🖱️

Navigating Endgame

👋 About Endgame

Endgame is how you and anyone at your company deeply understand your customers and prospects. Consider Endgame a single sheet of music for the entire team to use for sales and account management use cases such as company research, meeting prep, account planning, deal review, handoffs, and more.

At its heart, Endgame is about going deep on a given account. After you login with your Salesforce credentials, you’ll be presented with Endgame’s home page (screenshot below). This page is intended to get you to the account you want to dig into as quickly as possible.

image

🔍 Getting to an account: direct search

Type in the name of the company you want to research in the home page search box. Doing so will pull up accounts to select from — simply click the appropriate account and you’ll be taken to the Account Detail page. You can also search via cmd+k or by clicking the search icon in the left-hand navigation. It’s important to note that the only companies you will see are those with Account records in Salesforce.

📂 Getting to an account: account list view

Alternatively, navigate to the Account List page by clicking the stack icon in the left-hand navigation. There are a few ways to sort and filter this table.

image

👥 Filtering by ownership

Clicking the people icon at the top right of the list will provide a menu with a few mechanisms for filtering with ownership in mind.

You can combine ownership filters with quick filters.

  • Filter to “my accounts”, which looks for accounts in which you are the Account Owner in the default Salesforce “Account Owner” field in the related Salesforce Account object.
  • Filter to accounts owned by any user in Salesforce by searching for their name.
  • Filter to accounts where you, or the selected user, has “any role”—this will take into account custom ownership fields, typically used for Sales Engineers, Customer Success Managers, SDRs, BDRs, etc.
  • Filter to accounts owned by your team, which relies on the manager field for users in Salesforce.
image
image

⏩ Quick filters

The top left Accounts dropdown allows you to look at All Accounts, Lost Deals, and Open Opportunities. You can also select Favorite accounts (set Accounts as Favorites from the Account detail page using the star icon at the top right corner).

You can combine these filters with ownership filters.

image

↕️ Sorting

There are a few pre-built ways to sort the list: by Account Name, Opportunity Size, Opportunity Close Date, Opportunity Stage, and Opportunity Type. This dropdown menu can be found at the top right of the Account List.

image

📄 Account detail page

Once you get to an account, you’ll be presented with a page. There are three core concepts within this page: Ask AI, Timeline, and Library.

image

💬 Chat

image

Think of this as a ChatGPT that’s deeply tuned to your business model and sales strategy with access to your internal CRM & call data. The questions you can ask can thus be quite detailed and specific. Here’s a quick guide on prompts to help you get started. When you ask a question, you’ll be taken to a new page that is focused on the Thread you just started. You can ask multiple questions in that Thread, and you can always get back to it from the Library.

📚 Library

The Library contains pre-built “Briefs” you can generate for deep research and planning, such as Account Plans, Deal Reviews, and Financial Analysis. Feel free to generate a Brief from the Library tab and click into it later, as it can take some time for a Brief to build due to the deep research nature of the product.

The Library also contains an index of Threads, which is your Ask AI chat history in that account.

image

⌚Timeline

image

The timeline captures news, people changes, financial highlights such as earnings calls, emails, and calls. It can be very useful for catching up on an account as a manager, or during account transitions/inheritance. The timeline is searchable via the box in the top left. Clicking into any specific element will open up a new chat Thread, where you can ask more questions about the event. For example, you can click into a past meeting, and the new thread will automatically generate a summary of the meeting for you that you can then ask further questions of.

💁‍♀️ Need help or have feedback?

We’d love to hear from you! You can reach us at support@endgame.io.