In this article, we’ll cover:
What is Dealfront global account intelligence?
Dealfront global account intelligence provides real-time, verified company and contact information directly within your CRM. This integration surfaces firmographics, buying signals, and web activity alongside existing records—empowering your team to make informed decisions, qualify accounts faster, and sync contacts with one click. All without switching tools, using credits, or managing separate data sources.
The data and insights appear directly next to your CRM accounts, contacts, and opportunities, allowing your team to stay in their workflow while reviewing key details. Everything is accessible from your browser, with flexible seat management and no geographic limitations.
▶ Watch this video to learn more about unlocking company and contact insights in your CRM.
How to unlock global account intelligence in your CRM
To get started and unlock the full value of global account intelligence for your team, complete the following three steps:
✅ Step 1: Assign Plus Seats to Your Team
Why: Plus Seats unlock access to embedded CRM insights, allowing users to view, sync, and act on real-time data inside the CRM.
How to assign:
Log in to Dealfront.
Go to Settings > Company > User Management.
Select a user you want to assign a plus seat.
Click the 'Seats' drop down and select Plus.
Your selection will be automatically saved
Need more seats? You can purchase them directly from your dashboard or contact support@dealfront.com
🔌 Step 2: Connect Your CRM
Why: Connecting your CRM is required to begin using Dealfront data inside your CRM records. This step establishes the foundation for syncing real-time company and contact data, enabling the embedded insights experience across accounts, contacts, and opportunities.
Ready to connect your CRM? Let’s go
📊 Step 3: Enable the Embedded Company Profile View (iframe)
Why: This activates Dealfront's real-time firmographics, buyer signals, and web activity directly in your CRM.
If you’ve connected your CRM but don’t see the company data, follow the guide for your CRM to enable the embedded view.
Now that everything is set, you can start enjoying the global account intelligence capabilities!
Key features of global account intelligence
Free One-Click Sync
Easily push single contact and company records to your CRM - no credits needed. With just one click, you can sync fresh, up-to-date, and verified data from trusted sources directly into your workflow. Keep your CRM accurate and up to date and add high-value leads instantly, with no extra steps or added costs.
Click here to learn how to sync fresh, verified, and always up-to-date data directly within your CRM.
Verified Contact and Company Data
Quickly identify and reach the right prospects with verified email addresses and mobile numbers, pulled from reliable data sources and shown directly in your CRM. No need to switch tabs or double-check information, just accurate contact details where your team works, supporting efficient and focused outreach.
Global Data Access
Work without geo limitations. Access a global database of over 60 million B2B accounts to find the right companies in any region. Whether you're targeting local markets or expanding internationally, you’ll have the data you need to support global prospecting and outreach with no restrictions.
Click here to learn how to gather, analyze, and act on insights from our data with instructions and expert tips.
How it helps Sales and RevOps streamline workflows
Sales Teams
Qualify faster: View account size, buying signals, financial data, and web activity—right inside your CRM.
Reach the right prospects: Access verified emails and numbers, then sync with one click.
Keep data fresh: Instantly update CRM records with real-time company info.
RevOps Teams
Expand access easily: Use Plus Seats to share insights without full licenses or extra admin.
Maintain clean data: One-click syncing keeps firmographics and contacts up to date.
Scale simply: Manage access via browser—no new tools needed.
Click here to learn how Dealfront supports Sales and RevOps workflows.
FAQ
What is Dealfront-embedded data?
Dealfront-embedded data refers to verified company and contact intelligence displayed directly within your CRM records. All insights appear alongside the accounts and leads your team is actively working on—right where decisions happen.
What are Plus Seats, and how are they enabled?
Plus Seats are user licenses that unlock access to Dealfront’s embedded data inside your CRM. With a Plus Seat, users can view and act on real-time company and contact intelligence without switching tools or disrupting their workflow. To enable Plus Seats, click here or follow this step-by-step guide.
Which CRM platforms does Dealfront integrate with?
Dealfront offers native integrations with several leading CRM systems, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Zoho, and webCRM. These integrations enable seamless synchronization of real-time company and contact data directly into your CRM, enhancing your team's efficiency and data accuracy.
Questions, comments, feedback? Please let us know by contacting our support team via chat or by sending us an email at support@dealfront.com.