiring or layoffs.

Account Hub, powered by relationship intelligence, provides you recommendations for each of the sellers at your target accounts. They include individuals or the generalized profile of individuals showing intent in the past 30 days as well as leads from Relationship Explorer, such as past customers or leads with recent changes.

Account Hub also includes a Connection Paths column that makes it easier for you to find warm paths in to an account. Using this column, you can see the number of first-degree, second-degree and TeamLink connections that you have at an account. Click on the top number to be taken to a search with these respective filters already applied.

Following are some additional features available to you that make it easier for you to manage your accounts using Account hub:

Notes - In Account hub, you can now add notes for each account. These notes can be quick reminders or specific tasks that you or your teammates are tracking for the account.
Date Added information - Account hub displays the date when an account was added to your saved accounts or a specific account list in your CRM. This information helps you track the lifecycle of the account. This information is only visible to Sales Navigator Advanced Plus users.
Customize columns - Choose to retain columns that are relevant to your day to day needs and hide the columns that you don't use. This allows you to view account information that matters to you.
Filter recommended leads based on a persona - You can filter recommended leads displayed in Account Hub using custom-built personas to improve the relevance of the recommendations. You can use one persona at a time to filter the lead recommendations. Also, you will notice consistent lead recommendations in Account Hub and Relationship Explorer.

Manage your account lists

Following are the some of the actions you can take to access and manage your account lists from the Account Hub:

To view just one list - Change the selected list in the dropdown on the top left of Account Hub.
To view all your lists - Either select the drop down in the top left of Account Hub and select Manage account lists or click See account lists in the top right to head to your list management view and review and directly manage all of your lists.
To add a new list from Account Hub - Click the list dropdown in the top left and select Create new account list.

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