Sales Acceleration Module: Overview and Setup Guide
Triblio's Sales Acceleration Module is a CRM dashboard that displays 1st and 3rd party buyer intent signals and suggested contacts embedded directly on your CRM account records. This replaces our previous ABM Analytics Module and brings major improvements to the account activity feed, Smart Page editor, and contact suggestions.
In this guide, we'll start with an overview of the module and then finish with step-by-step installation instructions for each CRM we support. If you'd like to jump straight to the installation instructions, select your CRM from this list:
Note: These guides assume that you've already authenticated your Triblio instance with your CRM. If you need help with this, check out our CRM integration guides here.
Module Overview
The Sales Acceleration Module contains three tabs designed to show you intent activity, surface relevant contacts, and enable outreach via Smart Pages. 
The Summary tab begins by highlighting the account's activity feed. This contains account-level intent signals, both from your website (1st party intent) and across the internet (3rd party intent). This activity feed also displays the account's interactions with Triblio orchestrations (e.g. ad impressions, Smart Page visits) and even CRM opportunity creation and close events. The Summary tab also shows a Sales Insights section that shows top intent topics and locations, top website pages visited by the account, the # of unique website visitors from the past 30 days, and the top IP location of those visitors.
The Contacts tab focuses on showing you the best contacts to reach out to within the account. This tab offers filtering for any of the contact attributes as well as a CSV export to help you find the right contacts quickly and accurately.
The Smart Pages tab shows you all Smart Pages that have been created for the account in Triblio. Scroll to the right and click "Edit" to try out our brand new Smart Page editor for sales users. This editor is greatly improved from the previous classic editor and most on-page elements can be modified without any code by just clicking the text/image/card and updating it in the editor palette. You can also use the Smart Pages tab in the acceleration module to create new Smart Pages for accounts via the "Add Smart Page URL" button.
Installing the Sales Acceleration Module: Salesforce
For our Salesforce integration, you can choose to install the SAM via a Chrome extension or a Visualforce page. To install it as a Chrome extension:
1. Login to your Triblio account and head to ' Sales Activation' in the navigation
2. On the Sales Activation screen, select ' Salesforce Integration (Chrome Extension)'
3. Download the Chrome extension and send the download link to all users who will be authorized to download.
4. Enter the email addresses of the users to authorize. Use the email addresses associated with the user's Salesforce account. Any users not listed here won't be able to see data in the module in Salesforce.
5. The first time you view the Module in Salesforce, you will need to authorize yourself. Go to an account record, scroll down until you see the Sales Acceleration Module, and click 'Authorize'
6. Once authorized, you will see Triblio data loading in the panel.
To install the module as a Visualforce page, email support@triblio.com and ask for installation instructions. We will then send you the Apex code snippet you need to create a custom Visualforce page containing the SAM and add it to your account layout.
Installing the Sales Acceleration Module: Hubspot
1. Login to your Triblio account and head to ' Sales Activation' in the navigation
2. On the Sales Activation screen, select ' Salesforce Integration (Chrome Extension)'
3. Download the Chrome extension and send the download link to all users who will be authorized to download.
4. Once you've installed the extension, you will see Triblio data loading in the panel on your company records in Hubspot.
Installing the Sales Acceleration Module: Microsoft Dynamics
We have updated the Sales Acceleration Module to embed an iframe directly onto the account page in Microsoft Dynamics. This does require you to create an iframe page component in Dynamics. To begin, navigate to the Microsoft Dynamics set up page in Triblio, click the Sales Acceleration Module Setup tab, and then click the "Click to Download" text to download the script file. 
Setup in Triblio:
1. Navigate to the Sales Activation tab in Triblio Classic. Choose the ABM Analytics Module option.
2. Under the ABM Analytics Module Management hub, input the emails of your sales users that require access to the Module. If you do not authorize the user here, they will not see data in the iframe in Dynamics.
Setup in Dynamics:
1. Navigate to the settings gear in the upper right corner of the the navigation bar and select 'advanced settings'. 
2. One the following screen you will see 'Settings' at the top. Select the dropdown arrow to the right and choose 'Customizations' under the Customization column. Then choose 'Customize the System'.
3. On the left hand side you will see 'Entities' under the Components category. Choose that, then choose 'Account', and then select 'Forms'.
4. Inside the form configuration page, click the area where you would want the Triblio iframe to be loaded. Click that area and then select the Insert tab on top (next to Home).
5. From the Insert tab, please select 'IFRAME'.
6. For the Name, insert 'IFRAME_triblio_abm'. For the URL, insert "https://app-sales.triblio.com/sales-module?crm=dynamic365&".
Make sure to check 'Pass record object-type code and unique identifier as parameters.' and uncheck 'Restrict cross-frame scripting, where supported'.
7. Next, within the same IFRAME properties, choose the 'Events' tab. Under 'Form Libraries' click the 'Add' button. The Lookup overlay will appear. Select 'New'.
8. For the name, please insert - IFRAME_triblio_abm. Choose 'Script (JScript) as the Type. Select the 'Choose File' button, and upload the IFRAME Web Resource Script that you downloaded in Triblio and save.
9. If you go back to the previous window, you should see the added Iframe name. Now do the same under 'Event Handlers'. Make sure that 'OnReadyStateComplete' is the selected event option. Choose add. 
10. Your script should show up in the Library dropdown by default. Input 'main' for the function. Make sure 'Enabled' is checked, as well as 'Pass execution context as first parameter'. Hit OK. 
11. Now you should see both properties present. Hit OK.
12. Complete the setup by navigating back to the main screen and selection Publish.
Installing the Sales Acceleration Module: SugarCRM
1. Log in to Triblio, navigate to TUX -> Setup -> SugarCRM Setup -> Sales Acceleration Module Setup.
2. Download the linked zip file and upload it into your Sugar instance via the Module Loader (Admin -> Module Loader)
Note: Make sure to add tribl.io and *.triblio.com to your content security policy (CSP) whitelist in SugarCRM. If you don't do this, Sugar will block the Sales Acceleration Module from loading any data.
3. Add the new module to your Account Record Dashboard panel in SugarCRM.
4. Now it's time to authorize users. Back in Triblio Classic, head over ' Sales Activation' in the navigation bar on the left.
5. On the Sales Activation screen, select 'ABM Analytics Module'
6. Next, enter the email addresses of the sales users to authorize in the column on the right. Use the email addresses associated with the user's SugarCRM account.
7. The first time a user views the module in SugarCRM, they will need to authorize their device. Go to an account record, scroll down until you see the ABM Analytics Module, and click 'Authorize'.
8. Once authorized, you will see Triblio data loading in the module.