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Info tile – Echobot CONNECT

Type

Desktop tile

(Minus)

Entity tile

(Plus) Business partner

Description

The info tile "Echobot CONNECT" displays additional sales-relevant information for the currently displayed business partner dataset.

This information could be:

  • Master data

  • Contact information of the employees

  • Organization chart

  • Information from the Trade Register such as

    • Shareholding structure

    • Annual balance

  • News about the company

  • Contents from the company's social media

  • Sectors

The service Echobot CONNECT disposes usually only of (complete) information to German companies.

Configuration

Setting up your Echobot CONNECT account

The registration of an account is done via the website of Echobot CONNECT and can be accessed with https://connect.echobotsales.de/#/start.

For the generation of an account secret (account key) the user account must be switched to administrator mode by an employee of Echobot. For this purpose, the appropriate contact must be made with the vendor support.

After the account has been switched to administrator mode, the account secret can be viewed in the user area under Settings → Integrations → IFrame Integration / Data display.

Tile parameters

Echobot CONNECT Login

Both system-wide and user-specific login data can be stored. In the case of system-wide credentials, the user's email address is obtained from the corresponding employee dataset, while the password is stored in the global variable C0EchobotCONNECT_AccountSecret.

User ID

The email address of the user who is registered at Echobot.

Account Secret

The access key (Account Secret), which is provided by Echobot in the settings under "Integration". For more information, see section "Setting up your Echobot CONNECT account".

Mode

Full

Activated

All selected categories to be shown are displayed scrollable among each other (analogous to the layout of Echobot CONNECT on the website).

Compact

Activated

A single specific category is displayed as a widget.

The navigation bars etc. are hidden so that the widgets can be ideally integrated into masks.

Layout (Full mode)

Show upper navigation bar

Activated

The upper navigation bar with search bar and account information is displayed.

Show left navigation bar

Activated

The left navigation bar with quick accesses is displayed.

Categories to display (Full mode)

Map

Activated

The location of the business partner is displayed on a map.

Characteristics

Activated

Characteristics and key performance indicators of the business partner are displayed together.

Address information

Activated

Address and contact information of the business partner are displayed.

Tag Cloud

Activated

A tag cloud is displayed, which visualizes headwords about this company sorted according to their frequency.

Employee

Activated

All employees (contact persons) of the business partner who can be determined from the web and registers are displayed with telephone number, social media, job title/activity in the company and last update date.

Signals

Activated

Signals to the company are displayed. Signals are market-relevant news and events in the company (e.g. personnel changes in the management board), which according to Echobot are sales and business relevant and important for decision makers.

news

Activated

All news found for this company are displayed in chronological order.

Financial data

Activated

Shows the financial data of the last years for the company, such as balance sheet, profit, turnover etc.

Trade Register

Activated

Displays information from the last available Trade Register extract, such as the HR and UID number, changes in the company, purchases and sales of shares, and so on.

Widget (Compact mode)

Info

Activated

Summarized company information is displayed.

Employee

Activated

All employees (contact persons) of the business partner who can be determined from the web and registers are displayed with telephone number, social media, job title/activity in the company and last update date.

Signals

Activated

Signals to the company are displayed. Signals are market-relevant news and events in the company (e.g. personnel changes in the management board), which according to Echobot are sales and business relevant and important for decision makers.

news

Activated

All news found for this company are displayed in chronological order.

Financial data

Activated

Shows the financial data of the last years for the company, such as balance sheet, profit, turnover etc.

Trade Register

Activated

Displays information from the last available Trade Register extract, such as the HR and UID number, changes in the company, purchases and sales of shares, and so on.

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