Who is an Account Administrator?

Individual(s) responsible for managing, tracking, and administering SmallWorld. Can be operations, field marketing, sales leadership, marketing leadership, sales enablement, etc. 

Functions & Responsibilities

  • Setup integrations including Salesforce, Slack, 6sense, etc (if applicable)
  • Setting the Company Description, Target Company setup, and Buying Centers of an organization
  • Inviting Connectors and Requesters to join SmallWorld
  • Assigning suggested introductions to Requesters
  • Disposition unassigned Relationship Leads to Requesters
  • Reporting on the success of the platform
  • Monitoring account activity

Licenses

The number of Account Admin licenses is typically defined in the contract. Account Admins have both Requester and Connector privileges, though they are not counted as license in either of those categories. 

Becoming an Account Admin

If you need admin access, email [email protected] with your company name and title. You will receive an email when the license has been created. If you previously had a Requester and/or Connector license, your existing login will be upgraded.